11 High-Converting Sales Call Script Templates For Every

Stage in the Sales Cycle

#1 First Call Sales Script

When to use it: At the very first contact with a new prospect. 

Sales Script Template: 

“Good afternoon Mr./Mrs./Miss [client’s surname]. My name is [agent’s name]. I’m calling from
[company’s name] which builds conversion-focused websites for small businesses specifically in
[client’s industry]. I took a look at your website [mention their domain name] and noted various
points where our service could improve your on-site sales.
Do you have 5 minutes to chat about these points?”
If they don’t, try to schedule an appointment instead.
If the answer is yes, continue. “First of all, we noticed that [mention a few specific examples your
solution could do for your prospect]
[Move onto your pitch]
I understand you need to think about this before you’re ready to commit. I’ll email you everything we
just talked about, shortly after the call, so you can see the numbers for yourself and discuss them with
the other decision-makers in your company.
In the email, you’ll find a button to schedule a demo call where I can demonstrate our service in
further detail. Could I ask for your email address? ”
Let the customer answer.
“Fantastic, thank you! I will send you your unique offer shortly. I’ll talk to you soon, have a nice day!”

Why it works: This call is your very first contact with a new prospect, so it’s important to
leave a good impression. Unlike those pushy callers who earned cold calls a negative
reputation, you show respect to your prospect by being conscious of their time. 

With this script, the client knows exactly what you’re selling within seconds, and can
decide for themselves whether they want to hear more. 

On top of that, you’re not pushing them to make a purchase decision on the first call.
While that might work for low-ticket items, in most cases, pushing the prospect might
cause stress and potential buyer’s remorse. You want long-term, happy customers, don’t
you? 
#2 Promotional Sales Script

When to use it: A special discount for the ladies on International Women’s day? Hot
new deals on BFCM week? Let your existing leads and customers know! 

Sales Script Template: 

“Good morning Mr./Mrs./Miss [client’s surname]. It’s [agent’s name] speaking from [company name].
We spoke on [date] when you said you might be interested in [product] / when you purchased a
[product] from us!
I’m calling you today to let you know that we just launched our special Black Friday campaign and we
decided to let you know about it before announcing it in our newsletter or website! You can get our
products with up to 70% discount if you purchase via the phone before 6 pm on Wednesday this
week. Do you have 2 minutes to talk about it?” If the prospect says no:
“Sure thing, let’s schedule a better time then! Please note that our phone-only offer is only valid for
another 2 weeks. When would be best for you to talk?”If the prospect says yes, proceed with the
details of the promotion and explain how they can purchase via the phone. At the end of the call, you
can say:“
Thank you very much for your purchase! Right after you hung up this call, you’ll receive an SMS /
email with the confirmation of your order and the tracking number for the shipping. If you have any
questions, please contact us anytime at [number] or [email].
Have a great day!

Why it works: You get to the point right away by reminding the client that you talked
before and announcing the limited-time offer. The time limit urges callers to act faster.
Hello FOMO! 

With an automation workflow that CloudTalk offers, you can automatically send emails
and/or text messages to prospects. You can use placeholders, so you don’t have to write
the copy over and over again, and the client will be happy to receive the confirmation
and tracking ID so soon after the call. 

#3 Appointment-Setting Sales Script

When to use it: This sales call script can help you confirm appointments with prospects
who have previously shown interest in your services. For example, they clicked on a
demo request button, or they wanted to learn more about how they can work with you. 

If you think that this call doesn’t matter – after all, they just want an appointment! –
sorry, you’re wrong. They might already know what your business does, but it’s likely
their first time talking to you. Should you come across as unprofessional or inauthentic,
the prospect might still change their mind.

Sales Script Template: 

“Good morning Mr./Mrs./Miss [client’s surname].

I’m [agent’s name], calling you from [company name].
I noticed that you signed up for a trial version of [name of the software], and I wanted to check in with
you about your experience so far. Do you have a moment to share your thoughts with me?”
Let the prospect share their experience.
“Fantastic! We have 3 features that I’d absolutely recommend in your case: [mention the features]. If
you have some availability this week, I’d love to show you on my screen how you could boost your
company’s numbers with these features. When would you have time for a free 30-minute demo call?”

Why it works: You immediately clarify why you’re calling and remind the client of your
services. Instead of jumping straight to the appointment setting, ask the client about
their experience and pay full attention to their answer. This proves to them that you care
about their thoughts, and also helps you come up with a more personalized and organic
call to action at the end. 

#4 Script for Calling With an Offer

When to use it: You previously had a qualifying call with the prospect and they
expressed their interest. They agreed that you can call them back with an offer. This is
that call.

Sales Script Template: 

“Good afternoon Mr./Mrs./Miss [client’s surname], my name is [agents’ name] from [company’s
name]. We talked on [day] about [product] and as I promised, I prepared a custom package tailored to
your specific situation. Is this a good time to go through the details?”
If the prospect says no, book another time. 
If the answer is yes, proceed. “So as we discussed last time, what you need most in your current
situation is to solve [repeat the prospect’s biggest challenges]. This is why in this package, I prepared
[mention features/tools that the prospect needs].
Before we move on you have any questions about the package?”Answer customer
questions.“Wonderful, so if you’re happy with the content of your custom offer, the price of the
package will be [price]. Of course, you also have the option to pay in monthly installments, which
makes it [mention monthly price if applicable]-If your company’s bid proposal suits the client, close
the sale. “Thank you for your purchase and I’m excited to welcome you as one of [company name]’s
members. I hope that you will be satisfied with our services.
 Right after we hang up this call, you’ll get a detailed email of your chosen package and the details of
your order. You’re welcome to reply to that email or call this number back in case you have any
questions or concerns. I wish you a wonderful day! ”

Why it works: Even though you had a call with the prospect before, they might have
changed their mind. If you immediately start with your offer, they might feel put on the
spot and hesitate. 

Instead, start by reminding them of your previous conversation and remind the client of
the challenges they shared with you last time and the solutions your company can
provide. That is, start by showing the value before you move on to selling.

#5 Clarification Call Script

When to use it: Sometimes the sales process lasts longer. During this time, several
issues may arise that need clarification. So it’s crucial to make a follow-up call and ask
for any necessary information. 

Sales Script Template: 

“ Hello, Mr./Mrs./Miss [client’s surname], this is [agent’s name] from [company’s name]. I’m calling
you today because we are in the middle of completing our contract but we need some more details
from you to be able to finalize it. Is this a good time to ask you some questions? It will only take a few
minutes.”
Let the customer answer.
If the answer is “yes” then answer with “great, it won’t take long. I need to ask you about [required
information].”
If the answer is “no”, then reply: 
“that’s fine, I completely understand. Just let me know when you have some spare time to go through
it,” and then it’s time to discuss the date for arranging an appointment.
“Thanks for your time. I will keep you informed about the progress of the contract. Have a wonderful
day!”

Why it works: Mistakes happen, but your prospect will forgive you for forgetting
information if you handle the situation professionally and with respect to their time. 

#6 Extension of Cooperation Sales Script

When to use it: 

Sales Script Template: 

 “Good morning Mr./Mrs./Miss [client’s surname].
It’s [agent’s name] calling from [company’s name]. I am reaching out to you because our contract with
us is about to end.
Do you have a moment to go through your options?”If the prospect says no, book another
time straight from the CloudTalk app. If the answer is yes, proceed. “Fantastic. So let me first ask
you, how satisfied do you feel with our services at this point?”Wait for the answer. If it’s positive,
continue:
“Great, I’m happy to hear you’ve been satisfied. If you extend your contract now, you can continue
using our services at the same price. As we already have your information, there’s no need for another
back-and-forth, we can continue our partnership seamlessly” If the client is unsatisfied, continue:
“Thank you for sharing! Could you please share with me how we could improve our partnership?”  Let
the client answer“Right, I see your point. I have noted all your comments, and we would like to
propose a new plan, taking into account all the aspects we’ve just discussed. I’ll send you the new
proposal by the end of the week via email together with the contract, so you can read them in your
own time. We can make an appointment now for next week to discuss all the details and answer any
questions that may arise. What day would be best for you?
Let the customer propose the date.  “Monday at 1 p.m. sounds great. I will call you then. The contract
will be sent to you before our meeting so you’ll have plenty of time to read it and consider the
contents. If you don’t have any questions, I’d like to wish you a great day. Goodbye!”

Why it works: Acquiring new customers is important, but retaining the existing ones is
even more crucial. The client will appreciate that you’re letting them know about their
expiring contract in time and the fact that you care about their honest feedback and
potentially changing needs.

#7 Post-Conversion Sales Script

When to use it: A few days or weeks after the client made a purchase

Sales Script Template: 

Good morning Mr./Mrs./Miss [client’s surname], it’s [agent’s name] from [company’s name] speaking.
I’m calling to check how satisfied you are with your recent purchase. Have you had a chance to try
[product]?
If you have a few minutes, do you mind sharing your experience so far?”Let the client
share“Wonderful! How would you rate your experience so far from 1 to 10? 1 being terrible and 10
being outstanding.”Note down the rating the customer gives. If it’s anything below 8, ask:
“May I ask what the reason is for the lower rating? How could we improve this number?”After the
client replies, say“Thank you for sharing with us. In case you have any issues or questions about
[product], please feel free to call or email us at any time! Have a wonderful day!”
Why it works: Customer satisfaction is a crucial element of client retention and a good
brand image. By personally calling the client to ask about their experience, without
selling intent, you improve the image they have of your company. On top of that,
getting honest feedback from a new customer provides great insights into what you
should change and what you need to do more of. It’s a great opportunity to learn. 

#8 Follow-up Call Script

When to use it: If you need to call the prospect back because they couldn’t reach you,
this script will be useful.

Sales Script Template: 

“Good morning/afternoon Mr./Mrs./Miss [client’s surname], it’s [agent’s name] from [company’s
name] here.
I’m sorry you couldn’t reach me last time you called. I’m phoning you back as you requested. Is now a
good time to talk?” Let the customer answer and ask their questions. “These are great questions. Let
me take them one by one. [answers to the client’s questions].
Is there anything else I can help you with today?”Wait for the client’s answer.“We hope that
everything sounds clear to you now. If you have any further questions, please don’t hesitate to
contact me.
I wish you a wonderful day!”

Why it works: You remind the client that they called before and respect their time by
apologizing for the delay. When you call the client back at the time they requested, you
also show that you take them seriously.

#9 Voice message and Voicemail Follow-up Sales Script

When to use it: When you’re calling a prospect but they’re unavailable, the call might
take you to their answering machine. Don’t hang up – leave a voicemail.

Sales Script Template: 

“Hi, Mr./Mrs./Miss [client’s surname]. My name is [agent’s name], and I am calling from [company’s
name]. I am reaching out to you because I might have a great solution to your current business needs
and I’d love to talk through it with you. Please call me back when it’s a good time for you. Once again,
it’s [agent’s name] from [company’s name]. You can reach me on the following number, [business
agent’s number]. It’s a toll-free number. Talk to you soon and have a great day!”
Why it works: Nobody likes to listen to overly long voice messages. Keep the message
concise, to the point, and under one minute, so the prospect doesn’t feel like it’s a waste
of time. Also, always leave your contact information, so it’s easy to call you back.

#10 Gatekeeper Sales Script

When to use it: “You Shall Not Pass!!!” – says the Gatekeeper. Just maybe not with
these words. Doesn’t make a salesperson’s job any easier! 

In case you’re unfamiliar with the term, a gatekeeper is hired to protect a decision-
maker’s time and priorities. Their job is basically to say no to you unless your offer is
truly worth it. 

Sales Script Template: 

“Good morning, this is [agent’s name] from [company] speaking. I’d like to talk to [prospect’s name]”
“What’s it in regards to?”
“We help enterprises improve their website conversion rate by up to 20% with innovative automation
solutions. We’re confident that we can reduce at least one hour per day spent on marketing efforts
and achieve double-digit revenue growth within a quarter. After analyzing your website, we have a
number of ideas on how we can achieve such growth with your business.”  

Why it works: When you reach a gatekeeper, your number one goal is to prove the
value. You’re not here to waste the decision-maker’s time and resources: you’re calling
with something that can truly change the game for the company. 

#11 Referral Sales Script

When to use it: The best salesmen are your happy customers, telling their friends,
coworkers, and family about your service. When you have a truly satisfied customer,
don’t miss the opportunity: ask for a referral.

Sales Script Template: 

“Good morning Mr./Mrs./Miss [client’s surname], it’s [agent’s name] from [company’s name]
speaking. I’m calling to check in with you! Are you still satisfied with your purchase/membership?”
If the client says yes, continue: “We’re so happy to hear that! And from 1 to 10 how likely are you to
recommend us to a friend? 10 being the best score.”
The client says a number between 8 to 10.
“Wonderful! Of course, we don’t just expect our customers to spread the word about us with nothing
in return! So we’d like to put you in our referral program. Any new person who contacts us and says
 your full name will get 10% off the initial price, and after 3 referred customers, you get a month, on
us! Once again, thank you for using our services and we’re hoping we can continue providing a great
experience. Please feel free to reach out to us in case you have questions or feedback.
Have a great day!”

Why it works: Instead of asking for a favor or sounding too salesy, you start by
checking how satisfied your client is, which in turn often makes them feel even more
satisfied. Happy clients are more likely to refer their acquaintances even if they don’t get
anything out of the deal. Once you ask them whether they would do that, you can up
the offer by offering them something in exchange for their referral.