Inbound Call Strategy and Script

Inbound Call Script 2.0

Updated 9/1/21

“Thank you for calling AdvisoryCloud, this is __________. Hi __________How are you today?”

“I’m great, what prompted you to call us? Are you looking to join a board for yourself or is your company looking to create an advisory board?"

(Let them answer and leave room for ice breakers)

2 Scenarios + 1 scenario if B2B:

1. If the prospect is looking to create an advisory board for their company, live transfer to a B2B Consultant. If none are available or prospect wants to schedule a call, let the prospect know that is great, pull up the B2B calendar, schedule a call, and let the B2B team know. https://register.advisorycloud.com/advisory-board-plans/

2. If prospect says they did some research and want to join a board now or anything in the top question (what prompted you to call us) where they say they want to join a board.

1. • “That’s great! You are calling the right place. I just need to ask a couple of questions to make sure you are qualified, then I can recommend the right membership level and we can get you signed up ok?

   • Ask 3 discovery questions to see if they qualify and the 4th question on their motivation

     1. Are you interested in joining an advisory board? Great and what’s your level of board experience like at this point? Have you sat on any outside boards? (Let them respond)

     2. I’d love to hear more about your background and your current role and company (Let them respond)

     3. So – that’s what you’ve done – briefly, what are your overall professional goals for the next few years? (Let them respond) before I go into the program I recommend for you, I just have one more question

Most customers join an advisory board for:

• career advancement

• professional development

• sharing of ideas

• Monetize as a career

What is your motivation from this list?

• Great, you are qualified based on _____________(your experience, skills, etc)

• Let me tell you how it works

• Recommend the tier

• Close

3. If prospect says they just heard about us recently and just checking to see what we are all about - move to Discovery and full script:

First of all, thank you for your interest and your time today.

DISCOVERY

We are the leading digital platform helping companies to build, recruit, and manage their advisory boards online - and for qualified professionals we offer the opportunity to join these advisory boards, add board work to your resume, and really build your brand as an advisor through our platform. In order to determine if you might be a good fit to become an advisor on AdvisoryCloud, I’d like to ask you a few questions.

Are you interested in joining an advisory board? Great and what’s your level of board experience like at this point? Have you sat on any outside boards?

(Let them respond)

I’d love to hear more about your background and your current role and company

(Let them respond)

So – that’s what you’ve done – briefly, what are your overall professional goals for the next few years?

(Let them respond and add notes here - You should know your tier recommendation.)

Perfect, you sound like a really strong fit for what we offer.

COMPANY BACKGROUND

Thanks for sharing that – Let me tell you a little more about AdvisoryCloud because I always find this valuable… We actually started as a traditional marketplace for board opportunities. The genesis of the company was really the idea of bringing transparency to the traditional board recruitment process. Over the years, that vision has matured into what we have today which is a comprehensive platform where companies build and manage their advisory boards and professionals from all over the world join and participate as board members, adding board work to their resume, sharing their expertise, networking, and ultimately opening doors to new opportunities… It’s really an amazing and valuable experience.

(Give them a moment to respond – Suggest they speak with silence here)

We’re going on our 10th year as a company, we’ve won numerous awards including the Inc. 5,000 fastest growing companies, and in the first half of 2021 alone we’ve facilitated over 10,000 advisory board placements on our platform, so it’s a really exciting time to join.

Does that all make sense?

QUALIFICATION & MODEL

Now that you’ve shared your goals and I’ve looked at your experience, there’s certainly no need to go through your resume but before I go into the program I recommend for you, I just have one more question:

Most customers join an advisory board for:

• career advancement

• professional development

• sharing of ideas

• Monetize as a career

What is your motivation from this list?

(Let them answer. This is your final discovery to guide your tier recommendation)

That’s great. It’s clear you’ll bring a lot to the table for any advisory board that you join so I’m comfortable moving forward. Now before I dive into the details of our program, I always like to mention our business model.

• We do operate on a membership model for our programs.

• There is an annual subscription fee that I’ll present shortly.

• And ultimately, your level of board experience and what you’ve shared with me today is going to guide my recommendations for you...

TIER RECOMMENDATION

Starter TierIf no board experience

Professional tierIf some board experience or none but need POE

Premium tierIf CEO / Founder / Consultant looking to maximize potential for compensation