Cold Calling Step 3: Creating the Presentation Script

When it comes to cold calling, there is tremendous value in organizing one’s thoughts in advance.

Doing so in writing has significant advantages including (1) being better prepared as to what you wish to convey, (2) thinking you are better prepared which translates into being able to speak with greater confidence, (3) establishing a baseline so that you can emphasize what resonates and eliminate what doesn’t and (4) being able to actively listen because you are no longer concerned about inadvertently not mentioning something important.

My mentor, Carl Epstein, taught me an exceptional scripting tool, which I would like to share with you in today’s post. There are several elements in the structure of this type of script. These scripts should be written in bulleted form so that it does not sound like you are reading it and because bulleted writing typically eliminates excess or needless words.

Here are the elements:

(1)    Introduction: This is simply an opening statement of courtesy and may be as simple as “We haven’t spoken in a while. I wanted to catch up with you and share with you what we are doing and see if we can help you advance your business.”

(2)    Vista: This section is where we bring in the business benefits. In essence, you are “painting the future” here. Effectively introducing the value that your product or service provides early on is critical in encouraging your prospect to invest more time in hearing the rest of your presentation. They choose to listen because your product or service may be addressing a real need for them.

(3)    Product / Service Information: This is where you speak in detail about the key elements of your service or product. The purpose of this section is to connect the business benefits to your offering. The prospect should be able to realize the direct relationship between your product and the benefits that he or she is hoping to receive.

(4)    Action of Buyer / Reason for Action: However, just in case the prospect can’t, it is critical to reintroduce the benefits and tie them tightly to your offering. Here you review what you offer and connect it to the business value.

(5)    Ask for the Order: It is here that you present the request for the “next step.” It could be the order or a meeting or a demonstration but, regardless, it is imperative that you be clear about what you are requesting and that you make a definitive request.

(6) Common Objections: The last element is to prepare a list of common objections and responses. Before you begin and even more likely, after you have made a few calls, you probably will be able to anticipate why someone may reject your offering (cost and time required to implement are some typical examples). You should anticipate these questions and prepare responses so that you are immediately ready to address these objections. Remember though – after addressing the objections, you must ask for the order again.

If you have prepared this script properly, you should be able to effectively deliver this presentation in two to three minutes.

A couple of additional thoughts:

  • The script that is written at the outset of an engagement always evolves over time. Each call allows you to tighten the language and become more succinct. Edit the script regularly until it is efficient and can be said more simply. (I call this “getting your voice.”)
  • After a while, you should discover that referencing the script is no longer necessary. The act of creating the script and repeating it frequently allows for a more natural presentation.
  • Of all the sections, the Vista section is usually the most important because if the business benefits are not clearly presented, the prospect will choose to end the conversation.

Fortunately, if you have followed Steps 1 and 2, you have a set of likely business benefit candidates upon which you can draw.

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3 Comments on “Cold Calling Step 3: Creating the Presentation Script”

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