Inbound Sales Call Script

Posted by Phil Freo on Fri, Sep 20, 2013

Last week at our Saas Sales Strategy Webinar we talked about the benefits of calling your trial users (also wrote about this on PandoDaily a while back) and I gave people an example of how an inbound sales call could sound like.

A few people emailed me afterwards and asked if I had a inbound sales call script I could share with them. So here you go :)

If you have a B2B SaaS product and free trial users ask for their number and call them as soon as possible after signup (preferably within 10mins) and use the below script template!

Inbound SaaS Sales Call Script:

Opening

Hey! My name is_____, I saw that you just signed up for our product _____________ and wanted to personally reach out and say “hi”.

I know you are just getting started with your trial and wanted to see if you had any questions or if there is anything I can do to help you get the most out of your trial?

User Response (answer questions / interact with user)

I also wanted to make sure that we are a good fit for you and that you’ll succeed with Close.io. I’m curious –

Qualifying

  • How did you hear about us in the first place?
  • What’s your main challenges/goals regarding _________?
  • How many people in your team would use__________?
  • [Other product specific questions]?
  • What other solutions are you checking out?
  • How are you going to make a decision if we’re a good fit?

Closing (if qualified)

Great. It sounds like our product _________ is the perfect fit for you.

Take the next week to give it a good test run and do _________ and then let’s set a time to chat so I can hear how things are going and answer any more in depth questions for you. Would next week same day/time work?

Set a follow up time. Send calendar invite

    
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