Generic Sales Closer Scheduler

Guides sales conversations using the CLOSER framework to understand prospect needs, overcome objections, and schedule meetings.

Details

This scenario supports sales teams in guiding prospects through a structured, persuasive conversation that leads to scheduled meetings. Built around the CLOSER framework, it emphasizes understanding prospect needs, communicating value, handling objections, and prompting next steps.

Key Features

1. Purpose:

   Guide the prospect through the CLOSER methodology — Connect, Learn, Outline, Secure, Explain, and Request — to identify their needs and encourage commitment. This is especially useful for consultative sales, SaaS, and CRM-based solutions.

2. Customizable User Input Fields:

   Configure the following fields to personalize and structure the conversation:

   • Company Name – The business or brand being represented.
   • Product or Service Category – General category (e.g., CRM platform, automation service).
   • Product or Service – Specific offering being promoted (e.g., “LeadFlow Automation Suite”).
   • Initial Greeting – How the AI should begin the call (e.g., friendly or formal tone).
   • Introduction – Who the AI is, who they represent, and their purpose.
   • Representative Name – The human rep the AI is working on behalf of.
   • State Price – Mention pricing when relevant to pre-qualify or inform.
   • Reason for Meeting – Why the meeting is being proposed.
   • Meeting Value Proposition – Key reason the meeting is valuable (e.g., “show how we improve lead response times by 40%”).
   • Key Inclusions – Specific features or elements of the offering (e.g., “built-in analytics dashboard”).
   • Key Benefits – High-level benefits (e.g., “saves time,” “boosts conversion rates”).
   • Specific Benefits – Tangible examples of outcomes (e.g., “increased booking rate by 2x in under 30 days”).
   • Long Term Value – Strategic gains over time (e.g., “reduce churn through automation workflows”).
   • Next Step – Define the follow-up action (e.g., “book a 15-minute demo call”).
   • Objection Handling – Guidance for addressing pushback (e.g., “If they’re unsure, emphasize our free trial and customer support”).
   • Calendar – The integrated calendar used for booking.

3. Objective:

   Move the prospect through an intentional, persuasive flow that highlights benefits, addresses objections, and encourages calendar scheduling.

Here is the Project Configurations interface of this scenario, alongside instructions and some examples:

Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.

Example Configurations

1. Product or Service Category
   • CRM Platform
   • Sales Automation Suite
   • Marketing Analytics Tool
2. State Price
   • “$299/month after the 14-day free trial”
   • “Custom pricing depending on feature bundle”
   • “Starts at $1,500 per onboarding”
3. Reason for Meeting
   • Understand your current sales process and identify friction points
   • Explore automation opportunities in your lead pipeline
   • Review how similar businesses scaled using our solution
4. Meeting Value Proposition
   • Discover how our CRM can unify your lead pipeline and improve response time by 40%
   • Learn how our automation tools can cut manual tasks in half and scale outbound efforts
   • See how we help agencies close more deals using smart automation workflows
5. Key Inclusions
   • Built-in analytics dashboard
   • Seamless CRM integrations
   • Automated follow-up sequences
6. Key Benefits
   • Streamlines the lead-to-close process
   • Increases demo show-up rates through better qualification
   • Delivers real-time visibility into client engagement
7. Specific Benefits
   • Boosted booked meetings by 70% within 3 weeks for a marketing agency
   • Reduced no-shows by 45% through automated reminders
   • Increased pipeline conversion rate from 18% to 34% in 2 months
8. Long Term Value
   • Reduces churn by reinforcing consistent outreach and onboarding
   • Scales your sales operations without additional headcount
   • Builds better visibility and forecasting into long-term sales trends
9. Next Step
   • Book a 15-minute discovery call
   • Schedule a platform demo with our onboarding specialist
   • Connect with your assigned Success Manager for tailored onboarding
10. Objection Handling

• Price Concern: “We typically see full ROI in under 30 days due to saved rep hours.”
• Timing Concern: “Even a 10-minute walkthrough can show how this aligns with your current goals.”
• Skepticism: “We’ve helped agencies just like yours double conversion rates with this exact solution.”

FAQs & Troubleshooting

General Questions

What is the CLOSER framework used here?

The CLOSER framework is a sales methodology that stands for Connect, Learn, Outline, Secure, Explain, and Request — it structures the conversation to drive toward a close.

Configuration

What happens if I leave a field blank?

If optional fields are left blank, the AI will skip them gracefully and still attempt a natural conversation based on available context.

Usage and Results

What kind of results should I expect?

When paired with solid qualification and follow-up, this scenario typically improves engagement and conversion rates, especially for B2B solutions and agencies selling automation or CRM tools.

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