Outbound Call Script - Google Sheets1
Outbound Call Script - Google Sheets1
Exporter ISA Exporter ISA Exporter ISA Exporter ISA Exporter ISA Exporter ISA
Hi! Is this Mr/Ms. XYZ (director/ceo). Yes
Hi, Mr. XYZ, I am ABC from Drip Capital. We
provide post shipment finance to Indian
exporters. Hi
If product is eligible a. I see! So, let me tell you how I can help you
here! As soon as your BL is shared with us, we a. Great! I will send you an offer letter on
a. I see! And, To which countries are you actively finance 80% of your invoice value immediately <[email protected]>. Is this correct? Any other a. Great! Pls share PO and Invoice of that in
exporting to on credit? (pause) And, what are your a. I do open account or CAD or TT for X days & the remaining 20% is transferred to you a. Yes, mail me everything and we can talk email address to add? Should I schedule the response to my offer letter.
a. Yes, that is right or I have done less or a. Great! So,what products are you currently usual payment terms with them? when your buyer makes the payment to us after that. call for today or tomorrow? Would same time b or c. ok, no problem.! I will send you an
more exporting? after deducting our charges of around 0.9 to be ok? offer letter on <[email protected]>. Is this correct?
If product is not eligible 1% per month. I will send you an offer letter a. Before hanging up, would like to know, do a. yes Any other email address to add? Should I
I got your reference from FIEO and we can offer 1. will mostly say 'ok' or 'hmm' a. ABC product (Product is eligible) b. Oh! (pause) Unfortunately, we do not provide that will explain you credit limit and pricing in a. confirms emaill address, day and time of you have any recent or upcoming shipment b. no schedule the call for today or tomorrow?
you 'XYZ' dollars as collateral free finance on your indicating you to continue Could you confirm if you have done <xyz million b. ABC product (Product is not finance for <product category> shipments. Is there detail, post which we can discuss this at length. next call you want to avail finance on? c. send offer first then we discuss - ok, no Would same time be ok?
export bills. (pause) dollars> of exports in the last one year? eligible) any other product that you export on credit? Would that be good? problem.
b. In comparison to banks, it is Bit high. But
b. Oh ok! Actually, we finance shipments done after banks, ours is the next best price you can b. Great! I will send you an offer letter on
on credit only as there is no point in financing get for a collateral free limit as we are the <[email protected]>. Is this correct? Any other
shipments on LC or Advance payment terms. biggest trade-financing company in India at the email address to add? Should I schedule the
Do you have buyers wanting credit but you are moment. Also, we provide insurance on some call for today or tomorrow? Would same
not offering to them or any orders that you can buyers if our risk underwriting team finds them time be ok?
increase if you offer credit? (If he does, then credibile enough. If pricing is your only concern
b. This is publicly available information. We ask about the credit period and go back to the then how about I send you an offer letter that
usually get it from govt. portals like DGFT. So,what above point. ; if he does not, the lead is b. Price seems too high (this still indicates will explain you the pricing in detail, post which
b. Where did you get this info from? products are you currently exporting? b. I do mostly on LC or Advance payment ineligible. ask for reference and end the call) implicit interest) we can discuss this at length? b. Yes, let's talk after your mail.
c. Sir, my product is financing export invoices c. We do! But it entirely depends on our risk
raised on credit. I want to know if you do underwriting team. If you are looking for
shipments on credit. If you do then we can finance only with insurance, I can connect your a. patch in BDM
possibly finance 80% of the value of those call with my Regional Manager and he can help c. If pricing is your only concern, we can work b. Alright, should I call you back in an hour or
invoices. If you can help me understand your you understand how we go about providing something out but I would need my Regional same time tomorrow? (fix meeting and
c. Why do you want to know that? What is payments terms, I can tell you more about how finance with insurance. Can I patch him right Manager to take that call. Can I patch him in a. yes schedule the same on calendar with BDM and
c. Not interested c. Refer to flow for "not interested" (B9) your product, tell me first! exactly I can help you. c. Do you provide insurance on buyers? now? c. Still not interested or call you back in an hour? b. no, call later exporter)
d. As per policy, since we are financing your
invoice in advance, your buyer will obviously
have to pay 100% to us after which we deduct
our charges and remit the balance 20% back to
you. If this is your only concern, there is a
solution for it but we will have to discuss this at
d.Oh! I am sorry, we would not be able to help length for which it's best if my Regional
you at the moment. (Ask for reference before d. Why does the buyer have to pay to you? Can Manager also joins the call. Can i patch him
d. Call me later d. Refer to flow for "call me later" (B10) d. No, I do not export any other product ending the call.) it not pay me and then I wire you the fund. right now?
e. We are US based trade financing firm. We
have offices in California, Mexico, and Mumbai.
We finance exporters from India and Mexico.
We are the biggest trade financing firm in
India, financing about 1 billion dollar worth of
e. if eligible then go back to flow for eligible shipments annually. We work with over 1000
product ; if not eligible then ask for reference exporters in India exporting to over 60
e. Yes, I do this ABC product as well. and end the call. e. tell me more about your company countries.
a. Ok! That is surprising to know. Just to clairfy,
these limits are over and above your current bank
lines. Also, we’re already working with X+ exporters a. ok, tell me more
in your region, and Y happen to be from your
industry Our customers usualy increase exports by b. have bank limits a. Back to ideal flow
25% with our capital. Any specific reason for not b. Refer to flow for "I have a credit line with bank,
being interested? c. we are cash rich why do i need more funds?"
2. not interested (data will be provided) c. Refer to flow for "we're cash rich"
d. not the best time, call later d. Refer to flow for "call later"
ok.I'll send you a send calendar invite for the
same. Can i get your official mail id? Any other
3. call later Alright, should I call you back in an hour or same mostly will say - Call me same time decision maker to add to this call? (send invite
time tomorrow? tomorrow or will give another time. post call and add bdm to that call)
As per our system, currently we can offer you a limit
of 'xyz' dollars however this is dynamic so it
increases as your export volumes rise.If you need
more limits, we might be able to work something
out. For that, it is best for me to get my Regional ok.I'll send you a send calendar invite for the
Manager on a call right now as he will able to help a. Yes same. Can i get your official mail id? Anybody
4. why only a limit of 'xyz' dollars? I you understand the enitre process better. Can I a. Great! (patch in BDM immediately) b. He will either agree or give a time other decision maker to add to this call? (send
need more. patch him right now ? b. No, fix it for a later time b. Alirght, should I call you back in an hour? to call invite post call and add bdm to that call)
So, Mr. (last name), like I said, our finance facility is
over and above your bank lines. Of the 1000
exporters we work with currently, every one of
them had limits with their banks before working
with us but they still use our facility to mainly have
access to more working capital to further increase
their business. For example: We have X exporters in a. Oh, nonetheless, we might be able to work
your region, Y of them from your industry. Most of something out. For that, it is best for me to get my
them have increased their exports by 25% as they Regional Manager on a call right now as he will
can offer more credit period to their buyers and able to help you understand this part better. Can I
take finance for those invoices from us. How much a. Not much or not sure patch him right now ?
5. I have a credit line with bank, why business would you be able to increase with 'XYZ' b. Not bad to start with, i think! Go back to ideal a. Yes or call me later
do i need more funds? dollars of working capital? b.Maybe X% flow
a. Great! So, as soon as your BL is shared with us,
we finance 80% of your invoice value immediately
& the remaining 20% is transferred to you when
your buyer makes the payment to us after
deducting our charges of around 0.7 to 0.9% per
That is good to know! Would just like to highlight month. I will send you an offer letter that will
that this limit is provided without any commitment explain you credit limit and pricing in detail, post
which you can consider leveraging during your peak a. OK, tell which we can discuss this at length. Would that be
seasons as well. Plus this is collateral free. Do you good?
want to know in case you have a requirement in the b. No, still not interested. will get back if i a. back to ideal flow
6. We're cash rich future? need. b. Ask for reference if he has any and end the call.