1.CUSTOMER CALLING FRAME WORK

2.WhatsApp Follow-Up Templates 

3. SALES TRAINING SHEET 

4.  📅 DAY 1–7 CALLER TRAINING PLAN

5.  📋 CALLER EVALUATION CHECKLIST

1.CUSTOMER CALLING FRAME WORK

1️⃣ Call Opening (First 30–45 Seconds)

Goal: Build trust + position your company clearly

Script:

Hello Sir, this is [Your Name] calling from [Company Name].
We deal in drilling rigs, borehole compressors, airends, engines, and complete drilling accessories, both new and refurbished.
We have supplied machines across Africa, Gulf countries, and India, with branches in India, Dubai, South Africa, and Japan.

👉 Permission-based question

Is this a good time to understand your drilling requirements?

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2️⃣ Customer Qualification (Discovery Questions)

Goal: Understand who they are + buying intent

Ask only 3–5 questions, not all at once.

A. Customer Profile

• Company name?

• City / Country?

• Are you a driller (operator), owner, agent, trader, or mechanic?

B. Business Type (Key Branching)

• If Owner / User:

  • How many machines do you currently operate?

• If Agent / Trader:

  • Are you interested in reselling or commission-based supply?

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3️⃣ Requirement Discovery (Pain & Need)

Goal: Identify product + capacity

Use one path only, based on their response:

🔹 Option 1: Complete Drilling Rig

Are you looking for a complete drilling rig unit
– with compressor + rig mounting + truck + accessories,
or only rig mounting?

Ask:

• Required drilling depth: 100m / 200m / 300m / 500m

• Type: Waterwell DTH / Rotary / Core / RC drilling

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🔹 Option 2: Compressor Requirement

Are you looking for a drilling compressor?

Ask:

• Required pressure: 14 bar / 21 bar / 24 bar / 30 bar

• Capacity (CFM): 600 / 900 / 1200

• Brand preference:

  • Atlas Copco / Chicago Pneumatic

  • Ingersoll Rand / Doosan

  • ELGi / Sullair

---

🔹 Option 3: Airend Only

Are you looking for a complete compressor or only the airend?

Ask:

• Required bar: 18 / 21 / 24 bar

• Existing compressor brand?

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🔹 Option 4: Engine Requirement

Are you looking for a compressor engine?

Ask:

• Current engine make/model?

• Cummins NTA 855 Big Cam required or replacement?

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4️⃣ Value Pitch (Why Buy From You)

Goal: Differentiate + build confidence

Script:

We provide quality-tested machines with reasonable pricing.
All products come with assured performance and warranty support.
Our machines are export-proven and widely used in Africa & Gulf regions.

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5️⃣ Price Discussion (Soft Close)

Goal: Move toward quotation, not push price first

Based on your requirement, I can prepare a best price quotation for you.
Would you prefer new or refurbished equipment?

Collect:

• WhatsApp number

• Email ID

• Preferred currency (INR / USD / ZAR)

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6️⃣ Follow-Up & Relationship Close

Goal: Keep future business open

Even if you don’t need anything immediately,
please feel free to contact us anytime for drilling-related requirements.
We also support spares and accessories in future.

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🎯 Conversion Milestones (Sales Funnel)

🟢 Stage 1: Lead Captured

✔ Phone connected
✔ Customer profile identified
✔ City + profession confirmed

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🟡 Stage 2: Qualified Lead

✔ Product category identified (Rig / Compressor / Airend / Engine)
✔ Capacity & depth confirmed
✔ Buying role known (Owner / Agent / Trader)

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🔵 Stage 3: Sales Opportunity

✔ Budget range discussed
✔ New vs refurbished confirmed
✔ Brand preference known

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🟠 Stage 4: Quotation Sent

✔ Price shared
✔ Delivery time discussed
✔ Warranty explained

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🔴 Stage 5: Conversion

✔ Advance received / PO confirmed
✔ Dispatch timeline agreed
✔ After-sales support explained

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🔁 Stage 6: Retention & Upsell

✔ Accessories suggested
✔ Service & spares follow-up
✔ Referral / agent commission offered

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🧠 Pro Tip for Higher Conversion

• Don’t oversell → Ask → Match → Recommend

• Always repeat customer need before pricing

• Agents = long-term revenue, not one-time sale

🚦 BASIC CRM STAGE RULE

• Talked only → Contacted

• Requirement clear → Qualified Lead

• Details confirmed → Requirement Confirmed

• Price shared → Quotation Sent

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❌ COMMON MISTAKES (AVOID)

❌ Quoting price without understanding need
❌ Interrupting customer
❌ Promising delivery dates
❌ Skipping CRM notes
❌ Arguing on price

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✅ GOLDEN RULES

✔ Listen more, speak less
✔ Ask one question at a time
✔ Be confident, not aggressive
✔ Always close with a next step

Closing Line:

Thank you for your time. I’ll proceed as discussed and follow up shortly.

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⭐ SUCCESS TIP

A good caller creates clarity, not pressure.
Clear requirement = easy conversion.

2.WhatsApp Follow-Up Templates 

1. Drilling Rig – Follow-Up

🔸 After First Call

Hello {{Customer Name}},
Thank you for speaking with us today.
As discussed, we can supply a {{Rig Type}} drilling rig suitable for {{Depth}} meters, available in new / refurbished options.
Please let me know when I can share the best quotation with you.

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🔸 Quotation Sent

Hello {{Customer Name}},
I’ve shared the quotation for your {{Rig Type}} drilling rig.
Please review and let me know if you need any clarification on price, delivery, or warranty.

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🔸 Gentle Reminder (3–5 Days)

Hello {{Customer Name}},
Just checking if you had a chance to review the drilling rig quotation.
I’ll be happy to assist if you need any changes.

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🔹 2. Drilling Compressor – Follow-Up

🔸 After Requirement Confirmation

Hello {{Customer Name}},
Based on your requirement, we can offer a {{Bar}} bar, {{CFM}} CFM drilling compressor from {{Brand}} with Cummins engine options.
Please confirm if new or refurbished works for you so I can proceed with pricing.

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🔸 Quotation Sent

Hello {{Customer Name}},
The quotation for your {{Bar}} bar drilling compressor has been shared.
These models are widely used for fast and efficient drilling.
Let me know if you’d like to proceed.

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🔸 Negotiation Stage

Hello {{Customer Name}},
We can review the price or suggest an alternate option if needed.
Please share your thoughts so we can finalize.

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🔹 3. Airend – Follow-Up

🔸 After First Discussion

Hello {{Customer Name}},
As discussed, we can supply a {{Bar}} bar airend compatible with your {{Existing Brand}} compressor.
Please confirm your preference so I can share the quotation.

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🔸 Quotation Sent

Hello {{Customer Name}},
I’ve shared the quotation for the {{Bar}} bar airend.
Warranty and compatibility support are included.
Let me know if you’d like to proceed.

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🔹 4. Engine – Follow-Up

🔸 After Requirement Check

Hello {{Customer Name}},
Based on your requirement, we can provide a Cummins NTA 855 Big Cam engine (new / refurbished).
Please confirm to proceed with pricing and availability.

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🔸 Quotation Sent

Hello {{Customer Name}},
The quotation for the Cummins NTA 855 engine has been shared.
Kindly let me know your decision so we can arrange next steps.

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🔹 5. Drilling Accessories – Follow-Up

🔸 After Call

Hello {{Customer Name}},
We can supply drilling hammers, bits (6.5”–12”), adaptors, and accessories suitable for your machine.
Please confirm quantities so I can share pricing.

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🔸 Upsell With Machine

Hello {{Customer Name}},
Along with your machine, we recommend matching drilling accessories for better performance and longer life.
Let me know if you’d like me to add this to your quotation.

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🔁 Universal Follow-Up Templates

🔸 No Response (Polite)

Hello {{Customer Name}},
Just following up on our earlier discussion.
Please let me know whenever it’s convenient for you.

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🔸 Closed – Lost (Future Touch)

Hello {{Customer Name}},
If you have any future requirement related to drilling equipment, please feel free to contact us anytime.
We’ll be happy to support you.

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🧠 Best Practices for Agents

✔ Send follow-ups between 10 AM – 6 PM
✔ Always personalize {{Name / Product / Capacity}}
✔ Avoid sending more than 2 messages without reply
✔ Update CRM after every WhatsApp message

3. SALES TRAINING SHEET 

(Drilling Rigs | Compressors | Airends | Engines | Accessories)

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🎯 YOUR ROLE AS A CALLER

Your job is to:

• Understand the customer’s requirement

• Qualify the lead correctly

• Move the lead to the next CRM stage

• Never guess prices or overpromise

👉 You are not here to sell everything in one call.
👉 You are here to open the door for conversion.

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🧱 WHAT WE SELL (REMEMBER THIS)

We deal in:

• Drilling Rigs (Waterwell DTH, Rotary, Core, RC – 100m to 500m)

• Drilling Compressors (14–30 bar, mainly 21 & 24 bar)

• Airends (18, 21, 24 bar)

• Engines (Cummins NTA 855 Big Cam & equivalents)

• Drilling Accessories

• New & Refurbished equipment

• We export to Africa & Gulf countries

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☎️ CALL OPENING (ALWAYS SAME FORMAT)

Say slowly & confidently:

Hello Sir, this is [Your Name] calling from [Company Name].
We deal in drilling rigs, compressors, airends, engines, and drilling accessories – new and refurbished.
May I know your current drilling requirement?

❌ Don’t rush
❌ Don’t talk too much
✅ Let customer speak

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🔍 CUSTOMER QUALIFICATION (ASK ONLY THESE)

1. Company name?

2. City / Country?

3. What is your role?

   • Owner / Driller / Agent / Trader / Mechanic

If Owner / User:

• How many machines do you operate?

If Agent / Trader:

• Are you interested in commission-based supply?

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🧭 IDENTIFY THE PRODUCT (VERY IMPORTANT)

🔹 Drilling Rig

Ask:

• Drilling type? (DTH / Rotary / Core / RC)

• Required depth? (100–500m)

• Complete unit or only rig mounting?

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🔹 Compressor

Ask:

• Required pressure? (Bar)

• Required capacity? (CFM)

• Any brand preference?

🧠 Remember:

• 21 bar & 24 bar are most common

• Both look similar, internal airend differs

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🔹 Airend

Ask:

• Only airend or full compressor?

• Required bar?

• Existing compressor brand?

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🔹 Engine

Ask:

• Which engine is currently installed?

• Replacement or upgrade?

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🔹 Accessories

Ask:

• Hammer size?

• Bit size?

• Required immediately or with machine?

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💬 VALUE STATEMENT (USE THIS LINE)

We provide quality-tested machines, reasonable pricing, warranty support,
and we have supplied to Africa, Gulf, and Indian markets.

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🧾 WHAT YOU MUST CAPTURE IN CRM

Before ending the call, ensure:

• Product type

• Capacity / depth / bar

• New or refurbished

• Budget idea (if shared)

• Next action & follow-up date

❗ No CRM update = No completed call

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🚦 CRM PIPELINE RULE (BASIC)

• Talked only → Contacted

• Requirement clear → Qualified Lead

• Details confirmed → Requirement Confirmed

• Price shared → Quotation Sent

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❌ COMMON MISTAKES (AVOID THESE)

❌ Quoting price without understanding requirement
❌ Talking more than customer
❌ Promising delivery dates
❌ Skipping CRM notes
❌ Arguing about price

---

✅ GOLDEN RULES

✔ Listen more, speak less
✔ Ask one question at a time
✔ Be polite & professional
✔ Always close with next step

Closing Line:

Thank you for your time. I’ll share details and follow up as discussed.

---

⭐ SUCCESS TIP

A good caller creates clarity, not pressure.
If the requirement is clear → sales become easy.

4.  📅 DAY 1–7 CALLER TRAINING PLAN

Industry: Drilling Rigs | Compressors | Airends | Engines

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🟢 DAY 1 – Company & Product Foundation

Goal: Understand what we sell and who we sell to

Training Topics

• Company overview & markets (India, Africa, Gulf)

• Product categories:

  • Drilling Rigs (types & depth)

  • Compressors (Bar & CFM basics)

  • Airends vs Compressors

  • Engines (Cummins NTA 855)

  • Accessories

Practical Exercise

• Match product → customer type

• Learn basic terms: Bar, CFM, Airend, DTH

✅ Outcome: Caller can explain products in simple words
❌ No calling today

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🟡 DAY 2 – Call Flow & Communication Skills

Goal: Learn how to speak, not what to sell

Training Topics

• Call opening & tone

• How to ask questions

• How to listen actively

• How to control the call

Practice

• Read call scripts aloud

• Role-play (Trainer = Customer)

• Learn polite interruption techniques

Test

• Trainer asks random objections

• Caller responds calmly

✅ Outcome: Caller sounds confident
📞 No live calls yet

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🔵 DAY 3 – Product-wise Call Handling

Goal: Ask correct questions per product

Training Topics

• Drilling Rig script

• Compressor script

• Airend script

• Engine script

• Accessories script

Practice

• 5 mock calls per product

• Trainer checks:

  • Question order

  • Clarity

  • Confidence

Mini Test

• Trainer gives scenario

• Caller identifies product & questions

✅ Outcome: Caller can identify requirement correctly

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🟣 DAY 4 – CRM Training (WPSCRM / Perfex)

Goal: Accurate CRM usage

Training Topics

• Lead creation

• Lead statuses

• Custom fields

• Call notes format

• Follow-up task creation

Practice

• Create dummy leads

• Move leads through pipeline

• Add WhatsApp notes

🚫 No CRM update = Failed Day

✅ Outcome: Caller is CRM-ready

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🟠 DAY 5 – Assisted Live Calls

Goal: Real calls with supervision

Activity

• Caller listens to senior agent calls

• Caller makes 5–10 assisted calls

• Trainer listens silently

Feedback

• What went well

• What to improve

• Call duration review

✅ Outcome: Caller gains real confidence
📊 No pressure on conversion

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🔴 DAY 6 – Independent Calling + Follow-ups

Goal: Build speed and consistency

Activity

• 15–20 independent calls

• WhatsApp follow-ups sent

• CRM updated after every call

Focus

• Correct qualification

• Proper pipeline movement

• Professional closing

📈 KPIs Introduced

• Calls made

• Leads qualified

• Follow-ups scheduled

✅ Outcome: Caller operates independently

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🟢 DAY 7 – Evaluation & Certification

Goal: Approve caller for full production

Evaluation Checklist

• Product knowledge ✔

• Call confidence ✔

• CRM accuracy ✔

• Follow-up discipline ✔

Final Test

• 2 random live calls

• CRM audit

• Objection handling test

🎓 Certified as Active Sales Caller

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📊 WEEK 1 PERFORMANCE TARGET (REALISTIC)

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❗ TRAINER GOLDEN RULES

• Correct mistakes immediately

• Never embarrass caller

• Focus on clarity, not pressure

• Quality > Quantity (Week 1)

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🚀 After Day 7 (Next Phase)

• Week 2: Conversion & negotiation

• Week 3: Objection handling

• Week 4: High-ticket deal handling

5.  📋 CALLER EVALUATION CHECKLIST

Sales Call Center – Drilling Equipment

Caller Name: ___________
Evaluator: ___________
Date: ___________
Call Type: ☐ Inbound ☐ Outbound
Product: ☐ Rig ☐ Compressor ☐ Airend ☐ Engine ☐ Accessories

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🟢 1. Call Opening & Professionalism (10 Points)

Section Score: ___ /10

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🟡 2. Customer Qualification (15 Points)

Section Score: ___ /15

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🔵 3. Requirement Discovery (25 Points)

Section Score: ___ /25

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🟣 4. Product Knowledge & Confidence (15 Points)

Section Score: ___ /15

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🟠 5. Call Control & Communication (10 Points)

Section Score: ___ /10

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🔴 6. Closing & Next Steps (10 Points)

Section Score: ___ /10

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🟤 7. CRM Accuracy (15 Points)

Section Score: ___ /15

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📊 TOTAL SCORE

Total: ___ /100

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🎯 PERFORMANCE RATING

• 90–100 → ⭐ Excellent (Ready for high-value leads)

• 75–89 → ✅ Good (Minor improvement needed)

• 60–74 → ⚠ Needs coaching

• Below 60 → ❌ Retraining required

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📝 EVALUATOR COMMENTS

---

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🧠 COMMON COACHING NOTES (Tick if observed)

☐ Talked too fast
☐ Missed key requirement
☐ Weak product knowledge
☐ CRM not updated properly
☐ Poor closing

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✅ FINAL DECISION

☐ Approved for live calling
☐ Needs retraining
☐ Review after 3 days

Evaluator Signature: ___________
Date: ___________