Phone Sales Speech

What to say, step by step

Sound natural and confident — guide, don’t read. Smile, it carries. Goal: show the demo + PDF live and close on the call. Treat every lead like gold.

Before you dial — check the lead’s row. If it’s flagged PITCH FIRST: WEB REDESIGN (their site is dated), open by selling the new website — run Discovery #2 first and lead with the redesign; the assistant comes in after as the add-on / bundle. If it says ASSISTANT, run the order below as-is.
1

Open — introduce + value in one breath

“Hi, am I speaking with someone at {Business}? Awesome — my name’s {Agent}, I’m with SMB AI. We help local businesses like yours save time and stop losing customers. Give me 30 seconds and I’ll show you exactly what I mean — fair?”

Drop a genuine compliment from your prep: “by the way, love what you’ve built / great reviews.”

2

Discovery #1 — the assistant

“Quick question — right now, do you have a chatbot on your site that captures leads during the hours you’re closed?”
IF YES
“Nice — and are you paying a monthly subscription for it? That’s the problem — those bill you forever. Ours does the same job, answers and books 24/7, but it’s one single payment, no subscription. You own it. Let me show it on your own site…”
IF NO / NOT SURE
“Got it — and that’s quietly costing you. People land on your site at night, get no answer, and call the next place down the list. We fix that: a smart assistant on your site that answers and books 24/7 — one payment, no subscription. Let me show you…”
3

Discovery #2 — the website (START HERE if the lead is flagged WEB REDESIGN)

“And your website — when was it last refreshed? I took a look and it’s looking a little dated. We build modern 2026 websites — fast, perfect on phones, built to turn visitors into customers — and we drop the assistant right on top. That combo is where the magic is. Let me show you…”

For a WEB-REDESIGN lead: this is your opener. Sell the new site first, then add the assistant as the bundle (20% off).

4

Show it LIVE — this is what closes

“I’m emailing you something right now — can you check your inbox? It’s a working demo on YOUR own website, plus a short one-page plan. Open the link… see the chat bubble bottom-right? Go ahead, ask it something — that’s your site, answering on its own.”

Walk them through the PDF: their site, what’s missing, the live demo, the price.

SMB AI Weekly · smbaiweekly.com · Sales Speech — page 1 of 2
5

Cross-sell — the moment they say YES to the assistant

They’re sold on the $350 assistant. Don’t just take it — offer the package.

“Love it — and honestly, most owners pair the assistant with a fresh, modern site so it all works together. Since you’re already getting the assistant, let me do the full package — website + assistant — at 20% off: that’s ${bundle} instead of ${anchor}. Same one payment, you own it, 15 days of revisions. Want the full thing?”
If yes → close the bundle (best result + best commission, $70). If they stick to assistant only → close the $350. Never lose the sale you already have by over-pushing.
6

Close — pay now

“To get started it’s a one-time ${price}, and it includes 15 days of free revisions so we make it exactly how you want it — same price, no subscription. On that PDF there’s a QR code — scan it to pay securely through Stripe, takes 30 seconds, or I’ll text/email you the payment link right now. Which is easier?”

Objections — rebut 2 times, then the discount is your last weapon

Rebut twice, fighting each time. The 20% bundle discount is the final weapon — only on the last push. On the 3rd “no”, stop: reschedule (if interest) or drop the lead. Don’t beg past that.

1st rebuttal — handle + re-ask:

“Too expensive” → “It pays for itself with the after-hours customers you’re losing — and it’s one-time, not a monthly bill. Shall we get you set up?”
“Need to think” → “Totally fair — what’s holding you back, the price or whether it’ll work? Remember, 15 days of revisions, zero risk. Let’s lock it in.”
“I have a guy / a site already” → “Perfect, this rides on top — the demo you’re looking at is already on YOUR site. Want it live this week?”

2nd rebuttal — the urgency close (final push → the bundle):

“Okay — let me do something for you. If you take the full package — website and assistant — I’ve got approval from management to take 20% off the whole thing, and I don’t know how long that window stays open. That’s ${bundle} instead of ${anchor}. Lock it in right now and I’ll apply it. Want me to?”
After the 2nd rebuttal: still interested, not closing → reschedule 3 days out (next call, lead with their objection, then close). Hard no → thank them, remove. No answer ever → reschedule; max 3 attempts, then remove.

Voicemail (no answer) — short, drive to the email

“Hi, this is {Agent} with SMB AI — we build modern websites and 24/7 booking assistants for businesses like {Business}. I put together a quick working demo on your own website — emailing it to you now so you can look in 30 seconds. Like it? Call me back at {number} or reply to that email. Talk soon!”

Leave it on the 1st missed attempt and send the demo + PDF the same day. Max 3 attempts, then remove.

The 20% is the standing bundle offer — the only discount, never stacked. Use it two ways: (1) as the cross-sell when they say yes to the assistant, and (2) as the limited-time, management-approved urgency push on the final objection. Keep it believable so it protects trust and referrals.
SMB AI Weekly · smbaiweekly.com · Sales Speech — page 2 of 2