Free template for sales reps
An opener that asks for thirty seconds, two questions, the ask for a meeting, and a line for each of the five brush-offs you hear every day. Copy it, print it or download it for Word. Free, no sign-up.
People hang up on a cold call when it sounds read out. So this script gives you the order and the first line of each part, and you fill in the rest in your own words: who you call, the one problem you solve for them and the two times you'll offer. Write it once, say it out loud five times and keep it next to your phone.
Calling: [who, e.g. owners of dental clinics] The one problem we solve for them: ____________
Their name, their company and one thing you know about them: ____________
The meeting you want: [15 or 30 minutes, video or in person]
Two days and times to offer: ______ or ______
1. Opener (10 seconds). "Hi [name], it's [you] from [company]. This is a cold call. Can I have 30 seconds to tell you why I'm calling, and then you tell me if it's worth talking?"
2. Reason (20 seconds). "I work with [people like them]. Most of them tell me [the problem, in their words]. I'm calling because [the one thing you know about them]."
3. Two questions (1 to 2 minutes). "How are you handling [the problem] today?" Then: "What happens if that's the same in six months?"
4. The ask. "It sounds worth 15 minutes. Would [day] at [time] or [day] at [time] work better?"
5. Confirm. Say the day and time back, get their email, and send the invite before the next call.
"I'm not interested." Say: "Fair enough. Is that because you've already sorted [the problem], or because it's not a priority right now?"
"Just send me an email." Say: "Happy to. So it's worth reading, should it cover [option A] or [option B]?"
"We already use someone." Say: "Makes sense. What would they need to do better for you to look elsewhere?"
"I don't have time." Say: "Understood. Is it now, or is it the whole idea? I can call back [day] at [time]."
"How much is it?" Say: "It depends on [what it depends on]. That's what the 15 minutes is for. Would [day] work?"
"Hi, it's [you] from [company]. Who looks after [the problem] there? Could you put me through, or is there a better time to catch them?"
"Hi [name], it's [you] from [company], on [number]. I'm calling about [the problem] at [their company]. I'll try you again on [day], or call me back on [number]."
Outcome: booked, call back, no, gatekeeper, voicemail or no answer
Next step and date: ____________
The words they used for the problem: ____________
The first line of each part is written for you, and the rest should sound like you.
The opener is the part you'll practise anyway. Practise the five brush-offs as well, because that's where calls end.
When the call isn't cold, swap the opener.
"Hi [name], it's [you]. [Referrer] suggested I call. They said you're looking at [the problem]."
"Hi [name], it's [you] from [company]. We spoke in [month] about [the problem]. Is it still on your list?"
Call at a different time of day, and leave the voicemail only on the second try.
"Hi [name], it's [you]. It's been a year since [what you did for them]. How's it holding up?"
"Hi [name], it's [you] from [company]. We were both at [event], and I'm calling everyone who came about [the problem]."
The template is free to use, and the app is paid and counts your calls as you log them.