SETTER / Fact Finder
Setter
00:00
Step 1 · Opener

Open the call

Pick the lead type from Drip Club, read the opener, then pause. If they push back, open the matching card below. Every card ends back on track.

Script — read as written
Then stop talking. Both answers keep the call going. “Back burner” means they still need it, and “handled” opens the door to what they went with.
Their answer
Bridge into the fact finder
Perfect. Let me ask you a couple quick questions so our health specialist Troy can see exactly what you'd qualify for and not waste your time.
Step 2 · Fact finder

Get everything Troy needs

Go top to bottom. Read the gold question, type what they say. Everything fills the hand-off card on the right automatically. * = needed before the hand-off.

1

Contact

Just so I have it right, can you spell your first and last name for me? And is this the best number to reach you?

2

Who's covered

Who all are we looking at coverage for? And what are everyone's ages?

Troy's quote tool needs age and M/F for every adult, and age for kids. Anyone 65+ goes to Medicare, not this plan.
3

Current coverage

Are you currently insured right now, or without coverage?

Is that through the Marketplace, an employer, or something else? And who's the carrier?

What are you paying a month, and do you know your deductible and your out-of-pocket max?

Not sure of a number? Leave it blank. Never guess — Troy will check it on the call.

How long have you been without coverage, and what changed?

4

Doctors

Are there any doctors or specialists you want to keep? Is that a must, or more of a preference?

5

Prescriptions

Is anyone on the policy taking any regular prescriptions? What's the name, the dose, and about what do you pay for it now?

6

Quick screen

Just a few quick yes-or-no questions so Troy points you to the right option.

Yes/no only. Don't ask for details on conditions — that's Troy's part of the call.
7

Goals

If you could change one thing about your coverage, what would it be?

Ask why, then stop talking. “And why is that important to you right now?” Their answer is the reason they'll move forward.
Step 3 · Hand-off

Transfer to Troy, or book it

Warm transfer is always the first option. Text Troy now, and keep the client talking while you wait: “Just checking his schedule real quick…”

Script — set up the transfer
Perfect, that's everything I need. The next step is a quick call with our health specialist Troy. He's the licensed broker who'll go over your actual options and pricing. He's actually free right now, so I'm going to bring him on so you don't have to wait. Sound good?
Script — introduce them to Troy
Introduce, don't just transfer. Only drop off once Troy and the client are talking. Then go to Step 4 and send the card.
Script — pick a time
Troy's on with another client right now, and I don't want you waiting on hold. What works better for you — later today, or tomorrow?
Script — lock it in
Perfect. I'm putting you on Troy's calendar right now. What's the best email for the confirmation?
Open Troy's calendar ↗
The calendar opens with their name and email filled in, and the fact finder goes into the booking notes so Troy has everything at the appointment.
Script — confirm
You're all set for [day and time]. You'll get a confirmation by email, and Troy will call you right at that time. Is this the best number to reach you?
Step 4 · Send the card

How did the call end?

Pick the outcome. It sets the Drip Club stage on the card. Then send the card to Troy and paste it into the lead's Drip Club notes.

Email to Troy
Paste the card into the lead's Drip Club notes and move the card to the stage it shows.

Pushback

Tap what they said. Ask, don't argue. Every card ends back on track or with an honest next step.