Sales Call Script for Beginners: a 5-Step Flow, Replies to Objections, and a Weekly Fix

Marketing & Sales

Sales Call Script for Beginners: a 5-Step Flow, Replies to Objections, and a Weekly Fix

New reps and sales teams who book meetings by phone use this beginner template to write a sales call script for the first time, test it for a week, and fix it. Page 1 sets the call goal, target, introduction, and what never to say. Page 2 turns the call into a 5-step flow with replies for a positive and an undecided prospect. Page 3 sorts replies to 4 objections with circle stamps. Page 4 logs a week of calls and sets fixes with KPT. The task board has five columns and 4 parent tasks, one per page, with 3 subtasks each. The usual mistake is dialing before you have a reply to a no, so here you plan every fork and the line that ends a call politely. Examples use a call that books a meeting between companies.

0 Likes 0 Copies Author: WeProcess
call script cold calling sales calls objection handling for beginners
Other language versions
Sign up free and use this template

Once you have a free account, you can copy this template from the marketplace

Whiteboard preview

Preview mode Sales Call Script for Beginners: a 5-Step Flow, Replies to Objections, and a Weekly Fix
Sign up free and use this template

Whiteboard preview

① Call goal and target (start here) ② Pain points and likely questions by... ③ How you introduce yourself ④ What you always say ⑤ What you never say ⑥ The 5-step call flow and the cue to... ⑦ What to say at each step and replie... ⑧ Objections and reply ideas (pick 4 ... ⑩ A week of calls (call with the scri... ⑫ Fixes and next review date (decide ... Sales Call Script... How to use (4 pag... Goals and booked ... Decisions and scr... Objections and co... Lessons and fixes 1/4 Set the call goal Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Shape the call flow ↙ 3/4 Call goale.g. Book a 20-minute demo of a document digitizing service with the head of the office Who you are callinge.g. The head or an admin contact at a local accounting or design firm (5 to 20 staff) The one thing to get acrosse.g. I would like to show you in 20 minutes how to spend less time searching for paper documents Likely pain point Likely question Tip for the call Head of the office e.g. Not enough space to store documents e.g. How much does it cost? e.g. State the point in 30 seconds Admin or accounting e.g. Month-end invoice filing causes overtime e.g. How much of today's process will change? e.g. Lead with the work it saves Site manager e.g. It takes long to find drawings and documents e.g. Can I view them off-site? e.g. Ask when they are busy and call back Receptionist e.g. There is a policy not to put sales calls through to the head e.g. What is it about, and who is it for? e.g. Give company, name, and reason in a few words e.g. This is Alex from XYZ Inc. e.g. I am calling about digitizing your office documents e.g. Do you have a minute or so right now? e.g. The demo is 20 minutes, at a time that suits them e.g. They do not have to sign up after the demo e.g. Repeat your contact details and your name e.g. After a clear no, do not push again and step back e.g. Do not say things you cannot promise, such as you will definitely save money e.g. No bad-mouthing competitors and no rushing the prospect GreetingIntroduce yourself and ask for timee.g. If they say 'a minute is fine,' move on to the reason ReasonGive the reason in one sentencee.g. If they ask 'What is this about?', move on to the questions QuestionsCheck their pain pointse.g. If one pain point from ② gets a 'Yes, that is us,' move on to the proposal ProposalPropose time for a demoe.g. If they say 'I will just listen,' move on to the next appointment Next appointmentSet a date and time, then ende.g. Once one time is set, say thanks and end the call What to say Reply if positive Reply if undecided Greeting e.g. Introduce yourself and ask for a minute e.g. Thank them, then give the reason first e.g. 'I am busy now' → ask for a good time and call back Reason e.g. Introduce a way to spend less time searching for documents e.g. Ask which documents come up most e.g. 'Not my area' → ask who to talk to Questions e.g. Ask whether storing documents is a problem e.g. Ask about one more situation that causes trouble e.g. 'We are fine' → ask about just one part of today's process Proposal e.g. Ask for 20 minutes for a demo e.g. Ask what they want to see in the demo e.g. 'Worried about cost' → say you will show a rough range in the demo Next appointment e.g. Offer two dates and let them choose e.g. Read back the date and contact details to confirm e.g. 'Not my decision' → ask who decides and ask them to join 3/4 Choose your replies → 4/4 4/4 Test and fix the ... Reply idea A Reply idea B Concern I am busy now e.g. What day and time would work, then? e.g. May I give you just the reason in 30 seconds? e.g. B uses up more of their time We are fine e.g. May I ask just one thing about how you store documents now? e.g. Then may I send you just some materials? e.g. A may feel like too many questions Worried about cost e.g. I will also show a rough cost in the demo e.g. Just 20 minutes, even to simply listen, is fine e.g. Do not state a price over the phone Not my area e.g. Could you tell me who I should speak to? e.g. May I send materials addressed to that person? e.g. If you cannot get a name, step back there ⑨ Sorting the rep... Use the wording e.g. What day and time would work, then? e.g. Could you tell me who I should speak to? Put the replies with the most circles into the script as they are Reword it e.g. Just some materials → May I send you the materials? e.g. Just to listen → An overview alone is fine Rephrase ideas with few circles but good content, and keep them short Drop it and end the call e.g. Just the reason in 30 seconds (uses up more of their time) e.g. After a clear no, end with 'Thank you for your time. Goodbye.' Add a one-line reason why you are dropping it Mon Tue Wed Thu Fri Calls made e.g. 20 calls e.g. 18 calls Calls connected e.g. 6 calls e.g. 7 calls Meetings booked e.g. 1 meeting e.g. 2 meetings ⑪ Look back with ... Keep (continue) e.g. Offering two time slots made booking easier e.g. Asking for a minute after introducing myself got them to listen Problem (trouble) e.g. My one-sentence reason was long and I got cut off e.g. I had no next line after 'Not my area' Try (next test) e.g. Shorten the reason to about 10 words and read it aloud e.g. Add one more reply to the 'Not my area' row in ⑧ Fixese.g. Shorten the reason to one sentence and rewrite the Reason row in ⑦ OwnerOwner: ____e.g. Decide who rewrites the script and who tests it Next review datee.g. Next Friday evening, look at the counts in ⑩ and ⑪ again → 2/4 Shape the call flow ↙ 3/4 Choose your replies → 4/4 Test and fix the ...
100%

Drag to move, scroll to zoom

Task board contents

Preparing 16 items

Set the call goal
Build the call flow
Pick your replies
Test and fix script
Goal and target
Map prospect types
Intro and no-gos
Set the 5 steps
Write replies
Link the branches
Pick 4 objections
Stamp best replies
Sort into 3 columns
Log weekly counts
Review with KPT
Set fixes and date

Writing the script 0 items

Testing by phone 0 items

Awaiting review 0 items

Done 0 items

Related templates

← Back to templates