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Contact Details
Discovery Signals
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Call Notes
Action Points
Live Call Script
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Warm greeting
"Hi there, thank you so much for your time today, I really appreciate it. I've had a look at your enquiry about your business and I'm genuinely excited to learn more about what you're looking for. How are you doing today?"
Tip:Genuine, warm, not salesy. Pause and let them respond.
Set the agenda
"What I'd like to do is spend the next 15-20 minutes understanding your current situation, walk you through exactly how we work, and then if it feels like a good fit, which I suspect it will, we can talk about next steps. Does that sound okay?"
Tip:Gets buy-in early. They've agreed to the process.
"We're mid-year, switching is too complex"
"Actually, mid-year switches are something we specialise in. We request your payroll history from your current provider, reconcile it, and you won't lose a single P60 value or employee record. We've done this dozens of times, it's completely seamless."
Tip:Remove this barrier firmly. Mid-year is not a blocker.
"We'll need to think about it"
"Absolutely, and I want you to feel completely confident in the decision. Can I ask, is there a specific piece of information that would help you decide? Or is it more a case of timing?"
Tip:Don't panic. Diagnose the real blocker.
"We're happy with what we have"
"That's great to hear, and I don't want to fix what isn't broken. Can I ask one question though, if there was one thing about your current payroll that you'd change if you could, what would it be?"
Tip:There's always something. This question cracks open every "happy" client.
"What about our current employees' data?"
"We handle a full data migration as part of onboarding. Employee records, year-to-date figures, pension history, all transferred and reconciled before we run a single payslip. Nothing gets lost."
Soft close
"Based on everything, it sounds like we're a really strong fit. The next step is simple, I'll send over your Letter of Engagement and your portal invitation today. You can review it in your own time, and when you're ready, you sign digitally and we start onboarding. Does that sound good?"
Tip:Don't make it complicated. Keep the next step simple and low-friction.
If not ready
"No problem at all, I completely respect that. Let me send you a written summary of everything we've discussed, with our pricing and the onboarding process laid out clearly. That way you have everything to hand when you're ready. What's the best email for that?"
Tip:Always leave with an action. Never end a call with nothing.
Onboarding timeline
"Just so you know the timeline, once you sign the LoE, we typically have you fully set up and ready for your first pay run within 5-10 working days. If you've got a pay date coming up in the next month, we can absolutely hit that."
Quick Pricing Reference
£45
Director Only
Solo director, no employees
£75
Essentials
Up to 10 employees
£6/head
Growth
11+ employees
No setup fees · No hidden charges · Everything included