Call guide
Also called: call script, sales script, qualified call
A call guide is the shared outline agents follow on a sales or review call, so every prospect gets the same questions, the same compliance steps and a clear next step.
A guide is lighter than a script: it lists what must be covered and in what order, and leaves the wording to the agent.
Putting the guide inside the CRM, with fields agents fill in as they go, means every call produces the same data, and the agency can see where calls stall.
When every agent runs a different call, nobody can tell what works. A shared guide makes results comparable.
"Every agent runs the same call guide in the CRM, so we can see which step loses prospects."
What should a call guide for Medicare agents include?
An opening with any required disclaimers, confirmation of the Scope of Appointment for Medicare, qualifying questions, the discussion, and a clear next step, with fields agents fill in as they go.