Sales Call · Castmagic

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Sales Call Preset

Generate sales call summaries and follow-up emails in seconds.

❓ Questions asked

List every questions asked or implied in this transcript, if any.

📝 Competitors

List any competitors mentioned or implied in the transcript, if any.

💡 Customer Insights

List any crucial insights the customer makes, if any.

🏥 Pain Points

List pain points provided by the customer, if any.

⏭ Next Steps

List out the actionable next steps that require follow-up from the business to the prospective customer.

👀 Businesses Mentioned

List any businesses mentioned or implied in the transcript, if any.

🧞‍♂️ Customer Needs

What are the biggest needs for their business the customer identifies, if any?

🌡 Summary & Sentiment

Summarize this customer discovery call in 50 words max and rate the customer's likelihood to retain as a customer.

💸 Budget & Buying Process

Does the customer explicitly state budget or buying decision? If so include the details.

📋 Feedback & Critique

Critique the sales call and provide bullet points of feedback around what the sales rep could have done better.

write a follow up email to the prospect based on the conversation, keep the tone friendly and casual. keep the email short and to the point. also write 2 more follow up touch points in case the prospect does not respond to the first email.

Closing a $6k deal (live sales calls)

Sales Call Preset

Transcript

AI Content

Transcript

AI Content

Speaker A 00:00:00 - 00:01:18

Alright guys, what's going on? This is my first time vlogging today. I have four sales calls and I'm gonna be showing you what that looks like. Okay? So one that is in 30 minutes, one right here and then two at the same time. I actually, I accidentally scheduled them at the same time, so I'm basically gonna have to reschedule that call. So what I'm gonna be doing is basically recording all of my, my calls. Probably one business owner isn't going to show up to the call and then I'm going to show you the different objections I'm getting, how I'm handling them, and why it's easy for me to close clients because I just have an offer that is a no brainer for them and it truly is a no brainer. Not just like kind of a no brainer, like a no brainer, a zero brainer. You do not need your brain. So I told you guys by subscribing to my channel, you guys get these types of videos, okay? You don't get the fucking basic five habits you need to become rich, okay? I'm showing you my entire sales calls, my slides, what I show to my clients, and you would just really get a POV of how I sell to them. Okay? So that being said guys, I have my first call in 20 minutes. Hopefully the business owner is going to show up and it's going to be a close. Okay? All right, so yeah, let's start with this. What is your current marketing strategy? At the moment?

Speaker B 00:01:20 - 00:01:32

Mostly word of mouth and then just trying to do like trying to create package deals and stuff like that and some social media, but most of my clientele comes from word of mouth.

Speaker A 00:01:32 - 00:01:45

Okay, and so what does your package structure look like? Do you have a package of like six sessions and then eight sessions?

Speaker B 00:01:45 - 00:01:49

Yes, that's exactly what I have.

Speaker A 00:01:49 - 00:02:07

Okay, all right, so I'm going to share my screen and show you what it is we do in more detail and hopefully you can get some clarity on that. So do you see it?

Speaker B 00:02:09 - 00:02:10

Yeah.

🙋‍♂️ Customer Name

What is the customer's name?

✨ Preset prompt

1 / 1

The name of the customer is not provided in the given information.

🌡 Summary & Sentiment

Summarize this customer discovery call in 50 words max and rate the customer's likelihood to retain as a customer.

✨ Preset prompt

1 / 1

During the customer discovery call, the customer expressed interest in the company's services but was not ready to commit to a marketing investment at the moment. They indicated a potential future engagement and asked about contact information. Likelihood to retain: Moderate.

❓ Questions asked

List every questions asked or implied in this transcript, if any.

✨ Preset prompt

1 / 1

1. What is the current marketing strategy? 2. How do appointment setters contact leads? 3. What happens if a lead does not reply to the first message? 4. How does the script during sales calls focus on educating leads and collecting deposits? 5. How does the company assist clients in maximizing bookings and building referrals? 6. What systems does the company have in place to help clients? 7. What platforms does the company use for outreach, such as boosting posts on Instagram? 8. How frequently do leads from Alberta or BC contact the company? 9. Is the number the person texted on their cell phone or office number? 10. Is the person ready to commit to the company's offer at the moment? 11. Will the company reach out again in the future when the person is ready to make a marketing commitment? 12. How does the company suggest specific options for clients to increase booking chances? 13. Did the speaker set up a Google business listing for a client who didn't have one? 14. How did the speaker obtain 27 reviews on the client's Google listing? 15. Does the speaker have strategies to prevent objections during sales calls? 16. What example of ROI does the speaker present? 17. What additional benefits does working with the company offer, according to the speaker? 18. What kind of clients does the company want to work with and not work with? 19. What industries does Incliner Consulting specialize in? 20. What is the Double framework used by Incliner Consulting? 21. What kind of ads and phone scripts does Incliner Consulting create for their clients? 22. What is the voucher system used by Incliner Consulting?

🧞‍♂️ Customer Needs

What are the biggest needs for their business the customer identifies, if any?

✨ Preset prompt

1 / 1

The customer identifies the following needs for their business: 1. Improved marketing strategy: The customer mentions that they have been boosting their page on Instagram and posting content to market themselves. However, they are not ready to make a big jump in marketing yet. They would like to improve their marketing strategy in the future. 2. Transparency and comfortability: The customer expresses the need to be transparent and states that they are not comfortable committing to an offer at the moment. They may consider it in the future when they are ready to make a marketing commitment. 3. Maximizing bookings: The customer is interested in maximizing their bookings and mentions that the company has various systems in place to help clients achieve this. They specifically mention that the company suggests specific booking options instead of asking about availability, which eliminates the need for clients to check their schedules. 4. Referral building: The customer brings up the topic of building referrals and mentions that the company assists clients in this aspect through partnerships with gyms and other businesses. 5. Touch-up appointments and Google reviews: The customer discusses a strategy they used to contact old clients and offer a discount for touch-up appointments in exchange for leaving a review on their new Google listing. They mention that this strategy was successful and resulted in positive reviews. They suggest using this approach for others with a list of old clients. Overall, the customer's biggest needs revolve around improving their marketing strategy, increasing transparency and comfortability, maximizing bookings, building referrals, and utilizing strategies for touch-up appointments and Google reviews.

🏥 Pain Points

List pain points provided by the customer, if any.

✨ Preset prompt

1 / 1

The customer did not explicitly mention any pain points in the conversation. However, they expressed concerns about making a marketing commitment, wanting to be transparent, and not being ready to commit to the offer at that moment.

💸 Budget & Buying Process

Does the customer explicitly state budget or buying decision? If so include the details.

✨ Preset prompt

1 / 1

No, there is no explicit mention of the customer stating their budget or making a buying decision in the provided information.

👀 Businesses Mentioned

List any businesses mentioned or implied in the transcript, if any.

✨ Preset prompt

1 / 1

1. Incliner Consulting - A marketing and consulting agency specializing in appointment setting and lead generation for med spas and permanent makeup artists. 2. Gyms and other businesses - Partnerships with these businesses are suggested to assist clients in building referrals. 3. Alberta or BC - Locations mentioned in relation to potential clients reaching out to the speaker's company. 4. Kim Kardashian - Mentioned in the context of an effective ad comparing the company's treatment to liposuction. Note: There may be other businesses mentioned in the transcript that are not explicitly stated.

📝 Competitors

List any competitors mentioned or implied in the transcript, if any.

✨ Preset prompt

1 / 1

There were no competitors mentioned or implied in the transcript.

💡 Customer Insights

List any crucial insights the customer makes, if any.

✨ Preset prompt

1 / 1

1. The customer realizes the importance of having a strong service delivery in order to successfully close clients. 2. The customer recognizes that speaking at a reasonable pace and providing clear communication is important during sales calls. 3. The customer acknowledges that having a compelling offer and providing value to potential clients is key to success. 4. The customer understands the significance of recording their sales calls to analyze objections and improve their sales techniques. 5. The customer is aware that their marketing strategy, including boosting their Instagram page and posting content, has been effective in generating leads. 6. The customer plans to explore their options for scaling their marketing efforts in the future. 7. The customer understands the importance of being transparent and not pressuring potential clients into committing to offers before they are ready. 8. The customer recognizes the value of using systems and strategies to maximize bookings and referrals. 9. The customer successfully used a discount and review strategy to engage old clients and generate positive reviews. 10. The customer emphasizes the importance of addressing objections proactively to prevent them from arising during sales conversations. 11. The customer highlights the benefits and potential ROI of working with their consulting agency and emphasizes the need for motivated and committed clients who trust their expertise. 12. The customer shares insights about their marketing and consulting agency's strategies, including the use of the Double framework and targeted ads featuring well-known influencers.

⏭ Next Steps

List out the actionable next steps that require follow-up from the business to the prospective customer.

✨ Preset prompt

1 / 1

1. Confirm the customer's preferred contact number and clarify if it is a cell phone or office number. 2. Note down the customer's interest in considering a marketing commitment in the future and set a reminder to follow up accordingly. 3. Provide information on the various systems available to maximize bookings and discuss specific options for scheduling an appointment. 4. Offer assistance in setting up their Google business listing, if needed, to improve visibility and attract more clients. 5. Discuss the strategy of reaching out to old clients with a discount coupon for touch-up appointments in exchange for leaving a review on their new Google listing. 6. Share the success of this strategy with the customer and encourage them to consider implementing it for their own business. 7. Provide more information on objections handling and prevention strategies to help the customer sell their product or service. 8. Present additional benefits of working with Incliner Consulting, such as time freedom, increased package upsell rates, improved SEO, and Google reviews. 9. Share more details about the Double framework used by Incliner Consulting to double revenue in 90 days, and discuss how it can be applied to the customer's business. 10. Follow up with the customer to address any further questions or concerns and gauge their interest in moving forward with Incliner Consulting's services.

📋 Feedback & Critique

Critique the sales call and provide bullet points of feedback around what the sales rep could have done better.

✨ Preset prompt

1 / 1

Sales Call Critique: - The sales rep spoke too slowly during the call, which may have caused a lack of engagement and interest from the prospect. They should work on maintaining a steady and natural pace throughout the conversation. - The sales rep seemed unsure about their speaking pace in the second call. They should focus on speaking clearly and confidently to convey their message effectively. - While the sales rep had a good understanding of their offer and service delivery, they could have provided more specific and compelling reasons for the prospect to choose their services over competitors. - The sales rep did not handle the objection of the current marketing strategy effectively. They should have addressed the prospect's concerns and provided more information on how their services could complement or enhance the current marketing efforts. - The sales rep missed an opportunity to gather important prospect information by not confirming the type of phone number the prospect had provided. Gathering correct contact information is crucial for effective follow-up. - The sales rep should have proactively addressed any concerns or uncertainties the prospect had, rather than waiting for the prospect to bring them up. Taking a proactive approach can help build trust and alleviate potential objections. - The sales rep could have displayed more confidence in their offer and service delivery. Confidence in the product or service can instill trust in the prospect and increase their likelihood of moving forward with a purchase. - It would be beneficial for the sales rep to better understand the prospect's needs and pain points. This can help tailor the pitch to address their specific concerns and motivations. - The sales rep should aim to provide more value during the call, such as sharing additional success stories, case studies, or testimonials. This can help build credibility and create a sense of urgency for the prospect to move forward. - Clear next steps and a strong call to action should be provided at the end of the call. The sales rep should guide the prospect towards a specific action, such as scheduling an appointment or providing further information. - The sales rep should work on active listening skills to ensure they fully understand the prospect's needs and objections. Active listening allows for effective responses and better rapport building. Overall, the sales rep should focus on improving their confidence, communication skills, objection handling, and ability to proactively address prospect concerns in order to increase their success in closing deals.

Sales Call Preset Continue with Sales Call →

🙋‍♂️ Customer Name

❓ Questions asked

📝 Competitors

💡 Customer Insights

🏥 Pain Points

⏭ Next Steps

👀 Businesses Mentioned

🧞‍♂️ Customer Needs

🌡 Summary & Sentiment

💸 Budget & Buying Process

📋 Feedback & Critique

📧 Follow Up Email Sequence

Closing a $6k deal (live sales calls)

Sales Call Preset