Use this script to introduce your clients to Xero and ask them to book a meeting to discuss Xero further.
Note: there are two endings to the script. The first is to be used if they say “yes” to booking a meeting to discuss Xero further. The second ending is to be used if they say “no,” to which you can suggest sending a brochure for more information.
Hi (Their name)
It’s (Your name) at (Your business). I’m calling to let you know about Xero, an online accounting software solution that helps you get paid faster, saving you time and money. I’m recommending my clients switch to Xero to manage their business finances.
I’ve noticed that my clients who have already switched to Xero have noticed (list three or four benefits here). What’s great about it is that it’s safe, secure and automatically backed up, and you don’t have to worry about installation or IT maintenance.
I’m a Xero Certified Advisor and I can help you get up and running quickly. I’m happy to chat with you further about switching to Xero at a time that’s convenient for you. Would you like to book a time to chat about how Xero can help you efficiently manage your business?
IF THEY SAY “YES” TO BOOKING A MEETING
(Schedule the meeting, confirm how it will take place (e.g. Zoom or phone) and send a calendar invite. You can use online appointment booking tools like Calendly to automate this process).
Thank you!
IF THEY SAY “NO” TO BOOKING A MEETING
No worries at all, I understand you’ve probably got a lot going on. I do believe Xero would be valuable for you though, would you like me to email you a brochure with a few more details?
Great, I’ll send that to your email now (confirm which email address)
Thank you!