保險業務員的銷售電話話術：需求提問、淺白說明保單、異議處理與約訪

Scenario 1: a past customer answers

Opening. "Hi, is this Mark? It's Anna from Clearview Window Care. We cleaned your windows last April. Have you got a minute?"

• Yes → go to The reason for the call.
• "Not now" → "Of course. When is better, today after five or tomorrow morning?" Note the time and end the call politely.
• "Who?" → "Clearview, the window cleaners. We did your house on Elm Road last spring." Then The reason for the call.

The reason for the call. "We're planning the spring rounds on your street for the week of April 14. Past customers get first pick of the days. Would you like us to book you in?"

Answer	What to say next
"Yes"	"Great. Is it the same as last time, outside only, or inside too?" → Booking
"How much is it?"	"Last time it was the outside of a two-storey house. That's $120 this season." → Booking
"We're not sure yet"	"No problem. I can hold a day for you until Friday with nothing to pay. Shall I?"
"We use someone else now"	Go to objection 7.

Objections (3 of 15)

4. "It's too expensive." "I understand. Most customers on your street book outside only, and that keeps it at $120. If you book with a neighbour on the same day, you both get $15 off. Would that help?"

7. "We found someone cheaper." "That's fair, thanks for telling me. If anything changes, we're still doing your street on April 14. Can I send you a text with our number, just in case?"

11. "Call me in the summer." "Sure. Shall I put you down for a call in the first week of June? The summer rounds book up fast."

Voicemail

"Hi Mark, it's Anna from Clearview Window Care. We're cleaning on your street the week of April 14, and past customers get first pick of the days. Call or text us back on this number. Thanks!"

Files: Word and PDF. The prices, discount and dates come from the client's brief: we write the script and never call anyone.