Free call script · Agencies

Call script for agencies booking discovery calls

When to use it: A business filled in your “Get a free audit” or “Book a strategy call” form, or responded to your ad. Replace the [brackets] with your details. It works for a human caller or as the brief for an AI agent.

1. Opener

“Hi [First name], it’s [Agent] from [Agency]. You asked about [a free audit / growing your leads] on our website. Is now a good time?”

2. Reason for the call

“I want to understand where you are today, so the strategy call is useful even if we never work together.”

3. Qualifying questions (ask one at a time)

  • “Where do most of your customers come from today?”
  • “Roughly what are you spending on marketing each month?”
  • “What would a great result look like in the next three months?”

4. Close: book the meeting

“Sounds like a 30-minute strategy call with [Name] makes sense: we’ll look at [their channel] and give you a plan. Is Tuesday at 11 or Wednesday at 3 better?”

5. Objections and answers

“We tried an agency before and it didn’t work.”
“I hear that a lot. What went wrong last time? … The call is free and you’ll leave with a plan either way, so there’s nothing to lose.”
“We don’t have budget right now.”
“Understood. The call doesn’t commit you to anything; many people use it to plan for next quarter. Should I book you for next week?”
“Can you just send a proposal?”
“I could, but it would be a guess. Thirty minutes lets [Name] write one that actually fits. Tuesday or Wednesday?”
“We do our marketing in-house.”
“That’s great. Plenty of in-house teams use the call as a second opinion. Want to see what we’d change?”
“Call me later.”
“Sure. What time works best for you, and I’ll note it?”

Tips

  • Reference the exact offer from the ad or form.
  • Keep the meeting framed as useful even if they don’t buy.
  • For ad leads, call within minutes: they submitted from their phone.

Let an AI agent use this script

In CallBooker, create an agent and paste the parts of this script into its brief. The agent then calls every new lead within seconds, follows it, and books the meeting on your calendar.

  • What you offer: your one-line pitch from the close.
  • Why you are calling them: the reason for the call above.
  • Qualifying questions: the questions, one per line.
  • The meeting to book: the meeting from the close.
  • Your answers to common objections: the objections, as “If they say X: say Y”.

Only call people who asked to be contacted, and check the rules where they live: is AI calling legal? See also how CallBooker works for agencies.

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