When to use: Call 1 didn’t close because there’s a real decision-maker missing (spouse, partner, co-owner). You booked a second call (the audit call) with the decision-maker on it.
How to use
- Book the audit call while still on call 1. Don’t end the call with “let’s follow up next week.” Lock the slot on the spot, with the decision-maker confirmed.
- Send a recap text within 5 minutes of call 1 ending.
- Between call 1 and call 2: do real prep work specific to their business. Audit their current setup, build a demo, pull together a custom roadmap. The audit call has to deliver real demonstrable value to the decision-maker.
- Send reminders the night before, morning of, and 1 hour before.
- If they go silent 24 hours out, push for confirmation.
Scripts
End of call 1 (book the audit before hanging up)
Totally makes sense you need {DECISION-MAKER} on this. Let’s get them on a call with both of us. Between now and then I’ll put together a quick audit of your {current ads / current setup / business} so we can walk through exactly what we’d do for you. Does {DATE 1} or {DATE 2} work?
Get the slot before ending the call.
Right after call 1 (within 5 min)
Great talking, {NAME}. Looking forward to walking through the audit with you and {DECISION-MAKER} on {DATE}. I’ll have it ready.
Trust-asset bump (1-2 days before audit)
Pulled together a few things for our call on {DATE}. Here’s a quick breakdown of one of the {trade} accounts we’ve been working on, pretty close to your setup: {LINK}
Night before the audit
Looking forward to our call tomorrow at {TIME}. {DECISION-MAKER} confirmed on their end?
Morning of
Talk today at {TIME}. Audit’s ready to go.
1 hour before
Heading in. Link’s on the invite — see you in a few.
If they go silent 24h out
Hey {NAME}, prepping the audit for tomorrow. Quick thumbs up that we’re still on?
Cancel and reschedule (12 hours out, still silent)
Hey {NAME}, haven’t heard back so I’ll free up that slot. {DATE 1} or {DATE 2} better for you and {DECISION-MAKER}?
What’s next
- Audit call happens → outcome routes to:
- Audit call no-show → 08. No-Show