INFORMATION PAGE

V1.0

Client Info:
Campaign Name: Call Management Resources

Company Website: www.callcmr.com

Address: 775 Yard St, Suite 140, Columbus, OH 43212

Script Objective: Schedule Phone

Campaign Info (Target Market Criteria):

1) Type Of Industry Mix of Industries: HVAC, Plumbers, Attorneys, Physicians &

Office Assistance at Physician Offices, Realtors, Property Managers, Business Owners

2) Size of Industry (number of employees & annual sales)

Brackets for Number of Employees:

1-500 employees

Brackets for Sales Volume

$1 MILLION to $50 MILLION

3) Location (State, City) - You can provide ANY of the following:

United States

1
 Company Name
v1.0

Greetings to GK/Receptionist:

Good Morning/Afternoon.

I'm Allen/Geri and I am with Call Management Resources. I was

wondering if you can help me, who should I speak with when it comes
to your after-hours answering service?

*if they say they don’t use an answering service, ask how they handle
their after-hours customer service calls and ask to be transferred to
that individual.

Can you please transfer me to him/her/them?

Confirming the Contact Person:

Hi! My name is Allen/Geri with Call Management Resources. I

understand that you are the person who is involved in the after-hours
answering for the company?

(After confirmation, proceed with Pitch below)

Pitch / Initial Benefit Statement:

Call Management Resources is an answering service specializing in

HVAC and plumbing customers. We have been in business for over 60
years and offer live 24/7 answers from US-based call center agents.
We offer emergency dispatching, online on-call management, ETA text
notifications for customers and no hold times.

I am reaching out to see if we could have our Partner Engagement

Manager, Zach Skubon give you a call to discuss further.

Would you be available on Tuesday for a short call with Zach Skubon,
our Partner Engagement Manager who can discuss with you some of
the ways we can build an answering service package to fit your specific
needs?

2
<Please use this link to view and schedule meetings for Zach:
https://calendly.com/zachskubon/15min?back=1&month=2020-04 >

Probing Questions:

● Tell me about your current after-hours answering?

o If Outsourcing:
▪ What company are you currently using? Are you
happy with it?
o If In-house:
▪ Are you considering outsourcing a company to
handle your calls and dispatching?
● Is there anything you would like to improve about your current
service (or solution if they aren’t currently using a service)?
● Would you consider other (an) answering service providers if
they could gain you more customers?
● If they bring up pricing, let them know our packages start at
$49 with 50 included minutes. Ask them what they are currently
paying for their service. Offer the opportunity for Zach to discuss
with them our advantages and the potential for matched pricing.

Closing:

OPTIONAL: (Once the prospect is interested, no need to say this).

At Call Management Resource, we like to say, “If you can do it on the

phone, we can do it for you.” Often with less headaches and for less
money. We specialize in HVAC and plumbing companies because we
understand the business and know the importance of late-night calls to
you and your customers.

Verify Information:

1. Contact Name

3
2. Company Name
3. Phone number (and extension)
4. Job Title
5. Email Address (important)
6. Date and Time of the Appointment

Thank you for your time today.

Zach will be sending you an email prior to your meeting with more
information about Call Management Resources.
We are looking forward to talking to you soon.

Handling Objections:

1) What do you do? What does your company provide?

● 24/7 live answering service or after-hours answering for

HVAC and plumbing companies. We answer your calls, take
caller information and dispatch your technicians.

2) We already have that taken care of.

● Would you consider another provider if there were cost

savings or more featured offered?
● If they say cost savings, ask them how much they are
currently paying and tell them we welcome the conversation
about potentially matching their current pricing with improved
services.

3) I don’t have a budget.

● That is ok. We are a bit premature to discuss the budget

since we only ask that you to take a look at our solution and

4
 see if it will benefit your company. We are offering a free trial
until the end of the year where you can test drive our services
at no cost or obligation. If our service can capture you just
one more customer per month, it will probably pay for itself.
(ask for appointment)

4) Questions they are asking you and you don’t know the answer.

● That’s an excellent question, what I’m doing right now is

taking notes of all your questions and I’ll forward this to Zach
Skubon, since he is our expert, and I’m certain that he can
answer this for you during your appointment with him.

Is there anything else that you would like me to forward to

him so he can better prepare for your discussion? (After he
has shared all his questions, set the Appointment.)

5) Please add any Objections you feel will come up during a

conversation.
- Pricing – We are competitive with most answering services that
offer US-based call center agents. We have packages starting at
$49 with 50 minutes included. We would love to go over our
packages with you and see if we can match or beat your current
service.
- Quality – We’ve been in business for over 60 years. We hire only
US-based call center agents and they have all worked from
home since we went to a work-from-home model 2 years ago.
So you will never experience any disruptions in service because
our staff is distributed throughout the United States.

6) Please add any FAQ’s that you feel would be helpful.

1. Do I keep my same phone number? Yes, we can help you setup
call forwarding so that you can easily switch your phones to us
for after-hours answering or, if you would like, 24/7 answering.
2. How long does it take to get started? We can have you setup in
as fast as 24-hours. Our client services team will work with you
to make sure your account is customized to work best with your
company and our operations team will quality test your account
and train our agents.

5
3. How does billing work? We bill per minute on a 28-day billing
cycle. Our packages have a small base fee with included minutes
and then a per minute fee for overage minutes.
4. Do holidays or weekends cost extra? No, we bill the same rate
24/7/365. You can send your calls to us whenever you want.
After-hours, 24/7 or over-flow calls.