Phone Approaches

Training Phone Approach (People you know)

  • Hi (customer’s name)! This is _______ (your first & last name). (smile) How are you?

  • I'm calling with a quick favor to ask! I just started a great new job showing CUTCO!

    • Students: And (as you know) I’m a student at ______ and this (semester/summer), in order to raise money for school, I’ll be showing the product through presentations for my internship.

    • Non-Students: And this (spring/summer/fall), I’ll be showing the product through presentations.

  • As part of my training, I’m required to put on some initial training appointments. Like I said, the product is called CUTCO, have you heard of it?

    • If yes: Okay, cool!

    • If no: No worries! It’s basically just some cool stuff for the kitchen.

  • The best part is I get paid $20 just for showing it to you so you don’t have to get anything.

    • Students: PLUS, if I complete 50 demos this semester, I could win a $500 scholarship, regardless of the sales I make!

    • Virtual Demo add: And because I’m learning about online marketing, I can do the presentation virtually, you just need to be in front of a laptop or computer at home.

  • I know it’s a little bit of a short notice; however, my goal is to complete ___ (goal) demos by ___ (3 days away), so I was hoping you could squeeeeze me in and I could (stop by/call you) on DAY at TIME or is TIME better for you?

  • Firm Up: Okay great (customer)! THANK YOU SO MUCH!

    • Students: this is so important for my scholarship contest, are you sure that time definitely works?

    • Non-Students: Are you sure that time definitely works?

    • In Person add: Just so I don't get lost, can I get your address and directions?

      • (don't rely on GPS!; Put address in "location" section of Google Calendar event)

  • Awesome, will your spouse be there?

    • If yes: Great! Can't wait to see/meet them!

    • If no: Now Mr./Mrs. _____, like I said… you don’t have to buy anything, but most people do; And Cutco is the good stuff, not the cheap stuff. So, I just want to be 100% sure; would you need your spouse to be there to get something if you see something you like?

      • If yes or hesitancy: No worries! Let’s find a time when you both can be there.

      • If no: Great! (book the demo)

  • Do you have a pen and piece of paper or your planner? Just let me know when you’re ready to write! (wait) Could you write down that our appointment is DAY at TIME?

  • Thank you so much! You'll also get a calendar invite and email with the day and time of our appointment. What's the best email to send that to? (Google Calendar event - "add guests")

  • Great! You’ll get the calendar invite right away.

  • I’ll (call you/be there) DAY at TIME sharp! Please don’t forget about me, as each appointment really helps (students: and counts toward my scholarship contest)!

  • Thank you so much!! I’ll see you DAY at TIME!

Acquaintance Phone Approach (People you know of/know of you)

  • Hi (customer’s name)! Hi, this is (your first & last name). (smile)

  • I’m not sure if my name rings a bell or not but… (remind them how you know them)

    • You worked with my ____ at ____

    • I went to school/played sports with ______

    • We attended ____ together

    • (If applicable: I don’t think we’ve met personally but we’ve probably seen each other a few times…)

  • How are you? (family, work, kids, school, etc); _______ told me you guys just....

  • I was hoping you could help me out with something I’m doing (students: for my internship). Do you have like 2 seconds to chat?

    • Students: Awesome! Well, (as you know) I’m a student at ______ and this (semester/summer) in order to raise money for school, I’ve been showing a product through presentations for my internship.

    • Non-Students: Awesome! Well, this (spring/summer/fall), I’ve been showing a product through presentations.

  • I’m still pretty new so I’m not quite ready to see people that I don’t know yet. So right now, I’m just practicing with people that I’m acquainted with. Now, (their name), please understand that you don’t have to get anything, I just need the practice. It’s a lot of fun and will not take too much of your time. It also helps me gain some business experience (students: and earn money for school).

  • The product is called CUTCO, have you heard of it?

    • If yes: Okay, cool!

    • If no: No worries! It’s basically just some cool stuff for the kitchen.

  • The best part is I get paid $20 just for showing it to you so you don’t have to get anything.

    • Students: PLUS, if I complete 50 demos this semester, I could win a $500 scholarship, regardless of the sales I make!

    • Virtual Demo add: And because I’m learning about online marketing, I can do the presentation virtually, you just need to be in front of a laptop or computer at home.

  • I know it’s a little bit of a short notice; however, my goal is to complete (##) demos by (3 days away), so I was hoping you could squeeeeze me in and I could (stop by/call you) DAY at TIME or is TIME better for you?

  • Firm Up: Okay great (customer)! THANK YOU SO MUCH!

      • If you’ve had a no-show to a demo: One quick thing, and I know YOU wouldn’t do this, but I remember one time that I scheduled an appointment with someone, they said they were going to be there, and then when the appointment time came, they didn’t show up, so I didn’t get credit for that appointment and the time was wasted…

      • Students: this is so important for my scholarship contest, are you sure that time definitely works?

      • Non-Students: Are you sure that time definitely works?

      • In Person add: Just so I don't get lost, can I get your address and directions?

      • (don't rely on GPS!; Put address in "location" section of Google Calendar event)

  • Awesome, will your spouse be there?

    • If yes: Great! Can't wait to see/meet them!

    • If no: Now Mr./Mrs. _____, like I said… you don’t have to buy anything, but most people do; And Cutco is the good stuff, not the cheap stuff. So, I just want to be 100% sure; would you need your spouse to be there to get something if you see something you like?

      • If yes or hesitancy: No worries! Let’s find a time when you both can be there.

      • If no: Great! (book the demo)

  • Do you have a pen and piece of paper or your planner? Just let me know when you’re ready to write!

  • (wait) Could you write down my name? Again, it’s (your name). That's ________(spell it out). And that I’ll (stop by/call you) at TIME am/pm on DAY? And be sure to put a smiley face next to my name so you recognize me!

  • And like I said earlier, you don’t have to get anything. But if you see something you like, which most people do, I promise I’ll get you the BEST deal possible. You can write down my customer discount code for that, let me know when you’re ready to write. (wait) Awesome, it's _____ (your rep number)

  • Thank you so much! You'll also get a calendar invite and email with the day and time of our appointment. What's the best email to send that to? (Google Calendar event - "add guests")

  • Great! You’ll get the calendar invite right away.

  • I’ll (call you/be there) DAY at TIME sharp! Please don’t forget about me, as each appointment really helps (students: and counts toward my scholarship contest)!

  • Thank you so much!! I’ll see you DAY at TIME!

Recommendations Phone Approach (TALK TO MANAGER BEFORE USING)

  • Hi (customer’s name)! This is (your name)! (smile)

  • I’m not sure if my name rings a bell or not, but I was talking to your (friend/sister/mom/etc), (referrer's name), the other day, and he/she brought your name up

    • Replied to 3-way text: Do you remember the text he/she sent you recently? Awesome! Do you have like 2 seconds to chat?

    • DID NOT reply to the 3-way text: Did he/she get a chance to tell you I would be giving you a call?

      • If yes: Awesome! Do you have like 2 seconds to chat?

      • If no: Oh no... I’m so sorry! I must have beat him/her to it since he’s/she’s so busy! Do you have like 2 seconds to chat so I can tell you why he/she told me to call you?

  • How are you? (family, work, kids, etc)

    • If you have extra rapport info: He/She actually mentioned you just…

  • Well, ________ (referrer's name) and I were talking, and your name came up because he/she said you’d be nice enough to help me out.

    • Students: I’m a student at _________, studying _______. Right now, I’m interning with a company to gain some business and communication skills as well as build my resume. I also have a shot at winning a scholarship for school!

    • Non-Students: Right now, I’m working with a company to gain some business and communication skills as well as build my resume.

  • My assignment is to show a product to people I have been personally recommended to, like yourself, and get your opinion on it, and also on me and my presentation!

  • The product is called CUTCO, have you heard of it?

    • If yes: Okay, cool!

    • If no: No worries! It’s basically just some cool stuff for the kitchen.

  • The best part is I get paid $20 just for showing it to you so you don’t have to get anything.

    • Students: PLUS, if I complete 50 demos this semester, I could win a $500 scholarship, regardless of the sales I make!

    • Virtual Demo add: And because I’m learning about online marketing, I can do the presentation virtually, you just need to be in front of a laptop or computer at home.

  • I know it’s a little bit of a short notice; however, my goal is to complete (##) demos by (3 days away), so I was hoping you could squeeeeze me in and I could (stop by/call you) DAY at TIME or is TIME better for you?

  • Firm Up: Okay great (customer)! THANK YOU SO MUCH!

      • If you’ve had a no-show to a demo: One quick thing, and I know YOU wouldn’t do this, but I remember one time that I scheduled an appointment with someone, they said they were going to be there, and then when the appointment time came, they didn’t show up, so I didn’t get credit for that appointment and the time was wasted…

      • Students: this is so important for my scholarship contest, are you sure that time definitely works?

      • Non-Students: Are you sure that time definitely works?

      • In Person add: Just so I don't get lost, can I get your address and directions?

      • (don't rely on GPS!; Put address in "location" section of Google Calendar event)

  • Awesome, will your spouse be there?

    • If yes: Great! Can't wait to see/meet them!

    • If no: Now Mr./Mrs. _____, like I said… you don’t have to buy anything, but most people do; And Cutco is the good stuff, not the cheap stuff. So, I just want to be 100% sure; would you need your spouse to be there to get something if you see something you like?

      • If yes or hesitancy: No worries! Let’s find a time when you both can be there.

      • If no: Great! (book the demo)

  • Do you have a pen and piece of paper or your planner? Just let me know when you’re ready to write!

  • (wait) Could you write down my name? Again, it’s (your name). That's ________(spell it out). And that I’ll (stop by/call you) at TIME am/pm on DAY? And be sure to put a smiley face next to my name so you recognize me!

  • And like I said earlier, you don’t have to get anything. But if you see something you like, which most people do, I promise I’ll get you the BEST deal possible. You can write down my customer discount code for that, let me know when you’re ready to write. (wait) Awesome, it's _____ (your rep number)

  • Thank you so much! You'll also get a calendar invite and email with the day and time of our appointment. What's the best email to send that to? (Google Calendar event - "add guests")

  • Great! You’ll get the calendar invite right away.

  • I’ll (call you/be there) DAY at TIME sharp! Please don’t forget about me, as each appointment really helps (students: and counts toward my scholarship contest)!

  • Thank you so much!! I’ll see you DAY at TIME!

After you end the call...

  • (VectorImpact app: booked appt > confirm day and time > DO NOT enter email address > save)

  • (Finish Google Calendar invite (below), DO NOT add Google Meet invite/info for virtual demos (you'll do that right before the demo), and send!)


Students; Google calendar event info (copy/paste):

Event name: CUTCO Scholarship Appointment for MRSJONES w/ YOURNAME

Description: Thank you SO MUCH for taking the time to see my presentation! It really helps me with school, my training and my communication skills. This means the world to me. Thank you!

  • Virtual add: Please be on your computer so we can use Google Meet and you can view my presentation. You’ll get an email right before our appointment time with the link to join!


Non-Students; Google calendar event info (copy/paste):

Event name: CUTCO Appointment for MRSJONES w/ YOURNAME

Description: Thank you SO MUCH for taking the time to see my presentation! It really helps me with my training and my communication skills. This means the world to me. Thank you!

  • Virtual add: Please be on your computer so we can use Google Meet and you can view my presentation. You’ll get an email right before our appointment time with the link to join!

Handling Questions on the Phone

(After handling the objection, go back up to the FIRM UP and continue booking the demo!)


Those times don't work OR I'm really busy: I understand, that’s no problem, I’m really busy too Mrs. _____. I just really need to do ___ (goal #) appointments by ___ (Deadline Day - 3 days out), and I can make sure to keep it short. Is that a bad day or just a bad time?

  • If bad day: No worries! Does (NEW DAY) work, or would (NEW DAY) be better for you?

    • Awesome! Does (DAY) at (TIME) work, or would (TIME) be better for you?

  • If bad time: No worries! Does (NEW TIME) work, or would (NEW TIME) be better for you?


I already own CUTCO: That’s great! How do you like it? Awesome, well like I said, I'm doing it for the training, and I’d love to get your opinion and maybe some pointers. Plus, I get paid no matter what. So, would (TIME) or would (TIME) be better for you?


What is CUTCO?: Cutco is a line of high-quality kitchen cutlery and a few outdoor items. I’m sure you already have tons of knives, but I get paid just to show it to you! So, would (TIME) or would (TIME) be better for you?


How long does it take?: Not too long. My part is about 60 minutes. After that it's up to you. So, would (TIME) or would (TIME) be better for you?


I'm NOT going to buy: That’s okay. I get paid just to do the presentation. Does (TIME) or (TIME) work better for you?


Call me tomorrow: When’s the best time to get a hold of you? So, you’ll be available at (TIME)?

  • If demo slot available: I actually have an opening at that time that I really need to fill, is it okay if we just schedule it for that time?

  • If no demo slot available: Perfect! I'll call you then! (schedule a callback in the app)


Call me next week: I can definitely do that Mrs. _____, but I’m in a Huge Contest and I need to complete ___ (goal #) presentations by ___ (Deadline Day - 3 days out). Is there any way you can Squeeze me in before then?


Can't you just say you did the demo?: No, Mrs. _____, I can’t lie to my manager. Besides, it’s quick and fun and there’s no obligation to buy because I get paid just to do it. It would really help me out, so would (TIME) or (TIME) be better for you?


I’m NOT Interested: No problem. You don’t need to be interested. I get credit just for showing you. I promise I'll keep it quick, and you’d be helping me out big time with my contest (and scholarship chances). So, could you squeeze me in real fast on (DAY) at (TIME) or would (TIME) be better?


Seen The Demo 100 Times!: That’s great! So, you could probably do it better than me! All I have to do is walk through some things on the website and you can give me some pointers. It would really help me out with my contest (and scholarship chance). So, would (TIME) or (TIME) be better?


What Are You Selling?: What I’m showing is called Cutco, it’s a great set of kitchen knives and gadgets. I know you probably have tons of knives, but I get paid just to show it and it really helps me towards my goals. So, could I schedule you for (DAY) at (TIME) or do you think (TIME) would work better for you?


Any other Question or Objection: Mrs. Jones. I know you’re probably really busy, but I need to do ___ (goal #) appointments by ___ (Deadline Day - 3 days out) in order to hit my goal. Is there any way you can squeeze me in on (DAY) at (TIME) or is (TIME) better for you?”