Get their attention by using their name. The best way to start your call is by introducing . For newer loan officers, a script provides a solid basis to build on until they gain the experience to be spontaneous effectively. What I can tell you is that: [Budget] Purchasing [product or service] can be looked at as a strong investment that can [value obtained from solutions such as cost-saving or increased productivity]. Whos this?, You: This is [your name] from [your company]. Several companies in the [INDUSTRY] are already using PersistIQ to help their current sales development team get more conversations started and meetings booked. This isnt a full discovery call. This reads just like a cold email. From here, you can try your luck with some follow-up questions based on their response. Here is a classic script that works for any call (via MarketMeGood): You: [Your name] here from [company name]. This demonstrates that youre on a journey, and people will want to learn more about the story so far. I wanted to see if it would make sense for us to have a quick conversation to find out more about it.I can be reached at [YOUR PHONE NUMBER].Again, my name is Bob Bentz with ATS Mobile at [YOUR PHONE NUMBER].Thanks, [NAME]. May I have six minutes of your time to talk about [topic]?, (Talk about how much money you can save them or make them, examples of others you have helped, and FAQs), [Prospect], I see Ive hit my six-minute limit. For the sake of this example, lets say youve already reached out via email. Thanks for inquiring about the property at [address]. Would [date and time] work for you? SalesScripter, LLC, 12808 Queensbury Lane #E403, Houston, TX 77024. Fit Small Business content and reviews are editorially independent. How about I leave my information with you to pass along to [contact name], and I will follow up again next week. Sales reps can use effective outbound call scripts to move leads through the sales process faster. Cold calling, however, can throw you some tough ones. Based on [our prior conversations or my research], you [were interested or would be a great fit] [in or for] our [product or service] due to [reason they would be interested or a good fit]. Is this something you are interested in learning more about? I expect we could get similar results for your company., Im hoping we can talk for a couple of minutes to decide if youll benefit from a longer meeting or call in the future., Hello [prospect]. HubSpot Discovery Call Script (Source: HubSpot). Before using this outbound calls script, however, be sure to obtain permission from the referrer or mutual connection before using their name. If this is the case, use this script to follow up: Hi [NAME], Im calling back as requested. Would this be of interest? If they still insist on the email, thank them for their time and send it away. [Prefers familiar brand] This [special or promotional] is a great [low-cost, no-risk, or zero commitment] opportunity to learn about our brand and become familiar with what we stand for and the value we offer to our [customers or clients]. From here, you can ask your leading questions or go through your usual qualifying process to assess if theres a good fit. Hire a sales-assistant or telemarketer to make prospecting calls. In this blog, well cover the basics of using loan officer scripts, including what they are, why theyre important, and when to use them. Scripts allow for continuous improvement. The script starts with "The Opening," below. Loan officer scripts are necessary in many scenarios. Then there are trigger events. These are events that happen within a target organization or a prospects career that provides the best opportunity to call. As I mentioned, we help [PERSONAS] like you generate [RESULT]. These scripts are examples of standard methods of information gathering, from specific policy calls to approaching prospects you've suspended after a no-sale. [Ask them to attend demo / continue conversation with Account Executive / other next steps].. Similarly, more experienced loan officers can use a script as a starting point for spontaneous adaptation to the situation. Notice I didn't say, Hi, [NAME], how are you today? because it gives your prospect a chance to jump in and disrupt your flow. Cold calling is used to make direct connections with prospects and potential buyers over the phone, making them aware or interested in the solution youre selling. You can refine the language of your scripts over the course of hundreds of calls. If you have just minutes, I can quickly show you how we can help., Prospect: Yes, I think I have two minutes. 1 (866) 788-4908 How the Right Mortgage Sales Scripts and Technology Help Lenders Close More May 25, 2021 By Convoso In 2020, the mortgage industry was booming. Im calling from [your company]. Why/why not? People usually like talking about their jobs and challenges, which can be far more effective than going for a hard sell. Ive been living in the [LOCATION] area for over 20 years and love my town. Whats the best way for me to be connected with them?. Is there anything in particular that you like a lot about your current provider? When it comes to SaaS, or any B2B subscription service, your goals will likely involve generating trials, demos and users. Practice this mini elevator pitch often so you come across as confident and comfortable from the first moment a prospect speaks to you. You may unsubscribe at any time. What are the biggest challenges in your role right now? Part 1: B2B cold calling scripts to generate high-value appointments No matter what industry you're in, you can tailor these cold calling guide scripts to increase your success rate and boost your quotas. After the research phase, you can start writing your script. A script provides structure for the conversation, but it can be flexible and allow for spontaneity and the human element. Give me two minutes of your time and I promise youll be clear on whether or not this is a good use of your time. Excellent, thats great to hear! When she launched her career as a writer, she worked with companies from the US, Australia, and China. Id feel much better if I knew your name before I asked for a favor. Heres how to proceed (via Salesmate): Contact: Its him, how can I help?You: Im reaching out to all the major small businesses to offer our solution. Just like the example scripts shared in parts 1 and 2, these cold calling guide scripts are aimed to help you add value to your community. You can track this manually with a sales dashboard, or use your sales technology stack to collect and analyze data. This is a recording of a cold call example for lending services. Please give me a call back at your convenience and let me know what we can do to [start or restart] the conversation. My name is [your name] from [your company]., (Say where you got their contact information or valid reason for calling), What type of [your type of financial product] solutions do you currently use? Most people will be keen to put the phone down, so they will quickly offer up a name and even contact details if you ask nicely! Can I ask you a few questions first? [Fear of change] This [special or promotional] is a great [no-risk or zero commitment] opportunity to see what we are all about and why our [customers or clients] are constantly satisfied with making that commitment to our [solution, service, or product]. Hi, [first name]. With your permission, I was hoping to ask you a few questions and see if there is anything we are doing that you could benefit from.. Id love to show you more with a 15-minute [demo or presentation]. In an ideal world, every cold call would start a free-flowing conversation. The goal is to elicit enough information to show them the value you and your solution can provide. Can I schedule a call with one of our solution architects?, The reason for my call today is that we work with [type of business] in [industry]. Its a great area with a lot of interest at the moment and the properties are selling for fantastic prices. Show them you have something valuable thats worth their time. A sales mock up call is usually done either during a job interview or as part of the training process. This includes how you say things as well as what you say. They might be on the move, in a meeting, or simply focusing on their work. Because he is leaning more toward selling the product than selling the meeting, when I say that I dont need to product he is selling, there is not much that he can say. Just as social proof can be a powerful tool for persuasion, a really good stat can turn a cold call in your favor (via Salesmate): Salesperson: [Prospect], 78% of our clients have seen a drastic improvement in [key metric]. When it comes to cold calling, real estate agents often need to get to the point quickly. Are you still looking for a property? My company currently has buyers looking for a home in the [AREA] neighborhood. Having a script gives your loan officers a chance to prepare what theyre going to say. Customer relationship management (CRM) call center software tools not only offer tools for contact and lead managementthey also have telephonic features that allow you to manage and track calls, as well as generate call-centric analytics reports. We know how important it is for our users to be able to make calls from their mobile phone, even when theyre using Pipedrives CRM on their laptop or desktop computer. Please go ahead., You: Throughout these years, we have created a [insert your solution]. This outbound sales call script sample is specifically for leaving a voicemail for the final time after many prior attempts. With the help of leading sales experts who have years of sales call experience, weve prepared 25 cold calling templates (with tips) to implement into your cold calling processes right now. To wrap things up, lets talk about how to be an effective salesperson on sales calls: Be positive. Hi, [first name], Im a loan officer who handles about [number] of clients a year, and I thought I might be able to help steer some business your way. Im glad I was able to reach you this time. Listen back to your calls and watch out for where you can do better. You need to follow best practices and create a proven outline. Research about the prospects: They dont have half an hour to chew the fat. Is that something you'd like to hear more about? Its far easier to build rapport by knowing what your prospect is up to and which segments they fall into. I totally understand your concerns. The better the question, the more your lead or prospect will talk. Although, I think there is room for improvement in the questions that he asked and I provide my ideas for that in the recommended cold call script. A loan officer script is a written plan for what to say during common loan discussion scenarios. Here are some tips for writing a perfect telemarketing script: Identify the prospects: Identification of leads is dependent on the product or service you intend to sell, so consider industries and prospects who are a good fit for your company's products or services. You need to learn how to pronounce the prospect's name properly, so you can use it here. Start by introducing yourself briefly: "Hi, [NAME], this is Bill from [COMPANY NAME].". I wanted to ask if you have any interest in refinancing your mortgage at a lower rate? Acknowledge the fact that theyve said they dont have time, but aim to get an appointment in the diary. Make a connection and tailor your delivery. LinkedIn I havent gotten the chance to reach out yet for an introduction, but I want to let you know about a special offer we are currently promoting for [time range or specific company attribute]. If youre reaching out to senior decision-makers, then its likely theyre creating content of their own. That could help you to succeed more in your business. Loan officer scripts allow your officers to plan conversations that consistently transform leads into clients. Why Use Pipedrive Telemarketing Script For Business Loans. Its quick and, most importantly, its clear. For additional insights on outbound sales calls and how sales reps feel about them, check out some of these interesting stats below: These outbound sales call script examples can assist those in sales management positions, help new reps during sales mock-up calls, and guide sales reps in fostering effective sales calls. This statement connects the reason you're calling with why they should care. When would you be free to talk more about [solution]?. But with the right script, this sales method can be more effective than most. That said, theres much more to this type of outreach than simply picking up the phone and calling a prospect. Objections, getting shot down and dealing with irate prospects, cold calling is enough to challenge anybodys character. Hi, [first name], I have great news for you. Opening Lines. No matter what industry youre in, you can tailor these cold calling guide scripts to increase your success rate and boost your quotas. Write your script. According to research conducted by InsightSquared, the best time to make cold calls is between 10 AM and 4 PM: While research like this is useful, each industry will be different. Our product is tailored to help you fix that. But sometimes, you just have to dial a contact with relatively little information. Keywords and ideas should be highlighted, that would leave the essentials in the prospect's subconscious, translating their desire and interest into verbal or gestured . For example, if you're talking to a potential refinancer, tell a story about how quickly you closed your last refinance. Does that work for you or would [alternate date and time] be better? Finally, utilize the power of call recording. Remember, its okay to have a little fun with your scripts and add a human element. You adapt to your prospects schedule while adding as much value as possible. We are [providing or offering] [special offer: free consultation, free trial, discount, bulk deal, etc.] As every sales rep knows, a targeted message is always more effective than a generic one. This script is at the heart of our sales strategy - our SDRs use it every day to prospect successfully and book meetings with clients. These include: Once identified, pick up the phone and hit them with this example cold call script: Hi [NAME],Its James from Pipedrive, I noticed [youre a huge fan of our content/youve seen some great results from using our platform/other personalization] and wondered if could ask a quick favor:Do you know of anyone else in [INDUSTRY] who would see great results from using our platform? There is always big money at stake in real estate, but no one has any time. Youve made five calls and now youre itching to get up to make a coffee, check Facebook or chat with your fellow sales peers. If they open up, continue the conversation for a little longer. For newer loan officers, a script provides a solid basis to build on until they gain the experience to be spontaneous effectively. Please go ahead.. Booking a follow-up sales call is one of the best outcomes for a cold call since it demonstrates interest and an initial commitment from your prospect. Factor rate. Cold calling always works well when you can offer an instant solution to a pressing problem and that describes many IT services. Use cold calling as a tool to generate referrals. Pipedrive is a CRM software program that assists sales teams manage and close offers. This allows you to iterate your scripts for better and better results. Our [product/service attribute] solution gives you the benefits of [benefit of using product/service]. Hi [lead name], this is [your name] from [your organization name]. The first objection in this cold call example for lending services was where I said: He responded to this in an OK way because he responded with something close to a value proposition. Thank you for your help. (If yes.)There are two ways companies work with us. Use this insight to open the call and build familiarity from the get-go. Would you be interested in hearing about [new product/service]?, Do you or your team experience any of the following? [List problems that product or service resolves], Good news! If you accept a request for a callback, you probably wont hear from your prospect again. I have an opening on [date and time] when I could show you the home. If its a no, then you can make arrangements to follow up in the future and move on. Youve also got to generate insight and follow best practices. Telemarketing Sales Strategy Business Development Telemarketing Scriptwriting Appointment Scheduling Lead Generation Strategy Appointment Setting Lead Nurturing List Building Appointment Setting See more $45/hr Brenda T. Telemarketer 5.0/5 (26 jobs) Telemarketing B2B Marketing Customer Service Lead Generation Appointment Setting Public Speaking Instead of focusing on the results, prioritize your goals around learning. You can do this by slowly getting them invested. Telemarketing scripts play a big role in the success of your calls by: Telling you what and when to say something so you can achieve your objectives Keeping your prospect engaged in the conversation Helping you sound professional while giving you control over the sales talk Ensuring you avoid making mistakes on the call Boomin one sentence, you have given your prospect a reason to continue the conversation, while still being very polite. Are you looking for a solution to this challenge? Would [date, time] be a good day to meet or would [alternate date, time] work better? Aside from using a reliable sales script, accurate contact details and background research are vital to warming up your leads. How are you?We're working on some solutions to help you recruit and train a new generation of salespeople. Which is why you need to prepare for as many objections as possible, and dont see unfruitful cold calls as a failure on your part. What does your current X process look like? [Happy with current provider] This [special or promotional] is a great [no-risk or zero commitment] opportunity to learn about our brand and see why our unique value proposition might be a better fit for your business compared to your current provider. Several people have said the same, but once we had a brief discussion they were thrilled to learn more. Id like to get us moving to the next stage in the process. No worries at all. Call, text, and chat together Communicate seamlessly with leads and customers in Lead Center. [Budget] This [special or promotional] offer is a great [low-cost or no-risk] opportunity to see what we are all about and why our [customers or clients] are constantly satisfied with our offerings through the value they attain. Tell me, are you considering selling your home now or in the near future? To get around this, ask the same questions youd ask after a yes when you hear no. In other words, qualifying questions can also be used as objection handling questions. In fact, the average successful cold call is only 7 minutes long according to Chorus. We have our in-house team for networking., You: Can you recommend someone who can use our services? You can just drop special offers into your usual script, but heres a better option (via IntelSales): Hi [prospect name], this is [your name] from [your company]., At [your company], we work with people like you to help with [value propositions x, y, z]., Currently, were offering [insert promotional offer]. I just noticed on your site that you're hiring 10 new sales reps this quarter. If possible, its always a good idea to do some research before your call. The reason Im calling is to get some time on your calendar., I just noticed on your site that you [recent business action] this quarter. Are you free early next week so I can highlight the [features or services] to see if its a good fit? Take this philosophy and apply it to your cold calling scripts. For this reason, its smart to keep your scripts really concise. One strategy is to build your call list by using Reonomy's property intelligence platform to conduct research on specific properties and owners. Reflect on your call and figure out what you can do better next time. Just like any sales skill, youre not going to become a cold-calling master overnight. This call center introduction script allows your prospect to learn more after introducing your products or services. This script shows us how its done (via Salesmate): You: Hey. This article is part of a larger series on Sales Management. Salesforce Essentials is an affordable CRM for small businesses that allows you to capture lead information in one place, fostering robust collaboration and organizing prospect information. Excellent. Whatever time you choose, make sure to block it off on your calendar. Although there are many ways you can build a productive conversation within this timespan, the best cold calling script templates generally use the following structure: As a rule of thumb, you have no more than 30 seconds to introduce yourself at the start of an outbound sales call. You can also name-drop social proof, any professional contacts you have in common, and relevant recent news about your target client. See more ideas about business loans, business funding, small business loans. But to present options is skipping ahead in the sales process and just having a conversation or meeting first before discussing options can not only be more productive, but it is an easier close and more difficult for the prospect to give an objection for. Even if youre the perfect fit, they dont know you or trust you yet. But you need the right insights to fuel that personalization. The reason I'm calling is to get some time on your calendar. Diving right in demonstrates that you're a professional. For example: "I noticed that you are using ABC product from (competing company name). We found that sales calls lasting over five minutes most often occur 3:00 to 5:00 PM on Tuesdays and Thursdays. You can likewise personalize your pipe to fit your sales process, as . Not only will it allow you to tailor the rest of the conversation, but also provide qualitative insights to enrich your buyer personas. You can incorporate this tactic in your outbound call opening script and use it in sales mock-up calls for new reps. Im calling you today because I know youre a [prospect job title] at a [business type], and I wondered if you have recently faced [challenge related to your solution]?, If the prospect gives one-word answers and needs additional prompting to share details, follow up with more open-ended questions. A flat, generic pitch doesn't appeal to anyone, so tailor your pitch to each individual. Similarly, more experienced loan officers can use a script as a starting point for spontaneous adaptation to the situation. I look forward to hearing from you. Datanyze is an affordable, easy-to-use tool that helps you find information about any contact. Build rapport as you would your prospects. But with the right script, you can still get them to engage (via Pipedrive): Prospect: I dont really have time to talk right now, You: I understand this may not be a top priority right now, or perhaps you dont see the value., Several people have said the same, but once we had a brief discussion they were thrilled to learn more. Im [job title] at the company. Qualifying Questions Lets say a prospect was genuinely busy and asked you to call back. Michael Halper, Founder and CEO of SalesScripter and author of The Cold Calling Equation PROBLEM SOLVED", is an expert on how to penetrate new accounts, get meetings with executives, and generate leads. Here, youre simply referring to the voicemail you left and repeating your offer. OK, no worries. Introduction Of course, feel free to contact me if you have any questions or your readiness changes. Build profitable relationships with referral partners, Direct integrations with the top loan origination systems, Simplify the mortgage application process, Loan Officer Scripts Turn Leads into Clients, 2022 Jungo | Salesforce and Sales Cloud are trademarks of salesforce.com, inc., and are used here with permission |, Keep your scripts short and focused on key goals such as building rapport and identifying client needs, Allow flexibility in your scripts based on how the other party responds, Have loan officers rehearse scripts by themselves and with partners so that they gain confidence in their ability to recall and adapt scripts spontaneously, Track the results of your scripts so that you can make continuous adjustments and improvements. Everyone has their sticking points. Start With Business Owner Name. Have you ever bought a home before?. Please let me know if theres anything I can do to help you with the sale, and if you would like my assistance with getting some more interest in the property., Hi, Im John from Big Wins Real Estate. Hi [NAME],Mike and I are seeing great results with [CLIENT COMPANY]s marketing automation at the moment and when talking about who else would benefit, your name came up.Congratulations on [securing investment/new acquisition/other personalization].