First contact scripts and templates - Follow-up messaging and meeting scheduling

Aug 31, 2026

Upload by Bintang

A set of first-contact scripts and ready-to-use templates for contacting a new lead and arranging an initial consultation. The material guides how to open a phone conversation, handle follow-up when the lead cannot be reached, and progress from confirming details to requalifying the enquiry. It includes voicemail, SMS, and email templates, plus guidance for maintaining a consistent contact cadence until a first meeting is booked.

LanguageEnglish

CategoryLetters

FormatDOCX

Pages4

Reading Time2 min

AccessFree to download

How to use these templates

Phone call script

Voicemail script

Text message template

Email template

If you haven’t scheduled a consultation

How to use these templates These templates are designed for first contact with your new lead to help you arrange that crucial initial consultation. Each template has [red text in brackets] where you fill in the information unique to each situation. Don't forget to update the red text colour before sending emails. Sometimes, it’s not possible to get through to your lead on the first phone call, so we have included voicemail, text, and email templates. Phone call Hi [lead name], this is [your name] from [your company]. I got your details from Unbiased. Thank you for submitting an enquiry earlier. Is this a good time to chat? If your lead says no, confirm a time and date for a callback. In your enquiry, you mentioned you’re looking for [lead’s advice query]. Is this correct? Allow the lead to elaborate on their query and what they’re looking for. I understand. Don’t worry; this is a common question many people have. We’ve worked with multiple people on [repeat the issue back to the lead], so we have a solid understanding of what’s involved. If possible, elaborate further on your or your company’s expertise in the related field, including credentials. An example of work with a previous client works well here. I understand reaching out for financial advice can sometimes be a bit daunting, but I want to assure you we will do what we can to help you with [repeat the lead’s issue]. Once we can address this issue, [highlight the value of having this issue resolved]. Do you have any questions for me? I’m happy to answer any questions you may have. Answer any questions posed by the lead, ensuring that you remain personable throughout. I’m reviewing the information you submitted through Unbiased; is it okay if I confirm a few details with you? Requalify their information. Perfect, thank you for that. The next steps would be for us to schedule a first meeting where we can talk through [the lead’s issue] in more detail and work to find a solution. If you are scheduling the meeting on behalf of someone else, make it clear who the lead will be speaking to during this meeting and their relevant experience. This meeting is free of charge, and you have absolutely no obligation to proceed if you don’t want to. Are you happy to move forward with this? Great. Should we schedule a meeting for [suggest date and time]? Find a date and time that works for your lead, be flexible and ensure you confirm a meeting. We can do this [suggest meeting options, i.e., face-to-face (if so, include destination), video call, or phone call]. What would work best for you? Great! A [confirmed meeting method] on [confirmed date and time] it is. I’m booking this now. It was great talking to you today. I’ll send over a summary of our conversation today, along with any relevant information you should bring to our meeting, in an email so you have everything in one place. In the meantime, if you have any questions, please feel free to call or email me; I’m here to help. Voicemail script Hi [lead name], sorry to have missed you. This is [your name] from [your company]. I got your details from Unbiased. You submitted an enquiry earlier, looking for [lead’s advice query]. I’m hoping to schedule a call with you to discuss how I can be of help. I'll call you again at [give them a date and time of when you’ll call back] and send you an email with more information. If there is a better time to reach you, please let me know. You can reach me at [your number]. Looking forward to talking to you. Text message Hi [lead name], this is [your name] from [your company]. I got your details from Unbiased as you submitted an enquiry earlier looking for [lead’s advice query]. I’m hoping to schedule a call with you to discuss how I can be of help. I'll call you again at [give them a date and time of when you’ll call back] and send you an email with more information. If there is a better time to reach you, please let me know. You can reach me at [your number]. Looking forward to talking to you. E

FAQs

What should you say at the start of the first phone call?

Introduce yourself and your company, confirm you received the lead’s details from Unbiased, thank them for the earlier enquiry, and ask if it’s a good time to chat.

What should you do if the lead can’t be reached on the first phone call?

Use the included voicemail, text, and email templates, and maintain a consistent contact cadence until the first meeting is scheduled.

How do you confirm and schedule the initial consultation?

Confirm a time and date for a callback, propose suitable meeting options (face-to-face, video, or phone), ensure details are clear for the correct representative, and send a summary email after booking.

Aug 31, 2026

Upload by Bintang