National Parcel Services

Thank you for calling National Parcel Services! Your call may be recorded and may be monitored. My name is ___ and your name is?____ Now you’re responding to the postcard that you received in the mail, right?____ Great, thank you. And your address please?

And are you using a Credit card or debit card, for the $8.95 today?

(If the customer starts asking questions continue with script.)

Great, you got a card from National Parcel Services and according to my records you were selected to receive a genuine, fresh water cultured pearl gold-tone pendant that is beautifully accented with stunning garnet gemstones. It hangs from an 18” (inch) chain for all to see. It’s a $50 value and is yours absolutely free. The item cost has been waived by National Consumer Warehouse as part of this special introduction to their newest jewelry collection. You will have your gift in a week in a beautiful gift box. All we ask is that you pay is the small shipping and handling fee of only $8.95 as your post card states.

Great, now go ahead and grab your credit card and also if you could grab a pen and something to write on I would like to give you a few things to write down! So what’s the name of your bank? _____

Cross-Sell (NAME), also as part of this special offer, we are going to send you an additional FREE GIFT to complete your look! For an additional $8.95shipping and processing, we will send you the matching earrings, also with genuine fresh water cultured pearls and stunning garnet gemstones set in gold-tone for FREE, this way you will have the complete set, OKAY?(Must get a clear yes or okay) Let us know at customer service what you think of the gifts you receive, we love to hear what you think. Auto-Ship (NAME), just for calling today, you can be added to our Preferred Customer Program. The program will enable you to receive a new piece of genuine, classic jewelry each and every month, or as frequently as you would like. In 30 days, and every 30 days there after, we will automatically bill the credit card/checking account you used today for $14.95 plus $4.95 shipping and handling, unless you call to customize or cancel, OKAY!?(Must get a clear yes or okay) IF NO TO AUTOSHIPREBUTTAL:

I understand your concern (NAME). With this program you’ll receive a new piece of jewelry each and every month. If you’re like most of our customers you will love receiving a new piece of beautiful jewelry each month in the mail! Again (NAME) there’s no long term obligation to you and you can cancel at any time. If anything changes and you decide you no longer want to receive your jewelry, just call and you won’t receive any more jewelry or charges. It’s that simple and I know you are going love it. So we’ll get you started under the terms I just described, OKAY?(Must get a clear yes or okay)

JEWELRY CREDIT/DEBITCARD WRAP UP CONFIRMATION

1. Great! Let me confirm I have your address correct. Your address is…

2. To confirm today, your total is (8.95 / 17.90) and that will be charged within 1 business day, and it will appear as “Jewelry,” followed by the customer service number, OK? (Must be said clearly to customer). Did you want to add priority processing to your order for an additional $5 today? (Normal delivery time is 10-15 days, priority processing is 3-5) If yes: Okay, then your total today is going to be 13.95/$22.90 with priority processing.

3. My name is ______and my rep number is ______.

4. Our customer service number is 1-866-679-1024 and we are open Monday through Friday 8 am to 8 pm and Saturdays 9 am to 2 pm Eastern Time.

Inbound Upsell 30-Day Money Back Guarantee (DNS – IA, MA, VT)

[If customer has not already been informed that this call is being taped, you must say at the start of the script: “All calls are taped for quality purposes. OK?” followed by a brief pause before starting script. If customer refuses to be taped, you must end the call.]

Consent to Proceed Language (IL and OR only) Optional in All Other States. And now I would also like to tell you how you can claim a $25 Dining Certificate and up to $600 in Grocery Coupons, okay? (MUST GET DEFINITE APPROVAL: YES, SURE, OKAY)

KY Only (Optional in All Other States): “Are you 18 years of age or older?” (MUST GET DEFINITE APPROVAL: YES, SURE, OKAY)

**THIS IS THE CREDIT CARD SCRIPT. FOR CHECKING CUSTOMERS, SEE ACH SCRIPT**

1st Offer – Savings2Go

And now Mr. Ms.______because you are a valued (“Widget”) customer, Stonebridge Benefit Services would like you to have a $25 dining certificate as your gift for enrolling in their Savings2Go membership. As a member you save 20% on gift cards for Target, Sears, Chili’s and many other places. Plus, you’ll receive vouchers for up to $60 in grocery rebates. They’re so sure you’ll love Savings2Go that you can keep the dining certificate just for trying it out.

If customer is using a credit card:

If you enroll today, Stonebridge will automatically bill the fee of $14.95 each month to the credit card you are using today, for as long as you are a Savings2Go member. If you decide this program isn’t for you, just call the toll-free number in the membership kit to cancel during the first 30 days and you’ll receive a full refund of any fees paid. Of course, you can cancel at any time and the dining certificate is still yours to keep just for trying it out! So with your approval to enroll I’ll go ahead and send your membership materials and details on your $25 dining certificate, okay? (MUST GET DEFINITE APPROVAL: YES, SURE, OKAY) IF YES: Go to ORDER CONSENT

IF NO: Go to REBUTTAL

APPROVED RESPONSES:

“Is this going to change my total?” “Am I being billed anything for this?” Response: Your total for (insert product name) will not change today. For Savings2Go, it’s just $14.95 for the first month, however that fee will be billed to your account about the same time you receive your membership kit (usually in about 7 – 10 days) and is fully refundable in the first 30 days. So let’s get your membership processed under the terms I just described so you can start saving right away, okay?

“How much will this cost me (today)?” Response: The fee for your first month of membership is $14.95 and that will be billed to your account around the time you receive your membership kit, usually in about 7-10 days. So let’s get your membership processed under the terms I just described, okay?

“Do I have to accept this? Is it part of my order today?” Response: No, you do not have to accept this membership offer. It is completely separate from your main purchase, and it’s available to you as a preferred customer and will only be sent if you agree to it. So let’s get your membership processed under the terms I just described, okay?

“Is this free?” Response: No. You will be billed $14.95 each month for the membership. If you cancel during the first 30 days after receiving your membership kit you will get a full refund of any fees paid. So let’s get your membership processed under the terms I just described, okay?

“Can you just send me the free gifts (and the information) and then I can decide if I want to enroll?” Response: You are only eligible for the free gift by enrolling in the program You’ll have a full 30 days to try the program and request a refund if you decide to cancel, and the free gift will be yours to keep. So let’s get your membership processed under the terms I just described, okay?

“How/When can I cancel?” Response: You have a full 30 days once you receive your membership kit to call the toll-free number and cancel in order to receive a refund of the first membership fee. You can also cancel at any time in order to prevent future billing. So let’s get your membership processed under the terms I just described, okay?

IF YES: Go to ORDER CONSENT

ORDER CONSENT:

Credit Card/Debit Card: Now, for your approval to be billed $14.95 for Savings2Go under the terms I just described please read the full credit or debit card number and expiration date for the card you are using today. (CUSTOMER MUST READ ENTIRE CREDIT CARD NUMBER and EXPIRATION DATE) APPROVED RESPONSE:

“Why do you need my credit card number again?” Response: Since this savings program is a separate offer, we are required to collect your card information again as billing confirmation for this program.

Is this a Debit Card?

If Debit Card (MUST BE READ): To indicate your approval to debit your checking account as I just described, please say “I agree” or press any key on your telephone keypad.

Great! We want to remind you that any billings will show on your statement as “SAVINGS2GO” followed by the Savings2Go toll free number.

Your membership kit will arrive in about 7-10 days, once Stonebridge has verified your account information. After you review the materials, if you decide this program isn’t right for you, please call Savings2Go at1-800-692-8581.

2nd offer - LeisurePlus

And lastly today before I let you go, there is one other special gift from Stonebridge Benefit Services that you have qualified for! They would like to send you up to $600 in grocery coupons just for trying out a membership in LeisurePlus. With LeisurePlus, you can enjoy terrific savings on travel-related services and restaurants like Applebee’s & Macaroni Grill, rental cars from Hertz, National, Avis & Budget, plus movies and entertainment discounts. You will also save on the high cost of gas with discounted gas cards from Shell, Exxon Mobile, and BP.

If customer is using a credit card:

If you enroll today, Stonebridge will automatically bill the fee of $14.95 each month to the credit card you’re using today, for as long as you’re a LeisurePlus member. If you decide this program isn’t for you, just call the toll-free number in the membership kit to cancel during the first 30 days and you’ll receive a full refund of any fees paid. Of course, you can cancel at any time and up to $600 in grocery savings are yours to keep. So with your approval to enroll, I’ll go ahead and send your membership materials and your grocery coupon program, okay? (MUST GET DEFINITE APPROVAL: YES, SURE, OKAY)

IF YES: Go to ORDER CONSENT

APPROVED RESPONSES:

“Is this going to change my total?” “Am I being billed anything for this?” Response: You won’t be billed the $14.95 for your LeisurePlus membership today, however that fee will be billed to your account about the same time you receive your membership kit (usually in about 7 – 10 days) and is fully refundable in the first 30 days.

“How much will this cost me (today)?” Response: The fee for your first month of membership is $14.95 and that will be billed to your account around the time you receive your membership kit, usually in about 7-10 days.

“Do I have to accept this? Is it part of my order today?” Response: No, you do not have to accept this membership offer. It is completely separate from your main purchase, and will only be sent if you agree to it.

“Is this free?” Response: No. You will be billed $14.95 each month for the membership. If you cancel during the first 30 days after receiving your membership kit you will get a full refund of any fees paid.

“Can you just send me the free gifts (and the information) and then I can decide if I want to enroll?” Response: You are only eligible for the free gift by enrolling in the program. You’ll have a full 30 days to try the program and request a refund if you decide to cancel, and the free gift will be yours to keep.

“How/When can I cancel?” Response: You have a full 30 days once you receive your membership kit to call the toll-free number and cancel in order to receive a refund of the first membership fee. You can also cancel at any time in order to prevent future billing.

IF YES: Go to ORDER CONSENT IF NO: Go to REBUTTAL

ORDER CONSENT:

IF SAVINGS2GO WAS ACCEPTED: Credit Card/Debit Card: Now for your approval to be billed $14.95 for Leisure Plus under the terms I just described please read the last four digits of the credit or debit card number you are using today. (CUSTOMER MUST READ THE LAST 4 DIGITS.) [If the customer did not buy Savings2Go then customer must read full 16 digits]

IF SAVINGS2GO WAS NOT ACCEPTED: Credit Card/Debit Card: Now, for your approval to be billed $14.95 for Leisure Plus under the terms I just described please read the full credit or debit card number and the expiration date for the card you are using today. (CUSTOMER MUST READ ENTIRE CREDIT CARD NUMBER and EXPIRATION DATE)

“Why do you need my credit card number again?” Response: Since this savings program is a separate offer, we are required to collect your card information again as a final confirmation.

Is this a Debit Card?

If Debit Card (MUST BE READ): To indicate your approval to debit your checking account as I just described, please say “I agree” or press any key on your telephone keypad.

Great! We want to remind you that any billings will show on your statement as “LEISUREPLUS” followed by the LeisurePlus toll free number.

Now Mr/Ms______your membership kit(s) will arrive in about 7-10 days once Stonebridge has verified your account information. After you review the materials if you decide this program is not right for you, please call LeisurePlus at1-800-692-8581. REBUTTALS – MUST USE ONLY ONE (NO REBUTTAL STATES: AK, AR, PA, SD, UT, WA)

Savings2Go

Generic ‘No’ I understand your hesitation, and that’s why we send it out to you with a 30-day money back guarantee. When your kit arrives you can try out the benefits, and use the $25 dining certificate even if you decide to cancel. You can send in the first rebate voucher for $15 cash back on your groceries. Use discounted gift cards at retailers like Target and Home Depot, and restaurants including Red Lobster and Olive Garden. And if you cancel during the first 30 days, your membership fee will be refunded back to you. So, I’ll send your membership kit and details on your $25 dining certificate out to you, OK? (MUST GET DEFINITE APPROVAL: Yes, Sure, Okay) (BACK TO POINT OF INTERRUPTION)

I Can’t Afford This I understand and that’s why we offer it to you with a money-back guarantee for the first month. Try out the benefits and if you find that the savings aren’t enough to cover your monthly membership fee, then you can cancel during the first 30 days and receive a refund of the fee you paid. You really have nothing to lose – and great savings to gain! So, can I go ahead and send out your membership kit and details on your $25 dining certificate? (MUST GET DEFINITE APPROVAL: Yes, Sure, Okay) (BACK TO POINT OF INTERRUPTION)

Terms and Conditions of Savings2Go

(If the customer asks about limitations, use the appropriate information below to respond)

What is Savings2Go? Savings2Go is a shopping and entertainment discount program from Stonebridge Benefit Services that offers members savings and instant rewards.

$25 Dining Certificate Return the postcard that’s included in your membership kit to receive the access code to your dining certificate redeemable at diningdough.com. You can choose a restaurant from a list of participating locations provided at diningdough.com. Discounts are subject to availability and other limitations may apply. Complete terms and conditions are included with your membership materials.

What is the toll-free number for Savings2Go? 1-800-692-8581 REBUTTALS – MUST USE ONLY ONE (NO REBUTTAL STATES: AK, AR, PA, SD, UT, WA)

LeisurePlus

Generic ‘No’ I understand your hesitation, and that’s why we send it out to you with a 30-day money back guarantee. When your kit arrives you can try out the benefits, and use the grocery coupon program even if you decide to cancel. Use discounted gift cards at restaurants including Outback Steakhouse & Red Lobster and at gas stations like Shell & Exxon. You can save on movie tickets, hotels, airfare, plus a lot of other travel expenses. And if you cancel during the first 30 days, your membership fee will be refunded back to you. So, I’ll send your membership kit and your grocery coupon program out to you, OK? (MUST GET DEFINITE APPROVAL: Yes, Sure, Okay) (BACK TO POINT OF INTERRUPTION)

I Can’t Afford This I understand and that’s why we offer it to you with a money-back guarantee for the first month. Try out the benefits and if you find that the savings aren’t enough to cover your monthly membership fee, then you can cancel during the first 30 days and receive a refund of the fee you paid. You really have nothing to lose – and great savings to gain! So, can I go ahead and send out your membership kit and your grocery coupon program? (MUST GET DEFINITE APPROVAL: Yes, Sure, Okay) (BACK TO POINT OF INTERRUPTION)

Terms and Conditions of LeisurePlus

(If the customer asks abut limitations, use the appropriate information below to respond.)

LeisurePlus: Hotel, car and other discounts are subject to availability based on occupancy or usage rates. Certain discounts will not be available on certain dates or during peak demand time periods. LeisurePlus discounts may not be combined with any other discount offer.

What is the toll-free number for LeisurePlus? 1-800-692-8581