Call Templates

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Call Templates

Instead of writing scripts from scratch, start with templates. Modify them for your business, then launch. Go to https://agentclara.app/launch/outbound > Templates tab.

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Using a Template

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Built-In Templates

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1. Appointment Reminder

When to use: Reduce no-shows Script:

“Hi [Name], this is Clara from [Business]. I’m calling to remind you of your appointment tomorrow at [Time]. We’re looking forward to seeing you! Press 1 to confirm or press 2 if you need to reschedule.”

Customizations:

• Change appointment time variable
• Add “We’re here to help” if applicable
• Mention any special notes (bring ID, arrive early, etc.)

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2. Lead Follow-Up

When to use: Keep warm leads engaged Script:

“Hi [Name], this is Clara from [Business]. We connected last week about [Topic]. I wanted to follow up and see if you’ve had a chance to think about it. Do you have 5 minutes to chat?”

Customizations:

• Mention specific discussion/product
• Add urgency if applicable (“limited time offer”)
• Adjust for email/meeting/demo

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3. Win-Back Campaign

When to use: Re-engage lapsed customers Script:

“Hi [Name], this is Clara from [Business]. We haven’t seen you in a while and we miss you! We’ve added [New Thing], and I’d love to get you back in. Are you interested in a [Offer]?”

Customizations:

• Mention what’s new (products, services, features)
• Make the offer specific (discount, free trial, etc.)
• Add personal touch (“Remember when you loved…“)

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4. Survey / NPS

When to use: Get feedback quickly Script:

“Hi [Name], quick question: How would you rate your recent experience with us? Press 1 for poor, 5 for excellent.”

Customizations:

• Ask specific question (“How was your service?”)
• Add follow-up (“If 4 or 5, why?” / “If below 3, what could we improve?”)
• Use sentiment to route (book follow-up for low ratings)

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5. Event Invitation

When to use: Drive attendance Script:

“Hi [Name], you’re invited to [Event] on [Date] at [Time]. It’s free and you’ll learn about [Topic]. Want to register? Press 1 for yes, 2 for maybe later.”

Customizations:

• Add event details
• Mention who should attend (“Salon owners only”)
• Include registration link or instructions

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6. Product Launch

When to use: Announce new offerings Script:

“Hi [Name], this is Clara from [Business]. We just launched [Product], and I think you’d love it. It [Benefit]. Want to hear more? Press 1 for yes.”

Customizations:

• Describe what’s new
• Explain the benefit
• Make it sound exciting

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7. Upsell / Cross-Sell

When to use: Increase order value Script:

“Hi [Name], thanks for your recent purchase of [Product]. You might also love [Related Product]. It pairs perfectly. Want to learn more? Press 1 for yes.”

Customizations:

• Reference their actual purchase
• Suggest complementary product
• Include special bundle pricing if applicable

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8. Re-Engagement

When to use: Bring back inactive subscribers Script:

“Hi [Name], we noticed you haven’t opened our emails in a while. We’d love to stay in touch! Are you still interested in our updates? Press 1 to stay subscribed, 2 to unsubscribe.”

Customizations:

• Reference their previous engagement
• Offer value (“We’re sharing industry secrets next week”)
• Make unsubscribe easy (required by law)

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Creating Custom Templates

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Save Your Script as a Template

After you write a script for a campaign:

1. Go to Templates tab
2. Click “Create New Template”
3. Enter:
   • Template name - “Holiday Promotion 2024”
   • Description - “For customers who haven’t bought in 6 months”
   • Script - Your full script text
   • Tags - “seasonal”, “promotion”, “win-back”
4. Click Save

Now you can reuse this script without rewriting it.

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Organize Templates

You can organize templates by:

• Type - Reminder, follow-up, survey, etc.
• Audience - VIP, lapsed, new
• Season - Holiday, summer, etc.
• Campaign - By business type

Use tags to make them easy to find.

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Template Variables

Use these in any template to auto-fill contact data: In your script:

“Hi [FirstName], this is Clara calling about your [CustomField1]…”

If a field is missing, Clara says “that information” instead.

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Best Practices

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Template Performance

Metrics show you which templates work best: Go to Reports and filter by template:

• Conversion rate - % who said yes
• Appointment booked - Direct bookings
• Voicemail left - For follow-up
• Call length - How long people stayed on

Use this to identify your best-performing scripts. Copy them and refine them further.

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Examples by Industry

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Salon / Spa

“Hi [Name], this is Clara from [Salon]. It’s been a while and we’d love to see you! We have availability Friday at 3pm or Saturday at 11am. Want to book?”

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Gym / Fitness

“Hi [Name], thanks for joining us! We have new equipment and classes starting next month. When would be good to give you a tour? Press 1 for Monday, 2 for Wednesday.”

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Clinic / Medical

“Hi [Name], we’re calling to confirm your appointment next Tuesday at [Time]. Please press 1 to confirm, 2 to reschedule.”

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E-commerce

“Hi [Name], you ordered [Product] last month. We hope you love it! We have something similar you might enjoy—want to hear about it? Press 1 for yes.”

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Professional Services

“Hi [Name], this is Clara from [Company]. We worked with [Similar Client] and saw a 40% improvement in [Metric]. Are you open to a quick conversation? Press 1 for yes.”

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What’s Next?

• Create a campaign using a template - See Creating Campaigns
• Review compliance - See Compliance

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Questions? Email support@agentclara.ai