best sales pitch for credit card

The Presentation – Opening Pitch That Always Works in Merchant Services – Part 1

There is an opening pitch which works every single time! The right opening pitch is probably the most difficult thing for sales people to create and implement. A lot of time, effort, strategy, and unfortunately, in many cases, dishonesty and lying go into the opening pitch. To grab the attention of prospects is really […]

There is an opening pitch which works every single time!   The right opening pitch is probably the most difficult thing for sales people to create and implement.  A lot of time, effort, strategy, and unfortunately, in many cases, dishonesty and lying go into the opening pitch.  To grab the attention of prospects is really a challenge.  Here are three elements of an opening pitch which always works – every single time.  These elements all come from the foundation of giving honest information about your business.

How to Sell Merchant Services in 6 Steps

If I could write an eBook knowing what I know today and then go back in time and deliver it to myself 10 years ago when I first got into this industry, this would be the one! CLICK HERE TO DOWNLOAD

#1.  “HONESTY” – Be honest about yourself and your business.  A question I hear all the time from new sales people is, “James, I’m brand new to the industry.  What do I say to people?”  My response, “Say you are brand new to the industry.”  They fear this would make them appear ignorant or not legitimate.  My response to that fear is to assure new sales people they ARE ignorant; they WON’T know what they’re talking about.  Don’t try to trick merchants.  Tell them you are just starting a business.  At one time they started a business!  Merchants can relate to someone being honest about that.

Your goal the first few days should be to walk into twenty or thirty businesses per day.  Say to merchants, “Hi.  My name is James Shepherd.  I just started a business here in town.  My office is located _______.  The reason I’m stopping by today is to do some market research.  I’m interested in offering several products and services in the payment space.  I’m curious who you currently use for your credit card processing.  I’d like to know a little more about the market I’m getting into.  I’m sure you had a struggle when you started your business deciding what to do first.  I’m in that research stage right now.  If you don’t mind, I’d really like to know a little bit more about payment processing and what you are doing right now.”  Merchants understand that; they are going to share information with you.  That’s an honest pitch – honesty about your business.  

Perhaps you are like me in that you’ve been part of the payment processing industry “forever.”  Here is my opening when I walk into a business,  “Hi.  My name is James Shepherd.  I’ve got a business here in town.  I’m closing in on ten years I’ve been doing credit card processing in this area of Blair County, Altoona, Holidaysburg, and Duncansville.  I’m really excited to meet you.  I’ve never been here before and appreciate your time to meet with me.  Tell me about your processing; who are you using today?”  Using an honest pitch is the first point.  Be honest about your business and yourself.

#2.  “ HONEST INFORMATION .”  Share information about how long you’ve been in business and who else you take care of in the area.  Say, “Hey, I wanted to stop by today.  I do the credit card processing for so and so.”  Here is a tip to help jumpstart your business:  get the keystone accounts in your area .  If there are two or three businesses in your area which are well known, visit and be totally honest with them.  I did this early in my business.  You could say, “I’m going to be really honest with you.  I just got into this business.  I do have an experienced processor on whom I’m leaning heavily to make sure I do everything correctly.  Here is the bottom line.  I will be willing to do your processing at almost cost because I want to be able to tell everybody in the area that you process with me.  This is your opportunity to take advantage of someone to save you money!”  You may think merchants would never go for that, but they will ask you to tell them more.   Then you say, “The key is you can’t tell anybody else what you pay.  I’ll prepare a proposal for you and guarantee to save you tons of money.  I literally am not trying to make money on this account.  I need the reputation.  I’m not putting you in a bad spot or giving you any risk.  There is a huge processor behind me.  [Give your processor’s name and a contact.]  Since I’m new, they’re helping me every step to make sure this is a smooth process.  You’ll be getting an amazing deal in credit card processing because I want to tell everybody I process for you.”  That’s a great pitch which might give you $50 or $100 a month even if you give them a really good price.  It’s an honest pitch .  Give honest information!

#3.  YOUR BUSINESS.  Treat your business like a business.  When you talk about your business, don’t talk about you.  You are not the business.  Someone who owns a pizza shop doesn’t say, “I’m a pizza shop company.”  No, the owner says, “I have a pizza shop company called Tony’s Pizza over on 5 th Avenue.”  Likewise, you should say, “I just started a business.  My office is located ______.”  [Either get an office or have a home office.]  Talk about your business.  Have a vision.  Expect to grow and hire people.  You are a business.  Talking about your business will connect with other small business owners.

The first element of the opening pitch which works every time is to present honest information about your business.  In part two of this mini-series, I’ll share the second thing you must do to create the opening pitch which always works.

My name is James Shepherd.  Thanks for reading!

Opening Pitch that Always Works Selling Merchant Services – Part 2 – http://bit.ly/2zjk5M7

Read previous post:  Should I Register My ISO – Merchant Services – Part 6

Should I Register My ISO – Merchant Services – Part 6

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Home > Finance > How To Sell A Credit Card

How To Sell A Credit Card

Published: November 4, 2023

Learn effective strategies to sell credit cards and increase your finance knowledge. Discover expert tips and tricks to boost your sales and maximize profits.

(Many of the links in this article redirect to a specific reviewed product. Your purchase of these products through affiliate links helps to generate commission for LiveWell, at no extra cost. Learn more )

Table of Contents

Introduction, step 1: understand the features and benefits of the credit card, step 2: identify your target audience, step 3: create a compelling sales pitch, step 4: use effective marketing strategies, step 5: highlight the rewards and incentives, step 6: address common objections and concerns, step 7: provide excellent customer service, step 8: follow up and maintain relationships with customers.

When it comes to selling credit cards, it’s not just about convincing people to sign up; it’s about understanding their needs and showing them the value of the card. Credit cards are powerful financial tools that can bring convenience, security, and rewards to consumers. As a salesperson, it’s vital to have a deep understanding of the features and benefits of the credit card you’re selling, as well as the needs and desires of your target audience.

In this guide, we will walk you through the process of selling a credit card effectively. From researching the card’s features to creating a compelling sales pitch, we’ll cover all the essential steps to help you succeed in selling credit cards.

Understanding the features and benefits of the credit card is essential because it allows you to effectively communicate its value to potential customers. Each credit card comes with a unique set of features, such as cashback rewards, travel perks, or low-interest rates. By being knowledgeable about these features, you can explain to potential customers how the card can enhance their financial lives.

Identifying your target audience is another crucial step in selling credit cards. Different credit cards cater to different demographics and lifestyles. For example, a travel rewards card may appeal to frequent flyers, while a cashback card may be more appealing to everyday spenders. By understanding your target audience, you can tailor your sales pitch to their specific needs and preferences.

Before you can effectively sell a credit card, it is crucial to have a deep understanding of its features and benefits. Each credit card offers unique perks and rewards that can be enticing to potential customers.

Start by thoroughly studying the credit card’s terms and conditions, as well as any marketing materials provided by the issuer. Take note of the card’s interest rates, annual fees, and rewards structure. Familiarize yourself with any introductory offers or promotional benefits that may be available.

Once you have a good grasp of the basic details, focus on the specific features and benefits that set the credit card apart from others in the market. These may include:

• Cashback rewards: Highlight the percentage of cashback that customers can earn on different types of transactions. Explain how these rewards can add up over time and provide tangible value to cardholders.
• Rewards program: If the credit card has a rewards program, explain how it works and emphasize the range of redemption options available. Highlight any exclusive partnerships or special bonuses that come with the rewards program.
• Travel perks: If the card offers travel benefits such as airline miles, airport lounge access, or travel insurance, emphasize how these perks can make the cardholder’s travel experiences more enjoyable and convenient.
• Low-interest rates: If the credit card has competitive interest rates, emphasize the potential savings customers can enjoy when compared to higher-interest cards. Explain how the card can be a cost-effective tool for managing personal finances.
• Security features: Discuss the security measures implemented by the issuer, such as fraud protection, zero-liability policies, and chip-enabled technology. Assure potential customers that their financial information will be safeguarded.

By understanding the features and benefits of the credit card, you can confidently explain how it can address the specific needs and desires of potential customers. Remember, the key is to highlight the value proposition and show customers how the card can improve their financial situation or enhance their lifestyle.

Identifying your target audience is a crucial step when it comes to selling credit cards. Not all credit cards are suitable for everyone, and tailoring your sales pitch to meet the preferences and needs of your target audience can greatly increase your chances of success.

Here are some key factors to consider when identifying your target audience:

• Demographics: Consider the age, gender, income level, and occupation of your potential customers. Different demographics may have different financial goals and spending habits that can influence their interest in a particular credit card.
• Lifestyle: Take into account the lifestyle and interests of your target audience. Are they frequent travelers? Do they prioritize dining out and entertainment? Understanding their lifestyle can help you select the right credit card that aligns with their interests and needs.
• Financial goals: Identify the financial goals of your potential customers. Are they looking to save money, build credit, or earn rewards? Understanding their objectives will help you position the credit card as a solution that can help them achieve their financial goals.
• Existing customer base: If you work for a financial institution, analyze the characteristics of your existing credit card customers. Look for patterns in their demographics and spending habits to identify potential target audiences that may resonate with similar card offerings.

Once you have identified your target audience, you can tailor your sales pitch to address their specific needs and desires. For example, if your target audience consists of frequent travelers, you can emphasize the travel rewards, airline miles, and complimentary travel insurance offered by the credit card. If your target audience is focused on saving money, you can highlight the low-interest rates and cashback rewards.

Remember that your target audience may not be limited to individuals. Small businesses, college students, and other groups may also be potential customers for certain types of credit cards. Understanding the unique needs and pain points of these different groups will allow you to customize your sales approach and language to better resonate with them.

By identifying your target audience, you can focus your efforts on reaching the right customers and tailor your sales approach to meet their specific needs. Understanding their demographics, lifestyle, financial goals, and existing customer base will enable you to develop a targeted marketing strategy and increase your chances of success in selling credit cards.

Creating a compelling sales pitch is crucial to effectively communicate the value of a credit card and convince potential customers to sign up. A well-crafted sales pitch not only highlights the unique features and benefits of the card but also establishes a connection with the customer by addressing their specific needs and desires.

Here are some tips to help you create a compelling sales pitch for a credit card:

• Start with a hook: Grab the customer’s attention right from the beginning by addressing a common pain point or desire. For example, you could start with a question like, “Do you want to earn free travel rewards every time you use your credit card?” This immediately captures the customer’s interest and sets the stage for the rest of your pitch.
• Highlight the key benefits: Focus on the most enticing benefits of the credit card that are relevant to the customer’s needs. Whether it’s cashback rewards, travel perks, or low-interest rates, clearly explain how these features can enhance the customer’s financial situation or lifestyle.
• Use storytelling: Use storytelling techniques to create a relatable and memorable pitch. Share success stories of other customers who have benefited from the credit card, showcasing how it has improved their lives. This helps the customer visualize themselves enjoying the same benefits.
• Address objections: Anticipate and address common objections or concerns that customers may have. This shows that you understand their hesitations and are ready to provide solutions. For example, if a customer is concerned about annual fees, explain how the card’s rewards and benefits outweigh the cost.
• Create a sense of urgency: Encourage customers to take immediate action by creating a sense of urgency. Highlight limited-time offers, exclusive promotions, or bonuses that are available for a limited period. This motivates customers to act quickly and not miss out on the opportunity.
• Personalize the pitch: Tailor your pitch to the specific needs and interests of the customer. Refer back to the information you gathered about their demographics, lifestyle, and financial goals. This shows that you have personalized the pitch and are offering a card that aligns with their unique circumstances.

Remember, a compelling sales pitch is not just about listing the features of the credit card. It’s about understanding the customer’s needs, addressing their concerns, and presenting a convincing case for why the card is the best choice for them. By crafting a pitch that resonates with the customer and speaks to their desires, you increase your chances of making a successful sale.

Implementing effective marketing strategies is essential to reach and engage your target audience and maximize your chances of selling credit cards. By leveraging various marketing channels and tactics, you can create awareness, generate leads, and nurture potential customers through the sales funnel.

Here are some effective marketing strategies to consider:

• Online Advertising: Utilize online advertising platforms such as Google Ads, social media ads, and display ads to promote the credit card. Target specific demographics and interests to reach your ideal audience.
• Content Marketing: Create informative and engaging content related to personal finance, credit card benefits, and financial tips. Publish this content on your website, blog, or social media platforms to establish your credibility and attract potential customers.
• Email Marketing: Build an email list of interested prospects and send regular newsletters or targeted email campaigns showcasing the benefits of the credit card. Provide valuable insights, tips, and exclusive offers to keep the customers engaged and interested.
• Social Media Marketing: Leverage social media platforms such as Facebook, Instagram, and LinkedIn to promote the credit card. Engage with your audience by posting relevant content, running contests or giveaways, and responding to comments and inquiries.
• Affiliate Marketing: Collaborate with influencers, bloggers, or financial websites to promote the credit card to their audience. Offer them incentives such as referral fees or exclusive offers for their followers to drive leads and sales.
• Partnerships and Co-Branding: Seek partnerships with other companies or organizations that align with the target audience of the credit card. This can include popular airlines, hotels, or retail stores. Collaborate on marketing campaigns and offer joint promotions to gain visibility and enhance credibility.

It’s important to track the performance of your marketing strategies to assess their effectiveness. Monitor metrics such as website traffic, conversion rates, email open rates, and social media engagement to identify which tactics are generating the best results. Continuously optimize your marketing efforts based on the data and feedback you receive.

Remember to comply with the relevant advertising regulations and ensure that all marketing materials accurately represent the credit card’s features, benefits, and terms and conditions.

By implementing a comprehensive marketing strategy, you can reach a wider audience, generate leads, and ultimately increase your chances of selling credit cards effectively.

One of the most effective ways to sell a credit card is by highlighting the rewards and incentives it offers. Rewards programs are often a significant deciding factor for customers when choosing a credit card, as they provide tangible benefits and can enhance the overall credit card experience.

Here are key points to consider when highlighting the rewards and incentives of a credit card:

• Cashback: If the credit card offers cashback rewards, emphasize the percentage of cashback that customers can earn on different types of transactions. Highlight how these rewards can add up over time, allowing users to earn money back on their everyday spending.
• Travel rewards: If the card has a travel rewards program, highlight how customers can earn points or miles for their spending, which can be redeemed for flights, hotel stays, or upgrades. Explain the flexibility and value of these rewards, appealing to the sense of adventure and wanderlust.
• Exclusive partnerships: If the credit card has partnerships with airlines, hotels, or other businesses, showcase the exclusive deals and discounts available to cardholders. This creates a sense of exclusivity and shows customers the additional benefits they can enjoy by choosing the card.
• Bonus offers: Promote any introductory bonus offers that come with the credit card. For example, a certain number of bonus points or miles after reaching a spending threshold within the first few months. Highlight these limited-time promotions to create a sense of urgency and encourage potential customers to take advantage of the offer.
• Redemption options: Explain the various redemption options available with the rewards program. This can include statement credits, gift cards, merchandise, or even charitable donations. Highlight the flexibility and variety of choices to appeal to different customer preferences.
• Standalone benefits: Aside from the rewards program, emphasize any standalone benefits that come with the card, such as complimentary travel insurance, purchase protection, extended warranty, or access to exclusive events. These additional perks enhance the overall value proposition of the credit card.

When highlighting rewards and incentives, it is important to be transparent and provide clear information about how customers can earn and redeem rewards. Make it easy for potential customers to understand the value they can expect to receive and how it aligns with their financial goals and spending habits.

Ultimately, by showcasing the rewards and incentives of the credit card, you can communicate the tangible benefits customers can enjoy and motivate them to choose your card over others in the market.

When selling a credit card, it’s important to address the common objections and concerns that potential customers may have. By addressing these objections head-on and providing satisfactory answers, you can build trust and alleviate any doubts or hesitations.

Here are some common objections and concerns to anticipate and address:

• High fees: If the credit card has an annual fee or other associated fees, be transparent about them. Explain the value and benefits that come with the card, which may justify the cost. Emphasize any fee waivers or special offers that may be available for certain customer segments.
• Interest rates: If the credit card has a variable interest rate, clarify how it is determined and assure the customer that it can be managed through responsible usage and timely payments. Highlight any promotional interest rates or introductory offers, and explain how they can help customers save on interest charges.
• Credit score impact: Assure potential customers that responsible credit card usage can actually improve their credit score over time. Explain how making regular payments and keeping credit utilization low can positively impact their creditworthiness.
• Security concerns: Address any security concerns potential customers may have. Highlight the security measures implemented by the credit card issuer, such as advanced fraud protection, 24/7 monitoring, and zero-liability policies. Reassure customers that their financial information will be safeguarded when using the card.
• Eligibility requirements: Clearly outline the eligibility requirements for the credit card, such as minimum income, credit score, or age. Be transparent about any specific requirements and provide alternative options in case the customer does not meet the criteria.
• Customer service: Discuss the quality of customer service provided by the credit card issuer. Highlight features such as mobile banking, online account management, and 24/7 customer support. Assure potential customers that any concerns or issues will be promptly addressed.

When addressing objections, it’s important to listen actively to the customer’s concerns and tailor your responses accordingly. By providing clear and honest answers, you can build credibility and trust, making potential customers more comfortable with their decision to choose the credit card.

Remember to address objections proactively in your sales pitch and marketing materials. By showcasing an understanding of common concerns and offering solutions, you can preemptively address any hesitations that potential customers may have.

Providing excellent customer service is crucial in the credit card industry. It not only helps you retain existing customers but also attracts new customers through positive word-of-mouth and recommendations. By delivering exceptional customer service, you can foster long-term relationships and establish trust with your clients.

Here are some key aspects to consider when providing excellent customer service:

• Be responsive: Timely and responsive communication is essential. Respond to customer inquiries, concerns, and requests promptly, whether it’s through phone, email, or social media channels. Aim to provide solutions and answers within a reasonable timeframe, making customers feel valued and heard.
• Be knowledgeable: Maintain a deep understanding of the credit card’s features, benefits, and terms. This allows you to provide accurate information and address customer inquiries effectively. Stay updated with any changes or updates to ensure that you’re providing the most relevant and up-to-date assistance.
• Show empathy: Put yourself in the customer’s shoes and show empathy towards their concerns or issues. Listen attentively and demonstrate that you genuinely care about resolving their problems. Empathetic interactions can go a long way in building trust and loyalty.
• Go above and beyond: Look for opportunities to exceed customer expectations. Whether it’s providing personalized recommendations, offering assistance with account management, or addressing specific customer needs, going the extra mile shows that you are committed to their satisfaction and success.
• Provide educational resources: Empower customers with educational resources and tools to help them make informed financial decisions. Offer insights on managing credit, improving credit scores, budgeting, and other aspects of personal finance. This positions you as a trusted advisor and resource for their financial well-being.
• Seek feedback: Regularly seek feedback from customers. Provide avenues for them to share their experiences and suggestions for improvement. Actively listen to their feedback and take actionable steps to address any areas of improvement.
• Resolve issues promptly: Inevitably, there may be instances where customers encounter problems or disputes. When these situations arise, be proactive in resolving the issues and finding fair solutions. Promptly address any billing errors, fraudulent transactions, or other concerns, ensuring that the customer feels supported throughout the resolution process.

Remember, excellent customer service is an ongoing commitment. It is not just about providing assistance during the initial sale but continuously supporting customers throughout their credit card journey. By consistently delivering exceptional customer service, you can build strong customer relationships, promote loyalty, and enhance the overall customer experience.

Following up and maintaining relationships with customers is vital for long-term success in selling credit cards. By staying engaged with existing customers, you not only strengthen their loyalty but also open the door for future referrals and additional sales opportunities. Consistent communication and personalized interactions can make a significant impact on customer satisfaction and retention.

Here are some strategies to effectively follow up and maintain relationships with your credit card customers:

• Send personalized emails: Regularly send personalized emails to your customers to show appreciation for their business and to provide relevant updates or offers. Tailor the content to their specific needs, such as sharing tips for maximizing rewards or notifying them about exclusive promotions.
• Facilitate customer feedback: Encourage customers to provide feedback and suggestions through surveys, online reviews, or social media interactions. Actively listen to their feedback and use it to improve your products and services. Follow up personally to address any concerns or issues they may have raised.
• Offer ongoing support: Be readily available to answer customer inquiries, whether through phone, email, or live chat. Provide prompt and helpful responses, offering guidance on account management, rewards redemption, or any other questions they may have.
• Provide relevant educational content: Share educational resources related to personal finance, credit card usage tips, and budgeting advice. This demonstrates your commitment to their financial well-being beyond just selling a credit card and positions you as a trusted source of valuable information.
• Surprise and delight: Occasionally surprise your customers by offering unexpected benefits or rewards. This can be in the form of exclusive discounts, bonus points, or personalized offers. These gestures show that you value their loyalty and are willing to go the extra mile to make their credit card experience enjoyable.
• Celebrate milestones: Recognize and celebrate important milestones with your customers, such as their anniversary as a cardholder or reaching a certain spending threshold. Send personalized messages or small gifts as a token of appreciation, fostering a sense of belonging and recognition.
• Stay connected on social media: Engage with your customers on social media platforms by responding to their comments, sharing useful content, and running exclusive promotions or contests. This creates a sense of community, keeps your brand top-of-mind, and encourages continued interaction.
• Ask for referrals: Regularly ask satisfied customers for referrals. Offer incentives or rewards for successful referrals, motivating them to spread the word about your credit card and potentially bring in new customers.

By consistently following up and maintaining relationships with your credit card customers, you create a positive customer experience, build loyalty, and increase the likelihood of repeat business and referrals. Remember, maintaining existing customers can be just as important as acquiring new ones, so invest time and effort in nurturing those relationships for long-term success.

Selling a credit card successfully requires a strategic approach that encompasses understanding the features and benefits of the card, identifying the target audience, creating a compelling sales pitch, implementing effective marketing strategies, highlighting rewards and incentives, addressing objections and concerns, providing excellent customer service, and maintaining relationships with customers.

By thoroughly understanding the features and benefits of the credit card, you can effectively communicate its value to potential customers. Identifying your target audience helps tailor your sales pitch to their specific needs and preferences, increasing the chances of success.

A compelling sales pitch captures the customer’s attention and highlights the unique benefits of the card. Effective marketing strategies utilize various channels and tactics to reach and engage the target audience, making the credit card more visible and appealing.

Highlighting the rewards and incentives of the credit card showcases the tangible benefits customers can enjoy, making it a more attractive option. Addressing common objections and concerns builds trust and credibility, reassuring potential customers about their doubts.

Providing excellent customer service is crucial for customer satisfaction and retention. Timely and personalized follow-ups, ongoing support, and educational resources help maintain relationships and foster long-term loyalty. By staying connected and offering exceptional service, you can create a positive customer experience that leads to repeat business and referrals.

In conclusion, selling a credit card requires a comprehensive and customer-focused approach. By combining knowledge of the product, understanding the target audience, delivering compelling sales pitches, implementing effective marketing strategies, highlighting rewards and benefits, addressing objections, providing excellent customer service, and maintaining relationships, you can increase your chances of success in the competitive credit card industry.

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15 Best Sales Pitch Examples [+ Tips and Templates]

Melissa Williams

What Is a Sales Pitch?

​​types of sales pitches, 15 sales pitch examples, sales pitch tips, sales pitch template.

When it comes to sales pitch examples and persuading anyone about anything, a dichotomy holds true:

You want (or believe) one thing; they want or believe another thing.

The easiest way to get from Point A to B is to connect the dots.

You find your audience’s point of view (POV) and connect to their values or needs.

Below are 15 sales pitch examples that show you tactical strategies and sales techniques to do it the right way.

Here’s what we’ll cover:

A sales pitch is a concise, targeted sales presentation that succinctly explains the following aspects of an offer: 

• The product’s/service’s features and benefits
• Unique value proposition/unique selling proposition (USP)
• Data to back up your claims

Really great sales pitches also sometimes manage to make subtle references to more nuanced company information, like a mission statement, brand values, and more. 

Sales pitches vary in length depending on their format, the specifics of your offer, and the needs of your market. 

That being said, they’re definitely meant to be short — usually only a couple of minutes or less. That’s why a sales pitch is also sometimes referred to as an “ elevator pitch .” The idea is that you should be able to deliver the entire spiel in the time it takes to share an elevator ride with someone. 

Because time isn’t usually on a sales rep’s side when they’re pitching, they need to make sure the content and delivery are extremely compelling. 

To that end, it’s also important that the purpose of a pitch isn’t to sell the product immediately after the pitch. Instead, aim for baby steps; a more appropriate goal of a sales pitch would be to have to prospect book another meeting, sign up for a webinar, or commit to a demo. 

Sales reps have a lot of flexibility when it comes to pitching. There are several formats and delivery options available to suit the needs of any product, rep, or target market. 

Phone Sales Pitch

Though cold calling (and, these days, phone calling in general) gets a bad reputation, it can actually be a surprisingly effective approach for a sales pitch. 

One of the advantages of a phone pitch is that it happens live, in real-time, so sales reps can gauge the prospects’ response and adjust their tactics accordingly. 

Phone sales pitches also make it easy for sales reps to show how much they’ve done their research as they deliver a highly personalized, value-driven offer. 

Pitching over the phone can also provide a natural segue into initiating an email conversation. 

Voicemail Sales Pitch

If you’re going to practice phone sales pitching, you’ll also want to master your voicemail sales pitch. 

With about 80% of all calls going to voicemail , chances are high that phone-based reps will need to rehearse exactly what they’re going to say when they hear that beep. 

And with so little time in the day (and the depressing statistic that only 5% of voicemails ever get returned), your voicemail sales pitch needs to be intriguing enough that it compels the prospect to give you the time of day, listen to the message, and call you back. 

Email Sales Pitch

The email sales pitch is a great tactic for sales teams that need to pitch to a large number of prospects. Reps who use this format get the benefit of being able to pitch to prospects anywhere, at any time. 

Still, for all of its conveniences, email sales pitching comes with its own set of challenges. 

Standing out in a prospect’s inbox, for example, is no easy feat. People receive over 100 business emails per day , so reps need to know how to cut to the chase immediately (bullet points are great for this). Even the subject line can become make-or-break for some messages. 

The best way to use an email sales pitch is to focus on one or two primary points, and stick to them throughout. Remember, your main goal is to initiate further conversation; you can pick up where your email left off the next time you speak. 

Social Media Pitch

Instead, look for ways to use social media that will hold up as timeless. 

Social media pitching is great for increasing brand awareness and establishing credibility. It allows sales reps and prospects to engage in a casual, easy way that helps build rapport and trust. 

Presentation Sales Pitch

The terms “sales pitch” and “sales presentation” are sometimes conflated. And for casual purposes, that’s mostly fine. 

But in technical terms, a presentation sales pitch is one that includes a sales deck. 

The sales deck is the presentation component — a visual supplement (including images, copy, graphics, charts, etc.) that improves your pitch. Tools like PowerPoint, Google Slides, and Keynote can help sales reps of any experience level create sales decks for presentations. 

Over 90% of the information that’s transmitted to the brain is visual, so having the ability to present with visual aids is a huge advantage. 

For a really polished presentation, email and/or print a PDF copy of the sales deck for the prospect, so they can review it on their own time and share it with other relevant decision-makers . 

Website Sales Pitch

Some sales teams use their company website to help them make their pitch. 

A website sales pitch includes any strategic messaging and/or content placed on the page that’s designed to capture prospects’ attention and encourage them to take the next action (e.g., fill out a form, call a sales rep, etc.). 

One of the biggest advantages of using the website to assist the sales pitch is that this format can be very effective at showcasing your brand values without coming across as too sales-y.

Follow-Up Sales Pitch

Elevator Pitch

“ Elevator pitch ” is the long-standing nickname for a sales pitch, and is named for the way salespeople need to pitch — quickly! Reps can get into the right mindset for an elevator pitch by imagining that they need to get their points across by the time the listener arrives to their floor. 

This is one of the shortest types of sales pitches, usually clocking in at 60 seconds or less. Be quick, be honest, and be friendly. The elevator pitch exists to make connections and is an invitation to learn more — don’t make it more complicated than that.

Sales Pitch Example #1: The Elevator Pitch

In today’s day and age where everyone is on the go, the elevator pitch is a necessity. People simply don’t have the bandwidth for a full-length presentation — especially when they’re only just exploring their options. 

>>Example: Check out this example in which a G2 rep pitches his product with authenticity and enthusiasm in under 20 seconds. 

Social proof (i.e. data from case studies, quotes from testimonials, etc.) is one of the most powerful things you can include in a sales pitch. 

Just make sure you find a balance between sharing what other people think versus sharing what you can do specifically for that prospect’s unique challenges. 

Sales Pitch Example #2: The Product Demonstration

Sometimes, there’s really nothing like the real deal to get the prospect hooked. A live product demonstration can be incredibly compelling. 

>>Example: Check out the way the founder of Scrub Daddy scrubbed his way into three different Sharks’ hearts (who ended up arguing for the right to work with him!) and earned his company a lucrative investment. 

Watching this video, there’s no denying that the product works. The interested Sharks have absolutely no skepticism about the product or its claims; in fact, the best-fit Shark is actually excited to give him the money — all because his product demo spoke for itself.

Sales Pitch Example #3: The Pain Point Pitch

Here’s another Shark Tank example, and the entrepreneur in this pitch knows exactly how to dig into his market’s pain points: by talking about their children.

It’s clear by their body language here that every Shark — even those who are too old, at this point, to have kids in daycare — knows exactly the struggle that Mr. Brightwheel describes in his introduction.

The universal frustration faced by teachers and parents alike is so poignant that all he needs to do is describe it for a minute or two, and it brings even empty-nest parents right back to those chaotic early years.

Sales Pitch Example #4: The Two-Sentence Pitch

The Two-Sentence Pitch (also sometimes called the 12-second pitch) has a very specific framework.

First sentence: Complete (but brief!) summary of what your company does. 

Second sentence: What sets your company apart from competitors.

That’s it! This structure is helpful for beginning conversations with investors. It’s also sometimes used as the introduction for a slightly longer elevator pitch. 

>> Example: Here’s the two-sentence pitch in action.

Yesware is a sales engagement platform that helps sales reps increase productivity, improve engagement with prospects, and guide team-wide data-driven decisions. We integrate with Gmail, Outlook, and Salesforce in under 60 seconds, giving reps access to data directly in their inbox. 

This pitch is short enough that the specific language and other components can easily be A/B tested to find the perfect combination of words, gestures, pauses, etc. 

Sales Pitch Example #5: Don’t You Agree?

This presentation pitch example is a bait-and-switch approach that leaves your audience agreeing with you.

Here’s how it works :

• Start with an undeniable truth.
• Make a bold claim that contrasts it. One that should stir up some furrowed brows.
• Why they should agree + Solution.

>> Example:  Here is a set of slides by Drift that does this well. The breakdown of the pitch:

Truth : Tech has taken over our lives.

Bold claim : Forms, emails, and calls are the enemy. (Keep in mind that this is being pitched to marketers and salespeople, who rely on these channels for leads and customer communication.)

Why + Solution : Tech makes us treat humans like faceless leads. We should be focusing on creating real conversation and solving needs. Meet Drift.

The beauty of this approach is it makes us think differently. Deep down, we all want to push our teams ahead. Doing so requires innovation and change. Your pitch introduces a new line of thinking that helps your audience become a change agent for their team.

Want more? Here are 7 of the best sales presentation slides   from companies like Facebook, Uber, and LinkedIn.

Sales Pitch Example #6: Start With a Story, Segue Into Your Pitch

Storytelling captivates us as an adult just as much as it did when we were a child.

Our brains literally react to them. Stories trigger the release of a trust hormone called Oxytocin. When storytelling in a sales pitch , this chemical reaction promotes connection and empathy.

>> Example: See this story by Amy Cuddy . (The pitch here is that we really can fake it until we make it; our body language informs our perception of ourselves and others’ perceptions of us, thereby shaping our outcomes.)

Here are the details to include in your story (with the speaker’s filled out as an example):

What : A car accident threw her from the car, dropped her IQ, and took her out of college.

When : Age nineteen

Why it matters : Amy overcame the odds by faking it until she made it. She realized that adjusting her body language shaped her mind, her behaviors, and her outcomes.

Pro Tip : Keep your story short. You should hit on all of the details above in less than 2 minutes. Here’s an example of what not to do: a seventeen-minute story by LEGO®.

Sales Pitch Example #7: Start With a Stat

Sharing data during a sales pitch is a surefire way to demonstrate your credibility. It shows that you’ve done your research and that you understand how their problem affects them in a very tangible way.

How it works: Start your pitch with a statistic that highlights the problem the prospect faces. 

>>Example: Let’s imagine your sales team sells onboarding software for new hires. Your product is designed to cut down on wasted time training new employees and reduce employee turnover. 

Did you know that disengaged or poorly-trained employees actually cost companies money? Employees with low engagement cost their organizations approximately 18% of their salary. And that’s not to mention the fact that it costs anywhere from $7,500 to $28,000 (or more) to hire and onboard a new employee.

This is an effective intro, or “hook,” because it immediately gets the prospect thinking about their own budget and bottom line, and how to avoid the consequences mentioned in the statistics.

Sales Pitch Example #8: The Demo Principle

What do late-night infomercials, Costco samples, and magicians have in common?

They show you what they’re pitching firsthand.

The theory here is that the cost of time and resources it takes to give a demo is worth it, because the net profit from sales outweighs the net profit of sales without a demo.

How to do it : List out a table with two columns: bells and whistles go on the left; the end benefits go on the right. Cross out the bells and whistles; demo and sell the end benefits.

>> Example : Watch this carrot slicer show passersby about an easy peeling experience. Notice how little he talks about features of the peeler, because you can see them for yourself.

Sales Pitch Example #9: Give Perspective Based on Your Audience

When you’re pitching, you know the thing you’re trying to sell like the back of your hand.

But you need to know your audience like that, too.

It’s the key that helps bring their point of view to yours. And it’s one of the most easily overlooked secrets behind a successful sales pitch.

Most pitches make the classic mistake of jumping right into selling.

How to do it right on your own : Ask your customers to pick their brain. Why did they choose you? What benefits were they excited to see? Why do they keep coming back? Lead with that.

>> Example: Watch Mark Cuban explain what he did when he was faced with selling Mavs tickets when they were the worst team in the league. (Start the video at 1:01.) He reframes the game experience as a way for parents to create lasting memories with their children — memories like the ones they still have with their own parents.

Sales Pitch Example #10: Use Emotional Appeal

Another thing that works in Mark Cuban’s pitch is that he uses nostalgia.

Triggering someone’s emotion drives them to act.

Think about it: It’s why panhandling works : it sparks sympathy, which compels us to give.

How to do it on your own : Identify your audience’s business and/or personal values. Show how your pitch relates to their own values. ( Yesware , for instance, relates to its users by being built to save them time and increase their productivity every day.)

>>Example: See this Shark Tank pitch , where a company founder gets two sharks tearing up by getting them to commiserate with the risks of starting a new company.

Using content in your pitch that strikes an emotional chord is one of 7 proven sales techniques to close a deal and get to “yes.”

Sales Pitch Example #11: Educate and Inspire

The way we grow in life, love, and our careers is by learning.

On the flip side of that, one way to help others to grow is to educate. And not in a way where you push your opinions. You need to lay the groundwork with facts they don’t know.

How to do it yourself : Use specificity. It’s a persuasive technique to make your points more believable.

>>Example: Here is a video pitch from CharityWater .

It lays out these important facts:

• Some people have to walk 4 hours a day to get access to drinking water, and even then it is contaminated with dysentery and cholera.
• Drinking dirty water each year kills more people than intense violence like war.
• The water crisis is solvable. There is enough water in the world.

Sales Pitch Example #12: Use the Pique Technique

What was the first thing you did when you woke up this morning?

It’s the opening line of the video example above, and it captures viewers.

The thing is, when you’re selling to someone who doesn’t want to be sold to, jumping into a standard pitch is a fast turnoff.

The Pique Technique is where you make an odd request or ask a question that leaves your audience wanting to know more. They wonder why you’re asking, and that keeps them focused.

How to do it yourself : Make a small request of your audience, or ask them a question that’s easy to answer but leaves them wondering why you’re asking in the first place.

>> Example :

Sales Pitch Example #13: Paint Them a Picture

You think what you’re pitching is great, right? Well, the best way to show your audience this is to give them your POV.

How to do this : Think of the end effect of whatever you’re pitching. What does it feel like? Use a metaphor to explain it to your audience. You’ll need three or more points of similarity between the thing you’re pitching and the thing you’re comparing it to.

Because this can be tricky, here are two examples:

>>Example 1: Joe MacMillan compares the first web browser to driving through the Holland Tunnel:

Points of similarity:

• Possibility to be able to go anywhere
• Excitement of what is to come
• The anticipation of everything being laid out before you

>>Example 2: Don Draper pitches a slide projector wheel by describing it as a time machine:

• Goes backward and forwards
• Takes us to a place where we ache to go again
• Lets us travel to a place where you know you’re loved

As Don Draper says, this technique helps your audience to create a sentimental bond with whatever it is you’re pitching.

Sales Pitch Example #14: Use Flattery

We all have some level of self-doubt.

Which is why flattery is so effective.

It replaces our self-doubt with self-esteem. This subconscious effect holds true even when the offeror has an ulterior motive and the person you’re complimenting sees your ulterior motive .

>> Example:

Check out 5 more email examples of personal selling  in action.

Sales Pitch Example #15: Show Them That Their Time > Your Time

This one makes you stand out because 98% of sales pitches make a valiant assumption.

One that ruins their shot — despite the effort put into writing and setting up the nurture.

They assume is that their time is more valuable than their prospects.

The mindset is “I put in 1 minute of research, so I’m warranted to ask for 15-30 of yours.”

Because “I think this is a really good fit.”

Who cares? The trash can.

Instead, show them you spent more time researching than you’re asking for.

>> Example: See the example below. First, Asher runs an audit to pitch. Then, he reaches out through LinkedIn Messaging and email to send me the audit directly.

Within the same hour, I then received this with the audit attached:

Keep the following tips in mind as you practice and perfect your sales pitch. 

Research…a Lot

As fast-moving as most sales pitches are, they require a tremendous amount of research ahead of time. 

For a sales pitch to be effective, the rep who’s delivering it needs to be on top of everything from product knowledge to customer knowledge, to market trends and predictions. 

Solid sales pitch research means understanding: 

• The prospect’s pain points , needs, challenges, and preferences
• The appropriate channel for distributing the pitch 
• The decision-makers at the prospect’s company, and how to reach them
• Which questions and/or objections may be presented during the pitch

The more thorough your research, the more personalized your pitch will be. 

Make a Connection

Although it’s hard to measure, a lot of your success with sales pitching will come down to how well you make your first impression. 

Avoid the temptation to launch directly into your pitch content, no matter how limited your time. 

Instead, be the leader in building rapport. Make an effort to make a connection, and (of course) always remember to pitch with honesty and integrity. 

Start With a Strong Opening

You only have a few minutes to pitch, so the first few seconds are key. The opening of your pitch (sometimes called “the hook”) is one of the most important parts to master. 

To add curiosity and engagement to this section, consider starting by asking a question or sharing a relevant statistic. 

Work on Your Messaging

Regardless of the format of your pitch, always ensure that your brand messaging and value proposition are communicated clearly. 

Numbers are precise and definitive — sharing statistics and data during a sales pitch can give prospects something tangible to reference as they contemplate more about your offer. 

Nail Your Next Steps

Remember, the point of a sales pitch is to get the prospect to agree to the next step in the process. 

To that end, sales reps need to make sure that they know exactly what they plan to ask for after their pitch. 

Whether you want a meeting, a demo, or simply an email address, make sure that you have your specific ask ready (along with any materials you need to make it easy for them to say yes). 

Although every sales pitch is different, there are a few components that are common to just about everyone. 

Use the following list to help you create a sales pitch template for your team. 

• Introduction: Make friendly introductions and build rapport. Pay attention to the prospect’s body language, and adjust your approach accordingly. 
• Problem/Pain Points: Many sales reps find it effective to start their pitch with a question, or with a surprise-factor statement relating to the prospect’s pain point. The idea is to get them feeling a bit unsettled at the beginning so that by the time you finish your pitch, they are relieved to hear about your solution. This is where you get to the heart of the “why” for the prospect. 
• Value Statement/Value Proposition: As clearly and concisely as you can, explain your company’s value proposition and unique differentiators. The way you describe your USP should be action-driven and results-oriented. Avoid overly technical jargon or complex explanations. 
• Proof Points/Customer Stories: Social proof is powerful enough that it should always be included in a sales pitch, no matter how limited your talk time is. Snippets from case studies, testimonials, and online reviews are all great resources that prove other customers trust you; internal data and success stories can also be very compelling. 
• Closing Question/CTA: At the end of your pitch, it’s time to talk next steps. Some reps choose to end their pitch the same way it began: with an open-ended question . This can put the ball in the prospect’s court and help guide them into the next stage. If they don’t get there on their own, though, it’s up to you to be firm and make a direct call-to-action (i.e., Can we set up a demo for Thursday? How’s 2:00pm?). 

Remember, it’s important to always connect the dots and put your prospect first.

These sales pitch examples use tactical strategies that are easily replicable but must be catered to your specific prospects.

This guide was updated on November 22, 2023.

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How To Make a Good Sales Pitch: 9 Tips

Crafting a good sales pitch is not easy — but it might be one of the most important things a sales rep can do.

Tiffani Bova

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Let’s be real, the sales pitch has evolved. It’s no longer just a pitch, it’s a fastball. You have about 30 seconds to hook your audience. In those 30 seconds, you have to connect, persuade and provide value to a complete stranger — it’s no easy feat.

Your potential customers today are more informed (and skeptical) than they’ve ever been. Our latest State of Sales Report shows 81% of sales reps say buyers increasingly conduct research before they reach out. Pitching with information your prospective customers already know shows apathy — and a lack of awareness. 

That’s why the work you put in before you deliver your pitch, and the follow-up once you’ve aced it, are so critical to closing the deal. We have some tips to ace the pitch — before, during, and after those critical 30 seconds. 

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Why the sales pitch is still so important

A report from research firm G2 revealed 68% of buyers don’t involve sales until they’re ready to make a purchase. That means your sales pitch is likely to be a prospect’s first interaction with your company — so make it count. It’s an opportunity to expand their understanding of your company and create a valuable exchange in the process. And of course, it’s still an opportunity for sellers to learn more about the customer’s pain points, requirements, and expectations. 

Customers may be showing up more informed, but that doesn’t mean using the pitch to educate them is no longer useful.  An effective sales pitch should be a two-way street that adds value for both parties. By showcasing your expertise and sharing information they can’t find on their own, you can validate their reasons for reaching out. 

The components of a perfect sales pitch

A common mistake new salespeople often make is launching straight into their sales pitch without asking any questions. 

A good sales pitch is more about understanding — and it starts long before your first engagement with a potential customer. Effective sales pitches require a bit of homework to understand your prospect well enough to personalize your presentation instead of sticking to a canned script. 

“Salespeople are under the impression that pitching their product is what makes deals,” said speaker and author Jill Konrath . “Anybody who is a victim of the pitch has their defense mechanisms up in full steam whenever they’re talking to somebody. They don’t trust them because they feel that they’re going to be pounced on.”

Considering this, here are nine tips to put you on the path to the perfect sales pitch.

1. Prioritize your sales pitch with data

How are you prioritizing the deals you’re chasing? A recent study shows that top-performing sales teams are 1.6 times more likely to prioritize leads based on data analysis — and half as likely to prioritize based on intuition. Data can be the guidepost in your pitch prioritization. Where it used to be enough to pursue the deals you “had a good feeling” about, you can use real data insights, like scored leads that indicate likeliness to close, to help make sure your focus is in the right place.

2. Personalize your pitch based on research 

Your product isn’t going to sell itself. According to the latest State of Sales Report , 87% of business buyers expect reps to approach sales conversations as trusted advisors. Craft a pitch that shows you understand their business and delivers information beyond what they can find on their own. Do your homework and research before your first conversation to maximize your chances of closing the deal. Conduct thorough research on their company, their industry, and competitors. During your initial contact, be sure to ask the right questions so you can tailor your message to address their specific needs and ease the deal to the next step.

Personalize your sales pitch to the company and role you’re pitching to, based on your research. Are you pitching the chief marketing officer, service vice president, chief operating officer, or the head of legal? Knowing the role of your buyer (or buyer s, more likely) will help shape how you personalize your pitch. Understanding common pain points of your buyer’s role is a great place to start. If you come in with the story that’s only from your perspective, how will the buyer see what’s in it for them? AI tools built into your CRM can help you create personalized messaging, but it’s not a replacement for the work that needs to go into building the right pitch for your customer. 

Before presenting your pitch to the buyer, conducting research will also eliminate unnecessary noise distracting them from the sale. For example, show them you care enough to understand their business with a relevant message highlighting product features that could benefit them the most.

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3. get access to the actual decision-makers.

All the research and customer information in the world won’t help your pitch if you aren’t in touch with the actual decision-makers who can approve the purchase. This point poses a growing challenge, as research from Gartner shows the six to 10 people are involved in B2B purchase decisions. 

Essentially, you have three roles to consider: those who will assess the logistics, those who will implement the solution and those who will have final approval. Before the actual sales pitch, ensure that you’re talking to the person who not only truly understands the business, but is also a decision-maker. This is easier said than done. Oftentimes, getting access to the actual decision-maker in a deal is a primary hurdle that salespeople face, and requires building trust with a more value-based relationship over time. 

4. Paint the picture for your buyer

Being a storyteller is a skill not often discussed on sales teams, but it can be the secret that sets a good sales pitch apart from the best sales pitch. Tell the story of where they are now and the vision of where they could be. 

To borrow advice from author and storytelling expert Nancy Duarte , “The audience does not need to tune themselves to you — you need to tune your message to them. Skilled presenting requires you to understand their hearts and minds and create a message to resonate with what’s already there.” 

Inspiring change and getting buyers to think differently is a way to stand out among your competition. If you can paint the picture of how the buyer will feel with your product or service, you can show them value in a whole new light. 

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5. share your insights.

You’ve done your homework and listened to what the buyer has to say — now it’s time to share the solution to their problem. You can do this by adding value at each touchpoint. Give them more than they can find on their own online or otherwise — for example, share insights, customer testimonials, or case study results from other customers to help them see the value in your solution.

Again, this is a good case for data. Showcasing data points like customer satisfaction, overall engagement with your product, or positive responses are all ways to reinforce trust with your buyer. After all, proof is in the pudding, right?

6. Stay on message 

It’s no easy feat to get in front of a potential customer, so don’t waste their time or yours with a long-winded, boring sales pitch that isn’t relevant to the unique problems your potential customer faces.

Keep the pitch on-message by being clear, and you’ll keep your buyer’s attention. Review it until it’s as concise as possible without losing the intent. For instance, remove unnecessary buzzwords, like “synergy” and “best practice” — you won’t need these if you know your customer’s needs. And, whenever you get stuck, always go back to your brand’s values. 

7. Fearlessly overcome common sales objections

As you’re perfecting your sales pitch, be sure to include thorough research that solves their problem, and addresses potential objections that may arise.

The most common sales objections fall into four buckets: budget, authority, need, and time (also known as BANT ). You may not need to have a detailed response to all of these, but be prepared to discuss each. The key here is to show you understand their concern, and offer possible ways to overcome those hurdles, together.

For instance, if a competing product is brought up during your pitch, highlight the features that differentiate your product, connecting it back to them. Or, if they don’t have budget secured, turn the conversation towards investing back into their team, and how much money your product can save them in the future.

Over time, you’ll hone your objection-response based on the feedback you receive in sales meetings. In the meantime, leverage customer and product research and use that knowledge in handling objections without fear.

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8. Listen to understand, not just to reply

According to the latest State of Sales Report , sellers say active listening is one of their top tactics to build good relationships with prospects. Listen to the tone, speed, and volume of their voices to give clues about how they’re feeling. Use “tell me about” statements to prompt them to share their experiences.

If you’re on a script, don’t be overzealous or overconfident — instead, go into the pitch with an open mind and let the buyer do most of the talking. If you can’t narrow down your buyer’s pain points, you won’t be able to figure out the best way to help them.

Periodically check in with the buyer during your pitch, taking the time to hear their views and respond with thoughtful follow-up questions. This is a critical step to really understanding their business needs and ultimately closing the deal. If you’re responding by asking the right questions, you can adjust your pitch to sound more attractive to the buyer. If you have your ears open, it will feel less like a business presentation and more like a healthy conversation about their business needs.

9. Outline options for next steps

While listening to your buyer is critical, don’t just pack up after your pitch. Be ready to share what’s next for the customer. Every sales pitch should end with a call to action. Even if the customer isn’t ready to complete the sale, be sure to keep the prospect on the journey and move forward with a follow-up meeting or next steps.

Pro tip: Never wait for the customer to make the call to action. Failing to be proactive could result in the meeting or relationship ending before you have a chance to continue the conversation and seal the deal.

The perfect sales pitch does exist 

With these tips, you’re ready for the perfect sales pitch. Be confident because you’ve put real thought and effort into your pitch; you know your product, you know your buyer, you’re listening to their needs, you’re solving the real problem, and you’re ready for any objection. Game on!

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Tiffani is the Global Customer Growth and Innovation Evangelist at Salesforce. Over the past two decades, she has led large revenue-producing divisions at businesses ranging from start-ups to the Fortune 500. She spent ten years at Gartner, the world’s leading IT research and advisory firm as a distinguished analyst and research fellow. In her first book, Growth IQ, she outlines the 10 paths to growth that every company needs to understand in order to grow with confidence.

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10 tips for selling credit cards in retail.

Understanding the Benefits of Credit Cards for Retail Customers

1. target audience, 2. fees and interest rates, 3. brand reputation, 4. marketing support, training retail sales staff to effectively pitch credit cards, incentivizing retail staff to drive credit card sales, building strong partnerships with credit card issuers to maximize retail sales.

There are many benefits of using credit cards for retail customers. From cashback to reward points, credit cards offer numerous perks that make shopping more valuable and convenient. Many people use credit cards because they are easy to use and help manage their finances. However, the most significant advantage of using credit cards for retail customers is the ability to build and improve their credit score.

Credit cards are an excellent tool for anyone looking to build or improve their credit score. A high credit score can help individuals qualify for better interest rates on loans, mortgages, and other financial products. By making timely payments on their credit card, customers can show lenders that they are responsible borrowers, and as a result, boost their credit score. Moreover, having a credit card can help customers establish a credit history, which is crucial when they apply for significant financial products, such as loans or mortgages.

In addition to building a credit score, credit cards offer other valuable benefits, such as cashback, reward points, and frequent flyer miles. For example, some credit cards offer cashback on purchases made at specific retailers, including grocery stores, gas stations, and restaurants. Other cards offer reward points that can be used for travel, merchandise, or statement credits. More so, certain cards can help accumulate frequent flyer miles, making it easier to travel without spending a lot of money.

Credit cards also offer additional perks on purchases. For example, some cards offer purchase protection, which means that if a customer purchases an item with their credit card that gets stolen or damaged, they can get a refund from the card issuer. Moreover, some cards offer extended warranty protection, which means that customers can extend the warranty on products they buy with their credit cards. Additionally, credit cards offer fraud protection, meaning that if a customer’s card is lost or stolen, they are not liable for the charges made without their consent.

Another advantage of using credit cards for retail customers is the convenience factor. Credit cards are widely accepted, making them more convenient than carrying cash or checks. Credit cards are also easy and quick to use, making transactions effortless. Furthermore, some credit cards offer contactless payment, meaning that customers can make purchases by tapping their card or phone on a card reader.

In conclusion, there are many benefits of using credit cards for retail customers. From building a credit score to enjoying cashback and reward points, credit cards offer numerous perks that make shopping more valuable and convenient. Moreover, credit cards offer additional benefits such as purchase protection, extended warranty protection, and fraud protection, making them an essential tool for consumers who want to protect themselves and their purchases. Therefore, if you’re a retail customer who wants to enjoy the benefits of credit cards, it’s crucial to choose the right card that suits your lifestyle and spending habits.

Choosing the Right Credit Card Programs to Sell in Retail

Selling credit cards in retail can be a great way to increase revenue and provide additional benefits to customers. However, with so many credit card programs available, it can be overwhelming to choose the right one to offer in your store. Here are some key factors to consider when selecting which credit card programs to sell in retail:

The first factor to consider when selecting a credit card program to offer in your store is your target audience. Different credit cards are designed for different types of customers. For example, some credit cards offer rewards for frequent travelers, while others offer cash back rewards for everyday purchases. Think about what types of customers typically shop in your store and what types of rewards or benefits they would be most interested in. This will help you narrow down which credit card programs will appeal most to your target audience.

Another important factor to consider when selecting a credit card program to offer in your store is the fees and interest rates associated with the card. Some credit cards may have high annual fees or transaction fees, while others may have high interest rates for balances that are not paid in full each month. Make sure to research the fees and rates for each credit card program you are considering offering in your store and choose one that is competitive and reasonable. It is also important to make sure that the fees and rates are clearly communicated to customers before they apply for the credit card program, so they can make an informed decision.

The reputation of the credit card brand you choose to offer in your store can have a big impact on customer perception and trust. Choose a credit card program from a reputable bank or financial institution that has a solid track record for customer service and reliability. This will help ensure that your customers feel confident in applying for and using the credit card program you offer in your store.

Finally, it is important to consider the marketing support that the credit card program offers to help promote the card to your customers. Look for credit card programs that provide marketing materials, such as signage, brochures, and online banners, to help promote the card in your store. These materials can help drive awareness and interest in the card among your customers, ultimately leading to more credit card applications and increased revenue.

By considering these key factors when choosing a credit card program to sell in retail, you can select a program that meets the needs of your customers and provides a valuable revenue stream for your business. Remember to always communicate the benefits, fees and terms clearly, and train your employees to answer questions from customers. By doing so, you can maximize the potential of selling credit cards in your retail store.

Having a well-trained sales staff is crucial in any retail setting, especially when it comes to selling credit cards. Here are some tips to help you train your sales staff to effectively pitch credit cards:

1. Provide comprehensive product training

Make sure your sales staff knows everything there is to know about the credit cards you offer. This includes the rewards and benefits, fees and interest rates, and any special promotions or incentives. Not only will this knowledge help them to answer customer questions, but it also gives them the confidence to confidently pitch the cards without hesitation.

2. Teach effective selling techniques

Your sales staff should be able to identify potential credit card users among customers and use selling techniques that are appropriate to each situation. For example, some customers may be motivated by the potential rewards and benefits, while others may be interested in the convenience and security that comes with using credit cards. Equipping your sales staff with these skills can help encourage more customers to apply for a credit card.

3. Role-playing Scenarios

Role-play scenarios can be an effective way to help your sales staff get comfortable with selling credit cards. Create a variety of scenarios that reflect common customer concerns or questions and have your staff practice responding to them. Encourage them to ask questions and take feedback to improve their pitch.

To get started, develop a list of scenarios that include common customer questions and concerns, like the interest rate, fees, and rewards. Have your staff practice responding convincingly to each scenario, and listen carefully to their responses to give feedback.

Another useful exercise is to role-play with potential customers. Have a colleague play the role of a customer and have your staff practice their pitch. This exercise can help your sales staff feel more comfortable in real-life customer interactions, improving their confidence and their ability to persuade.

4. Offer incentives for success

Offering incentives is a great way to motivate your sales staff to sell credit cards. It could be a gift card, bonus, or even a prize for the top performer of the month. Incentives give your sales staff a reason to sell more, which helps your business by increasing sales and revenue.

5. Monitor performance and provide feedback

Monitoring and giving feedback to your sales staff is essential for them to improve their skills. Provide regular feedback to your staff on their performance and make sure to recognize their successes. Offer constructive feedback on what they can do better and be supportive in helping them to improve.

With these steps, your retail sales staff will have all the tools they need to pitch credit cards effectively. Remember that it’s important to train your staff properly and provide them with ongoing support to help them to continuously improve.

The competition in the credit card industry is at an all-time high, and banks are continuously devising new strategies to attract new customers. One of the ways they do this is through the retail channel. Banks partner with retail stores to issue co-branded credit cards, which offer unique benefits to customers and drive sales for the retailer. To drive credit card sales, retail staff must be incentivized. Here are some ways to do this:

1. Commission-Based Programs:

Banks can structure commission-based programs that reward retail staff for every credit card they sell. This provides an instant financial incentive and encourages staff to sell credit cards aggressively. Most retail staff are paid on an hourly basis and do not have the motivation to sell credit cards, which is why commission-based programs work well.

2. Sales Targets:

A sales target system can be used to set goals for retail staff to achieve a specific number of credit card sign-ups per month. If a staff member hits the target, they earn a bonus. This approach is effective because staff members are incentivized to work towards meeting their targets, even though there may not be any immediate financial gain.

3. Competition and Leaderboards:

Creating a competition among retail staff can be exhilarating. Banks can create leaderboards that showcase the top-performing staff members. The leaderboard system should be updated in real-time, which encourages staff members to check their rankings frequently. Incentivizing retail staff members in this way works well because it motivates them towards their goals and encourages healthy competition among staff.

4. Performance Bonus:

One way to incentivize retail staff to drive credit card sales is to offer a performance bonus. This is similar to a sales target system, but retail staff will receive a bonus based on their overall performance. Banks can calculate a bonus amount based on the number of credit cards sold compared to other store locations and staff members. The performance bonus can act as a great motivator for staff members to sell credit cards.

However, the banks must provide incentives that are reasonable and achievable. If the incentives are too high or too low, they will not serve their purpose. Banks will not get any desired results if retail staff does not believe they are capable of meeting the targets that banks have set. Therefore, banks must strike a balance between incentivizing their retail staff and giving them attainable goals.

The benefits of incentivizing retail staff members go beyond merely increasing credit card sales. The incentives create a friendly and competitive environment where employees are motivated and feel rewarded for their hard work. The retail staff’s productivity and morale improve, which has a direct impact on store sales and satisfaction for the customers.

The most effective ways to incentive retail staff members to drive credit card sales include commission-based programs, sales target systems, competition and leaderboards, and performance bonuses. The bank must ensure that the incentives given are reasonable and achievable. The incentives create a healthy and competitive environment that leads to improved productivity, better staff morale, and increased credit card sales.

Building strong partnerships with credit card issuers is essential to maximize your retail sales. Credit card issuers offer credit facilities to consumers, which can help to boost your retail sales. When you partner with credit card issuers, you can offer credit facilities to your customers, making it easier for them to make purchases from your store. Here are some tips on how to build strong partnerships with credit card issuers:

1. Research available credit card issuers

The first step to building strong partnerships with credit card issuers is to research available options. You should identify credit card issuers that offer programs that are suitable for your business. You should consider factors such as credit limits, interest rates, rewards programs, and customer service. Once you have identified credit card issuers that meet your criteria, the next step is to reach out to them and express your interest in partnering with them.

2. Negotiate favorable terms and rates

When you reach out to credit card issuers, you need to negotiate favorable terms and rates. You should aim to get the best possible deal that meets your requirements. Negotiate factors such as interest rates, payment terms, merchant fees, and rewards programs. You should also ensure that the credit card issuer provides adequate customer support and fraud protection. The key is to find a balance between a good deal for your business and a good deal for your customers.

3. Promote credit card facilities in-store

One of the best ways to maximize the benefits of your partnership with credit card issuers is to promote credit card facilities in-store. You should make it easy for your customers to apply for credit cards in-store and provide them with information on credit limits, interest rates, and rewards programs. You should also display credit card banners and signs around your store to let your customers know that credit card facilities are available.

4. Train your staff to promote credit card facilities

Your staff plays a crucial role in promoting credit card facilities to your customers. You should train them to promote credit card facilities in-store and provide them with information on the benefits of using credit cards. Your staff should also be trained on how to use credit card machines and how to process credit card transactions. By ensuring that your staff is knowledgeable about credit card facilities, you can improve your sales and boost customer satisfaction.

5. Use social media to promote credit card facilities

Social media is a powerful tool that you can use to promote credit card facilities to your customers. You can use social media platforms such as Facebook and Twitter to promote credit card facilities and provide information on credit limits, interest rates, and rewards programs. You can also use social media to offer exclusive discounts and promotions to customers who use credit cards. By using social media to promote credit card facilities, you can reach a wider audience and boost your sales.

Building strong partnerships with credit card issuers is essential to maximize your retail sales. By following these tips, you can build strong partnerships with credit card issuers and offer credit facilities to your customers. Remember that the key to success is to find a balance between a good deal for your business and a good deal for your customers. By working together with credit card issuers, you can create a win-win situation that benefits everyone.

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How to Create a Credit Card Processing Sales Pitch

In this video, we discuss how to create a credit card processing sales pitch . The content for this video comes from another video that we created with a cold call example from a salesperson that sells merchant services. We took that salesperson’s sales pitch and improved it by going through our brainstorming process and we show that process in this video.

Step 1 – Product

The first step in the process for how to create a credit card processing sales pitch is to outline key details about the product or service.

Local direct processing company Consumer pay – fees go back on the customer Cost plus – traditional processing and that comes with a rate reduction and removal of the fees Rewards program kickback program pays you back just to process

Step 2 – Target Buyer Type The next step in the process for how to create a credit card processing sales pitch is to identify who you will be communicating with when you use this sales pitch. For this video and explanation, we used a target buyer type of businesses.

Step 3 – Value Offered

The third step in how to create a credit card processing sales pitch is to identify the value that your product or service delivers.

Lower their cost for accepting cards Pass processing fees back on customers Earn income from processing payments

Step 4 – Pain Points

The fourth step in our process for how to create a credit card processing sales pitch is to brainstorm the pain points that your product or service can help make go away for the target buyer. To help you with creating a good list of pain points, you can look back at the value points that you just came up with because for each improvement that your product or service creates, there is an opposite problem or pain point that is resolved.

Card processing fees can be a big hit on profitability Would be helpful if customers paid processing fees Difficult to find new ways to earn income

Step 5 – Questions

The fifth step in our process for how to create a credit card processing sales pitch is to identify good questions to ask. We recommend looking back at the pain points that you came up with on the last step and try to think of questions that you could ask to see if the prospect has any of the pain points.

How concerned are you about how card processing fees impact your profitability? How important is it to find ways to decrease card processing fees? How helpful would it be to earn income while processing cards?

We also recommend that you create a list of current state questions that help to identify what the prospect is doing in the area where your product or service fits.

Are you currently accepting credit cards? Who is your card processor? What type of rate are you paying? How happy are you with their services? How long have you been with them? When was the last time you explored other options? Are you the right person to discuss this area with?

We hope this helps you with how to create a credit card processing sales pitch .

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Sales - 8 min READ

6 sales pitch examples (and why they work)

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Not only do you have to actively sell your product or service to the person you're talking to within minutes, but you'll also need to connect with them. Y'know, on a human level.

• Elevator pitch example

But closing a deal isn’t as easy as just building rapport (with both prospects and existing customers ). You’ll need to use powerful action words, yet be cautious about how you come across.

Too salesy? It’ll put off your audience.

Too informal? Your prospects won’t feel the urgency to buy.

There’s a fine balance between being overly promotional and being too friendly with your prospects. Either could banish any chance of your prospects thinking, “Wow! I need to buy this today.”

Take a look at these six effective sales pitch examples for some tips on how to walk that line:

• Phone call sales pitch example
• Email sales pitch example
• Voicemail sales pitch example
• Presentation sales pitch example
• Follow-up sales pitch example

1. Phone call sales pitch example

Selling products or services over the phone is one of the most popular forms of pitching to a potential client, but don't let that fool you into thinking it's the easiest.

This sales pitch is typically delivered when cold-calling your prospects. Since these people haven’t heard of your brand before, it can be tricky to grab their attention and build trust over the phone.

The success of your phone call sales pitch depends on your sales script . If you’re boring your potential customer with a long intro about your company, there’s a high chance they’ll simply hang up.

(Plus, with eight attempts to reach a cold call now considered average , you’ll want to keep prospects on the phone if they answer it.)

Lucky for you, this phone call sales pitch example can help grab your prospect’s attention instantly— and pique their interest about what you’re selling:

Salesperson : Hey Naomi. It’s Ian from Acme Company. How are you?

Prospect : I’m okay. What can I do for you Ian?

Salesperson: I noticed a number of your ads on Facebook and Twitter promoting X product, and felt you could really boost your conversions by making just a few small changes.

Prospect : Sorry, what do you guys do?

Salesperson : We work with eCommerce companies like Harry’s to manage their social media ad campaigns. In fact, after only one month of working with Harry’s, for every $1,000 they spend now, they get a 30% increase in conversions.

Prospect : [thinking]

Salesperson : I’d love to learn more about your ad campaigns, Naomi, and share ideas that've worked really well for us. Can we find a 15-minute window next week for a brief call?”

But what makes it so good?

Let’s look at the opening line.

Instead of opening with a generic “Have you got a few minutes to chat about our product?” the salesperson begins with a conversation to make sure the prospect is in the right frame of mind by asking how they are.

Not only does this avoid sounding too salesy, it also sets the tone for the entire conversation.

Then the salesperson explains how they met the person they’re calling: through their social media ads.

(Privacy concerns are big. Anticipating this and getting it out in the open can clear any “Sorry, how did you get my contact details?” questions that could restrict your flow of conversation.)

Once the salesperson has explained this, they have a quick back-and-forth about basic product details and how the service they’re selling could be beneficial.

Instead of waffling on (and potentially boring the prospect), they close the conversation by requesting a follow-up call within the next week. This works because:

• The prospect has time to set aside mental space to chat about the service being sold, rather than being caught off-guard.
• The salesperson can prepare for their call and do some research to further personalize the pitch.
• When they’ve had time to prepare, the prospect can digest information properly rather than listening to the salesperson talk.

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2. email sales pitch example.

Email sales pitches are delivered similarly to cold calls. The only difference? It’s sent via email rather than over the phone.

Although email pitches eliminate common problems that phone call pitches have, they still don’t guarantee results.

Why? The average person receives around 121 emails per day .

With so many messages hitting inboxes, you need to do something special to stand out and engage your prospect.

This email from Demandwell is an excellent sales pitch email example.

But why does it work so well?

Simply put, it’s digestible. Instead of sending a 1,000-word essay about the service she’s selling, Summer describes it in two short lines (the first two lines).

She gets right to the point, clearly explaining what her product does and the value it offers.

Summer also uses visuals in her cold pitch. The screenshot gives the recipient a glimpse into the product and its UI.

But our favorite part is the offer of lunch or coffee, on her. Who said that free coffee wasn’t an effective way for sales teams to make more sales?

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3. Voicemail sales pitch example

Unfortunately, many sales reps spend the majority of their cold call time leaving voicemails.

(That could happen if you’re attempting to contact prospects at inconvenient times.)

But whether you’re calling at the wrong time or being ignored because you’re hiding your caller ID, you need an awesome voicemail sales pitch if you want to hear back from your prospective client.

Here's a voicemail sales pitch example from Sales Hacker :

Notice how their sales representative opens with a quick introduction. Don't make someone listen to a five-minute voicemail, only to find out who’s talking in the last 15 seconds. They probably won't make it all the way to the end of the voicemail anyway.

Their sales team also uses social proof to back up their work. Sharing specific success metrics helps build credibility and show value.

After you leave this type of voicemail, we recommend having your sales team send a follow-up email to encourage people to contact you that way. This can help phone-shy prospects learn more about the products you’re selling in a way that they're comfortable with.

Pro-tip: Become a sales email master with this 6-day sales email boot camp.

4. Presentation sales pitch deck example

Delivered on a slideshow and presented by a sales representative at your company, presentations are one of the most traditional forms of selling.

But it comes with its own challenges, and it’s not just technical problems you’ll have to prepare for when delivering a sales presentation. Whether it’s a private pitch to a single company or a presentation for an industry event, you need to grab your audience’s attention.

Take this sales deck example from GoSquared :

The cover slide not only shares their value proposition but also showcases valuable social proof with badges and reviews from credible tech review sites.

Bonus: visuals improve your sales presentations because they are processed 60,000 times faster than text . Also, storytelling is always a good way to improve your sales pitch.

In your sales pitch deck, include considering images of the founders. Allowing the audience to relate to the brand through names and faces lets the speaker explain the brand’s history in a fun way — oh, and in case you ever want to overload a presentation with numbers, 63% of event attendees remember stories , while only 5% remember statistics.

5. Elevator pitch example

Think about the last time you were asked, “What do you do?” Chances are you were caught off-guard and struggled to string together a concise pitch that explains who you are, what you do, and your unique selling proposition .

The elevator pitch is a two-minute speech that should be up your sleeve—and ready to be delivered to anyone who asks.

Here's an example of a great elevator pitch from G2 Crowd .

And the kicker? It's only 21 seconds long.

Pretty impressive.

What we like most about this sales pitch example is the tone of voice. No jargon, plain English.

That’s key to perfecting your elevator pitch: not over-selling your product or sounding like the stereotypical sleazy salesperson.

6. Follow-up sales pitch example

Speaking of follow-ups, our final sales pitch example covers just that: the art of following up with a prospect who hasn’t returned your previous messages.

Did you know that it takes on average five attempts to close a sale ? That’s a shocking statistic—especially when only 30% of salespeople push for more communication attempts after just one email.

Make it a top priority to follow up with prospective customers. Whether you spoke to them at an event, over the phone, or via email, you could get a head-start on your competition—just by being persistent.

This follow-up sales pitch example from Zendesk is a winner:

This smooths the path for the sender to prove they were interested in the previous conversation by briefly touching on a specific pain point, rather than of firing off a generic email.

This follow-up sales pitch is short and to-the-point, offering to answer questions without putting too much pressure.

Because it ends with a call to action that prompts a phone call, this follow-up email template gives you a much better shot at converting lukewarm leads into red-hot contacts.

Use these sales pitch examples to close more deals.

As a sales rep, your pitch is your bread and butter—no matter what you’re selling (or who you’re pitching to)—which means you should definitely put some time and effort into perfecting your own.

The next time you’re writing a cold call script or perfecting your email template, try using a few elements in these sales script examples and see how you can improve the flow of your own sales pitch.

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Best Credit Card Sales Pitch Examples | Strategies to get new customers

Best Sales Pitch For Credit Cards for a Salesman to strategize getting new customers

If you are a salesman and want to take your sales skill to the next level, you should spend some time studying the examples of top salespeople. So, in this guide, we will give you the examples you should add to our sales pitch and turn them into a script for your valuable customers. It would be best if you improve the caliber of your sales pitch by considering some ideas about the sales pitch. 

A sale pitch is a presentation where a salesman explains the benefits and nature of their company in less than one or two minutes. Furthermore, sales pitches are also referred to as “elevator pitches” because they can deliver within the time of a single elevator ride. A good sales pitch should have compiled and concise message. However, a sales pitch should be broadly focused. You can attract new customers if you can present a good sales pitch and sell credit cards .

The Framework Of Sales Pitch

Here are some points you should use for building your sales pitch.

1. Mention the solution of problem

Start your sales pitch with a question about the problem you solve. Answer “why” in your sales pitch. However, you can present the pain in your sales pitch using a personal anecdote, eye-opening statistics, or a question. 

2. Value Statement

You should share a very clear and concise statement of your value. It would be best if you were outcome-focused and action-oriented. Moreover, always share the benefits of your company.

3. How to do it

Try to share the unique differentiators of your company . Moreover, explain what to do and the purpose of your company.

4. Proof Points

It would be best to mention clear references examples and always list recognizable achievements. In addition, share your industry validation and rewards.  

5. Share Customers Stories

It would be best if you mentioned customers’ successes and examples. Tell personalized customer stories. Make it real. So the customer will attract towards your company.

6. Engaging Question

Try to close the sales pitch with an open-ended question by creating a space to have a conversation. However, the success of many credit card companies is in their sales pitch. Name-droppings have a huge part, so be sure to use that to your advantage. 

7. Distribution

Lastly, distribution is everything. You have to deliver the sale pitch to the right person at the right time with the right tools in hand. Sales begin with your list of contacts. Furthermore, explain your list and personas. You should know their correct contact information and make sure that you contact them when they are willing to respond. 

Examples Of Sales Pitch

How will you make the best sales pitch? Here are some sales pitch ideas you should consider?

Example # 1: Tell In A Story Form

You should engage your customers by telling a brief story about your credit card company. The story can be about the credit card company or customers’ success through your product or credit card services.

Example # 2: Value Proposition

It is the core of the sales pitch. It depends on what value you give to this person or the company. However, your sales pitch should be sweet and short.

Example # 3: Personalization Of Sales Pitch

Keep that in mind with whom you are talking? Make sure that your sales pitch is relevant to your customers and meets their interests. However, you have to customize your sales pitch to meet the requirements of the customer you are speaking with, depending on the type of customer.

Example # 4: Switch Up Your Sales Pitch

There are several types of sales pitches that you should choose.

• One-Word Sales Pitch
• Question Sales Pitch
• Subject Line Sales Pitch 
• Rhyming Sales Pitch
• Pier Sales Pitch
• Twitter Sales Pitch

It depends on the type of person and which specific sale pitch your would choose for them. 

Example # 5: Considering Customers’ Emotions

You should understand your customers is the main feature of a sales pitch. So, when you know their emotion, that’s good for you to convey your message effectively to them. In addition, a better way is to revolve your sale pitch around the need of customers so that they can attract you.

Example # 6: Explain With Facts

You should explain your sales pitch by providing statistics and case studies that support the emotional appeal. However, it would be best to make them feel that they are making the right decision to buy your credit card.

Example # 7: FOMO ( Fear Of Missing Out)

Fear of missing out can create a good sense of urgency. It is a powerful motivator since the last thing you want is to attract them by your sale pitch but delay long enough for that feeling to fade away. It would be best if you got them to take action immediately.

Example # 8: Educate Them

Adding some good relative facts in your sales pitch can grab the customer’s attention. Furthermore, this can also add considerable legitimacy and trustworthiness to your sales pitch. 

Example # 9: Practice Your Sales Pitch

When you create your sales pitch, practice it many times to feel comfortable while presenting it to your clients.

Why Is A Short Sales Pitch Considered A Good Pitch?

You must optimize your sales pitch amazingly for a short conversation. However, it is important that brevity matters for a sales pitch. Using filler words, talking too much, and talking about your company for over two minutes can easily kill a conversation. So you should keep your sales pitch short, simple, and clean. Resultantly, your customers will be grateful to you. 

Your sales pitch can make or break your deal with your customers. So it is important to practice before you face your clients. It is your opening line of the conversation and the first thing your customers will hear from you when you meet them. Furthermore, nobody has the time to listen to the hour-long presentation to sell your credit cards or services. So be honest about your products and your company. However, a good sales associate should get their message concisely. Hence, you must focus your sales pitch on broad aspects. So, if you can nail your sales pitch, you will successfully attract new customers. 

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The Best Cold Call Script Ever [Template]

Published: February 28, 2024

Why would you need a script for making a cold call? Consider this. You have your list of names and phone numbers. Before the end of the day, you need to make 100 calls. Your sales manager has given your team a big pep talk encouraging you to dial, dial, dial.

In this article, I’ll share more about cold calling and show you what a typical cold call looks like — plus what I consider to be the best cold call script ever.

(If you're in a hurry, skip to the script or download free sales call templates.)

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A cold call is when sales reps reach out to a potential buyer who's never interacted with them or their company before, with the intent to sell a product or service. Cold calling typically makes use of a sales pitch script to ensure reps sell the product effectively. It's a common practice in outbound sales.

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I’ve found that cold calling is an excellent way to engage prospects one-on-one and move them to the next step in the buying process.

In the past, cold calling meant using a “spray and pray” method, spending time making intrusive calls with no prior qualification, hoping that your message would resonate with someone.

I’m glad that this is no longer the way it’s done because that method led to more rejection and eventually burnout.

Cold calling is most effective when paired with strategies such as prospecting and sales qualification . It's also especially powerful when paired with the inbound methodology .

In inbound sales , prospects willingly “opt-in” and become a lead after encountering your website or campaign. In many cases, prospects need to be compelled to act, and digital channels may not be enough to close the sale. They need to receive a “cold call” from you, where you introduce yourself and your services and make your value proposition clearer. A modern enterprise communication solution can help simplify your outbound communications by connecting your telephone sales with your other digital channels.

Plus, you may not always have an abundance of inbound leads. Even as an outbound tactic, with enough research and qualification, a cold call can be executed in a way that's no longer “cold.”

So, what does a typical cold call look like in sales?

**The prospect's phone rings**

Prospect: Hello?

Rep: Aja Frost, my name is Dan from Outbound.

(1.5-second pause)

How are you doing today?

I am calling about our software that helps you with the strategic implementation of your biggest problems from Outbound Company.

Is this a priority for you today?

Prospect: Actually, this isn't a great time …

Rep: Are you interested in a product demo of how we are in the magic quadrant? We have won all these awards.

Prospect: We're not interested.

Rep: Are you the decision-maker? Give me two hours, and we can get you going — unless you don't have a budget.

Here's another typical cold call script example.

Rep: Good morning. Is this Rita?

Prospect: Yes, this is her. With whom am I speaking?

Rep: My name is Bill from DCall. I found your information while searching for business consultants in Wichita, and I think you could be a great fit for our services.

Do you have a moment to talk about your business' call service provider?

Prospect: I already have one.

Rep: But if I could borrow ten minutes of your time, I can tell you how quickly we can take your business to the next level.

Prospect: Look, I really have to go…

Rep: No problem. When will be a good time to check in with you?

Prospect: I'm not sure.

Rep: Is it okay if I check back in six months?

Don‘t laugh. I’ve had several calls in the past just like this, and you won’t be surprised to learn they convert at an abominable rate — less than 1%.

That means if I call 100 people using these kinds of scripts, I will only get a second call with one of them.

Now, if you are calling your prospects and saying the same thing to all of them, essentially pushing your product — just stop.

It likely is no fun for you to make these calls, but it's worse for your prospects, brand, and productivity.

Instead, let me help you create your own cold call script.

In my experience, the typical, boring cold calling script most salespeople use doesn’t work. Here's how to create a standout cold call script to improve your connect rate.

You should also follow their pronouns if they are listed in their LinkedIn bio. If you’re not familiar with how to use gender-neutral pronouns, here’s a great blog on the topic.

The Best Cold Calling Script Ever To Warm Up Leads

If you're having trouble coming up with a cold call script of your own, try this one. I’ve used this script before, and it works because it focuses on a simple introduction, rapport, and then a positioning statement. I also think it works because the customer immediately sees value because you’ve done your research.

Sample Script

Hi [prospect's name], this is [your name] from [your company name].

I‘ve been doing some research on [prospect’s company name], and I‘d love to learn more about [challenge you’ve discovered in your research].

At [your company name], we work with people like you to help with [value proposition 1, value proposition 2, and value proposition 3.]

Is this something you think could help with [common challenges/pain points]?

Option 1: Yes, tell me more.

Great! [This is where you're going to ask them to attend a demo, or continue the conversation with an Account Executive, or take whatever next steps are part of your sales process.]

Option 2: Objection

I understand. Is it ok if I send you a follow-up email to review at your convenience? Then, I can follow up with you tomorrow.

If yes, send the email and set a reminder to follow up. If not, thank them for their time and ask if there's another point of contact they can connect you with. Make sure to include resources that clearly explain what your company does and ask to continue the conversation.

You may have noticed you're not really cold calling anymore, as you've already winnowed down your list and done some homework all before picking up the phone. I’ve found this extra work to be well worth it in securing customers.

Now, let's get to the script.

1. Introduce yourself.

First, say your name and which company you work for. You need to sound confident and energetic. I can't tell you how many cold calls I listen to that begin with, "This is *mumbles* from ‘ mumbled company name.’ "

The confused prospect goes, “What? Who?” and right from the start, the call goes poorly.

You don't need to yell your greeting, but you do need to articulate the words.

After you say, “This is [name] from [company],” pause.

This is hard for cold callers. They want to jump straight into their pitch because they’re afraid of rejection. However, I caution you to take a deep breath and say nothing for eight whole seconds.

While you're pausing, your prospect is searching their brain for who you could be. It sounds like you know them — are you a client? A former coworker? A current one?

2. Establish rapport.

Now that the call is already deviating from the standard cold call, ask them a question to establish some rapport . Your goal here is to get them talking and prove you're familiar with them and their company.

Here are some sample questions:

• Wow, I see you've been at [company] for [X years]. What do you enjoy about your role?
• Congrats on your recent promotion. How is your new position going?
• I’ve always been fascinated by the [enter industry they work in] industry. Can you tell me more about what your company does?

A good question is topical and makes someone smile. If they seem receptive to chatting, ask them a follow-up question. You don’t want to ask something too personal since this is likely the first time they’ve spoken to you, so stay away from information that’s not readily available on LinkedIn.

For instance, if they say, “I’m enjoying my new promotion; I’m able to get a lot more done,” you can respond, “That's great. How did you get started in this industry?” Maybe comment on a post they’ve recently made and how it made you think.

Eventually, they'll ask, “Alright, why are you calling?”

Acknowledge that their time is valuable and you have a pitch for them while still keeping the mood light. Be cordial and merry on the phone. This will change the energy from one of awkwardness to lightheartedness.

3. Use a positioning statement.

A positioning statement shows your prospect that you work with similar companies and understand their challenges. You're not talking about yourself, which is what most cold callers do. Keep the conversation light on them and have a genuine discussion.

Here's a hypothetical positioning statement:

“I work with sales managers in hospitality with five to eight reps on their team. My customers are typically looking to increase rep productivity. Does that sound like you?”

Since you‘ve pre-qualified them, they’ll likely say “yes.”

Simply say, “Tell me more about that.”

Now, it‘s all about them! They’ll explain their pain points and objectives, which is valuable information you can use to build your sales pitch .

4. Thank them for their time.

Never end a cold call without letting your prospect know you’re grateful for the chance to speak with them.

Pranav Rawat , a cold calling professional, teaches this concept by stating that “no matter who your prospect is, their time is important. By saying thank you, you’re letting them know that you respect them, which is not only a good opening line but a great way to start a relationship, too.”

As a sales leader at HubSpot, I love assisting newer reps in closing big deals because I‘ve been in their shoes. It’s good for the company and the reps' careers. To do that, I use a slightly altered process and script.

We have a team culture of “just ask,” encouraging junior reps to request help from sales leaders when they want to get meetings with CEOs or prospects at Fortune 500 companies. Once a rep asks for my help, I ask for something in return: The website URL, the LinkedIn profile of the person and company I'm speaking with, and their HubSpot CRM record.

This allows me to quickly familiarize myself with the person and company I'm about to call. Once the phone rings and the prospect answers, I use the greeting from above, “This is [name] from [company],” then pause.

If you‘re calling a C-level executive or even a mid-level employee at a large organization, it’s likely you had to get past an assistant or front desk, which is where your senior title helped. Gatekeepers are more likely to pass along “Dan Tyre, Director of Sales at HubSpot” than “[Name], a sales rep at HubSpot.”

They‘ll know who you are, but they’ll still be curious why you called. Keep them in suspense a bit longer. As in the script above, I'll spend a few minutes asking about them. Here are a few more questions I turn to:

• “Are you a cat or a dog person?”
• “Read any good books or blogs lately?”
• "What‘s your favorite restaurant in [Prospect’s city]? I’ve always wanted to visit.”

When the conversation turns to why I called, I say, “I called to help.” This line usually stops the prospect in their tracks.

Then, I follow up with, “My sales rep asked me to start a conversation with you.” This allows me to easily hand the conversation off to the rep if it goes well.

From there, I use a positioning statement like the one above:

The pre-qualified prospect will answer “Yes,” and that's when my active listening turns on, and I say, “Tell me more about that.” Once they‘ve finished explaining their pain points, I repeat what I’ve heard back to them: “So, what I'm hearing is …” and offer to set up a discovery call .

Usually, the prospect agrees and throws out a time for weeks or months in the future. I often reply with, “How about tomorrow?” Most of the time, prospects respond with, “Sure, what time?”

I‘ll then check the junior rep’s calendar and schedule the discovery call.

Everyone wants to have a better day. By making your prospects smile or laugh, giving them a chance to talk about their problems, and showing them you might have a solution, you'll improve their day. That means stronger relationships and, ultimately, more sales.

Ready to start cold calling? Here are some cold-calling script templates you can use to get started.

Featured Resource: 10 Sales Call Templates for Outreach .

This downloadable resource contains ten templates, including the examples listed below. I like that each script can be customized to fit your specific needs and scenarios. As stated previously, the more research you do on your prospect prior to calling, the better your results will be.

Discovery Sales Calls

I think this is a great script for getting more information out of your prospect.

1. Be selective with prospects.

As an employee of HubSpot, I try to live and breathe inbound marketing and sales, relying on my strong sales teams to close deals.

I know that a 100% inbound method might not work for your business — at least not overnight.

So, be selective with your prospects to mimic the success of inbound sales. That means you‘ll need to get creative with whom you add to your list. If you can find hand-raisers (people already interested in the product or service your company provides), prioritize calling them first. If they’re interested in what you have to offer before you call, you'll be well on your way to closing them on the solution you sell.

2. Practice your cold call script.

While you don‘t want to sound robotic and rehearsed, you do want to repeat your script so you don’t forget it.

The better you know the goals of the script, you‘ll be able to think on your feet if the prospect comes back with a comment or question you hadn’t planned for.

With each call, you‘ll get a chance to practice your cold calling script — and you’ll learn strategies to make future cold calls more effective.

3. Focus on them.

When I craft a cold-calling script, I find it’s easy to fall into the me-me-me trap:

• “We at [Company] offer...”
• “We're the best at...”
• “I want to schedule a meeting to...”

Instead, you should be putting your focus on the prospect using “you” language:

• "Are you experiencing challenges with..."
• "What roadblocks kept you ..."
• "Would you benefit from..."

Doing so centers them in the conversation, making it personalized and relevant.

4. Do your research.

Before you even think about picking up the phone, you should have plenty of information about the prospect you're reaching out to.

I try to know what the company does, the prospect's role at the company, whether I’ve worked with a similar company in the past, and any additional facts I can use to build rapport with them.

Where did they go to school? Do you know a friend or colleague? Did they recently attend an industry event? These are some rapport-building topics you can use to start the conversation.

5. Find the best time to call.

Although there isn't a universal “best” time to make a cold call , some experts recommend early mornings or late afternoons since individuals haven't yet started their day or are already wrapping it up — thus increasing your chances of getting through.

However, the more cold calls you make, the more you'll get a feel for the days and times that have the most success. Once you do, prioritize your calls and make the most important ones during those windows.

6. Pique curiosity.

I try to open the conversation by generating intrigue and interest. If you can get prospects invested in the conversation, you'll give them a reason to keep listening.

Harvard Business Review studied curiosity in the workplace and found that curiosity correlates with less defensiveness and stress. Curious prospects might give you more of their time to explore solutions to their problems.

7. Be respectful of their time.

While it's essential to establish rapport and start the conversation off on a positive note, be mindful that cold-calling is somewhat intrusive. You have interrupted their day, and you should get to the point quickly to respect their time.

Use your positioning statement early on in the call or make a transition like this one: “The reason I'm calling is to...”

These will signal to the prospect that you're about to be quick and to the point.

8. Ask open-ended questions.

I avoid asking “yes or no” questions. Instead, ask open-ended questions that will keep the conversation going, especially when asking the prospect about their pain points and goals.

You could say:

I‘ve been doing some research on [prospect’s company name], and I just wanted to ask you a few questions about [insert chosen topic].

What roadblocks have kept you from finding a better solution to [insert chosen topic challenges]?

(They answer)

I'd love to continue the conversation because I think [your company name] would be able to help you figure out a solution. [Then take whatever next steps are part of your sales process.]

Asking open-ended questions will help you get more information out of the prospect and will help you tailor a solution to their specific challenges.

9. Be an active listener.

It can be easy to get lost in the conversation, but ensure you‘re listening carefully to the prospect’s responses.

When appropriate, repeat what they said about their company or goals. This helps you clarify what they said and shows the prospect that you truly care about what they're saying.

10. Pick out their pains.

I’ve found that, often, eliminating pain is more powerful at incentivizing prospects than adding value. As you get the prospect to open up about their organization, role, and situation, listen for current struggles, points of contention, or problems they may be experiencing.

This may give you an “I can help with that” moment with the prospect.

You can build off of the open-ended questions script:

We‘re a [type of company] platform that helps companies like yours [problem you solve]. I’m calling to see if we can provide assistance.

I can totally understand your frustration with that. It sounds like your team is having trouble with [summarize their pain points/issue]. We work with a few companies like yours, and most have found our services to be [how your product/service helped]. Do you have something similar in place?

This script helps you nail down their challenges and presents your services as a remedy.

11. Anticipate objections.

The more calls you complete, the more you‘ll get a feel for the types of objections you’ll get.

For example, the prospect may already be working with a competitor. You could respond with:

“Yes, I am familiar with them. Why did you choose [company name]? What's working? What's not? Allow me to explain how [your product/service] is different.”

Certainly, there will be some cases where you don‘t want to waste the prospect’s time.

But for the cases where it is a good opportunity to press on, having a scripted response to handle the objection will keep you from getting caught off guard and allowing the call to come to a grinding halt.

12. Use social proof.

Once I’ve discovered that my prospect is an ideal client, I guide the conversation to what I have to offer them. But I don’t expect them to take my word for it; I will:

• Tell stories about customers with similar business structures as them, illustrating what I was able to do for those customers.
• Use case studies that show what they stand to gain.
• Show testimonials and success stories.

13. Focus on your goal.

The goal of each cold call is to introduce yourself to the prospect and set up a discovery call with them. Remind yourself of the desired end result. This will help you stay on track as you're cold-calling prospects.

14. Have a ‘close’ in mind for every conversation.

Sales pro Jeff Hoffman recommends always having a small close in mind for every point of contact you have with a prospect. For a cold call, that small close might be getting five more minutes of a prospect's time or setting up a follow-up call for later in the week.

Before each email you send and phone call you make, identify the close you'll use to encourage more streamlined and focused communication.

15. Make it easy to say yes.

Regardless of which ‘close’ you end up choosing, focus on selling just that ‘close.’ The more complicated you make it for the prospect, the easier it is for them to say ‘no.’

For example, if the big goal is to sell a turn-key software package in the four figures, but you know that your demo will blow them out of the water, just sell the demo.

Make it easy for them to commit to the demo with no strings attached, and make it easy for them to schedule and show up to the demo. Don't fuss with the details about software packages in this initial step when you can deal with those details later (presumably after the demo). Doing so will plant objections in their mind before you get your foot in the door.

If I know that a prospect won’t commit to a demo, I assume that they need more time in the purchase funnel , and that means more useful content. I send them articles, blogs, handouts, white papers, etc., that will make their life easier and help them excel in their industry. Remember, “Value is not what you say it is; it is always what the buyer perceives it to be” ( Art Sobczak ).

16. Follow up after the call.

If my prospect isn't available to meet again until the next week or so, I will follow up with them within a day after our initial cold call. I try to go beyond the traditional “thanks for your time” and offer some valuable information that could help them in the period between our last conversation and their decision about my product.

You could try something like:

Did you get a chance to take a look at the materials I sent over?

If they say yes, follow up with some discovery questions or the next step in your sales process.

If they say they're not interested, you could end with:

Thanks for letting me know. Just out of curiosity, could you tell me why you aren't interested? [Try to use their answer to overcome this objection].

17. Leave a voicemail.

In today‘s digital world, voicemails can seem like an old-fashioned method of communicating with your prospects, but they’re a smart way to keep yourself top-of-mind with them when they check their messages. When your prospects have overflowing email inboxes daily, stand out with a voicemail.

Hi, this is [your name] from [company name].

I'd like to learn more about [chosen topic] to see if [your company name] can offer a solution.

You can reach me at [your number]. I'll also follow up with an email [specified date/time]. I look forward to speaking with you.

Have a great day.

You can even adjust your cold calling script to work with voicemail. Remember to address the prospect by name, introduce yourself, your company, and the need you‘re planning to address with them. Don’t sell in the voicemail; provide just enough information to pique their interest.

18. Conduct call reviews.

I try to never let my cold call script or etiquette get stale. As my product or service evolves, so should my cold call technique.

Conduct a call or “film” review with your sales team on a monthly or quarterly basis. Select a few recorded (with permission) calls, sit in on a few live attempts, and have reps provide constructive feedback on what went well and what could be improved for the next time.

19. Spend more time selling.

I’ve found that sales automation software is a sales rep‘s best friend. Little tasks like scheduling meetings, leaving voicemails, and sending follow-up emails might only take a few seconds to do, but when you multiply that by your daily quota, you’ll see hours per week spent on administrative tasks.

Automate these responsibilities with software and cold calling tools that can do the work for you. These platforms streamline manual tasks so you can spend more time doing something technology can't — researching your prospects, building rapport, and closing deals.

19. Make sure you offer value.

I often ask myself after a call what value I offered my prospect. If I’m not answering their questions and solving their pain points, I’m wasting both their time and mine. If I don’t think I’ve established enough value, I send them more content to help them learn what my product/business has to offer them. Never underestimate the importance of educating your prospect with free, valuable content .

In his book Cold Calling Techniques , Stephan Schiffman says, “Success comes from helping people do what they want to do, not what you want to do.” Make sure your priority is helping your prospects accomplish the things they want to accomplish at their organization.

21. Remember your why.

Cold calling gets pretty robotic pretty fast. Dialing, reciting your script, asking for the next call, and doing it all over again can start to wear on your enthusiasm, but don‘t let it. When you’re struggling to make it through those last few calls of the week, remember why you love to do what you do.

Whether you keep your family‘s picture on your desk, an inspiring note from a colleague, or an encouraging quote from a leader, always keep your "why" in mind. On those amazing days when you’re closing left and right and those slower days when you can't quite get into your groove, your “why” will keep you motivated.

Famous saleswoman Mary Kay Ash said, “Pretend that every single person you meet has a sign around his or her neck that says, ‘Make me feel important.’ Not only will you succeed in sales, you will succeed in life.”

Don't forget to share this post!

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Use these templates and have better conversations with your sales prospects.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Check out the pitch decks these advertising startups have used to raise millions and shake up the industry

• A new wave of startups are trying to change the digital advertising industry.
• They're pitching new tech for cookieless ads, streaming TV, and influencer marketing.
• Here are 24 pitch decks that startups have used to attract investors.

After years of challenges securing funding, a new wave of advertising startups is raising millions.

These companies aim to solve the industry's big challenges, such as the death of third-party cookies, the shift from linear to streaming TV budgets, and helping advertisers run influencer marketing campaigns.

Related stories

But unlike their predecessors, these new startups are significantly smaller and more focused than many of the early digital advertising companies that raised hundreds of millions of dollars, like MediaMath and Millennial Media.

Business Insider spoke with founders about how they convinced investors to buy into their companies.

For example, ID5 sells to brands and publishers an ID product that doesn't use third-party cookies. Companies like Vibe , Telly , and TVScientific aim to shake up how advertisers buy and measure TV ads. Other companies like FreshSound and Catch+Release are focused on helping marketers license media for use in their campaigns.

Here are 24 pitch decks that top execs and founders have used to sell investors on their companies.

• Aditude, advertising tech for publishers : $5 million
• Anzu, puts ads in video games : $48 million
• Adventr, an interactive video firm : $8 million
• Arcane, automates marketing for companies : $5 million
• Barometer, tracks brand safety for audio content : $2.5 million
• Big Happy, a mobile adtech company : $2.5 million
• Catch+Release, licenses creator content to brands : $8.8 million
• FreshSound, music licensing for commercials : $2.2 million
• Hashtag Pay Me, helps price creator content for brands : $200,000
• ID5, an adtech identity solution : $20 million
• Kevel, helps companies build advertising businesses : $23 million
• Lockr, sells identity management technology to marketers : $2.5 million
• Qortex, an AI targeting firm : $6 million
• Recess, an experiential marketing firm: $5 million
• Rembrand, places product placements in videos with AI : $8 million
• Simon Data, a data marketing tech firm : $54 million
• Sincera, an adtech firm that tracks metadata : $4.2 million
• Scope3, an adtech company focused on sustainability : $20 million
• SuperScale, helps video game developers monetize their content : $5.4 million
• Telly, an ad-supported smart TV : seed round
• TVScientific, helps measure performance marketing for TV ads : $9.4 million
• Vibe, an adtech firm for TV advertising : $22.5 million
• ViralMoment, makes AI video technology for brands : $2.5 million
• Zenapse, marketing tech firm : $8 million

Watch: Ad spend is growing, says General Mills' chief brand officer, Doug Martin, as more people eat at home to save money

• Main content

7 Sales Script Templates: How to Create a Phone Sales Pitch Script

If you’re doing inside sales , you know a phone call can be an incredibly effective tool for salespeople to reach out to potential customers and close deals.

One hour after coming up with the idea for ElasticSales—the on-demand sales company we launched before Close—we created our first sales script.

We didn’t waste time on market research, a website, a logo, or a name. We wanted to validate the idea as quickly as possible, so we got on the phone and started dialing phone numbers.

Our goal was to close 1 deal in 4 weeks. Instead, we landed 7 paying customers in 14 days. We even had to reject customers because we didn’t have the capacity to service them. 

Our secret? A great sales pitch script. (You can download the same free template we've used here .)

If you’re looking to level up your calls, a sales pitch script can make a huge difference.

So, what are the benefits of using a sales pitch script? And what lessons can you learn from the script we used to get 7 paying customers in 14 days?

What is a Sales Script?

The term 'sales script' refers to a combination of predefined talking points and conversational frameworks that sales representatives use to communicate with prospects.

It is a guide that anticipates various conversational scenarios and helps sales reps answer common questions and manage objections from first-time prospects.

When talking about sales scripts, it's also helpful to mention what sales scripts aren't. A sales script isn't a word-for-word guide that tells sales people exactly what to say and how to say it. It isn't an inflexible script with no room for personalization or improvisation. 

Rather, it guides reps through a call without missing any important steps. 

Regardless of the type of script, salespeople should always improvise to build rapport with their target audience and adjust to the person they're speaking with. 

How to Create an Effective Sales Call Script

A great sales script is all about keeping your call on track and focused. They're also great for reducing the risk of skipping important details. But, they can't be dull—so how do you walk the fine line between creating a useful guide and a rigid template? 

Follow these steps: 

1. Define Your Offering

A core part of the phone sales strategy is identifying the specific product you offer and outlining your value proposition.

Focus on the product offering that is the best solution for your prospect and show empathy to their current pain points.

Be specific about how your solution can solve that pain point. Don’t jump around between different solutions; rather, drive home the value of one core offering and how it can make their job easier. 

2. Know Who You’re Selling To

Successful sales calls happen when a sales rep conducts sufficient research into both the buyer persona and the specific issues their prospect is facing. 

Before the call, try to gain insight into their industry, offerings, and competitors.

Research the job title and role of the person you will be speaking to, then spend a bit of time on their LinkedIn profile.

Are they senior staff? Are they a decision-maker? 

Have they posted a question related to your offering? For example, if you have a lead generation tool, have they asked questions or commented on posts about that topic? You can use that information to tailor your pitch. (Just don't be weird and mention you read their post!) 

And, if you get hold of the wrong person, ask them for the contact information and name of the right person to speak with.

3. Address Pain Points and Ask Questions

Dive straight into the pain points the customer is experiencing and prepare yourself to ask valuable questions about the issues.

For example, you might ask questions like:  

• What isn't working about your current solution? 
• What takes the most time in this process? 
• What is preventing you from reaching your goals? 
• What solutions would help your business grow? 

Asking genuine, insightful questions about their business and pain points will show your prospect you are prepared and care about helping them.

4. Avoid Talking Too Much

This might sound counterintuitive since we're talking about creating a sales script. But it's important to focus on the right words to say at each stage of the phone call, rather than the script length. 

And take the time to listen. Customers who have a true pain point are often willing to vent about their frustrations—that information can provide insights into how you can help. 

Always be willing to listen more than speak. The customer is speaking with you for a reason—let them explain the reason to you.

Sales Call Script Templates You Can Steal 

Creating a call script can feel daunting. You don't want to forget to include anything crucial—or create a robotic script that ends up not getting used. So, we're going to make the process a little easier for you. 

Keep in mind, these are templates, which means you'll still need to adjust them to fit your company culture and offering.  

Cold Call Script for Phone Calls

Cold calls can be the most daunting of all sales calls. The key is researching your prospect beforehand so you aren't going in blind. Take this cold calling script and make it your own. 

"Hello [prospects name], this is [your name] from [company name], how are you doing today?"

If they answer positively: 

"That's great to hear! I realize you might be busy at the moment. Is it a bad time?"

If they answer negatively: 

"I'm sorry to hear that. I did want to talk to you about [pain point/challenge, etc.], is now a bad time?"  

Asking how they're doing is polite, but it also helps you gauge their mood. Asking "Is it a bad time?" is more effective than "Is now a good time?" because people are more likely to answer a negative question in the negative. 

If now isn't a good time: 

"No worries, I'm happy to call back. Is tomorrow at 2 or Thursday at 4 better for you?" 

If they say it's not a bad time, move into your pitch: 

"Great! I wanted to give you a quick call because we're currently working with other companies in [their industry] and I really think [prospect company name] would benefit from [solution.] 

I can see that your company targets [mention their target audience/services/etc.], how are you managing [pain points you solve, for example finding leads, managing workflows, etc.]? 

This gives them the opportunity to share their struggles. From there, you can share specific case studies or solutions your company offers. 

Cold Call Script for Voicemails

Sometimes prospects don't pick up the phone. All is not lost! Providing your sales team with a simple voicemail script ensures they deliver relevant information fast. 

"Hey, [prospects name], this is [your name] from [your company.] I'm calling companies in [industry] to discuss [insert benefit your solution provides.] 

Please give me a call back at [your phone number.] I'll follow up with an email on [a day or two later]. Looking forward to hearing from you, have a good day." 

The goal is to give them a reason to call back, so the benefit you offer is the most important part of this script. 

Follow Up Script for Phone Calls

So, you've already had one phone call and it went well. Now it's time for the follow-up. This one is a little bit harder to script because you'll need to adjust it based on your previous conversation. 

‍ "Hey [prospects name], this is [your name] again from [your company name]. How are you doing today?" 

Wait for a response, then remind them of your previous call: 

"That's great to hear. I was following up on our call from [last week/month,etc.] You'd mentioned [objection they mentioned or next step you suggested]. Were you able to [Insert next step previously discussed, i.e., review the info I sent/ talk to your manager]? 

Adjust the rest of your call based on their response. For example, if you sent a proposal, you might say: 

"I was thinking more about how [your company] can help [prospects company] and I thought you might be interested in some results from [client.] 

From here, you can share some results and wrap it up with: 

"Do you have time next week for a demo? I'd love to show you how [your company or solution] could help with [pain point; ideally one they mentioned.]" 

If they said they needed to talk to their boss, you might say, 

"I have some great resources that might help when you talk to [boss name or position], would you like me to send them over?"

With follow-up calls, make sure to cover these main points: 

• Remind them of who you are 
• Remind them of your last conversation 
• Address the reason you're calling 
• Explain the benefits you can offer 

Follow Up Script for Voicemail

What if you're following up after a phone call—but you get their voicemail—what do you say? You'll want to cover the same main points as any other follow up call; but you need to keep it short and sweet. 

"Hey, [prospects name], this is [your name] from [your company name.] I was thinking more about [the pain point they mentioned in the last call] and I wanted to [share a resource, give more detail, etc.] Give me a call back at [phone number] when you have [five/ten minutes.] Thanks so much, have a good day!" 

Phone Sales Script for Working With a Gatekeeper

Dealing with gatekeepers can be frustrating as a salesperson—but their goal is to protect their boss's time. If you get on their good side, they can become an asset in closing the deal. 

The key? As always, do your research. Not just on the decision maker, but on the gatekeeper. If possible, try to learn about who they are and their role at the company. 

Here's a script you can adjust to fit your offer: 

"Hi [name]. This is [your name] from [your company name.] I'd like to talk with your team about [benefit or offer], but I’m not completely sure it's the right fit. Can I steal 10 minutes to get your opinion? I know your time is valuable, so I promise to keep it short." 

This script does several things—it acknowledges the gatekeeper as a valued member of their team, shows you want to make sure your offer is something they actually need, and it recognizes they are busy. 

If they say yes, you can book the call. If they say no, you can ask if there's another person who might be a better fit. 

Breakup Script for Phone Calls

Breakup calls that come across as passive-aggressive—or just plain aggressive—won't bring prospects back into the fold. Instead, focus on the benefits you offer and aim to be helpful. 

"Hi, [prospect name]. How are you?"

Let them answer, then get right to the point: 

"I didn't hear back after our call last week, but I know things can get busy this time of the year!' 

You mentioned [pain point or challenge.]  I really believe [your solution] can solve this challenge. [Add stats from case studies if possible.]

Do you still want more information? If not, just let me know and I can let you get back to work." 

Breakup Script for Voicemail

What if you end up getting someone's voicemail for a breakup call? If you've already tried to contact them several times after your first few conversations, you don't want to be overly pushy. 

Instead, keep it short and focus on the benefits: 

"Hey, [prospect name], not sure if you got my [call/email/voicemail] from last week, but I wanted to connect and see if you are still interested in [the benefit you offer/free trial, etc.]  If so, please give me a call back at [phone number].  This will be my last call, I don't want to waste your time. Take care!"

The Best Sales Pitch Script Template We Use, and Why it Works

A well-developed sales pitch script guides you from one step to the next using a proven script that produces positive outcomes.

Back when we started ElasticSales, we saw how this works in real life.

Ready to hear the sales pitch that got us 7 paying customers in 14 days?

Here it is:

Hi, my name is Steli Efti. I’m calling some startups in the area to find out if they're a good fit for our beta program.

What we do in a sentence is we provide companies with a sales team on demand.

Does this sound generally interesting to you.

Why did this work so well? Let’s break down the opening lines:

Hi, my name is Steli Efti.

With this opening line, we established context right away.

It seems like a no-brainer to start with your name, but you’d be surprised how many people ignore this step.

Forget your pitch for a second. You need to let prospects process who you are: otherwise, there’s zero chance they’ll pay attention to anything else you’re saying.

Some salespeople recommend small talk after the introduction—“How’s your day going? Is it raining there, too?”—but we don’t. Maybe small talk sets a friendly tone, but who has time for that?

In a cold call, assume you’re interrupting prospects on a busy day. Get to the point. Prove you value their time.

I’m calling some startups in the area to find out if they are a good fit for our beta program.

We chose these words carefully. In one sentence, we were able to let our prospects—Silicon Valley startups who’d raised a few million dollars in venture capital—know:

• Who we help (“startups”)
• Where we’re located (“in the area”)
• What we’re looking for (“a good fit”)
• What we’re offering (“beta program”)

We chose “good fit” over “customer” for a reason: these were exploratory calls. And “beta program” because many prospects were in tech. It was a subtle way to let them know that we spoke their language.

The details of your script will ultimately depend on your target audience and your ideal customer profile , but keep these ideas in mind as you write your own.

This was our elevator sales pitch. No fluff. The key to a great elevator pitch is clarity and brevity.

Try to keep this to one sentence. If it takes thirty seconds to explain what you do, that’s a problem.

Prospects don’t have patience, especially during cold calls.

We cared how they responded to this question, but it never really mattered what they said.

• If they said yes, I’d say, “Awesome! Tell me about your sales process.”
• If they said maybe, I’d say, “Interesting. Tell me about your sales process.”
• If they said no, I’d say, “Okay. Tell me about your sales process.”

The truth is neither of us had enough information to decide whether the call was a waste of outreach time.

I still had a few qualifying questions to decide if they were a good fit for our beta, and they still had time to decide whether to continue or hang up the phone.

Here’s the other reason why this question was important: it gave prospects an opportunity to say no.

If the pitch didn’t sound interesting and they weren’t able to verbalize a quick objection, they’d be thinking, “How do I get off this call?” for the rest of the conversation.

I’d never get any information out of them. The early no actually allowed me to keep the conversation going, even if it was only for a few more seconds.

Cold Call Script Structure for Modeling Your Sales Conversations

Now that we’ve covered the opening lines, let’s take a deeper dive into the overall sales pitch call.

The basic structure involves these 6 steps:

• Raise curiosity: Clearly state who you are and why they should care.
• Give context: This is your elevator pitch, a one-sentence overview of what you’re offering and who you’re offering it to.
• Ask for permission to continue: A simple question gives prospects the ability to say no or allow you to continue your pitch.
• Ask questions: Learn about prospects' needs and define if they are a fit.
• Test close: Use questions to discover price sensitivity, decision timeline, and other factors.
• Schedule next steps: Never leave the cold call without clear next steps in place.

These 6 steps should be included in your sales pitch script, allowing you and your sales team to follow a clear, relevant structure throughout the call.

Let's break this into steps you can use to create an adaptable cold call sales pitch template. 

Call Opening (Steps 1-3)

The opening is your first chance to make a good impression, so take the time to outline who you are and try to generate interest in your offering. 

• Raise curiosity: Hi, my name is___________. I’m calling some startups in the area to find out if they are a good fit for our product/service/beta program.
• Give context : What we do in a sentence is we provide companies with XYZ.
• Ask permission to continue : Does this in general sound interesting to you?

Remember, you'll want to adjust the opening lines to fit your business. For example, you might mention how you found them or why you think they might be interested. Instead of asking if they're interested, you might ask if it's a good time. 

Qualifying Prospects (Step 4)

Once you have permission to continue with your pitch, you'll move on to the qualifying stage. Remember, you don't want to waste time on someone with no need or interest in your offering. Ask questions like: 

• What is your current XYZ process?
• Who are your customers?
• How do you currently solve XYZ?

If you've done your research, you might know the answers to some of these questions. In that case, you might say, "I see from your website that your company targets healthcare organizations in the midwest. Are you looking to expand your target audience?" 

Test Closing (Step 5)

At this stage, you want to find out how close the prospect is to closing. Even if it's a cold call, they might already know they need your solution or have looked at your offering in the past. 

Here are the questions you'll want to ask: 

• We would want to start in X weeks.
• Does this work for you?
• The beta program is heavily discounted. It’s going to be $X per day. What is the decision-making process in your company?

If the prospect doesn't seem quite ready, add a sense of urgency. For example, "Our beta program is only open for X number of companies" or "The current rate is good for the next two weeks." 

What Are Our Next Steps? (Step 6)

The final step is to outline next steps. Depending on your offering, you might use language like: 

• Great. Sounds like this could be a good fit. Let me send you our brochure and schedule a time for a call back next week to discuss all your questions, etc.
• What’s the best email to send you information and the calendar invite?
• What’s a good time to chat next week?

Want to take this and use it for your own sales org? Swipe this script template and adapt it to your sales process.

Do Sales Pitch Scripts Turn Salespeople into Robots?

If you think yes, then you’re not using them correctly. When you mindlessly read your lines, you’re going to sound like a robot.

But scripts aren’t meant to lock you into a conversation . They’re meant to help you refine your process, maximize performance for all members of the sales team, reduce stress, and keep messaging focused.

True, having a script won’t give you a 100% success rate. Here are some quick sales pitch script hacks to help you face objections:

• Learn to love the no , and try to understand what kind of no they’re giving you
• Create an objection management document so you’re ready to face anything your prospects might say
• Build talk tracks for common questions or to explain key features of your product
• Make a lot of calls to get your script exposed to many prospects (The right technology can help you accomplish this with less effort, which is why we built our predictive dialer right into our sales CRM)

When you include creative workarounds to common objections in your sales pitch scripts, you’ll be better prepared to continue the conversation despite the objection.

Create a Sales Pitch Script You Can Be Proud Of

Few things are more important to long-term sales success than a winning script, so apply what you’ve learned here.

And remember: creating a winning sales script is a never-ending process. If you regularly revise your script, you’ll keep finding new ways to close deals.

This doesn't require a ton of time—just set aside 15–30 minutes every month for a focused sales script session with your team. Even if you only do it once a year, that can make a huge difference to your bottom line.

Close is loved by inside sales teams.

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What is customer experience? How to craft a CX that wins and retains clients

Customer experience (CX) examines the actions in a potential customer’s shopping journey. In this guide, we cover why it’s crucial for businesses to foster an excellent CX, how to measure it, ways to improve the customer experience and explore customer experience management. 

What is CX?

CX concerns every facet of a customer’s interactions and experiences with an organization during the client journey. This includes aspects, such as initial awareness of a product or service; touchpoints with team members; and the feelings, emotions, and perceptions a client has about a company. 

Why is customer experience important?

Consumer-facing businesses must strive to build an exceptional CX to drive sales, retain customers, and forge a positive reputation for their brand. Here are a few reasons why a top-notch CX is paramount: 

• Competition: Most organizations face fierce competition in their market. Having a strong CX makes you stand out from the crowd because customers can expect to be heard and taken care of. 
• Reputation: Customers leave reviews and talk about the experiences they have with brands. When someone Googles your company, you want them to read about positive impressions others have had with your brand so they feel comfortable trusting you to meet their needs. Plus, having a great reputation fosters word-of-mouth referrals that drive more customers to your business. 
• Customer loyalty and retention: When customers know they can expect an unparalleled experience, they are less likely to move to a competitor. This helps companies build clientele and grow revenue while reducing churn rates .

Insights from Pam Dodrill, Chief Customer Officer at Reputation

“Customer experience is the most important opportunity for business growth and brands must prioritize it to remain competitive. Consumers lead their buying experiences and no longer trust a sales pitch or a traditional brand message. They conduct research via reviews and social media, expecting a seamless experience. If they aren’t happy with their experience, they’re not afraid of telling the world. Delivering a strong customer experience is your best chance at gaining both repeat and new business.”

How to measure customer experience

Teams must measure their customer experience with various methods to ensure it is steadily improving and meeting customer’s needs and expectations. Here are some of the top ways to measure CX: 

• Net Promoter Score (NPS): This is a survey companies use to analyze customer loyalty using a scale of 1-10 that measures the likelihood a client will recommend the business to others. A higher NPS score indicates a better CX. 
• Customer churn rate: This measures the percentage of customers who stop using your products or services during a set period. Companies seeing an increasing churn rate should examine strategies for improving their CX. 
• Mapping customer journeys: Analyzing the touchpoints in the customer journey, or sales pipeline , allows teams to visualize particular pain points and work on methods to streamline parts of the buying process. For example, if leads get stuck for weeks in the negotiation phase of the purchasing process, it could be that sales representatives don’t answer questions about pricing during this period and hot leads become cool. 
• Customer satisfaction surveys (CSATs): CSAT surveys measure CX by asking customers to rate their level of satisfaction on a scale of 1-5. Often, they are administered after a purchase or after solving a customer service inquiry.

Many customer relationship management (CRM) systems offer integrations that track CSAT and NPS scores automatically, putting some CX and customer retention measurements on autopilot.

How to improve customer experience

Consider the following tips to foster an exceptional customer experience that helps brands stand out from competitors: 

• Leverage omnichannel support tools: Make it simple for clients to reach out however they prefer. Be accessible via email, live chat, chatbots, phone, and social media. Teams often use customer service tools that streamline communications in one platform to ensure customer inquiries don’t fall through the cracks. 
• Invest in employee training: Businesses must make a customer-focused culture part of their mission and train employees to put the customer first by solving client issues proactively and promptly, answering customer queries efficiently, and relying on data. 
• Be receptive to customer feedback: Companies that listen when customers express problems and aim to solve them are the ones that level up their business. Teams can analyze customer feedback with tools like social listening tools and surveys. 

Insights from Robert Blake, vice president of Digital Marketing at Arkansas Federal Credit Union

“Website chatbots can improve your customer experience whenever customers need help. The key is having relative content, help, and support pages to build the chatbot’s knowledge base. If your customers still want human interaction, a chatbot can easily pass them off to a representative.”

What is customer experience management (CXM)?

CXM involves the tools and strategies teams use to measure and improve the experiences customers have with their business. The main objective of a CXM strategy is to foster customer satisfaction and retention while building brand loyalty, leading to an overall increase in customer lifetime value (CLV) . 

CXM vs. CRM: What’s the Difference?

CXM is heavily focused on what the company looks like in the view of the customer themselves, including their feelings, emotions, and behaviors. CRM involves how the customer appears in the company’s eyes and is often measured with a CRM system that tracks customer engagements and purchase history. 

CXM strategies utilize Voice of the Customer (VoC) programs and tools that measure customer sentiments. Typically, CRM programs involve adopting software focused on outreach and sales that drive revenue. 

The takeaway  

Customer experience involves analyzing every interaction a customer has with an organization. That information is then used to create an unbeatable CXM strategy that meets customer’s needs, solves pain points, and fosters an environment where the customer is always put first. It’s crucial for companies to measure customer satisfaction and retention consistently, listen to customer feedback, and implement ongoing improvement strategies to delight customers, earn referrals, and drive revenue. 

EDITORIAL DISCLOSURE : The advice, opinions, or rankings contained in this article are solely those of the Fortune Recommends ™ editorial team. This content has not been reviewed or endorsed by any of our affiliate partners or other third parties.