Get Started: Effective Telemarketing Scripts for All Industries [FREE TEMPLATES]

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Sample Cold Calling Templates for All B2B Industries

Korean and Taiwanese Drama, Local movies, TV series and game shows – all actors in the show need scripts to portray their roles well and be one with their characters. Same goes in telemarketing.

I’ve been a sales rep for more than 10 years. Whenever I do outbound calls, I use scripts as my guide to effectively deliver the message to my prospects. A structured call flow is important and scripts allow the sales reps (especially the inexperienced once) to say the right words and overcome objections.

There are 3 parts of the script.

Opening

It includes:

1.) Greeting

2.) Introduction

  • Introduce yourself
  • Introduce your company

3.) State the purpose of your call

Body

It includes:

  1. Pre-qualify your prospects (Ask qualifying questions)
  2. Present your product and services
  3. Probe (if necessary)
  4. Set the date of the appointment
  5. Verify/gather prospect’s contact information

Closing

It includes:

  1. Summary of the appointment date
  2. Closing spiel

Here are some proven Appointment Setting, Call-to-invite and Data profiling scripts that I use when making calls for the following industries.


IT Services


Appointment Setting Script

Company Name: XYZ Consulting

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, CIO and CTO

Hi Andrew, good morning. My name is Amanda and I’m calling from XYZ Consulting.

We are an IT solutions provider. We provide computer support, network services, backup and disaster recovery, IT consulting, VoIP and phone solutions. I’d like to propose a quick conversation between you and one of our Executives to see how we can assist in reducing your operating costs.

Our colleagues would appreciate the opportunity to meet with you and discuss further this. Would you be free on (offer day, date and time of appointment)?

(If not, ask for prospect’s preferred date)

If I may ask, 

  1. How many computers do you have? (should be 10 and up)
  2. Who do you call whenever you have computer problems?
  3. What challenges are you currently facing with your existing setup?
  4. Is there any area where you wish think might need improvements on?

Note: Jot down the answers.

We will send you information as well as a calendar invite. May I have your email address, please?

(Gather/Verify complete name, Job title, phone number, direct line, mobile, company name, website  and fax number)

One of our executives will call you on (date of the appointment). Thank you so much for your time. Have a great day!

 

Call-to-Invite Script

Company Name: XYZ Consulting

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, CIO and CTO

Hi Andrew, good morning. My name is Amanda and I’m calling from XYZ Consulting.

We are an IT consulting company and we will be doing one on one online conference for the whole month of August on how you can reduce your operating cost. I called because we would like to invite you or anyone from your team. Would you be available on be available on (offer day, date and time of the appointment).  

(If not, ask for prospect’s preferred date)

In order for us to prepare on what to discuss during the conference. I would like to ask,

  1. How many computers do you have? (should be 10 and up)
  2. Who do you call whenever you have computer problems?
  3. What challenges are you currently facing with your existing setup?
  4. Is there any area where you wish think might need improvements on?

Note: Jot down the answers.

We would like to send you information as well as email invite, may I please have your email address? 

(Gather/Verify complete name, Job title, phone number, direct line, mobile, company name, website  and fax number)

We will send you information as well as the calendar invite. Again, the online conference will be on (date of appointment). Thank you so much for your time. Have a great day!

 

Data Profiling Script

Company Name: XYZ Consulting

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, CIO and CTO

Hi, good morning. This is Amanda with XYZ Consulting. Can you please transfer my call to your IT Manager?

(When asked about the purpose of the call)

We would like to send information to your IT manager about XYZ Consulting and how we can help reduce your operating cost. Can you transfer my call to him, please? Thank you.

(If not available, ask contact information of the IT Manager with the Receptionist)

Transferred to the IT Manager.

Hi, good morning. This is Amanda with XYZ Consulting. Am I speaking with the IT Manager?

(If yes, proceed)

Great! I’m with XYZ Consulting. We are an IT solutions and consulting company. I called because we would like to send information about our company and how we can help reduce your operating cost. May I please have your email address?

What’s your first and last name? So I can address the email properly.

What’s your specific job title for me to address you properly in the email?

Do you have a direct line or ext number?

Also, in order to know what information to send to you, if I may ask;

  1. How many computers do you have? (should be 10 and up)
  2. Who do you call whenever you have computer problems?
  3. What challenges are you currently facing with your existing setup?
  4. Is there any area where you wish think might need improvements on?

We will send the information to your email address. Thank you so much for your time. Have a great day!

Related: Pissed-off Prospects in Telemarketing? Here’s How to Make It Up to Them

 


Financial Services (Insurance, Securities, and Investment)


Appointment Setting

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: CFO, Credit Manager, Financial Controller, Owners, Finance Directors

Hi Andrew, good morning! This is Amanda with XYZ Company. I understand you are the best person to speak with regarding your working capital requirements accounts receivable?

(If no, ask)

Who’s the best person to speak with regarding your company’s working capital requirements accounts receivable?

(Take note of the information of the person in charge)

(If YES, proceed)

That’s great! You see, we’re a financial company and we specialize in trade finance for small to medium size businesses here in Singapore. We have helped companies improve their working capital position by providing early settlement of receivables enabling companies to generate cash quickly.

I’m calling to see if we could arrange a short meeting with our colleagues to discuss with you about this and how you could benefit from it?

(If YES, proceed)

Our colleagues would appreciate the opportunity of dropping by your office to discuss further your receivable financing. Would you be free on (offer day, date and time of appointment)?

(If not, ask for prospect’s preferred date)

If I may ask,

  1. Do you provide credit terms to your customers? If yes, how long does it take for you to get paid?
  2. Does the late payment of your receivables put a strain on your company’s finances?
  3. Is your growth hampered by your working capital requirements?

Note: Jot down the answers.

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

Thanks for your time. We’ll see you on (mention the date of appointment). Have a nice day!

 

Call-to-Invite Script

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: CFO, Credit Manager, Financial Controller, Owners, Finance Directors

Hi Andrew, good morning! This is Amanda with XYZ Company. I understand you are the best person to speak with regarding your working capital requirements accounts receivable?

(If no, ask)

Who’s the best person to speak with regarding your company’s working capital requirements accounts receivable?

(Take note of the information of the person in charge)

(If YES, proceed)

That’s great! You see, we’re a financial company and we specialize in trade finance for small to medium size businesses here in Singapore.

I called because we would like to invite you to our upcoming online conference about how to improve your working capital position by providing receivables financing to help your company generate cash quickly.

(If YES, proceed)

That’s great. Would you be free on (offer day, date and time of appointment)?

(If not, ask for prospect’s preferred date for a one on one presentation)

In order for us to prepare for the presentation, I’d like to know more about your company first.  If I may ask,

  1. Do you provide credit terms to your customers? If yes, how long does it take for you to get paid?
  2. Does the late payment of your receivables put a strain on your company’s finances?
  3. Is your growth hampered by your working capital requirements?

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

We will send you a calendar invite before the conference. Thank you for your time. Talk to you on (mention the date of appointment). Have a nice day!

 

Data Profiling Script

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: CFO, Credit Manager, Financial Controller, Owners, Finance Directors

Hi, good morning! This is Amanda with XYZ Company. I understand you are the best person to speak with regarding your working capital requirements accounts receivable?

(If no, ask)

Who’s the best person to speak with regarding your company’s working capital requirements accounts receivable?

(Take note of the information of the person in charge)

(If YES, proceed)

That’s great! You see, we’re a financial company and we specialize in trade finance for small to medium size businesses here in Singapore.

I called because we would like to send you information about how to help improve your working capital position by providing receivables financing for your company to generate cash quickly.

(If YES, proceed)

That’s great.

May I have your email address, please?

What’s your first and last name? So I can address the email properly.

What’s your specific job title for me to address you properly in the email?

Do you have a direct line or ext number?

In order for us to know what information to send you, I’d like to ask, (take note of the answer)

  1. Do you provide credit terms to your customers? If yes, how long does it take for you to get paid?
  2. Does the late payment of your receivables put a strain on your company’s finances?
  3. Is your growth hampered by your working capital requirements?

We will send you information. Thank you for your time. Have a nice day!

Related: Telemarketing for Financial Leads: Don’t Sound too Technical

 


Medical and Advertising Services (Consulting and Healthcare marketing)


Appointment Setting Script

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: Marketing/Branding Head, Marketing Manager, Marketing Director, CMO

Hi Andrew, good morning. This is Amanda and I’m calling on behalf of XYZ Company. I understand you are the best person to speak with about branding and marketing strategy?

If yes, proceed.

I was hoping that you might have heard of our company before?

We are a global brand consultancy and we help companies create, grow and disrupt markets by integrating research, brand strategy, creative and digital. We have worked with companies such as Airbnb, Unilever, Alibaba Group, etc.

If I may ask,

  1. Do you know if your digital marketing is working or not?
  2. Do you have difficulties in measuring the effectiveness of your digital marketing?
  3. Do you think your brand needs a boost in one of your markets but don’t know where the issue is or how to go about improving it?

My Director would appreciate an opportunity for a brief meeting with you for a further discussion about our branding solution and how we can help improve your branding and marketing scheme. 

Would you be available on (day, date and time of appointment)?

(If not, ask for prospect’s preferred date for a one on one presentation)

(If yes, proceed)

We would like to send information about our company, may I have your email address, please?

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

Please mark your calendar for our Director to visit you on (date of the appointment). Thank you for your time. Have a nice day!

 

Call-to-Invite Script

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: Marketing/Branding Head, Marketing Manager, Marketing Director, CMO

Hi Andrew, good morning. This is Amanda and I’m calling on behalf of XYZ Company, an advertising agency. I called because we would like to invite you to a free online conference about branding strategy that we will be hosting on July 27, 2017. We have 1 in the morning at 9AM and another 1 at 2PM. Would you be available?

(If yes, proceed)

Great! What time would you prefer? In the morning or in the afternoon? (Take note)

We will be sending you a calendar invite, may I have your email address, please?

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

Again, the online conference will be on July 27at 9AM. We will send you a calendar with the login details. Thank you so much for your time. Have a great day!

 

Data Profiling Script

Company Name: XYZ Company

Location: Raffles Quay, Singapore

Website: www.xyzcompany.com.sg

Phone Number: 1234567890

Target Contacts: Marketing/Branding Head, Marketing Manager, Marketing Director, CMO

Hi, good morning! This is Amanda with XYZ Company. I’d like to speak with your Marketing Manager, please.

What is this regarding?

I’m calling about your branding and marketing strategy, is he available right now? Can you transfer my call please? Thank you.

With the Marketing Manager.

Hi Andrew, good morning. This is Amanda with XYZ Company. We are an advertising agency and we would like to send information to your email on how you can improve your digital and branding strategy. May I have your email address please? (Take note)

What’s your first and last name? So I can address the email properly.

What’s your specific job title for me to address you properly in the email?

Do you have a direct line or ext number?

By the way, if I may ask;

  1. Do you know if your digital marketing is working or not?
  2. Do you have difficulties in measuring the effectiveness of your digital marketing?
  3. Do you think your brand needs a boost in one of your markets but don’t know where the issue is or how to go about improving it?

We will send you information. Thank you so much for your time. Have a great day.

Related: 6 Marketing Ideas in Selling a Medical Software

 


Business Consulting Services (Strategic and Planning)


Appointment Setting Script

Company Name: ABC Company

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: Owner, President, CEO

Hi Andrew, good morning. This is Amanda and I’m calling on behalf of ABC Company. I was hoping that you might have heard of our company before?

We are a global business consultancy and we offer free assessment for every startup companies. We have worked with different companies all over Singapore (you can mentioned some of your clients here) take better actions, make better decisions and produce greater outcome with less time and effort for our clients. Would you like to have a free assessment of your company?

(If yes, proceed)

Great! If I may ask,

What problems and challenges are you experiencing right now within your organization?

One of our consultants would appreciate an opportunity for a brief meeting to discuss how we can help your company solve these issues.

Would you be available on (day, date and time of appointment)?

(If not, ask for prospect’s preferred date for a one on one presentation)

(If yes, proceed)

We would like to send information about our company, may I have your email address, please?

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

Please mark your calendar for our Consultant to visit you on (date of the appointment). Thank you for your time. Have a nice day!

 

Call-to-Invite Script

Company Name: ABC Company

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: Owner, President, CEO

Hi Andrew, good morning. This is Amanda and I’m calling on behalf of ABC Company. I was hoping that you might have heard of our company before?

We are a global business consultancy. We have worked with different companies all over Singapore (you can mentioned some of your clients here) take better actions, make better decisions and produce greater outcome with less time and effort for our clients. I called because we will be hosting a free online conference on how we can help your company grow and solve any challenges and issues that you might have within your organization. Would you be available on (day, date and time of appointment)

(If not, ask for prospect’s preferred date for a one on one presentation)

(If yes, proceed)

In order for us to know your company better and provide better solutions, I’d like to ask;

What problems and challenges are you experiencing right now within your organization? 

We would like to send you information together with a calendar invite, may I have your email address, please?

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Contact Number, Direct Line or Mobile Number)

Again, the online conference will be on (date of the appointment). Thank you for your time. Have a nice day!

 

Data Profiling Script

Company Name: ABC Company

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: Owner, President, CEO

Hi Andrew, good morning. This is Amanda and I’m calling on behalf of ABC Company. I was wondering if you’ve heard of our company before?

We are a global business consultancy. We have worked with different companies all over Singapore (you can mention some of your clients here) take better actions, make better decisions and produce a greater outcome with less time and effort for our clients. I called because we will like to send information about our company and the services that we offer.

  1. May I have your email address, please? (Take note)
  2. What’s your first and last name? So I can address the email properly.
  3. What’s your specific job title for me to address you properly in the email?
  4. Do you have a direct line or ext number?

In order for me to send the right information to send you, I’d like to ask;

What problems and challenges are you experiencing right now within your organization?

We will send you the information. Thank you for your time. Have a nice day!

Related: Making B2B Lead Generation Work for Consulting Firms in APAC

 


Software Services


Appointment Setting Script

Company Name: ABC Solutions

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, Financial Manager/Director, Accounting Manager

Hi Andrew, good morning! This is Amanda with ABC Solutions. I understand you are the best person to speak with regarding your accounting?

(If no, ask)

Who’s the best person to speak with regarding your accounting software? (Take note of the information of the person in charge)

(If yes, proceed.)

That’s great! We are currently running a free upgrade for Quickbooks. Are you currently using Quickbooks?

IF THEY’RE USING QUICKBOOKS:

  • What year and version are you currently using?
  • Also, does your company also accept credit cards? (Take note of response)

IF NOT USING QUICKBOOKS:

What accounting or ERP software are you currently using? (Take note. Thank the person and end the call)

I’m calling to see if we could arrange a short meeting with our colleagues to run the free upgrade for your Quickbooks.

(If YES, proceed)

Our colleagues would appreciate the opportunity of dropping by your office to do this. Would you be free on (offer day, date and time of appointment)?

(If not, ask for prospect’s preferred date)

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Email address, Contact Number, Direct Line or Mobile Number)

Thanks for your time. We’ll see you on (mention the date of appointment). Have a nice day!

 

Call-to-Invite Script

Company Name: ABC Solutions

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, Financial Manager/Director, Accounting Manager

Hi Andrew, good morning! This is Amanda with ABC Solutions. I understand you are the best person to speak with regarding your accounting?

(If no, ask)

Who’s the best person to speak with regarding your accounting software? (Take note of the information of the person in charge)

(If yes, proceed.)

That’s great! We are currently running a free upgrade for Quickbooks. Are you currently using Quickbooks?

IF THEY’RE USING QUICKBOOKS:

  • What year and version are you currently using?
  • Also, does your company also accept credit cards? (Take note of response)

IF NOT USING QUICKBOOKS:

What accounting or ERP software are you currently using? (Take note. Thank the person and end the call)

I’m calling to invite you for a one on one online conference on how to run a free upgrade for your Quickbooks.

(If YES, proceed)

Would you be free on (offer day, date and time of appointment)?

(If not, ask for prospect’s preferred date)

(Verify/gather all contact details: Contact Person’s Name, Job Title, Company Address, Email address, Contact Number, Direct Line or Mobile Number)

We will send you a calendar invite before the conference. Thank you for your time. Talk to you on (mention the date of appointment). Have a nice day!

 

Data Profiling Script

Company Name: ABC Solutions

Location: Raffles Quay, Singapore

Website: www.abcsolutions.com.sg

Phone Number: 1234567890

Target Contacts: IT Manager, IT Director, Financial Manager/Director, Accounting Manager

With the Receptionist:

Hi, good morning. This is Amanda from ABC Solutions. I’d like to speak with your IT Manager, please.

IF NOT AVAILABLE: Who’s the best person to speak with regarding your accounting? (take note)

NO ONE IS AVAILABLE: That’s okay. When is the best time for me to callback for your IT Manager? (Take note)

With the Target Contact:

Hi, good morning. This is Amanda from ABC Solutions. Am I speaking with the IT Manager?

(If yes, proceed)

Great! We are currently running a free upgrade for Quickbooks. Are you currently using Quickbooks?

IF THEY’RE USING QUICKBOOKS:

  • What year and version are you currently using?
  • Also, does your company also accept credit cards? (Take note of response)

IF NOT USING QUICKBOOKS:

What accounting or ERP software are you currently using? (Take note. Thank the person and end the call)

We would like to send the details to your email, may I have your email address, please?

What’s your first and last name? So we can address the email properly?

What’s your specific job title for me to address you properly in the email?

Do you have a direct line or ext number?

We will send you the information. Thank you for your time and have a great day.

Related: The 7-step beginner’s guide to Software Solutions Marketing

 

Not all scripts are the same. But if you are having a hard time creating one for your team, you can use these scripts to help your sales rep start making great telemarketing calls.

 

 

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