Good morning, may I speak to [appointment name]? 

Hi [appointment name], my name is __________ and I'm giving you a call from the offices of PHP Agency. It looks like we have you down here on the calendar for an appointment with Ms. Mirpuri at [time] today, is that correct? 

Excellent, well I was just calling to make sure you had the address/link to our office. Did [inviter] already provide that for you? 

If yes - Great! 

If no - Great! Then I'm glad we got to speak. Do you have a piece of paper and pen to take down the address? Let me know when you're ready...

We are right by the Galleria! The building says Venture X on the front, we are located on the first floor, when you see the castle doors, you'll know you're here! When you get to the lobby, you can get signed in with our front receptionist and someone will be right with you.  

We look forward to seeing you at [time], [appointment name], and best of luck to you!

Blueprint 33p

Digital Fast Start Packet 

LTC Fast Start Expectations Sheet

Good Afternoon/Evening, may I speak to [guest name]? 

Hi [guest name], my name is __________ and I'm giving you a call from the offices of PHP Agency. It looks like we have you down here on the calendar to our event this evening/tomorrow morning as a guest of [inviter], is that correct? 

Excellent, well I was just calling to make sure you had the address/link to the event. Did [inviter] already provide that for you? 

If yes - Great! 

If no - Great! Then I'm glad we got to speak. Do you have a piece of paper and pen to take down the address? Let me know when you're ready...

5301 Alpha Rd

Dallas, TX 75240

We are right by the Galleria! The building says Venture X on the front, we are located on the first floor, when you see the castle doors, you'll know you're here!

Were you already informed about the dress code for the event? It's going to be business professional as we do have the marketing director of the company in house today/tomorrow! So come in looking sharp! 

Also, because of the nature of the event, I know sometimes guests like to bring someone with them - your invitation is good for a plus one. Is there anybody you'd like to bring along like a significant other or anyone you make business decisions with? 

If yes - Excellent, all I'll need is their name and number to reserve a spot for them. (take down name and number and add to guest list)

If no - Okay perfect, then I'll make sure we have one spot reserved just for you! 

We look forward to seeing you tonight/tomorrow, [guest name] and you have a wonderful rest of your day! 

PHP Financial Survey

EIB Napkin Presentation 2026

TRC - Trust Respect Customized

FLS - Financial Lifestyle Strategy

Client Info Sheet