Call script: Book a first meeting and discover needs
- Industry
- Banking and finance
- Call type
- Cold call (with consent)
- Customer role
- Private customer
- Call goal
- Book a first meeting and discover needs
- Main objection
- Trust and risk
Megnyílik a böngésző nyomtatási ablaka: válassza a "Mentés PDF-ként" lehetőséget.
Opening
- ÖnGood afternoon, this is [your name] from [your company].
- ÖnI am calling about [reason for the call]. We have not spoken before, so before I say more: do you agree that I continue this call?
- TippContinue only after a clear yes. If the customer does not agree or hesitates, thank them, end the call and do not try again for this purpose. Record the refusal. Asking during the call does not replace prior consent where the law requires it: under national rules implementing the EU ePrivacy Directive many countries require prior consent for marketing calls to consumers, and GDPR applies to the number. Check the rules in your client's country.
Reason for the call
- ÖnI'm calling because we help companies like yours with [area you help with], and I'd like to check whether it is relevant for you at all.
- TippObjections often heard in this industry: Trust and risk, Price and budget, Competitor or current supplier, Timing and no time
Discovery questions
- ÖnHow do you handle [area] today?
- ÖnWhat works well about it, and what would you like to improve?
- ÖnWho else is involved when you decide on something like this?
Connect to value
- ÖnIf I understood you correctly, [their situation in their words]. In exactly that situation, [product] can help with [one benefit from approved material].
Objection: Trust and risk
- ÜgyfélI don't actually know your company. Who already works with you?
- TippBetter move: Give concrete evidence, offer something verifiable (a reference or contact), and reduce the risk with a trial or no-commitment option.
- TippSigns of a good answer: concrete evidence, verifiable proof, risk reversal
- TippIf the customer pushes harder:
- ÜgyfélEvery vendor promises that. What can I verify myself?
- TippAvoid: unsupported guarantee, pressure
Next step
- ÖnWould it make sense to book 20 minutes on [date option 1] or [date option 2] to look at it in more detail?
Boundaries
- TippUse only facts, prices and terms from current approved material. If you don't know something, say you will check.
- TippDon't promise discounts, results or guarantees you are not authorised to give.
- TippIf the customer says no or asks you to stop calling, respect it and note it.
- TippIf asked, explain why you are calling and where you got the contact.
Close
- ÖnThank you for your time. I'll send you a short summary of what we agreed by [date].