Call Comments

[YOU ARE CALLING]

Good morning / Afternoon / Evening

My name is  and I am calling on behalf of Financial Advisor. I'd like to ask you a few questions in order to ensure that you receive your free subscription for the next year.

[IF OK / YES CONTINUE]

Continue

[IF CONTACT BUSY]

Contact Busy

[IF CONTACT LEFT COMPANY GET REFERRAL NAME]

Referral Name ?

Contact Left Company

[IF CALL BACK LATER RESCHEDULE CALL]

Scheduled Callback

[OR SELECT ONE OF THE FOLLOWING]

Would Not Help - Gatekeeper	Would Not Help - DM	Dead Line / Wrong Number
Company Closed Down	Home Phone Number	Evening Call Only