Free call script · SaaS & B2B

Cold calling script for SaaS demo booking

When to use it: Someone signed up for a trial or requested a demo on your website a few minutes ago. 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], this is [Agent] from [Company]. You just requested a demo on our site. Do you have a minute?”

2. Reason for the call

“I’m calling to understand what you’re looking for, so the demo is about your situation and not a generic tour.”

3. Qualifying questions (ask one at a time)

  • “How are you handling [the problem your product solves] today?”
  • “How many people on your team would use it?”
  • “Is there a date you need something in place by?”

4. Close: book the meeting

“Based on that, a 20-minute demo with [Name] would show you [the thing they care about]. Does Thursday at 2 PM or Friday at 10 AM work better?”

5. Objections and answers

“Just send me an email.”
“Of course. So it’s actually useful, what’s the one thing you’d want it to cover? … Honestly, 20 minutes on a call answers that faster than an email thread. Would Thursday work?”
“I’m just looking around.”
“That makes sense. Most people book the demo exactly for that: to compare quickly. It’s short and there’s no pressure. Want me to grab a slot this week?”
“How much does it cost?”
“It depends on [seats/usage]. Plans start at [price]. In the demo, [Name] can tell you exactly what you’d pay for your team.”
“We already use [competitor].”
“Good to know. How is it working for you? … If anything’s missing, the demo is a quick way to see if we’d do it better.”
“I’m busy right now.”
“No problem. When’s a better time for me to call back, later today or tomorrow morning?”

Tips

  • Call within the first minute: they’re still on your website.
  • Mention what they did ("you just requested a demo") so they remember you.
  • Offer two specific times instead of asking "when are you free?".

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 saas & b2b.

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