Accepting The Referral & Script Of The Day: Are you asking if you can do a Lunch & Learn?


Estate Planning Atty.: To Introduce The Lunch & Learn program

Hi (Client’s name), 
I just wanted to touch base to let you know about a corporate benefit we have. 
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you ore providing the client), we will give you (provide some value, such as a closing costs discount). 
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing costs discounts) The workshop can take place at your place of business or at our offices. 
We call it a “Lunch & Learn” because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts). 
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at? 
Thank you so much for the opportunity to work with you. 

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