Materials Hub
These are the exact scripts and guides Rising Phoenix agents use to start real conversations, get clients on the phone, and walk them through the sales process with confidence. Save them. Print them. Use them every day.
Required Materials
Print these before Monday. Keep them in front of you during every session this week.
Appointment Setting Script
Your foundational phone script for setting appointments. Master this before you ever pick up the phone.
Text Message Script
Use this for unresponsive leads or to follow up after a voicemail. Short, direct, and proven to get replies.
Closeout Text Script
When a client ghosts you or says “I’ll think about it,” this script helps you professionally close the loop — while still leaving the door open.
Sales Guide
A step-by-step breakdown of the full telesales process, including how to transition, present options, and close. This is your roadmap.
Voicemail Script
Quick, clear, and credible — this voicemail builds trust and boosts callback rates.
Mortgage Protection Calculator
File > Make a copy. Use this to help find options for your clients.
Needs Analysis Sheet
The Needs Analysis Sheet helps you gather all the critical information about your client’s situation so you can recommend the right coverage — and build trust in the process.
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