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How to Use This Template
This template should be used as a jumping off point for your company to write
unique sales scripts.

Sales call scripts are used to help sales representatives navigate conversations
with prospects. Call scripts are also a tool to help sales representatives become
more comfortable with sales calling through practicing different scripting
methods.

Try developing multiple scripts, or variations of a script, and test which render
the best results for your sales team.

Remember, you should add/edit/delete any copy or sections as you see fit.
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(Keep scrolling to templates)

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10 Sales Call Scripts
1. Standard Outreach Call

A standard outreach call serves as an opportunity for you to connect with a prospect one-on-one and
begin to guide them toward the next step in the buying process. Prior to making this call, be sure to
conduct research about the prospect and their business as an initial qualification measure.

By taking the time to conduct research prior to the call, you’re setting yourself up for a more contextual,
warm conversation. You can avoid wasting a prospect’s time by looking into the following ahead of time:
identifying their job title and current role expectations, exploring the company website and social
accounts, and using Crunchbase to identify your prospect's acquisition history, funding rounds, investors,
team members, news, timeline, competitors, former employees, customers, partners, sub-organizations,
board members and advisors, and other related details.

For more tips on where and how to research a prospect, check out this blog post.

Template:

Hi [prospect’s name], this is [your name] from [your company name].

I’ve been doing some research on [prospect’s company name] and I’d love to learn more about [common
buyer persona challenges].

At [your company name] we work with people like you to help with [value proposition 1, value
proposition 2, and value proposition 3.]

Is this something you think could help with [common buyer persona challenges]?

Option 1: Yes, tell me more.

Great! [This where you’re going to ask them to attend a demo, or continue the conversation with an
Account Executive, or take whatever next steps are part of your sales process.]

Option 2: Objection

I understand. Is it ok if I send you a follow up email to review at your convenience? Then I can follow up
with you tomorrow. [If yes, send the email and set a reminder to follow up. If no, thank them for their
time and ask if there’s another point of contact they can connect you with.]
up with an email. This may be a better way to connect. Make sure to include resources that clearly
explain what your company does and ask to continue the conversation].
2. Gatekeeper

The Gatekeeper is someone that screens and directs calls for a business. This person’s job title may be
something along the lines of Administrative Assistant or Office Manager. Gatekeepers are already busy
with a million tasks so they may direct your call immediately. It’s also possible that they’ve been
instructed to screen and deny sales calls. Always remain professional and polite and don’t be hesitant to
share more information about why you’re calling. Sometimes Gatekeepers can help you identify a better
prospect to connect with.

Template:

Hi, I’m calling for [prospect’s name]. This is [your name] with [your company name].

Option1: Gatekeeper transfers you directly.

[Follow Standard Outreach Call Script.]

Option 2: Gatekeeper asks what the call is regarding.

I’m following up on an email I sent [prospect’s name] regarding [product or service value proposition].

If the gatekeeper still doesn’t transfer the call, ask to leave a voicemail instead.
3. Discovery sales call

Discovery calls are meant to learn more about your prospect and their company in order to better qualify
them as a potential customer. The key to a great discovery call is asking the right questions. If you’ve
done some research on your prospect try to ask questions that are very specific. You’ll also want to steer
clear of simple yes or no questions because those answers are so brief. The goal is to get your prospect
comfortable and talking so you can have detailed notes and ideally qualify them. Check out this blog post
for a list of questions to ask during discovery calls.

Template:

Hi [prospect’s name], this is [your name] from [your company name].

I’ve been doing some research on [prospect’s company name] and I just wanted to ask you a few
questions about [common buyer persona challenges].
Example Discovery Questions:
● Are you experiencing any specific challenges with [common buyer persona challenges] and if so
what are they exactly?
● What have you been trying to work around these challenges?
● Are you the best point of contact to discuss this with, or do you think other team members would
need to be involved?
● What roadblocks have kept you from finding a better solution to [common buyer persona
challenges]?
● What would your ideal solution look like?

Option 1: You get a lot of information from the prospect.

Thanks so much for answering these questions. I’d love to continue the conversation because I think
[your company name] would be able to help you figure out a solution. [This where you’re going to ask
them to attend a demo, or continue the conversation with an Account Executive, or take whatever next
steps are part of your sales process.]

Option 2: Objection

I understand. Is it ok if I send you a follow up email to review at your convenience? Then I can follow up
with you tomorrow. [If yes, send the email and set a reminder to follow up. If no, thank them for their
time and ask if there’s another point of contact they can connect you with.]

Option 3: Hang up

[Follow up with an email. This may be a better way to connect. Make sure to include resources that
clearly explain what your company does and ask to continue the conversation].
4. Recommended by a mutual colleague
Recommendations are a great way to make a sales call feel a little warmer. Make sure to mention the
connection in your introduction to establish rapport with the prospect. Also, always follow up with a
thank you and maintain a connection with your recommenders because they may have more prospects for
you in the future.

Template:

Hi [Prospect’s name]!

I was recommended by [mutual colleague’s name] to connect with you. I’ve been learning about
[prospect’s company name] and I’d like to talk to you about [product or service value proposition]. Do
you have a few minutes right now?

Option 1: Yes, tell me more. [Follow Standard Outreach Call Script]

Option 2: Objection

I understand. Is it ok if I send you a follow up email to review at your convenience? Then I can follow up
with you tomorrow. [If yes, send the email and set a reminder to follow up. If no, thank them for their
time and ask if there’s another point of contact they can connect you with.]

Option 3: Hang up

[Follow up with an email. This may be a better way to connect. Make sure to include resources that
clearly explain what your company does and ask to continue the conversation].
5. Asking for a connection
Sometimes it can seem impossible to get in touch with a prospect. You may be able to see that they’re
getting your emails or voicemails, and they’re checking out the content that you’re sharing with them, but
for some reason you just can’t seem to get them on the phone to properly introduce yourself and have a
conversation. Try reaching out to another team member in their organization and asking them to connect
you. It never hurts to ask and you may end up getting valuable information about the company from
someone else.

Template:

Hi [referrer’s name], this is [your name] from [your company name].

I’ve been trying to connect with [prospect’s name] but I haven’t been able to get in touch yet. Do you
think you could introduce me via email?

I’m trying to learn more about [common buyer persona challenges]. [Your company name] works with
businesses like [prospect’s company name] to help with [value proposition 1, value proposition 2, and
value proposition 3.]

Option 1: Yes, I’ll connect you.

Great! Thanks, [referrer’s name]. I’m going to send you an email with some information to share with
[prospect’s name] ahead of the intro. I’ll be looking for that email. Have a great day!

Option 1: No.

I understand. Is it ok if I send you a follow up email to review at your convenience? Then I can follow up
with you tomorrow. [If yes, send the email and set a reminder to follow up. If no, thank them for their
time and ask if there’s another point of contact they can connect you with.]
6. Following up

Sales cadences vary and a sales call may not be a sales rep’s first attempt to contact a prospect. If you’ve
tried reaching them through email or connecting via social media let them know that you’re following up
on previous outreach. There’s a good chance that the prospect may have noticed your previous outreach
attempts already.

Template:

Hi [prospect’s name], this is [your name] from [your company name].

Did you get a chance to take a look at the email I sent?

Option 1: Yes, I’d like to learn more. [Follow Discovery Call Script].

Option 2: Yes, but I’m not interested.

Ok thanks for letting me know that. Just out of curiosity, can you let me know why you aren’t interested?
[Try to use their answer to overcome this objection. If they won’t give you an answer, ask if it’s ok to
send another email with additional information to review.]
7. Special promotion
Promotional offers give you a little more to advertise when you’re reaching out for the first time. If your
company has a free trial of a product or service, or a significant discount, let your prospect know.

People love to feel like they’re getting a deal on purchases. A survey from RetailMeNot found that,” four
out of five (80 percent) said they feel encouraged to make a first-time purchase with a brand that is new
to them if they found an offer or discount.” The right promo could be what turns a prospect into a
customer.

Template:

Hi [prospect’s name], this is [your name] from [your company name].

At [your company name] we work with people like you to help with [value proposition 1, value
proposition 2, and value proposition 3.]

Currently we’re offering [state promotional offer]. I’d love to help you take advantage of this limited time
offer. [This where you’re going to ask them to attend a demo, or continue the conversation with an
Account Executive, or take whatever next steps are part of your sales process.]

Option 1: Yes, tell me more.

Great! [This where you’re going to ask them to attend a demo, or continue the conversation with an
Account Executive, or take whatever next steps are part of your sales process.]

Option 2: Objection

I understand. Is it ok if I send you a follow up email to review at your convenience? Then I can follow up
with you tomorrow. [If yes, send the email and set a reminder to follow up. If no, thank them for their
time and ask if there’s another point of contact they can connect you with.]

Option 3: Hang up

[Follow up with an email. This may be a better way to connect. Make sure to include resources that
clearly explain what your company does and ask to continue the conversation].
8. Previously spoke with another team member at the prospect’s company
Sometimes a prospect that you’ve previously connected with may no longer be with the company in your
pipeline. This is totally normal and gives you the opportunity to connect with another team member.

Make it known that you’ve already spoken with someone else, and if there are any notes from the
previous conversation ask the new prospect to confirm if your notes are up to date or if there have been
any significant changes. The goal in this scenario is to keep the conversation going.

Template:

Hi [prospect’s name], this is [your name] from [Your company name]. I’ve spoken with [previous
prospect’s name] before and wanted to continue this conversation with you.

[Begin following Standard Outreach Call Script. If there are any notes from the previous prospect make
sure to use this in the conversation and ask discovery questions to confirm the notes are still relevant.]
9. Establishing a 1:1 connection
A great way to establish a connection with prospects is to do your homework and see what they’re
interested in. Check out what they’re sharing and posting on their social media, see if they’ve been
recognized for any big wins, or maybe see if they have a cute pet they adore.

Remember, prospects are human beings and finding a way to connect with them on your calls can make
them feel more comfortable about speaking with you.

Template:

Hi [prospect’s name], this is [your name] from [your company name]. We recently [connected on
LinkedIn, followed each other on Twitter, followed each other on Instagram etc.] and I loved your post
about [Mention what the post was about and find one or two key things to call out].

This is exactly why I wanted to reach out to learn more about [prospect’s company name].

[Begin following Standard Outreach Call Script.]

10. Calling out a company win
If your prospect’s company has recently announced a big win like acquiring funding or launching a new
product or service this is a great opportunity to congratulate them. Big wins often mean big changes. You
may catch your prospect at the perfect time to get them to consider evaluating what you’re selling.

Follow their company on platforms like LinkedIn, Twitter, or Crunchbase to stay informed on major
announcements.

Template:

Hi [prospect’s name], this is [your name] from [your company name]. I just heard the great news about
[prospect’s company name]!

I know times like this are usually a great time to start evaluating new solutions and I think [your company
name] would be a great fit to help with At [your company name] we work with people like you to help
with [value proposition 1, value proposition 2, and value proposition 3.]

[Begin following Standard Outreach Call Script.]

*Bonus Voicemail Templates*

You won’t always get your prospect on the phone so it’s important to leave a clear and succinct
voicemail that will encourage them to call you back. This general voicemail template is great to get
started with. You can also check out more voicemail script templates here. Test them out in your cadence
to see which ones get the most call backs.

Template:

Hi, this is [your name] from [company name].

I'm calling because I’d love to learn more about [common buyer persona challenges] to see if [your
company name] can help offer a solution.

You can reach me directly at [your number]. I'll also follow up with an email tomorrow. I look forward to
hearing what you think.

Have a great day and talk to you soon. Bye!