Closed S4E3 · Umer Khan · the toolkit
The other-half call checklist
One box per call. The job isn’t finished until you offer the add-on.
Call 1 · Client: ______________________ · Date: ________
The main plan I wrote: ______________________________
The gap I said out loud (the co-pay, the deductible, the max out-of-pocket): ______________________________
The add-on I offered, and when (the start of the call, not the end): ______________________________
Quote sent, even on a no: ______________________________
When I'll follow up: ______________________________
Call 2 · Client: ______________________ · Date: ________
The main plan I wrote: ______________________________
The gap I said out loud (the co-pay, the deductible, the max out-of-pocket): ______________________________
The add-on I offered, and when (the start of the call, not the end): ______________________________
Quote sent, even on a no: ______________________________
When I'll follow up: ______________________________
Call 3 · Client: ______________________ · Date: ________
The main plan I wrote: ______________________________
The gap I said out loud (the co-pay, the deductible, the max out-of-pocket): ______________________________
The add-on I offered, and when (the start of the call, not the end): ______________________________
Quote sent, even on a no: ______________________________
When I'll follow up: ______________________________
Closed! with Justin Jacobs · a Health Plan Markets show