Summary Of Gary's Letter

3363968450 Foreman, Gary

Gary received a letter from us and wants to make sure that his credit score is not effected.

Strengths:

- Great strong intro.

- Awesome job on the empathy in the beginning of the call by saying "I can understand how that can be a bit concerning."

- Foreshadowed that score would be effective 3-4 points.

- Provides the client credit scores.

Opportunities:

- Did we dig deep with our client by asking additional questions? We want to make sure that we are providing a "Yes before no" attitude it's part of our culture and if the client is mentioning we would not provide the credit to him we should dig into their concerns. Becky could have asked "if it was the credit report or credit score" also could have