Introduction to Our Suite of
Business Financing Solutions

Welcome to the Team!

To begin, let's give you an overview of what we do here.

What We Offer

We understand that every business has unique needs, and we provide a range of solutions to meet their financial requirements . Whether it's for managing cash flow, covering payroll, hiring more staff, consolidating debt, or boosting their marketing and advertising efforts, we are here to help.

Your Role

Your role will involve reaching out to businesses, sparking genuine interest in our business loans, and connecting those who are interested and qualified with a specialist who can guide them further. 

This Guide

Consider this guide your all-in-one manual. It covers into the various financial options we provide, guides you on how to manage calls, the right mindset to have, and much more. By the time you are done with it, you will be well-equipped to shine as a top caller in our team.

Key Financial Solutions Overview

Merchant Cash Advance (MCA):

► A fast financing solution, ideal for businesses needing immediate cash for unexpected expenses or expansion.
► Features flexible repayment terms, making it suitable for businesses with fluctuating cash flow.

Line of Credit (LOC)

► A flexible credit facility allowing businesses to borrow up to a certain limit, as and when needed.
► Interest is typically charged only on the amount borrowed, not the entire credit line.

SBA Loan:

► A type of loan supported by the U.S. Small Business Administration.► Offers favorable terms, making it easier for small businesses to secure funding.

Equipment Financing:

► A way for businesses to get money for tools, machines, or vehicles they need.
► You pay back over time, often based on how long the item will last, so it's easier on your wallet.

Master Your USP: The Secret to Winning Over Customers

When you are well-equipped with these Unique Selling Points (USPs), convincing the customers becomes effortless – let the USPs do the talking

1. Fast Approvals


Getting a loan from us is like taking the express lane. It's simple, fast, and gets you the money you need in no time. Approval in just 60 minutes.

2. Guaranteed Approval:

No matter the complexity of your application, we stand by our commitment. We have a 100% approval ratio.

3. Credit Score

Good or Bad, It Doesn't Matter to Us. We're here to support and understand, not judge by numbers alone.

4. Clear Costs, No Surprises

With our transparent fee structures, you will always know exactly what you owe, without any hidden charges.

5. Short-Term Commitments

Get the funding boost you need today without being chained to long-term financial commitments

6. Minimal Documentation

Just a one-page application and your latest 3 months' bank statement – that's all we need to get you approved

7. Customized Solutions

We are not just lenders; we're specialists. From equipment financing to customized packages, we design loans that perfectly suit your business needs

8. Flexible Repayment Terms

With our loans, your payback amount is based on how well your business does. If you have a slow month, you pay back less

9. Builds Business Credit

Regular repayments on these loans can help a business improve its credit profile, potentially opening the door for larger loans in the future.

10. No Prepayment Penalties

Pay off early without any extra fees or hidden charges — full flexibility on your terms

Script Versions

Script

Version 1
Version 2
Version 3
Version 4
Version 5

Happy Monday {David}

{David} The reason I am reaching out is that your business recently came up in our system as a great candidate for a business loan program we are offering.

{David} Look, I know your time is valuable but give me 120 seconds, and I will show you an offer that’s hard to walk away from. It will be super quick, no pressure, no sensitive info just a smart option on the table. Ok?

Framing the Offer

{David} The real value is not just in the money it’s in the control. You decide how much, when, and what it’s for. We simply make it easy, with full transparency, zero surprises, and absolutely no obligation

Now quickly qualify him/her

1. I am sure {David} you are in this business for more than a 1 year right? (Just yes and no)

2. Nice Nice…{David} For the last 3 months, just roughly, would you say you are depositing above $10,000 or less than $10,000 per month into your business bank account?

3. As I mentioned earlier, this is an offer that’s tough to ignore how could you likely use the funds? Maybe to improve cash flow or buy new equipment or working capital?

(The answer should be Yes above $10k and that's enough for now)

Final closing

Very nice! You know what, {David} I was just about to ask you a few more quick questions, but my funding expert just messaged me saying he is available right now. So let me go ahead and skip the rest of the part and connect you directly. He will just give you a quick overview you can decide if it makes sense for you or not. No pressure, totally up to you. ok? (Consent is Important)

Hi [Customer Name] this is [Bernard] with Wow Fundings.

I have excellent news that [Business Name] has been flagged by our free alternative funding, and I have some news that banks don’t want you to hear.

We have got access to private funding that can get you $10,000 to $500,000 with zero hassle no tax returns required, and this is 100% free with no obligation.

But here’s the catch: spots for this review are limited, and we’re closing them out fast. All we need is a quick confirmation of some basic information that will take just a brief moment to secure your spot. We will get through this together and quickly sound good?

And then start asking the questions….

Hi {David} - did I catch you at a good time, or should I make it quick?

I will keep this real simple. You need money that works with your business, not against it right? That’s exactly why I’m calling.

{David}, we have created a simple funding option specifically for {Construction Business }owners, and it’s already become one of our most popular programs very high in demand right now. It just rolled out last month, after some big changes in the finance industry. Not sure if you have been following the news.

So {David}, here’s the deal... We don't need your tax return ,there will be zero impact on your credit,super-fast approvals, and highly competitive rates. We offer flexible terms that often surprise our clients in a good way. Once we review your details, we will send over everything for you to check out at your own pace. Sound good?

Now quickly qualify him/her:

1. I am sure {David} you are in this business for more than a 1 year right? (Just yes and no)

2. Nice! {David}, over the last 3 months, would you say you’re depositing above $10,000 or less than $10,000 per month into your business bank account?

3. {David}, let’s say the offer looks solid and feels like a win - where would the funds go first? Covering expenses, hiring, expanding, or building a cushion?

Final Closing:

Hey {David}, just found out my funding director is free for the next few minutes, which is super rare. He’s been back to-back with {Construction} owners because this is our most popular and highest-demand program. I have already connected you now - Just so you can see how we can help. ok?

(Consent is important.)

Am I speaking with {David}? {David} from ABC LLC out of Houston, Texas - is that right?
 Perfect glad we could connect.

{David}, because of your association with respected groups like NAHB, NRCA, and AGC and the fact that you have been operating for over a year with consistent monthly revenue above $10,000 you are eligible for working capital, typically in the $50K to $70K range.(Set expectation later)

This isn’t open to everyone it’s specifically reserved for established businesses that have shown strong consistency and are affiliated with trusted industry groups.

I know you are consistently bringing in at least $10K each month, but just so I can note it down roughly how much goes into your business bank account monthly?

(Capture the actual gross)

And if the rate and terms make sense, would you be open to exploring this option sometime in the next 30 days?

(Wait for response)

And the use of funds would be for?

Perfect, what’s the best email to send the details to?

Great, I have got everything I need.

Now I am going to connect you with a funding specialist who will email you the full breakdown and answer any questions you might have. ok?

Hello {David}, how are you doing today?

{David}, let me make this worth your time this could easily be the most valuable 90 seconds of your day.

I am not here to give you a sales pitch. Let me come straight to the point and to be honest, this is more about your decision than anything I say.

My name is Nick, and I work with one of the top lenders you might have even seen on TV.

==========================================================

{David}, since you have been in business over a year and bring in at least $10,000 a month, you meet the criteria for $35,000 in funding something you can keep as a tool and tap into whenever the need comes up. Ok?

I want you to know up front there is zero impact on your credit, and I won’t ask for any sensitive info on this call, just 3 quick details to move forward. ok?

==========================================================

Let me ask you this {David} if what you see looks solid, would the funding be used for a specific project, or more for general growth and expansion?

(Wait for response)

And if everything makes sense, do you see yourself exploring this option within the next 30 days?

(Wait for response)

Excellent. What email should I use to send you the summary?

You are already in the range we work with just to get a clearer idea, roughly how much have you been depositing into the business account each month over the last 3 months?

==========================================================

(Capture actual gross deposits)

Perfect. That is all I need from my side.

Now, please hold for a moment I will connect you with my funding specialist who will complete a quick final review. They will answer any last-minute questions and we can take it from there. ok?

If No Need / Not Interested
Winning Words

Winning Words: Turning 'No' Into 'Let's Go..'

All types of funding || All types of program || Unique offer || Customized offer || Tailored offer
The payment cycle is highly customized so it doesn’t burden your business || Flexible with offerings || Payment terms as per your need || You will be 100% happy with our terms
A perfect rate for your business || Rates you’ll love || Super competitive rates || Flexible & game changing || Rates are our USP
This is the opportunity of a lifetime. Why would you not give me 120 seconds for this, right?
Hey by the way, it’s my birthday today and you're the very first person I’m talking to – If you give me your 120 seconds now, I’ll take that as my birthday gift. It would really make my day. So can I go ahead?
In the next 90 seconds I’m going to give you instant access to a variety of lending solutions at incredible rates and flexible terms. These can help you recession-proof your business.
I have all the options for you. If you need the funds immediately – I have it. If you want to use them only when needed – I have that too. No harm in listening, right?
We have a select group of private lenders, ready to fund only construction businesses at very competitive rates.
You can choose the payment terms that work best for your budget and cash flow.
I will now connect you with one of the top 10 rated funding specialists in the country.
Every business is different, so we offer a variety of payment terms to choose from.
I’m offering this free consultation because I believe every business deserves access to the capital they need to grow and succeed. Do you agree?
If you're too busy, I can skip the process for you – I’ll have one of the top 10 specialists in the country call you at your convenience. When’s a good time this evening?
Everyone’s time is precious. I have info that can positively impact your business. All I need is just your 120 seconds right now.
I respect that. Let’s not waste time. I’ll be very brief. If it’s not for you in the first minute, we can end the call. Sounds fair?
In the time it takes to grab a coffee, I can offer you tailored financial solutions with unbeatable rates. I’m confident we have the perfect fit. Just 120 seconds, and I’ll prove it.

Rebuttal

No Need / Not Interested

a) {David} The worst time to get funding is when you actually need it. That’s when the rates are higher, the terms are worse, and lenders start playing hardball. Right now, you are in a position of strength and that’s exactly when you should be looking at capital. Let me show you how other {roofing} business owners use capital as a weapon - not a lifeline. I just need to ask you 3 quick questions ok?

b) Let me ask you this {David} , if not now when you are in control, then when? Other {roofing} owners are locking in capital while it's cheap. Just 3 quick questions - sound good?

c) See {David}, the best part is - Currently my lenders are aggressive and flexible with strong businesses just like yours. A lot of my customers didn’t even need the money when we first talked- but that gave them all the leverage. They negotiated hard, and in most cases, it worked out big time.


And look - at the end of the day, there’s no credit hit, no tax returns, no upfront commitment. So worst case, you say no. Best case? You walk away with a killer offer and full control. Either way, you win. Make sense?

1) Customer: I'm not interested.

a) I understand you're not interested right now, and I'm not asking you to apply for financing. I just want to show you what we can offer and the rates. After that, you can decide what's best for you. It won't cost you anything or affect your credit.

b) Yes, I understand you're not interested no pressure at all. I’m just here to give you a quick look at what’s possible and the kind of rates we offer. It won’t cost you anything, and there will be ZERO impact on your credit. You can decide if it’s something you’d like to explore further.

c) I get that you are not interested right now, and that's totally fine. I am not asking you to apply or commit to anything. I will just show you what we offer and the rates. Then you can decide. It won’t cost you anything and won’t affect your credit."


d) No worries most people weren’t looking either. But when they saw how quickly they could get funds no tax returns needed, no credit check, no sensitive info they gave me two minutes. I’ll show you the same: no pressure, no catch. If it makes sense, great. If not, at least you’ll know.

e) I get that you're not interested right now, and that's okay. I'm not asking you to decide today just take a quick look at what we offer. It won’t cost you anything, won’t affect your credit, and might turn out to be a smart move. If it’s not for you, no worries at all.

2) Customer: I'm not interested.

a) Totally fair - most people say the same until they realize how much control this actually gives them.

b) {David} You are in charge - I just want to show you one smart option most owners didn’t know existed.

c) {David} I hear you - but if this actually solved one of your biggest business headaches, would it still be a no?

d) {David} Saying 'no' is easy - but missing the one solution built for you? That’s the expensive part.

e) You can hang up in 30 seconds - but I promise what I am about to share is different.

f) {David} You are not committing to anything - but if this makes business smoother for you, would 60 seconds be worth it?

g) {David} Totally fair - just don’t want you missing what 9 out of 10 owners said yes to.

h) I get it {David} but this is not a sales call, it’s a warning, banks hope you ignore.

i) {David ] I understand No pressure - just info. But saying no without seeing it? That’s a blindfold move, right? quickly move to the script.

j) Look, no pitch - I am just making sure you don’t pass on something built for you.

k) {David}, I remember you gave me the same response 18 months ago, and I completely respected your decision. But this time, I have something that’s really hard to turn down. This program was launched just last month, and it's already become one of our most popular options - business owners are really jumping on board.

What is your payback?

We have different payback terms. Depending on which product you qualify for, we will get you our best terms

Customer: I'm not qualified / My credit is bad

Rebuttal: I understand your concern, but we specialize in getting approvals. We work differently from banks, and our unique advantage is guaranteed approvals. Credit is not the only criteria that we see. So, dont worry about it.

Customer: I'm already working with a lender.

Rebuttal: I understand that you may already be working with a lender, but I would be happy to discuss our rates and terms with you. We offer competitive rates and flexible repayment terms, and we may be able to offer you a better deal than your current lender.

Customer: I'm not sure if I need a loan / I dont need it / I am not Interested

Rebuttal: I understand if its too soon to commit. My goal is to give you instant access to a pool of funds through top private lenders in the country. These lenders offer unique options that even traditional banks do not want you to know about. This way, if you ever need money, you will have more choices- I just need your 2 mins now and we are done....

Customer: I am not interested in Daily or weekly payment

Rebuttal: You are in the construction (as per the industry) game, and I understand your unique challenges. Your satisfaction is our priority. That's why I'll connect you to my top underwriter, a specialist who exclusively assists construction business owners. Just last week, we helped over 40 construction companies like yours . They found the customized solutions they needed, and I believe you can too

Customer: Where are you calling from?

Rebuttal:
We are local - don't worry , we are in the United states -
We are a satellite office, working closely with top 10 reputable lenders all over the US.

What do you offer, and what are your rates?

That’s a great question, ! Our rates are very competitive, and we offer flexible terms that often surprise our clients in a good way. Once we review your details, we’ll send everything over for you to review at your own pace.

Customer: What are your rates?

We are known for our premium rates, and for good reason. However, they are customized based on several criteria. We are almost done.. just few info and then I will directly let you speak to my top underwriter in the country and he will give every info you need, ok?

Our rates have been very competitive; that’s why we want you to first listen to what we can offer you and then make a decision. By the end of the call, we will give you an idea about the rates and terms.

We believe in transparency, so our rates are straightforward and competitive.

If our rates don’t impress, you’re free to choose. We’re confident in our fairness and commitment.

Customer: I am busy / I don't have time for this

Rebuttal:
I completely understand you are busy. I genuinely respect your time, so I will make this quick, Ok?
(If you use this statement Upfront right at the beginning, they are less likely to raise this objection)

Customer: Are you guys legitimate?

a) We only work with U.S. based lending partners who are fully licensed and regulated. They fund real businesses every week, following state rules-so you know it’s completely above board.

b) {David} it’s smart to be cautious. Just to clarify, this is simply an introduction call, and we’re not asking for any personal or sensitive information. We partner only with well-established, reputable lenders, and you’ll have full control to review everything and move forward only if it feels right to you. Fair enough?

Customer: I am not interested because i dont want to get into debts

Rebuttal:
You are right to be careful. But Think of funding as an investment, not just debt and good news is you are in the driver's seat.
You choose the terms and how much to borrow so dont worry this is a just a free presentation.

Training Calls

Real-World Training Calls

Phone Headset

Training Calls

  • Andrew 04:43
  • Bobby 05:07
  • Kevin 04:35
  • Sirdarren 04:31
  • Bryson 06:32
  • Samuel 06:14
  • Jerry 02:59

Select a call to play

Mastering the Craft of Telecalling

Introduction

Great, you have made it this far! You have learned about the financial products we offer, the types of loans available, you have your scripts and you are prepared with rebuttals. You have even listened to some of the call recordings. But success in this role is not just about product knowledge and a set of pre-written lines. Lets dive into the soft skills, the strategies, and the continuous learning that will make you a top-tier telecaller.

The Art of Communication

Before we proceed further,, there's a fundamental principle that must be understood: In telemarketing, communication is your most vital tool. It's not just about speaking, but genuinely connecting. Remember that when you reach out to business owners, you are not only telling them about our offerings; you're also developing a bridge of understanding and trust, building a bond that extends beyond a single interaction.

How to Make Calls That Customers Will Remember

The "wow factor" in calls refers to the ability to pleasantly surprise or impress the person you are communicating with, typically in a way that exceeds their expectations. It's about creating a memorable and positive experience that leaves a lasting impact. In the context of cold calls or business calls, achieving the "wow factor" can set you apart from others and increase your chances of success.

Personalized Touch

Make the call more personal by using the customer's name and mentioning any past conversations. People are more likely to trust and feel comfortable with someone they feel like they know.

Active Listening

Pay attention to what the customer is saying and really try to understand their point of view. Let them know that you care about what they have to say and that you want to help.

Ask Open-Ended Questions

This prompts the customer to share more and makes them feel valued.

Anticipate Needs

If you have listened well, you can offer solutions or information even before the customer asks for it.

Stay Positive and Energetic

A positive tone can uplift the mood of the call and make it more memorable.

Admit When You Don’t Know

It’s okay to not have all the answers. What's important is to commit to finding them and getting back to the customer promptly.

Make Gratitude a Habit

A sincere 'thank you' goes a long way. Make sure your gratitude doesn't sound scripted.

Take Responsibility

If there's a mistake or misunderstanding, owning up to it can be refreshing for the customer and build respect.

Provide Closure

Ensure the customer knows the next steps or what to expect after the call. This avoids confusion and creates a clear pathway forward.

Adapt to the Customer's Communication Style

If they are formal, you be formal. If they are being little casual, adapt accordingly without compromising professionalism.

Smile with Your Voice

Believe it or not, a smile can be "heard" over the phone. When you speak with a cheerful tone, it adds warmth and positivity to the conversation, creating a more pleasant and memorable experience for the listener. Remember, the goal is to ensure the customer feels prioritized and valued in every interaction. It's these feelings that will make the call memorable and set the stage for future positive engagements

Do's & Don't

Introduction

When diving into the dance of outbound cold calling, it's crucial to navigate each call with precision, understanding, and strategy. Just like in any dance, one misstep can change the entire rhythm. To ensure that each step and turn is executed flawlessly, here are some dos and don'ts to consider:

Do's

Research Beforehand:
Before making the call, understand the person and the business you're contacting. A tailored approach based on the prospect's industry, position, or recent business news can make a world of difference

Keep Detailed Notes:
Note down every single conversation that you have with the customer. This can help in follow-up calls and provides valuable info for improving your outreach strategy

Follow up consistently:
Don't give up if you don't hear back from a prospect right away. Follow up multiple times over a period of time, but don't be too pushy.

Be clear and concise:
Get to the point quickly and explain how your product or service can help the prospect. Avoid using jargon or technical language that they may not understand.

Focus on value:
Don't just talk about your product or service; explain how it can solve your prospects' problems or help them achieve their goals.

Be positive and enthusiastic: 
People are more likely to listen to someone who sounds upbeat and excited.

Don't

Don't be pushy:
Don't try to pressure a prospect into buying something they're not ready for. Instead, focus on building a relationship and providing them with valuable information.

Don't lie or exaggerate:
Be honest about your offerings and what it can do. Don't overpromise and underdeliver.

Don't give up easily:
Cold Calling takes time and effort. Don't get discouraged if you don't see results immediately. Keep following up and learning from your mistakes.

Don’t Read Directly from a Script:
While a script can guide you, it’s important to sound genuine. Prospects can tell when you’re reading, which can make the call feel impersonal.

Don't Interrupt:
Let the prospect finish speaking before you respond. This shows respect and can provide valuable insights.

Avoid Negative Language:
Focus on the positives and benefits, rather than what might be lacking.

Don't overload with too much information:
Provide information that’s relevant to the prospect's needs and concerns. Too much information can be overwhelming.

Avoid Long Hold Times:
If you need to put the prospect on hold, ensure it’s for a minimal time. Long hold times can lead to frustration and a lost opportunity.

Don't take it personally: 
Remember, if someone rejects your call, don't take it personally. Just move on to the next one.

Cold calling can be challenging, but it’s a valuable skill that can help you in your role. By following these dos and don’ts, you can improve your chances of success.