Brian C.

Aber
Vice President of Marketing
The Credit Repair Office by HTDI

From an AE’s Point of View

ZERO CONFUSION
TIME IS MONEY
Initial Sales Pitch
Proper Follow Up
Leaving Voicemails
The Close and the Closing Pitch
Lead Generation
Referral Partners
2
 Credit Repair
What does it all come down to?
“It all comes down to whether or not the
negative items are meeting the criteria outlined
within the Fair Credit Reporting Act.”

If they aren’t or they aren’t verified within a

reasonable amount of time then by law they
must be deleted. 3
 Initial Sales Pitch
“ZERO CONFUSION”
• Greet Them and Identify Yourself
• You,your company, the referral partner, and their company

Explain what you do - “What we do here is work on your behalf and go

against the credit bureaus to remove the inaccurate and unverifiable
information from your credit report.“

How you do it - “We have extensive knowledge of the law and how
the bureaus operate and we use an arsenal of aggressive tactics to get you
the best results possible.” (It all comes down to ... )
Time Expectations - “You will receive results within the first 30-45
days but prepare yourself to make a minimum commitment of at least 6-8
months to maximize results.”
 Initial Sales Pitch
• Ask Them About Their Credit Picture
Gets them engaged and involved in the conversation.
•Correct any misconceptions and re-educate.
Don’t just tell them the answer ... explain why it’s right.
ZERO CONFUSION!!!
•Mention that you are a member of NACSO
# of NACSO Certified Employees
Percentage Quality Assurance Rating
• Pricing
• Ask if they have any more questions
•RISK ASSESSMENT
• 6 months since DLA
• Afford their bills
• Afford your services
•Move To Date of Enrollment 5
 Date of Enrollment
Ask “Were you looking to get started right away?”

If they aren’t then;

• Dictate the follow up

“I’ll call you next Thursday to follow up and if you’re ready or have any questions beforehand please give me a call.”

• Document the call in the TrackStar Sales CRM.

Hard pressure sales DON’T WORK! We’re not selling AMWAY!

Listen to their issues, address their concerns, and show you understand
this is a sensitive issue and casually go over the benefits of credit repair.
 The Close
“Always Be Closing”
• Find out when they are looking to get started and have them verbalize the
commitment.
• If they state they are still thinking about it and you feel they just need the extra
encouragement then you will want to offer them an urgency creator.
Offer a discount if they signup today.
FOLLOW UP TAKES TIME AND TIME IS MONEY!!!
• If they are willing to sign up today then they are saving you the time and effort
of following up so you can pass that savings on to them.
•“If you can get the contract, proofs, and secure payment by close of business
(typically NLT 4 days from DOE) and saving us valuable time we will be glad to
lower your setup from $199 to $149 saving you $50.”
 Proper Follow Up
In a No Contact situation
• Once a day for the first 5 days
Different times of the day to gauge when they are available.
• Then every two weeks for a couple rounds.
• Be sure to CC the Referral Partner on SIFU & No Contact emails
SIFU = Still Interested Follow Up

• If still no contact, select label the lead as such and assign lead to new staff for
training purposes.
Helps them and perfect the art of leaving a voicemail.

TIME IS MONEY!!!
 Leaving Voicemails
Purpose is to induce a call back ... duh!
• Speak clearly and with confidence.
• Be warm and friendly!

• Greet them and identify yourself and contact information

• Your and your company
• The Referral Partner

• Set your follow up for a different time of day.

•Leave a message that would make you call yourself back!

 Disconnected Numbers
“At the subscriber’s request…..”
Send an email stating the number seems to not be currently working and to
respectfully request a different point of contact as this could be an error.

This should also send up a red flag on the consumer financial status. This will go
along with their risk assessment as to whether they are a viable client.

•Document the account in your system and set a follow up for a week later.
• If it’s still disconnected set a f/u for a month later.
• Still disconnected ... DOCUMENT IT AND DROP IT. Time is Money!

TIME IS MONEY!!!
 Closing Pitch (RECORD IF POSSIBLE)
Verify in your TrackStar Sales CRM
•Name
•Mailing Address
•Phone Number and Cell Carrier (SMS Updates)
•Email
•Social & Birthdate
•Billing Information

“You understand you have the right to dispute information on

your own but you have requested the assistance of ____ in
removing inaccurate and unverifiable information from your
credit report.”
Then move to your POST CLOSING PITCH
11
 Post Closing Pitch
This is where you will go over every little detail of the
entire credit repair process to there is ZERO
CONFUSION.

• Complete Contract - Signed and Dated

• Copy of the CBR
• Two Proof’s of Address
• Proof of Social
• Copy of Voided Check (if applicable)
• Instruct on Receiving and Sending in Results
• Provide Client Support Number
•Go Over Any Remaining Questions 12
The Day in the Life of a Credit
Repair Account Executive
“It’s called work for a reason.”

1
3
 Tuesday - Friday - Repeat Monday’s schedule.

Do not underestimate a proper follow up.

If they say they are interested then they should eventually enroll.
Be persistent but casual and always move towards a date of enrollment.
ABCC = Always Be Casually Closing 1
4