New Lead Example Script

These scripts are provided as a helpful starting point to guide your interactions and make the most of your workflows. We understand that every business is unique, and sometimes you may have questions or find yourself stuck while crafting the perfect script.

That’s where 2X Solutions comes in—we’re here to support you every step of the way. Whether you need help refining your scripts or customizing your workflows, our team is ready to assist you in creating the ideal solution for your business needs. Don’t hesitate to reach out—we’re here to help!

New Lead Example Script

1. Initial Greeting

Hi, is (name) available?

2. Introduction

Hi (name), I’m Mary, a digital assistant from (Company Name) on a recorded line. How are you today?

3. Engagement

Thank you for requesting information about (specific product, special, or company). We wanted to make sure you received the information as quickly as possible. We just have a few quick questions to get the information out to you today.

Could I quickly transfer you to a representative who can gather the information and send the information out right away?

4. Transition to Live Agent

Perfect! Please hold for just a moment while I connect you with an expert who can help.

Aged Leads Example Script

1. Initial Greeting

Hi, is (name) available?

2. Introduction

Hi (name), I'm Mary, a digital assistant from (Company Name) on a recorded line. How are you doing today?

3. Engagement

You previously reached out to (Company Name) regarding (specific product/service). We wanted share an exciting opportunity we believe you'll find valuable. (Explain offering as briefly as possible)

Would you have about five minutes to learn more about this offer?

4. Transition to Live Agent

Great! Let me connect you to a representative who can provide all the details about this opportunity. And remember, you’ll receive (specific incentive) just for taking the time to learn more. Please hold while I transfer you.

Reviving Customers Example Script

1. Initial Greeting

Hi, is (name) available?

2. Introduction

Hi (name), I'm Mary, a digital assistant from (Company Name) on a recorded line. How are you doing today?

3. Engagement

I’m reaching out because you’ve previously been a valued customer of (Company Name), and we’re currently offering an exclusive (specific incentive, e.g., "discount," "free consultation," or "special upgrade") as part of our effort to reconnect with customers like you.

Would you have a few minutes to hear about some exciting updates and opportunities we’ve recently introduced to serve you better?

4. Transition to Live Agent

That’s wonderful! Let me connect you with a representative who can share all the details about our latest offerings and ensure you take advantage of this exclusive opportunity. Please hold while I transfer you.

Notes for Customization

• Replace (Company Name) with your business name.
• Update (specific product/service) with the relevant product, service, or offer.
• Adjust (specific incentive) to match your company's promotional offering, such as a discount, free trial, or complimentary item.
• Modify the benefit statement to align with your product’s value proposition.

This format ensures a friendly, engaging conversation that highlights the offer while seamlessly transitioning the lead to a live representative for deeper engagement.