Follow-Up Call Scripts
Created: April 22, 2026 Use: After Touch 4 (FedEx shock & awe) or when a contact responds at any stage
Universal Call Framework (All Channels)
Opening (15 seconds)
"Hey [first name], this is [Greg/Jason] from Haven Capital Partners. [Context: I sent you an email last week / I wanted to make sure the package arrived / Thanks for connecting on LinkedIn]. Do you have a quick minute?"
If they say YES (transition to 20-minute intro)
"Perfect. I'll keep this to 20 minutes. Let me give you the 60-second version of Haven, then I'd love to hear about your [practice / portfolio / book]."
If they say NO / BAD TIME
"Totally understand. When's a better time? I'll call you back. [Get specific: Tuesday at 2pm? / Morning or afternoon?]"
If voicemail
"[First name], [Greg/Jason] Jeffers/Drewelow from Haven Capital Partners. Quick voicemail — I sent you [an email / a package] about how we help [franchise operators / dental groups / SBA borrowers / your tenants] fund their next locations. No pitch — just wanted to introduce Haven so you have it as a resource. My number is [phone]. Happy to connect whenever it's convenient. Thanks."
Channel 1 — Franchise Attorney Call Script
Caller: Greg Jeffers
Post-FedEx Follow-Up
"Hey [first name], Greg Jeffers — Haven Capital. I sent a FedEx package to your office earlier this week. Just wanted to make sure it landed and see if you had a chance to flip through it."
If yes: "Great. Any questions jump out? The reason I think Haven is relevant to your practice is [specific to their specialty — e.g., 'you're seeing franchisee clients who can't fund their next build' or 'your PE-franchise clients need to accelerate unit growth without tying up fund capital in buildings']."
If no / haven't looked: "No worries — the short version is: Haven funds 100% of land and turnkey construction for multi-unit operators. Your client signs a net lease. When the real estate capital question comes up in your franchise practice, Haven is a tool you can hand to clients. I'd love 20 minutes to walk through it."
When They Ask "How Does This Work?"
"Simple structure: your client — whether it's a franchisee or a franchisor's corporate stores — identifies a growth opportunity. A new location, a build-to-suit, an expansion. Haven underwrites the tenant credit and the real estate. If it fits, we acquire the land and fund the entire build. Your client signs a 15-20 year net lease and walks into a finished space.
No operator equity in the building. No personal guarantee on the construction debt. No construction management headache. The client focuses on running the business."
When They Ask "What's In It for Me?"
"Two things. First, your clients grow faster — which means more work for your practice. A franchisee opening 3 locations per year instead of 1 needs more franchise counsel. Second, you become the attorney who solved the growth capital problem. That's a referral magnet."
Close
"Here's what I'd suggest: next time you're working with a client who's stuck on the real estate piece — FDD review where Item 7 is scaring them, or a development agreement where the build timeline is slipping — give me a call. No commitment. I'll run the numbers on their specific deal and you can see if it fits. Fair?"
Channel 2 — CPA / Advisor Call Script
Caller: Jason Drewelow
Post-FedEx Follow-Up
"[First name], Jason Drewelow — Haven Capital. Quick call to check on the package I sent. Did it land?"
If yes: "Perfect. The one-pager and the capital structure comparison tell the story. The short version: when your [dental / business owner / vet] clients are deciding how to fund their next location, Haven gives them an option where they put $0 into the building. The equity stays in the operating business — or in your AUM."
If no: "No problem. Quick version: Haven funds 100% of land and construction for multi-location operators. Your client signs a net lease. No equity in the building, no PG on construction debt. For your practice, it's a tool for when clients ask 'how do I grow without draining the balance sheet?' I'd love 20 minutes to walk through the math."
When They Ask "Walk Me Through the Numbers"
"Sure. Let's say your client has a 4-location dental group — $12M revenue, $3M EBITDA, 25% margin. They want location #5. Ground-up build in Nashville: $2.5M all-in.
Under conventional financing: they need $500K–$750K in equity, plus they're managing the construction. 18-month timeline. That $500K comes out of clinical operations or out of distributions.
Under Haven: we fund the $2.5M. Land, construction, everything. They sign a net lease — let's say $22/SF NNN on 4,000 SF. That's $88K/year in rent. They open in 9 months. The $500K–$750K stays in the practice — funding a new associate, new equipment, marketing. And their balance sheet stays clean.
At exit, the buyer acquires an asset-light business. No building to value separately. Simpler deal, higher multiple."
For CEPA-Credentialed Exit Planners
"Here's where it gets interesting for your exit planning clients: if they own their real estate and they're 3–5 years from exit, converting to a Haven net lease BEFORE the exit process creates an asset-light business. In the M&A market, asset-light businesses consistently command higher multiples because the buyer's capital requirement is lower and the deal is cleaner. You're literally engineering a higher exit value for your client."
Close
"Here's what I'd suggest: think about your client roster. Who's in the 3–8 location range, $10M+ revenue, and either growing or approaching exit? That's the conversation where Haven fits. When you identify one, call me. I'll run the numbers on their specific deal — no commitment, no pressure. You evaluate and decide if it's worth putting in front of your client."
Channel 3 — SBA Lender Call Script
Caller: Greg (for Director/SVP level) or Jason (for individual loan officers)
Post-FedEx Follow-Up
"[First name], [Greg/Jason] — Haven Capital Partners. Checking on the package I sent to [bank name]. Did it land?"
If yes: "Great. The referral one-pager is the key piece. The structure is simple: when your SBA borrower hits the $5M ceiling and needs capital for the next location, you introduce them to Haven. We fund the build. They keep banking at [bank name]. You keep the operating accounts, the lines, the future SBA deals for new concepts."
If no: "No problem. Quick version: Haven is a referral partner for your SBA borrowers who outgrow 7(a). We fund 100% of the next location build. Your borrower keeps their [bank name] relationship intact. The referral takes 5 minutes."
When They Ask "How Does the Referral Work?"
"Dead simple. You identify a borrower who's at or near the $5M ceiling and wants to keep growing. You send me an email or call: '[Borrower name], [concept], [X] locations, wants [Y] more, approximate revenue [Z].' I take it from there.
We underwrite the tenant credit and the real estate. If it fits — and it usually does at $10M+ revenue — Haven acquires the site, funds the build, and delivers a turnkey facility. Your borrower signs a net lease and opens.
You don't do any work beyond the intro. The borrower keeps their [bank name] accounts. You become the banker who solved their growth problem."
When They Ask "What's In It for My Bank?"
"Three things: 1. Retention. Today, when a borrower hits $5M, the relationship stalls. They either slow down or go to a competitor bank. Haven keeps them growing while they stay at [bank name]. 2. Deepening. A growing operator needs more from their bank: bigger operating lines, more equipment loans, payroll services, treasury management. Haven's structure accelerates that growth. 3. New SBA. If the operator launches a second concept — a different franchise, a new vertical — that's a new SBA loan for [bank name]. The first concept's real estate is funded by Haven, so their 7(a) capacity resets."
Close
"Here's what I'd suggest: think about your current book. How many borrowers are at or near the $5M ceiling right now? Pick one — just the profile, no names needed — and call me. I'll walk through exactly how Haven would structure that deal and what the referral process looks like. Then you can decide if it's worth setting up a standing referral flow."
Channel 4 — Tenant Rep Broker Call Script
Caller: Jason Drewelow
Post-FedEx Follow-Up
"[First name], Jason Drewelow — Haven Capital. Did the package land?"
If yes: "Great. The broker commission matrix is the piece that matters. Short version: Haven doesn't compete with tenant reps. We fund the builds your tenants need. You earn your standard commission on the lease. If there's a sale-leaseback of existing locations, you earn on those dispositions too."
If no: "No problem. One sentence: Haven funds 100% of ground-up builds for your growing tenants. You earn the commission. Haven is additive revenue — not competition."
When They Ask "How Does This Actually Work on a Deal?"
"Let's say you have a [dental group / QSR franchisee / fitness operator] who wants a new location. They've found the market, maybe a site, but they can't fund the $2M–$3M build.
You introduce them to Haven. We underwrite the tenant and the site. If it fits, Haven acquires the land — that's your site selection work, and your tenant rep fee applies — and we fund the construction. Turnkey. The tenant signs a 15–20 year net lease and opens.
Your commission: standard tenant rep on the lease. If the deal involves the tenant monetizing existing locations via sale-leaseback, you earn on those dispositions too.
The deal happens BECAUSE Haven is in it. Without the capital, the build doesn't happen, the lease doesn't get signed, there's no commission."
When They Ask "Can Haven Actually Close?"
"Our team has closed $6B+ in net-lease transactions — 700+ deals. Greg Jeffers was MD at STORE Capital. Neil Albritton was SVP and Head of Acquisitions at STORE, 500+ deals, $6B+ volume. We're not a startup with a theory — we're experienced capital deployers with committed resources.
Properties $2M–$200M per deal. Nationwide. We close."
Close
"Here's what I'd suggest: you have a tenant right now who's stuck on the capital. Pick one — [QSR, dental, fitness, medical] — and call me with the profile. I'll run the numbers and show you exactly how Haven structures that deal, what the tenant's rent looks like, and what your commission looks like. If it pencils, we go. If not, you've spent 20 minutes and learned something."
When a Contact Responds to Any Touch (Inbound Response Script)
They Email Back "Let's Talk"
Reply within 2 hours:
"[First name], great to hear from you. I'll keep it to 20 minutes. What works — [offer 3 specific times in the next 5 business days]? Happy to come to you, meet for coffee, or jump on a call."
They Email Back "Send Me More Info"
Reply within 4 hours:
"[First name], attached is our one-page overview. Happy to walk through it live whenever convenient — [offer 2 times]. In the meantime, our site is havenslb.com if you want background." Attach:
HAVEN_101_PREMEETING_BRIEF.md(converted to PDF)
They Email Back "Not Interested"
Reply same day:
"[First name], appreciate the reply. I'll keep you on our radar for relevant industry data, but won't follow up unless something changes on your end. If a client or borrower ever bumps into the real estate capital question, I'm a resource. Best, [Greg/Jason]" Tag in CRM: Declined — quarterly re-engage with value drops only.
They Email Back "I Have a Client Who Might Fit"
Reply within 1 hour (this is a hot lead):
"[First name], that's exactly the conversation I was hoping for. Happy to jump on a call today or tomorrow to hear the profile. [Offer 2 same-day/next-day times.] No pressure on the client — I'll run the numbers and you can evaluate whether it makes sense to introduce." Notify Greg immediately. This is a potential originated deal — 30% kicker applies.
They Forward Your Email to a Colleague
Reply to both, CC the original sender:
"[New person's name], thanks for connecting. [Original sender] mentioned you might have a client [or situation] where Haven could help. Happy to set up 20 minutes to walk through our structure. [Offer times.]"