The first call with a new lead decides most sales. Without a plan, it drifts: you answer questions, quote a price too early, and hang up without a next step. With a plan, you understand the customer, show you are the right fit and book the visit or meeting before the call ends.
A script is not about reading lines. It is a checklist of what to learn and say, so nothing important is missed when the phone rings at a busy moment.
How to use it
- Fill in your services, ideal customer and the questions that tell you whether a job is a good fit.
- Run the prompt and practise it out loud a few times until it sounds like you.
- Give it to anyone who answers the phone, and put the qualifying questions into your CRM so the answers get saved.
sales-call.txt
Write a discovery call script for my business. Business: [name], [what we do] in [city] Ideal customer and typical job: [details] What makes a lead a good fit: [e.g. homeowner, in our area, budget above X, timeline within 3 months] Next step we want to book: [e.g. free on-site estimate, video call, showroom visit] Common doubts: [e.g. price, timing, trust] Voice: [e.g. relaxed, expert, friendly] Write: 1. Opening (2 to 3 lines) that is warm and takes the lead. 2. 8 discovery questions in a natural order, with why each matters. 3. Qualifying: how to politely find out budget and timeline, and what to say if the lead is not a fit (with a referral if possible). 4. A short "repeat back and recommend" section. 5. Answers to the 3 common doubts, under 30 seconds each. 6. Booking the next step: exact wording and what to confirm. 7. A follow-up text to send right after the call. Conversational, not pushy. Canadian English.
The shape of a good call
- Open warm, then take the lead: "Happy to help. Can I ask a few quick questions so I point you in the right direction?"
- Ask, don't pitch, for the first few minutes.
- Repeat back what you heard. People buy from those who understand them.
- Always end with a booked next step, not "I'll send you something".