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
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Opening
- DumneavoastrăGood afternoon, this is [your name] from [your company].
- DumneavoastrăI 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?
- SfatContinue 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
- DumneavoastrăI'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.
- SfatObjections often heard in this industry: Trust and risk, Price and budget, Competitor or current supplier, Timing and no time
Discovery questions
- DumneavoastrăHow do you handle [area] today?
- DumneavoastrăWhat works well about it, and what would you like to improve?
- DumneavoastrăWho else is involved when you decide on something like this?
Connect to value
- DumneavoastrăIf 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
- ClientI don't actually know your company. Who already works with you?
- SfatBetter move: Give concrete evidence, offer something verifiable (a reference or contact), and reduce the risk with a trial or no-commitment option.
- SfatSigns of a good answer: concrete evidence, verifiable proof, risk reversal
- SfatIf the customer pushes harder:
- ClientEvery vendor promises that. What can I verify myself?
- SfatAvoid: unsupported guarantee, pressure
Next step
- DumneavoastrăWould it make sense to book 20 minutes on [date option 1] or [date option 2] to look at it in more detail?
Boundaries
- SfatUse only facts, prices and terms from current approved material. If you don't know something, say you will check.
- SfatDon't promise discounts, results or guarantees you are not authorised to give.
- SfatIf the customer says no or asks you to stop calling, respect it and note it.
- SfatIf asked, explain why you are calling and where you got the contact.
Close
- DumneavoastrăThank you for your time. I'll send you a short summary of what we agreed by [date].