Gatekeeper

“Certainly. Please let him/her know I was calling regarding a few commercial banking and treasury ideas we’ve been discussing with similar organizations.” “What would you suggest is the best time for me to reconnect?”

“I would expect that. Most successful organizations already have established banking relationships in place. My purpose is simply to determine whether a brief introductory conversation may still make sense.” “May I speak with him/her?”

“Not a problem, I was hoping to briefly introduce myself regarding a few ideas we’ve been discussing with organizations similar to his/hers.” “When would you suggest might be a better time to reconnect?”

“Given the complexity of operations and banking structures, most of the organizations we work with find that a brief conversation is usually more valuable than generic information.” “Perhaps I could have just a quick 30 seconds of his/her time?”

“I wanted to get his/her perspective regarding some ideas around commercial banking strategies, treasury management efficiencies, and operational cash flow initiatives we’ve been discussing with similar organizations.” “May I speak with him/her?”

(If pre-approach information was sent)  “Yes. I recently forwarded him/her a brief message regarding some commercial banking and treasury ideas. I was hoping to get his/her perspective on this.” “Could you put me through please?” (If pre-approach information was not sent) “Not specifically. I was hoping to briefly introduce myself regarding a few ideas we’ve…

“He/She is not.” “May I speak with him/her?”

“Encore Bank” “May I speak with him/her?”