Choose the situation and get a structured script with an opening, discovery questions, objection handling and a clear next step. Fill in the brackets with your own facts and practise it out loud.
Call script: Book a first meeting and discover needs
Industry
Banking and finance
Customer role
Private customer
Call goal
Book a first meeting and discover needs
Main objection
Trust and risk
Opening
YouGood afternoon, this is [your name] from [your company].
YouIs now a good moment for two minutes, or should I call back at a time that suits you?
TipIf the customer says no, offer a callback time and end the call politely.
Reason for the call
YouI'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.
TipObjections often heard in this industry: Trust and risk, Price and budget, Competitor or current supplier, Timing and no time
Discovery questions
YouHow do you handle [area] today?
YouWhat works well about it, and what would you like to improve?
YouWho else is involved when you decide on something like this?
Connect to value
YouIf 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
CustomerI don't actually know your company. Who already works with you?
TipBetter move: Give concrete evidence, offer something verifiable (a reference or contact), and reduce the risk with a trial or no-commitment option.
TipSigns of a good answer: concrete evidence, verifiable proof, risk reversal
TipIf the customer pushes harder:
CustomerEvery vendor promises that. What can I verify myself?
TipAvoid: unsupported guarantee, pressure
Next step
YouWould it make sense to book 20 minutes on [date option 1] or [date option 2] to look at it in more detail?
Boundaries
TipUse only facts, prices and terms from current approved material. If you don't know something, say you will check.
TipDon't promise discounts, results or guarantees you are not authorised to give.
TipIf the customer says no or asks you to stop calling, respect it and note it.
TipIf asked, explain why you are calling and where you got the contact.
Close
YouThank you for your time. I'll send you a short summary of what we agreed by [date].
How it works
Choose the industry and the role of the person you are calling.
Pick the goal of the call and the objection you expect most.
Copy the script, replace every [bracket] with approved facts and practise it.
What this tool can and cannot do
Scripts are assembled from fixed templates in the DIRI AI scenario catalog: 10 industries, 13 customer roles, 4 call goals and 5 objection types (880 combinations). They are not written by AI and are not tailored to your product.
The same selection always gives the same script.
Text in [brackets] must be replaced with your own facts, prices and terms from approved material.
The script is a starting point for practice. It is not legal, compliance or industry-specific advice.
Nothing is collected: there are no text fields, and your selection is not stored or sent anywhere.
Practise this script with an AI customer
In DIRI AI you say your script out loud to an AI customer who reacts and pushes back. After the call you see which sentence helped and what to try differently.