Engage+
Call scripts give you a structured set of talking points so cold calls don't feel cold. Each script walks you through an introduction, a value pitch, common objections, and a clear close. Engage+ users who use call scripts see roughly 3x higher conversion rates on outbound calls than those who wing it.
Opening the Call Assistant #
Open the lead detail panel
From any list, kanban card, map marker, or daily action plan tile, click the lead to open the panel.
Click the Call button
The Call Assistant opens as a full-screen modal. The script panel is on the right.
Confirm your name and clinic
On the setup screen, your name, clinic, and phone are pre-filled from your profile. Adjust if needed and click Start Call.
Pick a script
Choose the script that matches the situation. The script loads with the lead's real data already filled in.
Script Types #
Cold Call Intro
Opening lines for first contact. Friendly, low-pressure, gets you past the "who is this" reaction.
Gatekeeper Navigation
Getting past the front desk to the decision maker. Polite, persistent phrasing that doesn't trigger blocks.
Value Pitch
Explaining your services in 30 seconds. Speed, compliance, walk-ins — whatever fits the carrier's pain.
Objection Handling
Responses to the most common pushbacks: "we already have someone", "too expensive", "not interested."
Closing
Asking for the appointment. Specific, low-friction phrasing that gets a yes or a clear next step.
Inside the Call Assistant #
- Lead info panel (left): Company name, DOT number, officer name, phone, fleet size — all the context you want in front of you while talking.
- Script panel (right): The current script step with talking points. Use Back and Next to navigate steps.
- Teleprompter button: Switches the script to a high-contrast, large-text view for easier reading while talking.
- Notes field (bottom): Required to finish the call. Drop a quick line about how it went.
- Outcome buttons: Thumbs-up for positive, thumbs-down for negative. Negative outcomes prompt for an optional reason.
- Status updater: Move the lead to a new pipeline stage (Connected, Interested, Not Interested, etc.) right from the call modal.
Logging Call Outcomes #
Notes are required to finish
The call assistant won't close until you've added a note. Even a short "left voicemail" or "asked me to call back Tuesday" is enough — it keeps your activity feed useful for future-you.
Best Practices #
Don't read scripts word-for-word
Scripts give you the structure and the key phrases — not a screenplay. Read the talking points, then say them in your own voice. Carriers can hear when you're reading.
- Use the teleprompter mode when you need a low-distraction view of the current step
- Move forward, then back — jump to the Closing script the moment you sense interest
- Set a reminder if they ask you to call back — the call modal has a reminder checkbox right next to the notes field
- Log the outcome honestly — thumbs-down data is what makes the script analytics useful
Best times to call carriers
Tuesday through Thursday, 9-11 AM and 2-4 PM local time. Avoid Mondays (people are catching up) and Fridays (people are wrapping up).
