Company Letterhead
{{company_name}}
{{company_address}}
Phone: {{phone}}
Email: {{email}}
Website: {{website}}
Script Version and Date
Script Version: {{script_version}}
Date of Implementation: {{date}}
I. Opening the Call
Agent: "Good {{time_of_day}}, thank you for calling {{company_name}}. My name is {{agent_name}}. How may I help you today?"
Customer Name (if provided): "Hello, {{customer_name}}. How can I assist you?"
Purpose: Establish a polite and professional opening. Identify the company and agent.
II. Identifying Customer Needs / Problem Assessment
Agent: "To assist you better, could you please provide your {{account_number}} or {{order_number}}?"
Agent: "Could you please describe the issue or your query in more detail?"
Agent: "What specific assistance are you looking for today?"
Purpose: Gather essential information and understand the customer's reason for calling. Listen actively and take notes.
III. Providing Solutions / Information
Agent: "Based on what you've told me, the solution to your issue with {{product_service}} is to {{action_to_take}}."
Agent: "I can confirm that your {{request_type}} has been processed and should reflect within {{timeframe}}."
Agent: "Regarding your query about {{topic}}, the information you need is {{information_details}}."
If transfer is necessary: "To ensure you get the best support, I will need to transfer you to our {{department_name}} department. Please hold while I connect you."
Purpose: Offer clear and concise solutions or provide accurate information. Be prepared to transfer if the query is outside expertise.
IV. Handling Objections / De-escalation (if applicable)
Agent: "I understand your frustration, {{customer_name}}. Let me see what I can do to resolve this for you."
Agent: "I hear your concern about {{issue}}. Let's work together to find a solution."
Escalation (if necessary): "I apologise that I haven't been able to fully resolve this for you. I will escalate this to my supervisor, {{supervisor_name}}, who will contact you within {{timeframe}}."
Purpose: Acknowledge customer's feelings, empathize, and de-escalate difficult situations. Provide clear next steps for unresolved issues.
V. Confirming Resolution / Next Steps
Agent: "Does that resolve your issue, {{customer_name}}?"
Agent: "Is there anything else I can assist you with today regarding {{topic}}?"
Agent: "To confirm, the next steps are {{next_steps}} and you can expect {{outcome}}."
Purpose: Ensure the customer is satisfied with the resolution and confirm any follow-up actions.
VI. Closing the Call
Agent: "Thank you for calling {{company_name}} today. Have a great {{time_of_day}}."
Agent: "We appreciate your business, {{customer_name}}. Goodbye."
Purpose: End the call politely and professionally.
VII. Post-Call Actions
Agent: "Immediately after the call, ensure {{CRM_system}} is updated with {{call_notes}} and {{resolution_details}}."
Agent: "If a follow-up is required, create a task for {{agent_name}} to contact {{customer_name}} by {{follow_up_date}}."
Purpose: Document call details and initiate any necessary follow-up actions.
Signature Block
Prepared by: {{agent_training_manager_name}}
Title: {{agent_training_manager_title}}
Date: {{date}}
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