Hello, Mr/Ms  ______, my name is  __. I’m the administrative assistant to Mr./Ms __________, the President of ___________.

Mr./Mrs.: _____recently wrote you a letter to introduce our company and request an appointment with you. Do you recall receiving his/her letter? 
           (Decision Maker: Yes – No – I don’t remember – What’ this about?)

Mr. ____________ offered you a FREE print and copy document cost analysis and report. In his last letter he mentioned that I would be calling to see if you would be willing to meet with us, and that’s the purpose of my call today.  Would you be willing to meet with us for a short time to determine if we might be able to save you some money on your document processing costs?

Would you be available on DAY/DATE or would DAY/DATE, be better for you? And would you prefer morning or afternoon? TIME or TIME?
         (Decision Maker: We’re not interested at this time)

Ms/Ms. ___, the purpose of the appointment would be to find out if we have anything of value to offer you. If we can’t help you, we’ll be the first to admit it.   

Would you be the person to meet with, or would that be someone else? 

Mr/Ms _______, so that we are prepared for the meeting, I just need to ask you a few quick questions if you don’t mind. 
        1.    How many printers does your company currently have?
        2.    How many copiers?
        3.    Other _________________________________________

That’s all we need for now. I will email a meeting confirmation to you and your account rep, if you will just give me your email address?

Thank you for your time! We look forward to meeting with you on DAY at TIME!