Handbook

GOAL: BOOK DEMO APPOINTMENT OR GET SURVEY INFORMATION

MAKE CALL TO CUSTOMER

This is simply a guide please dont read it word for word

• NO ANSWER
  1. Leave a message via voice, SMS and email.
     1. Hello, [PROSPECT]. This is [YOUR NAME] from [COMPANY]. I am calling to learn more about your company’s [AREA OF SPECIALTY] and talk about how we can help you make it better.
     2. Feel free to call or text me at [PHONE NUMBER]. I will also follow up with an email if that works better for you. I look forward to connecting.

• ANSWER
  • Secretary / Gatekeeper
    1. My name is [NAME] from [COMPANY]. I am looking to speak with 

[PROSPECT’S NAME]

1. or the decision maker for [NAME OF DEPARTMENT] department.
2. Would you mind transferring me to the appropriate contact?
3. Providing me with their phone number, email, or extension would also be helpful. Thank you.

• Customer
  • Hi, [PROSPECT’S NAME]. My name is [YOUR NAME], from [COMPANY]. How are you?

I wanted to give you a quick call because we’re working with a few companies similar to yours who are looking to [SOLUTION OFFERING], and that’s what we do.

You recently responded to our [Campaign Name] and mentioned that you wanted to know more about [ use his words or request]

Do you have a few minutes to talk about the different ways we can help you get your [OFFERING] where you want it to be?

• NO
  1. try to set up another time to talk and send follow up email.
  2. Thank you for letting me know. I’ll plan on calling back [DATE/TIME], unless there’s a more convenient time for you. Hope you have a great day.
  3. I understand that this isn't a priority for you at the moment. Can you squeeze in a quick 20-minute meeting on [DATE/TIME] to allow us to explain the value we can bring to your company and learn more about our product so you can make an assessment?
• YES
  • Ask Questions | Take down his answers
    1. I would like to know a little bit about your business, what do you do and what services do you offer?

• Good news. We should be able to help you via our [SOLUTION]. Are you available [DATE] to meet with me and [COLLEAGUE] to explain how our features like [FEATURE], [FEATURE], and [FEATURE] can help you [GOAL]?