Free resources
Free sales call scripts, checklists and playbooks
Ready-to-use pages for the situations sellers meet every week. Read them here, copy the text or print them as a PDF. Nothing is hidden behind an e-mail form.
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Sales call scripts
Lines for one type of call, with the points where you decide what to say next.
Call script
Cold call script examples: 6 you can read aloud today
A five-step script for a first call to a business contact who does not know you. Your only goal is a short follow-up conversation, not a sale on the phone.
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Warm inbound call script
For the moment when someone has asked you for information and you call them back. They already showed interest, so spend the call understanding why.
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Follow-up call script after a demo
A calm follow-up for the call after a demo or presentation. It recaps what mattered to the customer, asks what is in the way and ends with an owner and a date.
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Renewal call script
A script for calling a customer before a contract or subscription ends. It starts with their results and their situation, not with the price.
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Upsell call script for existing customers
A script for offering an add-on or upgrade to a customer who already uses your product. It earns the offer by listening first.
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Appointment setting call script
A short script for calls whose only job is to book a meeting. It is honest about the purpose and makes the meeting easy to say yes or no to.
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Voicemail script for sales calls
A voicemail that is short enough to listen to and specific enough to be worth a reply. It makes no false promise and creates no false urgency.
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Gatekeeper script for reaching decision makers
A polite way to reach the right person through reception or an assistant. It tells the truth, asks for help and leaves a good impression.
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Referral ask script
A script for asking a happy customer whether they know someone who could benefit. Their consent comes first, and a no is a perfectly good answer.
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Win-back call script for lost customers
A script for calling a customer who left. The first goal is to learn why; winning them back is a possible result, not a requirement.
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Price increase call script
A script for telling a customer in person that their price is changing. It is direct, honest about the reason and clear about the choices.
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Event follow-up call script
A script for calling someone after a conference, fair or webinar. It anchors the call in a real conversation and respects that they may not remember you.
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Checklists
Tick-off lists for before, during and after calls, and for managers and new starters.
Checklist
Pre-call checklist
A detailed preparation list for the five minutes before an important call. For the full before, during and after sheet, see the sales call checklist.
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Discovery call checklist
A checklist for calls whose aim is to understand the customer. It helps you cover the situation, the impact and the decision without turning the call into an interview.
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Closing call checklist
A checklist for the call in which you ask for a decision or the next commitment. It keeps the close honest, specific and easy to say no to.
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Post-call notes checklist
A short list for the five minutes after a call, so that your notes are useful to you and to your colleagues. For the full sheet, see the sales call checklist.
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Weekly self-review checklist for sales calls
A thirty-minute routine for reviewing your own week of calls and choosing one thing to improve. It is for learning, not for scoring yourself.
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SDR onboarding checklist for week 1
A day-by-day list for a new sales development representative and their manager. It gets the new starter practising early and gives the week a clear end.
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Manager call review checklist
A checklist for managers who review a recorded or live call with a seller. It keeps the review specific, fair and focused on one improvement.
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Remote team coaching checklist
A checklist for managers who coach sales or service people on video calls. It keeps the sessions short, regular and focused on one skill.
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Mini sales playbooks
One page for one sales setting: who to call, what to ask, how to answer and how to follow up.
Mini playbook
SMB SaaS outbound call playbook
A one-page playbook for selling software to small businesses by phone. Small companies decide fast, have little time and do not want jargon.
View and printMini playbook
Insurance phone sales playbook
A one-page playbook for advisers and brokers who speak to clients by phone. It puts consent, needs and clear notes ahead of the sale.
View and printMini playbook
Real estate seller calls playbook
A one-page playbook for calls with people who may sell a property. These calls are personal, so listening and honesty about the market matter most.
View and printMini playbook
B2B wholesale reorder call playbook
A one-page playbook for calling trade customers about their next order. These customers know what they want, so be prepared, brief and reliable.
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Related free tools
The resources link to these existing tools instead of repeating them.
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