Real Cold Call Example Play-by-Play
Warm Call Script
Uneventful?
Quick Background
What is his goal?
Introduce himself
Cross-sell
Initial Contact
Meeting
Presentation
Initial Contact
Meeting
Presentation
Instant Meeting
Initial Contact
Meeting
Presentation
Try to sell the
Meeting in the
Initial Contact
Initial Contact
Meeting
Presentation
Don’t try to sell the
product here
Initial Contact
Meeting
Presentation
Initial Contact
Types
• Cold calls
• Cold emails
• Networking
• Inbound calls
• Inbound emails
• Website chat
• Social media
Structure
• 2 to 5 minutes
• 80% on prospect
• 20% on you
Goals
• Pre-Qualify
• Build interest in
talking more
• Close for meeting
Questions
• Pain
• Current
Environment
Initial Contact
Meeting
Presentation
Meeting
Types
• Appointment
• Online meeting
• Meet for coffee,
drink, food
• Extended cold call
• Meet at event
Structure
• 10 to 60 minutes
• 50% on prospect
• 50% on you
Goals
• Qualify
• Build interest in
learning about
your product
• Close for
Presentation
Questions
• Pain
• Current
Environment
• Qualifying
Initial Contact
Meeting
Presentation
Initial Contact
Types
• Cold calls
• Cold emails
• Networking
• Inbound calls
• Inbound emails
• Website chat
• Social media
Structure
• 2 to 5 minutes
• 80% on prospect
• 20% on you
Goals
• Pre-Qualify
• Build interest in
talking more
• Close for meeting
Questions
• Pain
• Current
Environment
Initial Contact
Meeting
Presentation
Meeting
Types
• Appointment
• Online meeting
• Meet for coffee,
drink, food
• Extended cold call
• Meet at event
Structure
• 10 to 60 minutes
• 50% on prospect
• 50% on you
Goals
• Qualify
• Build interest in
learning about
your product
• Close for
Presentation
Questions
• Pain
• Current
Environment
• Qualifying
Initial Contact
Meeting
Presentation
Types
• Presentation
• Demonstration
• Proposal
• Quotation
• List of options
Structure
• 30 minutes to 2
hours
• 20% on prospect
• 80% on you
Goals
• Qualify
• Build interest in
purchasing your
product
• Close for purchase
Questions
• Pain
• Current
Environment
• Qualifying
• Closing
Hello, [Contact’s Name]. This is [Your Name] with [Your Company].
Have I caught you in the middle of anything?
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
Great. The reason for my call is that I see that you currently use our
[Purchased Product] and I just wanted to make sure we were doing our part
to check-in with you.
• How is everything going with [Purchased Product]?
• Is there anything that you like about it or find that is working well?
• Is there anything that you think could be working better?
• Do you mind if I ask what motivated you to purchase [Purchased
Product]?
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
• Have you ever had any difficulty making changes?
• How confident are you the everything is set up correctly?
• How knowledgeable are you about the reports and data you have access
to?
• Do you have any plans to introduce new products in 2021?
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
A lot of our customers:
• Have difficulty making changes in their account
• Often don’t have everything set up correctly
• Don’t know how to use all of the reports and data they have access to
Are you concerned about any of those?
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
Based on what you shared, it might make sense to talk in more detail.
We have a complimentary customer health check service that provides:
• Review of account and setup
• Guidance on making changes
• Explanation of how to use reporting features
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
• I worked with a customer with a similar business to your and provided our
health check service.
• This helped to improve and correct how they are using our platform.
• Ultimately, they were able to see a 10% increase in sales from the
changes that we helped them to make.
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
But I have called you out of the blue and I am not sure if this is the best time
to discuss this.
Are you interested in discussing this a little more?
Are you available for a brief 15 to 20-minute meeting where I can share some
examples of how we can help you to improve how you are using our
services?
Are you available on Tuesday or Thursday morning? Or are you available to
continue talking about this now?
Check-In
Pain Points
Pain
Questions
Current
Environment
Questions
Name Drop
Product
Introduction
Close
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Warm Call Script Example Play-By-Play (Cross-Sell Cold Call Script)

  • 1.
    Real Cold CallExample Play-by-Play Warm Call Script
  • 2.
  • 3.
  • 4.
    What is hisgoal? Introduce himself Cross-sell
  • 5.
  • 6.
  • 7.
    Initial Contact Meeting Presentation Try tosell the Meeting in the Initial Contact
  • 8.
  • 9.
    Initial Contact Meeting Presentation Initial Contact Types •Cold calls • Cold emails • Networking • Inbound calls • Inbound emails • Website chat • Social media Structure • 2 to 5 minutes • 80% on prospect • 20% on you Goals • Pre-Qualify • Build interest in talking more • Close for meeting Questions • Pain • Current Environment
  • 10.
    Initial Contact Meeting Presentation Meeting Types • Appointment •Online meeting • Meet for coffee, drink, food • Extended cold call • Meet at event Structure • 10 to 60 minutes • 50% on prospect • 50% on you Goals • Qualify • Build interest in learning about your product • Close for Presentation Questions • Pain • Current Environment • Qualifying
  • 11.
    Initial Contact Meeting Presentation Initial Contact Types •Cold calls • Cold emails • Networking • Inbound calls • Inbound emails • Website chat • Social media Structure • 2 to 5 minutes • 80% on prospect • 20% on you Goals • Pre-Qualify • Build interest in talking more • Close for meeting Questions • Pain • Current Environment
  • 12.
    Initial Contact Meeting Presentation Meeting Types • Appointment •Online meeting • Meet for coffee, drink, food • Extended cold call • Meet at event Structure • 10 to 60 minutes • 50% on prospect • 50% on you Goals • Qualify • Build interest in learning about your product • Close for Presentation Questions • Pain • Current Environment • Qualifying
  • 13.
    Initial Contact Meeting Presentation Types • Presentation •Demonstration • Proposal • Quotation • List of options Structure • 30 minutes to 2 hours • 20% on prospect • 80% on you Goals • Qualify • Build interest in purchasing your product • Close for purchase Questions • Pain • Current Environment • Qualifying • Closing
  • 14.
    Hello, [Contact’s Name].This is [Your Name] with [Your Company]. Have I caught you in the middle of anything? Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 15.
    Great. The reasonfor my call is that I see that you currently use our [Purchased Product] and I just wanted to make sure we were doing our part to check-in with you. • How is everything going with [Purchased Product]? • Is there anything that you like about it or find that is working well? • Is there anything that you think could be working better? • Do you mind if I ask what motivated you to purchase [Purchased Product]? Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 16.
    • Have youever had any difficulty making changes? • How confident are you the everything is set up correctly? • How knowledgeable are you about the reports and data you have access to? • Do you have any plans to introduce new products in 2021? Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 17.
    A lot ofour customers: • Have difficulty making changes in their account • Often don’t have everything set up correctly • Don’t know how to use all of the reports and data they have access to Are you concerned about any of those? Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 18.
    Based on whatyou shared, it might make sense to talk in more detail. We have a complimentary customer health check service that provides: • Review of account and setup • Guidance on making changes • Explanation of how to use reporting features Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 19.
    • I workedwith a customer with a similar business to your and provided our health check service. • This helped to improve and correct how they are using our platform. • Ultimately, they were able to see a 10% increase in sales from the changes that we helped them to make. Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 20.
    But I havecalled you out of the blue and I am not sure if this is the best time to discuss this. Are you interested in discussing this a little more? Are you available for a brief 15 to 20-minute meeting where I can share some examples of how we can help you to improve how you are using our services? Are you available on Tuesday or Thursday morning? Or are you available to continue talking about this now? Check-In Pain Points Pain Questions Current Environment Questions Name Drop Product Introduction Close
  • 21.
  • 22.
  • 23.
    Get your copyhere https://www.amazon.com/dp/0578615762
  • 24.
    SMART Sales System SalesMethodology Software Platform Professional Services
  • 25.
    SMART Sales System SalesMethodology Software Platform Professional Services • Sales Message Builder • Sales Scripts • Email Templates • CRM Functionality • Email Automation
  • 26.
    SMART Sales System SalesMethodology Software Platform Professional Services Sales Consulting • Sales Pitch Development • Sales Process Mapping • Script Assessment Sales Coaching • One-on-One Sales Coaching • Weekly coaching • Coaching Hour Blocks
  • 27.