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 scenario

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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