Call scripts
Cold call script for a cross-sell
A cross-sell only works if it closes a real gap. Point at the gap they already feel, then bridge to the add-on.
The script
You call a customer using one product to introduce a second, complementary one.
YouHi Elena, it's Luca from [your company]. You're running the calling side well — I noticed the team still exports data to build reports by hand. Is that still the case?
ProspectYeah, every Monday, it's tedious.
YouThat's the gap our Analytics add-on fills — the Monday report builds itself from the calls you already log. Since you're already in the platform, it just switches on.
ProspectSo no new tool to learn?
YouExactly — same login, same data, one extra tab. Want me to turn it on for a two-week trial so your next Monday is automatic?
ProspectSure, let's try it.
YouDone — I'll enable it today and send a 3-minute guide so Monday's report runs itself.
ProspectPerfect, thanks Luca.
Make it land
- Anchor on a chore they already do (the manual Monday report) before naming the add-on.
- Stress low friction — same login, no new tool — cross-sells die on 'more to learn'.
- Offer a trial so the switch-on feels reversible.
- Keep it to one add-on per call; stacking offers reads as greedy.
If they push back
'We already report in a spreadsheet.' — 'And it works — this just removes the hour of building it. Try it two weeks; if Monday isn't easier, turn it off.'
How Tepio helps you run it
Tepio shows which modules a customer isn't using yet, so your cross-sell targets a real gap, not a guess.
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