The Basics You Need In This Video

Hey there! This is [Your Name] from [Company]. I just wanted to say thank you for scheduling a call with me.

All the details about our upcoming call are on this page and in the email I just sent over to you.

First, make sure you have Zoom installed and ready to go. The call will be taking place over Zoom, so having that set up ahead of time will ensure a smooth conversation.

Second, have any relevant financial documents or information handy that will help me understand your current situation and funding needs. Things like recent bank statements, credit reports, business plans, etc. will be super helpful.

And lastly, just be prepared to discuss your specific goals - whether that's expanding your real estate investment portfolio, scaling your coaching business, or anything else. The more details you can provide, the better I can tailor our solutions to your unique needs.

I just sent you an email and text message to confirm our appointment. Be sure to respond 'YES' to those so I know you're all set!

I'm looking forward to our call. Talk to you soon!

Moe-Schedule Funding TY Page.mp4

[Opening Hook]

Hey, congratulations on scheduling your Funding Onboarding Call! You’re already ahead of the game, and I’m excited to help you take the next step.

[Acknowledge Their Effort]

I know how frustrating it can be to get denied for funding, especially when no one explains what went wrong. But you’ve taken action, and that’s a big deal. Most people just sit and wait, but not you—you’re making moves!

[Set the Stage for the Call]

This call is all about making sure you’re set up for success. We’re going to go through everything so you can feel confident that you’re ready to secure the funding you deserve.