A: I am calling you from [fake investment platform name]. How are you?
B: I'm good. I'm good. Thank you for calling.
A: I see you have left your details with our platform, Reza.
B: That's correct. That’s correct.
A: Is this your first-time trading?
A: Okay, then you just start making profits with trading. What would you do with them? Do you have any goals?
B: Man, I think I will buy a nice car, if it goes good.
A: What kind of car you want to buy?
B: Man, you tell me what I can buy. I am interested in what type of money
I can make online.
A: It depends on you and your capital as well. Because, you understand, if your capital is big, your profits will be big as well.
B: Okay. Okay. So…
A: Let’s see. You are a beginner. So, I would like to suggest you something very simple, okay?
B: Okay, I am interested. Let me know.
A: Let's start trading with the bare minimum for a couple of days so you can check out our platform and the service we provide, check the result. And then you can make your own educated decision if you would like to continue. Okay?
B: Okay. Okay.
A: If you like it, we continue trading long term. If you don't like it, you close your account and you take out your money.
B: Sounds like a plan.
A: Sounds fair?
B: Yeah, sound fair.
A: Okay. Then speaking of money, by the way, how do you support yourself right now?
B: Man, I work full time. I work too much. I want to work less. That's why I am also investing now.
A: You work too much. What exactly is your profession?
B: I work in IT management.
A: IT Management?
B: Yeah. So, I do system repair and, you know, I have those customers like that.
A: Like administrator?
B: Yes, exactly. Exactly.
A: Working too much, so you are working over eight hours a day?
B: Man, I work around 40 to 60 hours a week. That’s too much.
A: Every day 40 to 60 hours?
B: Not every day. Every week, every week. I cannot change the hours of the day.
A: 40 to 60 hours is not much for a week.
B: For me it is man. I live in Netherlands; I shouldn’t be working so much.
A: So, you just like to spend your time with yourself, not go to the office. You want to make money online?
B: Exactly. Because my employer is not paying me too much money at this moment. And I want to make some extra money on the side. So at one moment I can tell my employer. “Ok, thank you, I will work through this”.
A: Hum, okay. You don't like to work for somebody else. You want to work for you?
B: I want to have freedom.
A: Yes. I understand why you signed up. You want to try a bit … if it is going to work for you. And let’s say after a couple of months if you build up some confidence and you see if it can be positive for you. Maybe you can achieve this financial freedom.
B: Exactly. Exactly. This is for financial freedom. You say correct.
A: Okay. Reza, so, we are going to do something like this, okay? We are going to start with a minimum. We are going to make a deposit, so we can activate the investment account. Then, you are going to have a session with your personal account manager. He is going to show you around the platform, how to use it, how to trade, okay? You will test it out for a couple of days. And then you will make your decision. Okay?
B: Okay. Sounds good, sounds good.
A: Okay. So, usually my clients from Netherlands are using a Visa or a MasterCard for the deposit. What are you using?
B: I have a Visa, but I do not have the card with me right now.
A: What is it?
B: I am at work; I don’t bring the Visa card with me. Is it possible…
A: You leave you card at home?
B: Yes, of course.
A: What do you mean “yes, of course”? Is there somebody close to your house who can help you?
B: No, no. If they go to my house, they have a big problem. No, I don’t have a Visa card with me.
A: Okay. You have a banking application on your phone?
B: Yes. Yes.
A: Usually you can check your details as well.
B: Okay. I can do that. Man, do you have option to talk to you on WhatsApp or something like that?
A: No, it is not professional to speak on WhatsApp with clients. Reza, I want to be completely professional with you and every client I speak. So, It is not serious for me to speak on WhatsApp.
B: Okay. Okay. Because…
A: My job Reza would be to remind you that once we process the transaction with your Visa card, you are going to receive an SMS on your phone. So, this is 3D security from your bank. In this SMS you are going to see a code with which you are going to approve the transaction, okay?
B: Okay. Man, I am a little bit… I am now at work also. I did not expect you to call me so quickly. Can you call me back tomorrow, so we finish this tomorrow.
A: Reza, I understand this is your first-time trading and you are not 100% sure if you want to do it.
B: No, no, no, I am. I am. But my manager is looking and he is telling me to go to work.
A: Yeah, but we are speaking only for a couple of minutes. I see you signed up recently on our web page. So,it is going to take two minutes to activate the investment account and you can make your appointment with your personal account manager for later today or tomorrow, okay?
B: We can do it…can we create the account now and I make the deposit later? Because I cannot do this right now.
A: Yes, but you understand, I need to know if you are serious about this, because I cannot keep calling the same client over and over.
B: Of course, I am serious. You just said we’ve been talking already for a couple of minutes. I signed up.
A: How should I know if you serious? There are many people like you telling me “Call me later, call me tomorrow”.
B: Man, that I do not know.
A: Then, they do not pick up the phone!
B: Man, I will pick up the phone for you.
A: How should I be…
B: Man, if you want to be be sure, you need to call me back later because I need to go to work now. I cannot do that lke this. This is a little bit weird. if you have bad experience with some clients, I understand, It's f*** up for you. But I am interested. I want to be called back.
A: Yes, but I cannot speak with the same client over and over again. Because, you see, every day there's thousands of clients registering in our platform. So, I am constantly speaking with new clients. If I seat with clients like you who tell me “Call me later, call me tomorrow”, I will not be able to speak with new clients.
B: I understand. But I have my work here right now. I need to do my work. Yes?
B: From other side, there are many, many brokers that can help me like this. And I went to you. So if you want to do business with me, you call me back tomorrow. If you don't want to do business with me, it is over.
A: How do I know if you are serious about this?
B: Man, I’m talking to you right now. Why should I not be serious?
A: Yes. How should I know?
B: Man, you're costing me time right now. I need to go to work. If you call me tomorrow, I will call back to you.
A: But I believe you signed up for a reason with our company. You did not sign up because you wanted to speak with me, you signed up because you wanted to start investing.
B: Exactly. Exactly. And I want to start. But I cannot talk right now. I really need to go. Yes?
A: Okay, Reza.
B: Please call me back tomorrow and we can make next steps.
A: Good luck.
B: Thank you.