1. Pre-Call Setup

2. Introduction & Hook

You say: "Hi, may I speak with [Prospect Name]?"

(Once connected)

You say: "Hi [Prospect Name], this is [Your Name] calling from Fire Safety Works. I know you're busy, so I'll be very brief."

You say: "We help businesses like [Company Name] solve a common problem: engaging with website visitors in a more human way to dramatically increase lead conversion. We do this with AI-powered, hyper-realistic video avatars that can have face-to-face conversations with your prospects, 24/7."

You say: "I was hoping to ask a couple of quick questions to see if this might be relevant for you. Do you have a moment?"

3. Needs Discovery

Your goal is to diagnose their main challenges with website engagement and lead capture. Use these questions to guide the conversation.

You ask: "When a potential customer lands on your website after business hours or on a weekend, what is their experience like? How do you ensure they get the answers they need instead of leaving to find a competitor?"

You ask: "On a scale of 1-10, how confident are you that your website is doing the best possible job of converting your current traffic into actual sales conversations or booked meetings?"

You ask: "Thinking about your brand's online presence, how are you differentiating your digital customer experience from your top competitors? Are you using any interactive tools on your site right now, like a chatbot?"

You ask (Final thoughts): "If you could wave a magic wand, what would be the one thing you'd change about how your website generates leads and engages with potential customers?"

4. Problem Diagnosis

Based on their answers, check all the business problems the prospect mentioned. This will generate a powerful, tailored closing statement for your demo pitch.
Losing leads after business hours
Low website conversion rates
High website bounce rates / poor engagement
Sales team is bogged down with unqualified inquiries
Our online experience is impersonal / outdated
We want to stand out from competitors online
Difficulty engaging international customers
We lack actionable data from website interactions

5. Closing Statement & CTA

Use the powerful, tailored closing statement below. It's generated based on the problems you selected above.

Your Tailored Closing Statement:

Select one or more business problems above to generate a tailored closing statement.

6. Call Outcome

Log the final outcome of the call for reporting.

7. Final Conversation Summary

Review the complete summary of your call. You can copy this text or use the "Save as PDF" button to export it.
Click "Generate Summary" to see the full conversation details.