Cold call script template: opener, voicemail and rules

Fill-in cold call scripts for people who did not ask to be called: one reason to call, a 30-second opener, gatekeeper and voicemail lines, four brush-offs and a stop rule. With US, UK and German calling rules, lines for 9 industries, a Word file and an Excel call log.

1. Cold call prep: one reason to call this company

Start here

A cold call goes to someone who did not ask you to call. You have about 30 seconds, so prepare one true reason to call this company now. If they asked you to call back or filled in a form, it is a warm call: use the sales call script templates.

Two minutes per company

  1. Find one reasonSomething true and recent from their website, job posts or the news: a new site, new jobs, a new service.
  2. Find the right personThe role that owns the problem you solve. Write down the name and how to say it.
  3. Note where the number came fromTheir website, a directory, a referral or the front desk. You will need it if they ask.
  4. Check the rulesNot on your do-not-call list? A business line or a personal phone? Inside calling hours? See the calling rules below the tabs.
  5. Write your one questionOne question they can answer in a sentence, about the problem behind your reason.

Your reason, in one sentenceI am calling because what you saw at their company, and companies like theirs usually the problem it causes.

No reason, no callIf you cannot fill in the sentence with something true about this company, do not call yet.

For small sales and support teams

Keep every lead, note and next call in one place.

These scripts work with any phone. The CRM keeps each lead with your notes, plans the next call as a task with a Deadline and turns a booked meeting into a deal in one click.

  • Leads with Source, Status and Notes; Junk for do-not-call requests
  • Tasks with an Assignee and a Deadline for every next call
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Filled example

Cold call script example: three calls to a meeting

Tidepool IT Services, a fictional managed IT provider, uses this cold call script with Beth Arnold, office manager at Kittredge Freight, a 40-person trucking company. Samir Khalil calls from his own phone in October 2026.

Tidepool IT ServicesFictional company and prospect
Call 1: the dispatcher gives Beth's direct line · Call 2: voicemail and one email
Samir (sales)Wed 7 Oct, 08:35, call 3: Hi Beth, this is Samir Khalil from Tidepool IT Services. This is a sales call, and you do not know me. Can I take 30 seconds to tell you why I called, and then you decide if we keep talking?
Beth (prospect)How did you get this number?
Samir (sales)Fair question. Your dispatcher gave me your direct line last Thursday. If you would rather I did not call it, I will take it off my list now.
Beth (prospect)No, it's fine. Thirty seconds.
Samir (sales)Thanks. Kittredge Freight opened a second yard in September and posted four new jobs. We look after IT for companies with 20 to 60 people. One question: who sets up a new hire's email and laptop today?
Beth (prospect)08:36: Me, mostly. And a technician we call when something breaks. Last month the dispatch PC at the new yard was down most of a morning.
Samir (sales)08:37: That is the kind of problem we fix. I will not pitch you on the phone. Could we take 20 minutes at your office on Tuesday 13 October at 4 in the afternoon, so I can see the setup and tell you honestly if we can help?
Beth (prospect)Just send me an email.
Samir (sales)Happy to. So it is worth reading: is the main thing setting up new hires, or the outages at the new yard?
Beth (prospect)The outages. And I don't want to replace our technician. He has been with us for years.
Samir (sales)08:38: Understood. We often work next to an existing technician, and he can stay your first call. Does Tuesday at 4 work? The email comes today, with three questions.
Beth (prospect)Tuesday at 4 works. Come to the main office.
Samir (sales)08:39: Booked. You will have the email within the hour. Thank you, Beth.

Prep card: Kittredge Freight

WhoBeth Arnold, office manager
CompanyTrucking, 40 people
Reason to callSecond yard opened in September; four jobs posted
Number fromMain line on their website; direct line from the dispatcher
Rules checkBusiness line, B2B call, not on our do-not-call list

Call log

CallDateResult
1Thu 1 Oct, 08:40Dispatcher: direct line, best before 9 or after 4
2Mon 5 Oct, 16:10Voicemail 1, then one email
3Wed 7 Oct, 08:35Talked 4 minutes: meeting booked

In CRMsoftware.pro on 7 October

LeadKittredge Freight · Source Phone · Converted
NotesHer words: dispatch PC down a morning; keeps her technician
DealManaged IT · Kittredge Freight · stage Qualified
TaskMeeting at Kittredge Freight · Deadline Tue 13 Oct

Why it works

Why a reason for the call and a stop rule work

The reason for the call is what people listen for. In Gong's analysis of thousands of cold calls, reps who stated their reason for calling had a 2.1x higher success rate, and opening with 'Did I catch you at a bad time?' made a booked meeting 40% less likely8. Gong does not publish its sample size: treat it as one vendor's data.

Persistence pays, within limits. In Belkins' 2025 data, 9.9% of dials connected, 24.5% of prospects were reached over several dials, and 4.6% of conversations booked a meeting, about one per 370 dials5. So the template plans six calls per person and stops after call 6. The law adds a hard stop: see the calling rules below.

2.1x

higher success rate for reps who state their reason for calling (Gong)

24.5%

of B2B prospects reached over several dials, against 9.9% per dial (Belkins)

4.6%

of cold call conversations booked a meeting in 2025 (Belkins)

Calling rules

Cold calling rules: US, UK and Germany

A plain summary of official sources, read on 14 October 2026. Not legal advice: rules change, and US states, other countries and some industries add their own.

WhereWhat the rule saysThis template
US, FTC rule, calls to consumersNo calls to numbers on the National Do Not Call Registry without an established business relationship (18 months after a purchase, 3 months after an inquiry) or written permission. If you must use the registry, sync at least every 31 days6.Consumer numbers checked before each call block
US, anyone who asked you to stopNever call again someone who asked your company not to call, even to offer something else4. FCC: honor a request made during a call immediately2.Stop in the same minute; one list for the team
US, calling hoursCalls to a person's home only from 8 a.m. to 9 p.m. their local time, unless they agreed otherwise1.Call blocks in their time zone
US, what to say and showSay promptly who the seller is, that the call is to sell and what you sell. Send your number to caller ID1.'This is a sales call'; your own number
US, business-to-business callsMost calls selling to a business are exempt from the FTC's rule, except nondurable office or cleaning supplies and sales to employees for their own use4. The ban on false or misleading statements still applies1.Same honest script and stop rule
US, FCC: robocalls and AI voicesAutodialed or prerecorded calls to a mobile need consent; prerecorded sales calls to a home or mobile need prior written consent; AI-generated voice calls are illegal unless the person agreed or the caller is exempt. Many states have their own do-not-call lists2.Live calls only; no recorded voicemail or AI voice
UK, live marketing calls (PECR)No calls to anyone who said they do not want your calls, or to TPS or CTPS numbers unless the person specifically agreed. For business calls, screen both registers and your own list. Say who is calling, show your number, give an address or freephone number if asked9.TPS and CTPS check; the Do not call sheet
UK, where you got the detailsIf someone's details came from another source, tell them, including the source, at the latest at your first contact3.'Number from' column; honest answer in tab 5
Germany, UWG section 7Phone advertising to a consumer needs prior express consent; to a business, at least presumed consent7. Consumer consent must be documented and kept for five years10.Consumers only with documented consent

This page is not legal advice. The FTC lists a civil penalty of up to $53,088 for each call to a consumer who asked not to be called4. If you call consumers, sell regulated products such as insurance, or call other countries, get advice for your case.

Excel call log

What is in the Excel cold call log

Four sheets: Call log with the Kittredge Freight row and 12 more samples, Do not call, Summary and Lists. Auto columns fill in by themselves.

ColumnWhat it does
Added, company, contact and role, phoneOne row per person; industry and owner from dropdowns.
Number from, reason to callWhere you got the number, and your one reason from tab 1.
Call 1 to Call 6, calls madeThe date of each call, six at most. Calls made and last call are counted for you.
Last outcome, call back onNo answer, Voicemail left, Gatekeeper, Call back later, Meeting booked, Not interested, Wrong person or Asked not to call; a callback date if given.
Do not call AutoYes for Asked not to call, or when the number or whole company is on the Do not call sheet. Then no next call.
Next call, next step Auto2, 2, 3, 3 and 3 business days after calls 1 to 5, or the callback date; voicemail on calls 2, 4 and 6.
Status AutoCall today, Overdue, Waiting, Meeting booked, Not interested, Find the right person, Stopped after 6 calls, Do not call or Add to the Do not call sheet.

In the sample, 13 contacts got 24 calls: 6 conversations and 1 meeting, Kittredge Freight on call 3. 4 calls are due today, 1 is overdue, 1 contact stopped after 6 calls, and 3 are on Do not call, one still to be added to the Do not call sheet. The Summary sheet splits it by outcome, industry and owner. Works in Excel, LibreOffice and Google Sheets.

How to use

How to use this cold calling script template

  1. 1

    Build a short list

    10 to 15 companies per call block, each with one reason to call, checked against your do-not-call list and the registries that apply.

  2. 2

    Prep the day before

    Tab 1 for each company: reason, right person, where the number came from, one question.

  3. 3

    Call in blocks and log every call

    Two blocks a day at different times. The Excel call log sets the next call; a do-not-call request goes on the Do not call sheet at once.

  4. 4

    Review every Friday

    Conversations and meetings by industry. Change the reason or the question that does not work, never the stop rule.

Set it up in CRMsoftware.pro

  1. In CRM > Leads, click Add Lead: Lead Title, name, Phone, Company and Source Phone. Put the reason to call and where the number came from in Notes.
  2. After each call, set Status: In Progress while calling, Qualified when a meeting is booked, Junk after a do-not-call request. Add their words to Notes.
  3. Plan the next call: in Tasks, click New Task with a Task title such as 'Call 4: Kittredge Freight', the Assignee and a Deadline. My Tasks shows Due today and Overdue.
  4. When a meeting is booked, click Convert to Deal on the lead: it creates the contact and the deal.
  5. For a do-not-call flag, open Custom Fields, click Add field, pick Leads as the Entity type and Checkbox as the Field type.
  6. To let them pick the meeting time, open Scheduling > Event Types, click Copy Link and paste it into your email.

These scripts work with any phone. Before each call block, check the do-not-call registries that apply and your own Do not call sheet (tab 6). Leads, 1 pipeline, Notes and basic tasks are free for 3 users. Bookings with calendar sync come with Launch, $19 a month billed yearly.

FAQ

Cold call script questions

What is a good cold call script?

One that takes about a minute: your name and company, that it is a sales call, one true reason you are calling this company, one question and a request for a short meeting. Example: 'Kittredge Freight opened a second yard and posted four new jobs. Who sets up a new hire's email and laptop today?'

How do you start a cold call?

Say your name and company, that it is a sales call, and ask for 30 seconds to explain why you called. Avoid 'Did I catch you at a bad time?': in Gong's data it made a meeting 40% less likely, and stating your reason went with a 2.1x higher success rate8.

What should a cold call voicemail say?

Your name, company and number, one sentence on why you called, and the number again, in under 20 seconds. Three at most, each with something new, left live: under FCC rules, prerecorded sales messages to homes and mobiles need prior written consent2.

How do you get past the gatekeeper on a cold call?

Be honest and ask for help: say who you are, that it is a sales call and which role you need, then ask for the name, the best time and a direct line. Never pretend you spoke before.

What do you say when someone asks how you got their number?

The truth, in one sentence, such as 'your front desk gave it to me', then offer to remove it. In the UK, people must be told where you got their details, at the latest at first contact3.

How many times should you call a prospect?

This template's rule: six calls in about three weeks, voicemails on calls 2, 4 and 6, then stop. In Belkins' 2025 data, 9.9% of dials connected, but 24.5% of prospects were reached over several dials5. No public study sets the right number.

Is cold calling legal?

Usually, with rules. In the US, most B2B calls to sell to a business are exempt from the FTC's rule4, but calls to consumers must respect the Do Not Call Registry and the 8 a.m. to 9 p.m. window1. The UK requires TPS and CTPS checks9; Germany requires prior consent from consumers7. Not legal advice.

Is there a cold call script for my industry?

Yes. Tab 8 has who to call, why and an opening line for IT services and MSPs, B2B services, consulting, recruiting and staffing, insurance, solar, dental practices, healthcare practices and fitness studios.

How do I log cold calls in CRMsoftware.pro?

Call from the phone you already use, then log each call: keep the lead with Source, Status and Notes, plan the next call as a task with a Deadline, and turn a booked meeting into a deal with Convert to Deal. Set do-not-call requests to Junk and add them to your list the same day. Free for 3 users11.

Related templates

Free tools

Sources

  1. US Telemarketing Sales Rule (TSR), read 14 October 2026: 16 CFR Part 310, Telemarketing Sales Rule
  2. FCC consumer guide, updated 27 February 2026: Federal Communications Commission, Stop Unwanted Robocalls and Texts
  3. UK GDPR, telling people where you got their details: Information Commissioner's Office, Right to be informed
  4. FTC business guide to the TSR, read 14 October 2026: Federal Trade Commission, Complying with the Telemarketing Sales Rule
  5. Belkins, 175,000+ B2B dials in 2025, 26 June 2026: Michael Maximoff, B2B cold calling statistics 2026: Benchmarks from 175,000+ dials
  6. FTC answers on the Do Not Call Registry: Federal Trade Commission, Q&A for Telemarketers & Sellers About DNC Provisions in TSR
  7. German Act Against Unfair Competition: Gesetz gegen den unlauteren Wettbewerb (UWG), § 7 Unzumutbare Belästigungen
  8. Gong cold call data, updated 4 March 2026: Jonathan Costet, Evolve the cold call: 8 data-driven techniques to surpass quota
  9. UK rules on live marketing calls (PECR): Information Commissioner's Office, Telephone marketing
  10. German rule on proof of consent: Gesetz gegen den unlauteren Wettbewerb (UWG), § 7a Einwilligung in Telefonwerbung
  11. Plans and prices: CRMsoftware.pro pricing

One reason, one question, one ask, and stop when they say stop.

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