VFG Character Reference Letter & Script: Financial Inviter

After you have started a conversation exchange pleasantries, depending on how long it's been since you last spoke with this person. This is what you say.

(First Name) Listen, I have a favor to ask, I need your help. (Sure what is it?)

I am starting a business in the financial industry and I am getting associated with a virtual company on a part-time basis.

I’d like to use you as a reference, would it be okay to put you down?

(Positive response)The manager I'm working with is (Managers Name)He/shewill call you to ask some questions about me, Okay!

(Positive response) Great, thanks! I really appreciate it.

What I needyouto do is watch a short video on line. It’s less than 5 minutes and it covers what I will be doing, and (manager’s name) will want your feedback on my abilities.

Can you watch the video today?

(Positive response)Greatthanks again, I really appreciate it.

I will email you the link, what is your best email address to send it to?

Follow-up email

Subject line: first name, link to video page for my character reference

First Name

Thank you for helping me out with this. I really appreciate it! Here is the link to the video page that I mentioned ( _____.vfgpro.com/tourvideo). Please take the time to view the short video since (manager’s name)will ask you specific questions on the content. I will tell him to call you any time aftertomorrownight. Thanks again for the help!

Warm Regards,

VFG Manager: Character Reference Script

Hello, is ______there?

This is ______from Virtual Financial Group. ______has

asked me to call you because he/she has applied with our company and gave me your name as a reference.

Do you have a minute to answer a few questions?

______provided you with a link to our short overview video.

Did you have a chance to review the video in order to give us an honest opinion on whether you think ______can do this business or not?

If (No) Could you watch it now & I’ll call you back in 10 Minutes? Great Thanks

If (Yes) Great, Pretty powerful video right?

How long have you known ______? How do you know ______?

We are working in the financial services industry in a Virtual environment takes integrity & being a self-starter is critical. Do you feel ______has these traits?

As you saw in the Video we are revolutionizing one of the largest industries in the world by doing it completely virtually with an assembly line concept so our reps do not have to be an expert in the products or sales.

They also have the luxury of working from home or where ever they can connect online.

______thought you would open to looking into it a little further so you are in a position to refer him/her some people who can benefit from Virtual Financial Group. I will register you in our 3-D Virtual Environment so you experience financial services like you have never seen it before.

We have a live business presentation meeting coming up______or you can watch the recorded version. Which is best for you?

I'll send you the step by step instructions on how you login to our 3-D virtual business environment.

(You will want to see this!)

Thank you, I feel more confident about ______because of our conversation.

We’ll call you on______at ____:_____a.m/p.m. after you have seen the overview