Personalize with their name. Send as a real text — not a copy-paste blast. Most yeses come from the second touch, so follow up once after 3-4 days.
Direct — best default
Hey [name]! I'm going after my broker contract — basically the next level up at work — and I'm trying to get in front of as many people I know as possible. Can I swing by and catch you up on what I'm doing? Or coffee on me if that's easier. 15 minutes tops.
Warmer — family / close friends
Hey [name]! Big thing happening at work — I'm going for my broker contract, which is basically my own office and building a team. Part of the process is reaching out to people I trust. Can I steal 15 minutes this week? I'll come to you or grab coffee.
Casual — acquaintances
Hey [name]! Working on a promotion at work and trying to spread the word. Any chance I could grab 15 minutes with you this week — coffee's on me? Just want to show you what I'm up to.
Acknowledge → Redirect → Re-ask or stay open. Keep it quick and casual.
"What's a broker contract?"
It's basically a promotion — I'd get my own office and build my own team. That's why I'm reaching out to people I know.
"What do you want to show me?"
Just what I do and who I help — so you know who to send my way. Not pitching anything.
"Is this a sales pitch?"
Honest answer: no. I'm not pitching anything, I just want you to know what I do.
"Can you just tell me over text?"
Easier to walk through in person. 15 minutes — I'll come to you.
"I'm not into finance"
That's fair — it's mostly so you'd know what I do for others.
"I'm really busy" / no reply
No worries — what does next week look like? Give it 3-4 days then follow up once with a polite nudge.
Use binary choices, not open-ended questions. Reduces friction.
Booking script
Awesome — do weekdays or weekends work better for you? And morning or afternoon? Perfect. I can come to you or we can grab coffee — whatever's easier.
Most yeses come from the second touch. If no reply after 3-4 days, send one polite nudge.
Follow-up text
Hey [name] — just circling back on this. No sweat if the timing's off, just didn't want it to get buried. Let me know either way!
Do
Personalize every text with their name. Let them say no gracefully. Use binary choices when booking. Follow up once after 3-4 days. Pass booked appointments to your broker immediately.
Don't
Say the word "advertising" — it confuses people. Use guilt language ("it would mean a lot"). Send to strangers. Blast the same text to 30 people. Keep pushing if they hesitate.
Quick Reference Card
Direct (default)
"Going after my broker contract — trying to get in front of people I know. Can I swing by for 15 minutes? Coffee on me."
Warmer (family)
"Big thing at work — going for my broker contract, my own office and team. Can I steal 15 minutes this week?"
Casual (acquaintance)
"Working on a promotion — any chance I could grab 15 minutes? Coffee's on me. Just want to show you what I'm up to."
Top objections
Sales pitch? → "No, just want you to know what I do." Busy? → "What does next week look like?" Over text? → "Easier in person, 15 min."
Booking & follow-up
Book: Weekday or weekend? Morning or afternoon? Follow up once after 3-4 days. Never say "advertising." Lead with referral frame, not quota frame.