# Sales Call Kit ## 1) Call Goal & Outcome Goal: Understand their current proposal workflow and pain points, confirm fit, and book the next step. Outcome: Book next step (send notes + receive proposal draft plan). ## 2) 30-Min Call Script (timeboxed) 0–3 min: Rapport + confirm agenda - “Thanks for your time. I’d like to understand your current proposal process, what’s slowing you down, and see if our 48-hour proposal build is a fit.” 3–12 min: Discovery (current state + pain) - Ask 4–6 core questions (see section 3) 12–18 min: Reflect back - “Here’s what I’m hearing: [scope creep], [slow turnaround], [inconsistent structure]. Did I capture that correctly?” 18–24 min: Present solution (high level) - “We build a client-ready proposal with clear scope, deliverables, pricing section, assumptions, and exclusions in 48 hours, using only your notes.” 24–28 min: Handle objections + confirm fit - Address top concerns (price, time, internal ownership) 28–30 min: Next step - “If you send your notes and current template, I’ll return a draft structure plan and confirm what’s needed to deliver in 48 hours.” ## 3) Discovery Questions (grouped) Current process - How do you create proposals today (tools/templates)? - Where does it slow down most? Pain & impact - Where does scope creep show up after proposals go out? - What happens when proposals are inconsistent? Decision & stakeholders - Who needs to approve proposals internally? - What does “good enough to send” mean for you? Constraints - Any fixed client requirements (format, sections, pricing style)? ## 4) Positioning & Value (bullets) - Faster turnaround: proposal built in 48 hours (as stated) - Clear scope and exclusions to reduce scope creep - Repeatable structure to standardize quality - Uses only client-provided notes (no invented claims) ## 5) Objection Handling (8 objections) 1) Objection: “We already have a template.” Best response: “Great—then we can improve consistency and clarity by turning your template + notes into a client-ready version with explicit scope/exclusions.” Follow-up question: “What part of your current template causes the most back-and-forth?” 2) Objection: “We don’t have time to give you inputs.” Best response: “We only use your notes—send what you already have. If it’s incomplete, we’ll mark missing items as ‘Not provided’ rather than guessing.” Follow-up question: “What’s the minimum you could send after this call?” 3) Objection: “We can do this internally.” Best response: “Absolutely. This is for teams where proposals are a bottleneck or scope creep is costly. We remove the draft workload and return something ready to send.” Follow-up question: “How often does proposal drafting delay revenue or delivery?” 4) Objection: “Is this legal advice?” Best response: “No—this isn’t legal advice. We structure the proposal clearly; legal review stays with you.” Follow-up question: “Do you have standard legal terms you already use?” 5) Objection: “What if you misunderstand our scope?” Best response: “We reflect back the scope in a short plan before drafting, and we use only what you provide.” Follow-up question: “Which scope areas are most prone to misunderstanding?” 6) Objection: “We need it faster than 48 hours.” Best response: “48 hours is the stated delivery. If you have a hard deadline, we can confirm fit and what’s possible based on your notes.” Follow-up question: “When exactly do you need to send it?” 7) Objection: “Your price is too high.” Best response: “Not provided. (Pricing wasn’t included.)” Follow-up question: “What budget range were you expecting for removing proposal drafting time?” 8) Objection: “Will this guarantee we win deals?” Best response: “No guarantees. The goal is a clearer, more professional proposal that reduces confusion and scope issues.” Follow-up question: “What’s currently causing deals to stall or lose?” ## 6) Next Step Options (2–3) - Option A: Send your notes + current template; receive a proposal structure plan. - Option B: Share one recent proposal that caused scope creep; we outline improvements. - Option C: Book a 15-min follow-up to confirm scope and required inputs. ## 7) Follow-Up Email (max 140 words) Subject: Next steps — proposal built in 48 hours Body: Thanks for the call. Based on what you shared, the key issues are scope creep and inconsistent proposals, plus slow turnaround. The next step is simple: send your existing notes (and any current template). We’ll use only what you provide and return a client-ready proposal structure plan, then draft the proposal with clear scope, deliverables, pricing section, assumptions, and exclusions within 48 hours. If anything is missing, we’ll mark it as “Not provided” rather than guessing. What’s the best email to send the materials to? ## 8) Open Questions (max 3) None.