Skip to content
DIRI AI

Call script

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.

Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.

When to use it

Use it when a meeting, a demo or a discovery call is the next step and the person has not met you before.

The script

Appointment setting call script

Call script

Opening

Hello [Name], this is [Your name] from [Company]. I will be brief: I am calling to ask for a short meeting, not to sell on the phone.

Reason

We help [type of company] with [outcome]. I would like twenty minutes to find out whether that is relevant to you.

Two choices

Would [day, time] or [day, time] suit you better?

If they say 'send me information'

Happy to. To send the right thing, what is the one question you would want it to answer?

If they say 'I have no time'

Understood. What would be a better week, and should I ring you or e-mail first?

Confirm

I have noted [day, time]. I will send an invitation with the agenda and my number, so you can change it.

DIRI AI · diriai.com · Training material, not legal or financial advice.

Replace the [square brackets] with your own facts and adapt the wording to your own voice.

How to use it

  1. Keep your calendar open and offer only times you can really keep.
  2. Write the agenda in one line before the call, so you can say it clearly.
  3. Send the invitation straight after the call and include a way to rebook.

Practise it before you dial

In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Meeting with a busy customer. The Free plan costs nothing.

More free resources

Optional: with a free account you can tick a box (unticked by default) for occasional e-mails with tips and news.

Create a free account