Conversation #1a
The Booklet Follow-Up Call
The goal is not to complete a script. The goal is to begin a relationship.
Caller Name
Organization Name
Community
Booklet Title
Experience Title
Date
We recently sent you a booklet called [Booklet Title], and I wanted to follow up personally.
Did you happen to receive it?"
Contact Name
Did they receive the booklet?
Do you have a quick minute?"
Do they have time?
We're creating an opportunity for people who live in the same community to get to know one another, talk about the lives they're trying to build for themselves and their families, and explore what might become possible if we started working together.
Maybe that's buying a home, getting ahead financially, creating opportunities for our kids, pursuing something we've always wanted to do, or making changes in our neighborhoods.
It's a ninety-minute gathering where we'll share experiences, exchange ideas, make connections, and explore what we might accomplish together.
Does that sound like something you'd be interested in hearing more about?"
Interest in the experience
Use whenever someone says they're busy, would prefer another time, or wants to continue the conversation later.
I'd be happy to give you a call back when it's more convenient.
I usually have time to connect on weekends, weekday evenings, or around lunchtime Tuesday through Thursday.
Which of those windows tends to work best for you?"
Preferred contact window
Use once the person has expressed interest and has time to talk. These questions are conversational possibilities, not a required sequence.
Listen.
How long in the community
If there's a natural connection, share something about your own experience.
Moved from
If enjoy: "What do you enjoy most about it?" · If challenges: "Yeah, I hear you. What's that been like?" · If interesting: "Oh, tell me more about that."
Share your own experiences when relevant. Let the conversation be mutual.
Community experience notes
If yes: "Oh, nice! How old are they?" · If relevant: "Are they here in [Community Name] with you?" · "And do you live with family, or do you have your own place?"
Follow their lead. They may mention a partner, children, parents, roommates, or living alone.
Family notes
They might talk about work, school, caregiving, retirement, hobbies, or other interests. Respond to what they share.
Everyday life notes
Or: "When you think about the next few years, what are some things you'd really like to do or accomplish?" · Or, if they've mentioned a particular interest: "Is that something you'd like to do more of?"
Choose the questions that fit. Don't ask every question simply because it appears here.
Aspirations notes
And there's something powerful about creating opportunities for people who live in the same community to connect with one another.
Sometimes somebody has experience with something we're trying to do. Sometimes they know someone who could help. Sometimes they have an idea we haven't considered.
And when we start bringing those connections together, we can begin to imagine what else might be possible."
If they shared a specific aspiration: "You mentioned earlier that you're hoping to [Their Goal]. That's exactly the kind of thing I think is worth bringing into these conversations."
Story connection notes
We're bringing together about twelve people from [Community Name] virtually for ninety minutes to share experiences, explore ideas, and make meaningful connections.
Would you be interested in joining us?"
Invitation response
I especially appreciated hearing about [Something Specific They Shared].
Thank you for taking a few minutes to connect."
The purpose of these notes is to support a continuing relationship.
Personal Story
Where are they from? How long have they lived in the community? What did they share about their experiences?
Family and Household
What did they voluntarily share about children, family, or household?
Everyday Life
What keeps them busy? What are their interests, passions, and responsibilities?
Personal Aspirations
What are they working toward in their life, career, finances, or family?
Opportunities and Challenges
What did they share about opportunities they'd like to pursue or challenges they're experiencing?
Relationships and Connections
Did they mention relationships, networks, organizations, or experiences that matter to them?
Personal Connection
What did you connect over? What would make the next conversation feel like a continuation of this one?
Invitation Status
Preferred Channel
Preferred Contact Window
Scheduled Callback
Permission for Future Contact
Next Action
Record only relevant information that the person has chosen to share, and respect their privacy and contact preferences.
What Makes This Call Successful?
- The person understood why we reached out.
- They learned about the opportunity to connect with people in their community.
- They felt heard and respected.
- We made a genuine personal connection where the conversation allowed.
- We extended a clear invitation.
- We agreed on an appropriate next step, when mutually desired.
The relationship is the foundation. The invitation is an opportunity. The next conversation is where that relationship can grow.