18 March, 2023

Building a Detailed, Effective Phone Call Script for Customers

A script is a great tool for telesales staff when they call to persuade or look after customers. But not everyone knows how to write a phone script for customers, especially new telesales staff. If you are also stuck on how to write a customer call script read the detailed guide below from Mona Media .

Which skills do you need when calling customers?

Unlike a face-to-face conversation, the person on the line cannot see your gestures or the expressions on your face. That can make the conversation less effective unless you have the right skills to persuade them. To get the most out of a phone call, make sure you have these skills:

Fluent, expressive speaking

On the phone, your voice is your language. It can leave a good or a bad impression on the other person. Not everyone is born with an expressive voice, and most telesales staff have to practice a lot. Besides a pleasant voice, telesales staff need to speak fluently, use the right volume, and create a friendly atmosphere so the conversation stays open and relaxed. When the customer enjoys the conversation, you get more time to understand them and find it easier to gather the information you need.

Always stay calm and polite

Whether you are on the phone with a partner, a customer or anyone else, keep a polite and respectful attitude. It helps you make a good impression, especially when a customer is upset about something while using your product or service. When you are gentle and polite, the tension eases, the customer calms down, and the problem gets solved faster. If you leave a good impression at the moment they need help most, they will come back to you and keep using your products and services.

Always listen to the customer

Listening is the key to understanding customers, on the phone as well as in person. It also shows the seller's sincerity. In reality you are not the only one offering these products and services, so win customers over in another way, for example with your support and care. The more you listen, the more you understand, and the easier it is to give customers what they want. It is also a way to help you increase sales effectively.

Respond quickly and handle problems well

Leaders value this skill and want every employee to have it. While looking after customers who use a product or service, many problems come up. Good problem-solving is a lifesaver when you face difficult customers and tough situations. If you have little experience with unexpected situations, remember this:
  • When a customer calls to report a problem with a product or service, first apologize gently for the bad experience or inconvenience in that specific case. Then politely ask for details and offer reasonable solutions within company policy.
  • For more complicated calls, report to your manager for guidance and send the customer an email about how the issue is being handled. Do not offer solutions on the company's behalf without approval.

Know your products and services

Knowing your products and services well is the foundation for persuading customers to buy, answering their questions and handling problems effectively. So once you have the skills above, take one more step: study in detail the products and services your company offers so that you can.

Tips for building a customer call script

The script will differ by industry, field, product or service, and target customer. In general, though, you need to follow these steps when you build a phone script for customers:

Step 1: Prepare before writing the call script

  • Define the goal of the call (introducing a project, a product or service, customer care or a survey),…)
  • Work out who you are calling and what the person needs from your product.
  • Understand the product well and how it beats your competitors.
  • Map out the situations that can come up during the call and the right way to handle each.
Every success starts with thorough preparation. If you want to persuade customers and turn leads into real customers, prepare well beforehand.

Step 2: Write a friendly greeting

A friendly greeting that builds a connection decides whether the conversation continues, whether you can find out what the customer needs, and whether you get a chance to persuade them. To do this, make sure you:
  • Use the right voice and tone.
  • Remember the golden first 3 seconds, which decide whether the call succeeds.
  • Stay relaxed when you make the call.
  • Always see yourself as the one bringing value to the customer, not the other way around.

Step 3: Make an impression with the call content and your interaction with the customer

Make announcements that spark curiosity so the customer pays attention. You can use emphatic words such as best, quality, standard, valuable. Also state the purpose of the call right away, and weave the benefits of the product or service into your introduction.

Step 4: Go deeper into the issue

If you got through step 2 well, you can dig deeper into the customer's problems, difficulties and needs. This helps you judge accurately whether the customer wants to buy.

Step 5: Close the sale

If the customer has listened to your advice through the three steps above, they are interested in your product. At this point you can get straight to the point.

Step 6: End the call

Whether or not the customer buys, thank them at the end of the call. One basic sign of respect to remember: never hang up first.

Good, professional customer call script samples

If you still have no ideas for your call script, take a look at the 3 sample call scripts below.
Sample scripts Phone script
Setting a time to meet in person Telesales: Excuse me, is this Ms. X, director of company Y? Customer: This is X, who is calling? Telesales: Hello Ms. X, I'm A, calling from company B. We currently have some products on promotion. Could you spare 2 minutes so I can tell you about them? Customer: I'm not interested. Telesales: Ms. X, the offers we are running only apply to a few large companies like yours. If it's convenient, I'd like to take a little of your time to go through the details. If now isn't a good time, may I book a visit this afternoon to advise you in person? Customer: No, thanks. Telesales: I know you are very busy, and I'm only asking for 5 to 10 minutes of your time to sit down and go through the details. This program is limited to a few selected businesses, so it would be a pity to miss it. Could you spare a little time for me to come by? Customer: Alright, come at 3 pm. Telesales: Thank you, Ms. X. I will be at your office at 3 pm. Is this the best number to reach you on when I arrive? (If it's not a personal number, ask for a personal number in case the customer is out of the office when something comes up.)
Calling back later Telesales: Excuse me, is this Ms. X, director of company A? Customer: Yes, this is X. Telesales: Hello Ms. X, I'm A, calling from company B. We currently have some products… on promotion. Could you give me 2 minutes to introduce them? Customer: No, I'm not interested / No, I'm busy, call back another time. Telesales: Of course. I will call you back this afternoon at about… Thank you, and have a good morning…
Handling customer complaints Telesales: Customer care at company A, how can I help you? / Hello Ms. B, how can I help you? Customer: Why is this product…? Telesales: I'm very sorry about this problem. Could you describe the condition of the product in detail so I can help you?
  • If the problem is technical
Ms. B, your product has a technical fault, so could you bring it to the store where you bought it, or the nearest one, so the staff can fix it for you?
  • If the company's policy is to pick up or repair on site.
When will you be home so I can send a technician to fix it for you? Customer: Okay, I'm free this afternoon. Telesales: I'm very sorry about this problem and the inconvenience. Please keep your phone nearby, a technician will contact you to come and repair it. If you have any other problems, contact us and we will help right away. Thank you very much.
Note: Adjust these sample scripts to your product or service and your company's specific policies so they persuade customers effectively.

A call script covers the part where one person talks to another. The repetitive work before that, such as answering common questions, qualifying leads and booking call times, can go to a customer care chatbot or a whole AI that covers your inbox 24/7 so your sales team only calls leads that are already warm.

Notes for making a customer call succeed

Here are some tips to make your customer calls more effective:
  • Call customers by their name to build rapport.
  • Prepare what you will say so you do not stumble, which makes you sound professional.
  • Stay patient and keep a good attitude in every conversation with customers.
  • Get your mindset ready and put yourself at ease before starting each conversation.
  • Do not ramble. Stay on the point and make good use of the time you have.
  • Give customers a choice instead of pushing them to buy.
  • Listen to customer feedback and improve your service and products.
That is what Mona has to share about how to write a phone script for customers. We hope this detailed guide helps you build a script that persuades customers and delivers the best sales and customer care results. See more:
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About the author

CEO & Founder · The MONA

The founder of The MONA built a service company of 60+ staff with 14,000+ projects delivered. Khánh Hùng shares his thinking on building self-running systems, automating a business, and the real lessons behind MONA's projects.

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