DIABETIC LEAD VENDOR SCRIPT – TEMPLATE
May I speak with_______ (name on record). My name is __________________ and I’m calling on behalf of [Vendor Name]. I am following up with you regarding your request to receive information about having your diabetic testing supplies shipped directly to your home.

► If YES proceed
► If No go to Refusal Courtesy Close
I need to ask you a few qualifying questions. Call may be recorded for quality control and training purposes.
#1. Do you suffer from Diabetes? (If NO, go to courtesy close)

#2. Are you over the age of 65? (If YES, go to courtesy close)

#3. What type of insurance do you have?
a)Medicare
b)Medicaid
c)Private insuance

IF Private insurance:”Who is your insurance provider?”

Do you have a copay? Must be a yes
#4. Are you getting your supplies via mail order or pharmacy currently?
**[If MAIL ORDER] Are you open to a changing suppliers if they could provide a better service to you? (If NO, go to courtesy close)

Great, I just need to verify your contact information:
Verify Name
Verify Address
Verify Phone
Try to get secondary phone
Verify Email (if available)
Verify Age

Great!
Now Mr./Ms._____, I just want to confirm that you are interested in receiving your diabetic testing supplies at little or no charge to you, if you qualify, and that you are interested in having an agent from
(enter client name ) contact you about receiving your diabetic testing supplies at home? (Must be clear YES)

► If No = that’s fine, transition to Refusal Courtesy Close.
► If YES Continue

Great, we will forward your information to an (enter client name) representative. Now what is the best time of day for them to reach you? Morning, afternoon or evening?

Thank you again for your time and you will be hearing from (enter client name) over the next few days to assist you with your needs. Have a nice (day/evening). Goodbye.
REFUSAL COURTESY CLOSE: I’m sorry we couldn’t assist you today. If you change your mind or your diabetic testing supply needs change, please contact us again. Have a great day! (Disposition appropriately)