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PROSPECTING SCRIPT WORKSHEET TOOLKIT

The purpose of this Sales Tool is to gain access to your prospects. The script will give you the right words to say to cause pros-
pects to want to meet with you. This worksheet is meant to guide you through a conversation with a prospect, and to provide you
with everything you need to be effective and efficient.

PROSPECTING SCRIPT OPENING:

Action Answer Your Response

Your Initial Call Hi, this is__________ from ________. May I speak to______________?

Gatekeeper / “Where are you calling from?” I’m calling from __________, and I’m hoping to connect to
assistant answer ___________. Is he/she available?

Gatekeeper / No, ______ is not available. May I leave a voicemail?


assistant - Target is • If no - Thank you
not available • If yes - Go to voicemail script
Gatekeeper / Yes, ______ is not available. Great. Thanks so much.
assistant - Target is
available Continue to Conversation (see below)

Voice Mail Script ____________________ [target’s first name], this is ______________


calling from…

(continue to pain points…)

Pain point #1 ________________________ [address pain point #1]

If you would like to chat for 5 minutes about how we can


make this problem into a great opportunity, please call me at
xxx.xxx.xxxx. Thanks for your time. Have a great day.

Pain point #2 ________________________ [address pain point #2]

….. please call me at xxx.xxx.xxxx. Thanks for your time.

Pain point #3 ________________________ [address pain point #3]

….. please call me at xxx.xxx.xxxx. Thanks for your time.

@NUArtofSales @CraigWortmann © Craig Wortmann


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PROSPECTING SCRIPT WORKSHEET TOOLKIT

PROSPECTING SCRIPT CONVERSATION:


Action Answer Your Response

Explain the purpose Hi, _________ [target’s name], this is __________ [your name]
of the call, the benefit from _____________ [your company]. I’m the _____________ [title],
that the customer is and _______________ [sales trailer]. The purpose of my call is
going to get out of ________________________ [go to appropriate pain point below];
the call and check
to see if they are in
agreement.

Pain point #1 ________________________ [address pain point #1]

Do you have 5 minutes to discuss how you could solve this


problem?
PAUSE, WAIT for Answer:
• If no
• If yes

No, I do not have 5 min. I totally understand. May I send you a follow up email that
will introduce us and describe why we think we are different?
PAUSE, WAIT for Answer:
• If no -Thank him/her.
• If yes - make a note to follow up with email

Yes, I do have 5 min. Great. Here’s what I did ____________________ [mention


research].

Additional questions to ask Target.





Pain point #2 ________________________ [address pain point #3]

Do you have 5 minutes to discuss how you could solve this


problem?
PAUSE, WAIT for Answer:
No, I do not have 5 min.
I totally understand. May I send you a follow up email that
will introduce us and describe why we think we are different?
PAUSE, WAIT for Answer:
• If no -Thank him/her.
• If yes - make a note to follow up with email

Yes, I do have 5 min. Great. Here’s what I did ____________________ [mention


research].

Additional questions to ask Target.





@NUArtofSales @CraigWortmann © Craig Wortmann

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