A general outline for talking with an owner on the phone.

Written by:  The PE Guru – Gerald Moran O’Dwyer, III – Blackmore Partners, Inc.


Creating an effective phone script for contacting owners can greatly depend on the purpose of your call and the nature of your business. However, here’s a general outline for a phone script that you can customize to fit your specific needs:  



  • Start with a polite and friendly greeting: “Hello, my name is [Your Name].” 
  • Mention your company’s name and your role briefly. 
  • Establish credibility: “We’ve been working with businesses like yours in [industry/region] for [X] years.” 


Build Rapport: 

  • Ask about their day or engage in a bit of small talk to build a connection. 
  • Show genuine interest in their business: “I noticed your company [mention something specific you know about their business].” 



State the purpose: 

  • Clearly state the reason for your call: “The reason I’m calling today is to discuss [a specific topic or opportunity].” 


Value Proposition: 

  • Explain the benefits they could gain from your offer or the conversation. “Our [product, service, or solution] can help businesses like yours [benefit #1] and [benefit #2].” 
  • Highlight any unique selling points: “What sets us apart is [mention a unique feature or advantage].” 



Open-Ended Questions: 

  • Ask open-ended questions to engage them in the conversation and learn more about their needs: “Can you tell me more about your current [issue, challenge, or goal]?” 
  • Listen actively and take notes. 


Address Concerns: 

  • Be prepared to address common objections or concerns: “I understand that [objection], and here’s how we’ve helped other businesses overcome that.” 


Offer a Next Step: 

  • Propose a specific action: “Would you be interested in setting up a meeting or a demo to explore this further?” 
  • Make it easy for them to agree: “I can find a time that works best for you.” 


Thank them and confirm details: 

  • Thank them for their time and interest. 
  • Confirm any agreed-upon next steps. “I’ll send you an email with all the details we discussed.” 




  • End the call on a positive note: “I look forward to speaking with you again soon.” 


Remember to be respectful, polite, and adaptable during the conversation. Tailor your script to your specific goals and the needs of the owner you’re contacting and be prepared to handle various responses and objections. The key to a successful phone script is to engage the owner and create a meaningful connection. 


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