Master script
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Master script
Opening
Hi, is this Marcus? Great. This is Alex with PBG. Thanks for taking a few minutes with me today.
Warm and unhurried. The runway ahead fills in the moment the call connects.
Just so you know, this call is recorded for both our records.
I want to make sure your family is taken care of. Tell me who is at home.
And who depends on that income the most, day to day?
Tell me about the home. Do you own it or rent?
Let me put a couple of options together so you can see what this looks like.
Step 1 of 12
Living application
Fills as you talk
Living application
0%
Nothing to fill yet
The application writes itself from the conversation. Start the call and the fields begin to land here.
Client profile
Waiting
Waiting for the call
Every detail Marcus shares lands here in the right place, ready for the recommendation and the application.
ChatPBG
Private to youStanding by
I will surface the next best move the moment you connect. Take a breath, then press Start call when you are ready.
Live transcript
Idle
Listening begins on connect
Both sides of the conversation appear here, word by word, as soon as the call is live.