-
1️⃣ Call Opening (First 30–45 Seconds)
Goal: Build trust + position your company clearly
Script:
Hello Sir, this is [Your Name] calling from ...
-
1. New Lead
Purpose: Lead just entered the system
Entry Sources:
Phone call
WhatsApp
Website form
Referral / Agent
...
-
STEP 1: Create Deal / Lead Pipeline Stages
📍 Path
Setup → Leads → Statuses
Create the following Lead Statuses in exact order:
...
-
What this SOP includes
✔ Clear call opening & greeting script✔ Product coverage (rigs, compressors, airends, engines, accessories)✔ Customer qualification flow (Owner / Driller / Agent / Trader)✔...
-
What’s been added (important for conversions)
✔ Separate call scripts for:
Drilling Rigs
Drilling Compressors
Airends
Engines
...
-
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 suit...
-
📞 SALES TRAINING SHEET – NEW CALLERS
(Drilling Rigs | Compressors | Airends | Engines | Accessories)
🎯 YOUR ROLE AS A CALLER
Your job is to:
Understand the custo...
-
📅 DAY 1–7 CALLER TRAINING PLAN
Industry: Drilling Rigs | Compressors | Airends | Engines
🟢 DAY 1 – Company & Product Foundation
Goal: Understand what w...
-
✔ Day-by-day training goals (Day 1 to Day 7)✔ Product knowledge + call handling structure✔ CRM (WPSCRM / Perfex) training flow✔ Assisted → Independent calling progression✔ Final evaluation &...
-
📞 SALES TRAINING SHEET – NEW CALLERS
Industry: Drilling Rigs | Compressors | Airends | Engines | Accessories
🎯 YOUR MAIN GOAL
Understand the customer’s ex...
-
📋 CALLER EVALUATION CHECKLIST
Sales Call Center – Drilling Equipment
Caller Name: ___________Evaluator: ___________Date: ___________...
-
📞 CALL SCRIPTS PER MILESTONE (FINAL VERSION)
🟦 STAGE 1: NEW LEAD – FIRST CALL
Goal: Introduction + permission to continueTone: Professional, confident
...