Phone script template

Here are some quick tips to help you with creating your phone script template. Whether you want to create a phone script that you read direction from or create a sales tool that is more of a guide to keep you on track when making sales calls, a first step that you can take is to create an outline of key sections to fill in. Here are some sections that we recommend you include in your phone script template.

Elevator Pitch We recommend that you begin your sales phone call with some sort of elevator pitch. What many salespeople will do at this point is mention their company and describe the product that they sell. We want you to replace this with an explanation of how you help.

You could either share a value statement, some examples of problems that you help to fix, or share a quick client example as your elevator pitch. Here is an example. The purpose for my call is that we work with salespeople and help them to develop the best and most powerful sales pitch.

Pre-Qualifying Questions The next section of your phone script template could be a section that outlines some of your key pre-qualifying questions. Call center agents need to treat every call with all the professionalism they can muster.

This is mainly because every good call with a customer is an opportunity for that customer to advertise your brand, while for every bad call, the customer's armed with all the ammunition they need to tarnish your reputation. Answer the call friendly and promptly: Every conversation from your call center agent should start with a friendly, warm greeting. This doesn't have to be scripted, an agent should be free to say whatever suits their personalities.

Show appreciation to the caller for calling the business, say your name and go straight to their inquiry: After the salutation, it's usually advisable to appreciate the caller,. My name is Jane and how may I help you? This is a standard way to show appreciation to the customer for calling and starting the inquiry process. Invite customers to explain their inquiry : The next stage is inviting the customer to explain their problem or inquiry.

This is a chance for the customer to vent their feeling and frustrations. If there's any part of the customer's inquiry that's unclear, this is the perfect time for the agent to seek clarification,.

Also, if the customer is kept on hold longer than the agent expects, the call agent should drop in frequently and explain the reason the customer is on hold while also reassuring them. Abandon the script when necessary: This may be contradicting given the title of the subheading, but it's relevant all the same.

A good customer service agent knows when to abandon the script. This may be a case where the inquiry isn't covered in the script, the customer is extremely upset, you need assistance from another member of your team, etc. Often, scripts don't cover these instances. So, when the need occurs, your customer service agent needs to be spontaneous and go off-script. Take detailed notes: If you're in the sales team or you're cold calling, this is extremely important, especially if you have to call the person at a later time.

Keeping detailed notes about the client could be the difference between landing that client and losing them. Customers in general do not like to reiterate things. Then give them a sales pitch script. With a written script, reps have their thoughts and words clearly in mind. Then, when they ask questions, they can actually listen to what the prospect is saying instead of scrambling for their next line.

But a script gives the call structure. It gives reps the right words at the right moment, and it also allows them to take that structure and give it some of their own unique flair and pizzazz. Once they know that script, they can experiment with their own ideas and add some personality. Ultimately, you want to empower your reps to trust their instincts and be better than the script, but only once they've internalized the script.

What is your brand message? What tone of voice does your website display? How are things worded in your pricing page, or within the product? So, when you create your sales pitch scripts, take into consideration the thoughts and suggestions from these other teams. Let the product team take a look at how you pitch certain features. Let customer service help you explain use cases concisely.

Scripts that are made with the help of all these different teams will bring your brand message to the fore, and keep your reps on-brand at all times. When you use a sales pitch script that is well-developed, it gives you guidance on the phone to go from one step to the next in a proven model that actually delivers success and produces positive outcomes.

Back when we started ElasticSales, we saw how this works in real-life. Ready to hear the sales pitch that got us 7 paying customers in 14 days?

Here it is:. Hi, my name is Steli Efti. What we do in a sentence is we provide companies with a sales team on demand. Does this sound generally interesting to you? With this opening line, we established context right away. Forget your pitch for a second. Is it raining there, too? Maybe small talk sets a friendly tone, but who has time for that? Get to the point. Prove that you value their time. We chose these words carefully.

It was a subtle way to let them know that we spoke their language. The details of your script will ultimately depend on your target audience and your ideal customer profile , but keep these ideas in mind as you write your own.

This was our elevator sales pitch. No fluff. The key to a great elevator pitch is clarity and brevity. Try to keep this to one sentence. We cared how they responded to this question, but it never really mattered what they said. The truth is that neither of us had enough information to decide whether the call was a waste of time.

I still had a few qualifying questions to decide if they were a good fit for our beta, and they still had time to decide whether to continue or hang up the phone. The early no actually allowed me to keep the conversation going, even if it was only for a few more seconds. The basic structure involves these 6 steps:. These 6 steps should all be included in your sales pitch script, allowing you and your sales team to follow a clear, relevant structure throughout the call.

Here is the sales pitch script template you can copy and adapt to your own process:. Swipe this script template and adapt it to your own sales process.

Keeping organized will make the entire deal process run more smoothly, and gives historical context to the rest of your team. Close saves you a step by logging calls, emails, text messages, and even Zoom meetings automatically— try it free for 14 days.