Cold Calling Script

A. Introduction:

Hi [Recipient’s Name], this is [Your Name] from [Your Company]. How are you today?

I understand you’re busy, so I’ll be brief. I’m reaching out because we’ve recently launched an advanced
platform designed to revolutionize corporate travel management. I’d love to share how it could
significantly benefit your team.

B. Engage and Qualify:

Is now a good time for a brief conversation, or would you prefer to schedule a more convenient time?

C. Present Key Benefits:

I recognize that you may be accustomed to your current system, and it’s understandable to stick with
familiar solutions. However, our platform offers several innovative features that challenge traditional
approaches and can provide exceptional value to your organization. Here’s why:

 Enhanced Convenience: Imagine a solution where your team can book travel effortlessly from
any location, at any time. This flexibility can relieve common frustrations associated with
traditional systems, leading to greater satisfaction and efficiency.

 Self-Booking Capability: Empowering your employees to handle their own bookings, while still
providing administrative oversight, can increase productivity and job satisfaction. This feature
optimizes travel management, streamlining processes and reducing administrative burdens.

 Simple and Easy Booking Process: Our platform’s intuitive design simplifies the booking process,
making it straightforward and user-friendly. This ease of use not only saves time but also reduces
costs associated with complex booking systems.

 Credit Balance Facility: Instead of dealing with cumbersome expense reports, our credit balance
feature helps manage travel expenses efficiently over time. This innovative approach simplifies
financial management and improves budgeting.

 Secure and Transparent Reporting: Transparency is crucial in corporate travel management. Our
platform offers secure, comprehensive reporting, providing you with full visibility into travel
expenditures and activities, ensuring accurate tracking and compliance.

 Security & Control: In today’s digital age, security is paramount. Our platform incorporates
advanced security measures to protect your data, alongside full administrative control to
manage bookings effectively and securely.

 Administrative Control: Unlike traditional systems where oversight can be challenging, our
platform ensures that the main admin retains complete control over the booking process. This
streamlined management reduces administrative workload and enhances efficiency.

 VAT Billing: Detailed VAT billing simplifies your accounting processes, addressing a common pain
point with traditional systems and making financial management easier and more precise.
D. Best Pitch:

At [Your Company], we understand that switching to a new system can seem daunting, especially when
you’re accustomed to your current processes. However, consider this:

Our platform is designed not just to replace your existing system but to elevate your entire travel
management process. By integrating our solution, you’re investing in a cutting-edge tool that offers
unmatched convenience, efficiency, and control. It’s an opportunity to streamline operations, reduce
costs, and enhance employee satisfaction—all of which can significantly impact your bottom line.

Would you be open to a 15-minute demo later this week to see firsthand how this innovative solution can
transform your travel management?

E. Decision Maker Responses:

1. If Interested:

Fantastic! What time works best for you? I’ll send a calendar invite for our meeting. Is there anything
specific you’d like to focus on during the demo?

Thank you, [Recipient’s Name]. I look forward to our discussion on [Scheduled Date]. Have a great day!

2. If Not Interested:

I understand. If you ever reconsider or wish to explore new solutions, I’d be happy to send more
information.

Can I confirm your email address for this?

Thank you for your time, [Recipient’s Name]. If anything changes, please feel free to reach out. Have a
wonderful day!

3. If No Decision Maker:

Could you direct me to the person responsible for corporate travel management?

Thank you! I’ll follow up with them. Have a great day!

F. After-Call Process:

1. Follow-Up Actions:

Send Follow-Up Email:

Subject: Thank You for Your Time – Follow-Up on Our Conversation

Hi [Recipient’s Name],

Thank you for taking the time to speak with me today. As discussed, I’ve scheduled a demo for [Date] at
[Time]. I’m excited to show you how our platform can offer exceptional value and enhance your travel
management process.

Attached is a brief overview of the key features and benefits we discussed, including our company logo
and [Prospect Company’s] logo for a personalized touch.
If you have any questions before our meeting, please don’t hesitate to reach out.

Best regards,

[Your Name]
[Your Position]
[Your Company]
[Contact Information]

2. Update CRM:

Document the call details, including key points and next steps, in your CRM system.

3. Prepare for Next Steps:

Review call notes and tailor your presentation for the scheduled demo based on the prospect’s specific
needs or concerns.

G. Reflect and Improve:

1. Review the Call:

Evaluate the effectiveness of your approach, noting any patterns or feedback for improvement.

2. Adjust Strategy:

Refine your script and strategy based on insights gained from the call and responses received.

H. Tracking and Metrics:

1. Daily Metrics:

Dials Made: [Insert number of calls made]

Decision Makers Reached: [Insert number of decision-makers reached]
Appointments Set: [Insert number of appointments or demos scheduled]
Objections Received: [Insert number and type of objections encountered]

2. Weekly Metrics:

Total Calls: [Insert total number of calls made in the week]

Total Decision Makers Reached: [Insert total number of decision-makers reached in the week]
Total Appointments Set: [Insert total number of appointments or demos scheduled in the week]
Objection Analysis: [Insert summary of objections and strategies to address them]

3. Monthly Metrics:

Total Calls: [Insert total number of calls made in the month]

Total Decision Makers Reached: [Insert total number of decision-makers reached in the month]
Total Appointments Set: [Insert total number of appointments or demos scheduled in the month]
Overall Conversion Rate: [Insert conversion rate from calls to appointments or demos]