ERTC PPP Loan Script

Voicemail Script

Hi, this is Carla with ERTC Express

.

I'm calling because we have been assigned to help you get ERTC tax credit for your business. This is money that does not have to be paid back, but it's for a limited time. Give me a call back when you get a chance.

I will follow up with you again tomorrow or you can give us a call back at

(949) 828-1084.

Have a wonderful day.

Opening Statement

Hello, is this [INSERT LEAD NAME]? Hi, this is Carla with ERTC Express. Who is the best person to talk to about the PPP loan for the business?


[Pause for response]

(put the person's name in AFUS)

Thank you. May I speak to that person, please?

[Pause for response]

[if YES and get voice mail leave VM script.]

[if NO, ask to leave a message and leave VM voice mail]

[if YES and they answer]


Hi,_______ this is _______ with ERTC Express. How are you? Great. We understand you got a PPP loan in (month) of 202x in the amount of (read it of PPP site) and it was forgiven is that correct?
Since you received the PPP loan, you may be eligible to receive additional funds for retaining your employees through the pandemic. You can get up to $26,000 per W-2 employee. This is money that does not have to be paid back. We understand you had about __ (get from the report) employees. Does that sound about right?

Number of W-2 Employees

*# of Employees X by $26,000:

*scheduling appointment:


Great. I’m going to have one of our agents give you a call to give you an estimate of how much your business may be eligible for. What is your first and last name? What is the phone number to reach you? Can we text you on this number as well? What is your email address?

Let me check our calendar. What time zone are you in? What is the best time of day to talk to you?


--Go to Scheduling. Suggest two times you think would work for them---

Ok, I can have Carl call you at ____ 30 your time or would ____30 be better?


-- Go to Scheduling –


-- Get response and select the appropriate day; Book for the soonest available time if possible --

Loan Officers

Pre-qualification Call

30 Mins
Select option
If you would like to have us call you at a time that works best for you, you can do so here.

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Closing Statement

-- Once confirmed, move to closing --


We look forward to speaking with you on [INSERT DAY AND TIME]. We will be calling you from a 949 number, Ok.


-- Answer then end the call --


Great! Thank you for your time, [LEAD NAME].


Have a nice day!

Frequently Asked Questions

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