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Cold Call for Investment Bankers

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Cold Call for Investment Bankers

  1. 1. Cold Call Review Recommended Cold Call Script
  2. 2. We are an investment bank and interested in learning more about SalesScripter. Introduction
  3. 3. If you have some time like five minutes to schedule a short call. It would be very good for us. Quick Close
  4. 4. Objection We are not looking at raising any money right now.
  5. 5. INITIAL CONTACT CONVERSATION EXPLANATION PURCHASE Don’t Sell the Product, Sell the Meeting
  6. 6. Close I am going to CC my scheduler.
  7. 7. Cold Call Script VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE
  8. 8. Cold Call Script – Quick Close VALUE POINTS PRODUCT OPEN CLOSE
  9. 9. Cold Call Script VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE
  10. 10. Hello, [Contact’s Name]. This is [Your Name] with [Your Company]. Have I caught you in the middle of anything? VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE
  11. 11. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE Reason for the call is that we help software startups to: • Raise money for expansion and accelerate growth • Pursue an initial public offering (IPO) • Take some personal money out of the business But I am not sure if you are needing to improve those areas is why I am reaching out.
  12. 12. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE If I could ask you real quick: • How important is it for you to find ways to drive more business growth? • Are there growth initiatives that you are not able to fund? • How much of a priority is it to raise money and find funding? • How important is it for you to find a way to take some money out of the business?
  13. 13. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE • Are you currently needing a to raise money or find funding? • Are you currently working with a lender or banker? • Have you ever worked with an investment banker? • When was the last time you considered taking out a loan? • How many business loans do you currently have? • How much of the business do you own? • How many partners do you have? • How many investors do you have?
  14. 14. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE A lot of startups we work with are concerned about: • Difficult to raise money and find funding • Not able to grow their business as fast as they would like • Not able to fund growth initiatives • Can be complex to issue an initial public offering (IPO) • Can be stressful to have all their money tied up in the business Are you concerned about any of those areas?
  15. 15. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE Based on what you have shared, it might make sense to talk more because as I mentioned, I am with [Company] and we are an investment banking firm: • Raise capital and find funding • Help with all of the steps and paperwork for going public (IPO) Some ways we differ are: • We only work with software startups • We have a deep network of investors that have funded some of the most successful software companies
  16. 16. VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OEPN CLOSE • We actually worked with a software startup and they were not able to fund growth activities. • We helped with that by helping them to secure funding with new investors. • This not only helped them to triple their growth rate, but the founders were also able to take some of money out of the business.
  17. 17. But I have called you out of the blue and I am not sure if this is the best time to discuss this. Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped other startups to: • Raise money for expansion and improvement. • Accelerate their current growth rate • Pursue an initial public offering (IPO) • Take some personal money out of the business Are you available on Tuesday or Thursday morning? Or are you available to continue talking about this now? VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE
  18. 18. Cold Call Script – Quick Close (Value) VALUE POINTS PRODUCT OPEN CLOSE
  19. 19. Hello, [Contact’s Name]. This is [Your Name] with [Your Company]. Have I caught you in the middle of anything? VALUE POINTS PRODUCT OPEN CLOSE
  20. 20. Reason for the call is that we help software startups to: • Raise money for expansion and accelerate growth • Pursue an initial public offering (IPO) • Take some personal money out of the business VALUE POINTS PRODUCT OPEN CLOSE
  21. 21. We do that by providing investment banking advisory services: • Raise capital and find funding • Help with all of the steps and paperwork for going public (IPO) Some ways we differ are: • We only work with software startups • We have a deep network of investors that have funded some of the most successful software companies VALUE POINTS PRODUCT OPEN CLOSE
  22. 22. What I would like to do is schedule a 15 to 20-minute call where I can share some examples of how we have helped other startups to: • Raise money for expansion and accelerate growth • Pursue an initial public offering (IPO) • Take some personal money out of the business Are you available on Tuesday or Thursday morning? Or are you available to continue talking about this now? VALUE POINTS PRODUCT OPEN CLOSE
  23. 23. Please Like Comment Share Subscribe Thank You!!!
  24. 24. Follow Us @salesscripter / @sales_halper @salesscripter / @michael_halper @salesscripter www.linkedin.com/in/mhalper/ @sales_halper
  25. 25. SMART Sales System S M A R T ales essaging nd esponse actics
  26. 26. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Pain Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  27. 27. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Pain Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  28. 28. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Pain Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  29. 29. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Pain Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  30. 30. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Pain Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  31. 31. Get your copy here https://www.amazon.com/dp/0578615762
  32. 32. www.salesscripter.com

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