IMPORTANT: YOU ARE NOT ALLOWED TO ASK "HEY IS THIS [NAME]." JUMP STRAIGHT INTO THE OPENING STATEMENT.
Prospect: Hello?
Rep: Hi, this is [Your Name] with Topline. I know I probably caught you in the middle of something, but I was hoping you could help me out for a moment?
(Pause briefly to let them respond)
Rep: We’ve been working with [wellness service companies/counseling centers/coaches] who feel stuck with disconnected systems, wasted marketing budgets, or trying to handle tech and content creation on their own. Does that sound like something you’ve dealt with?
https://connectionscounselingsc.com/ EXAMPLE
(Pause for response)
Rep: That’s exactly why I’m reaching out. At Topline, we provide an all-in-one growth platform specifically for businesses like yours. We don’t just give you tools like AI and automation—we help you actually use them with the guidance of a dedicated account manager.
This means we handle the tech setup, create your website and content, and support your marketing strategy, so everything fits your unique business goals.
Would it be worth a quick chat to explore how this could help you?
(If yes, transition to discovery questions)
"What’s your biggest challenge with marketing or bringing in new clients right now?"
"Are you using any tools to automate client follow-ups, or is it still mostly manual?"
"How are you managing your website and content today—are you handling it in-house or working with someone else?"
"What would you say is the most time-consuming or frustrating part of growing your business?"
Rep: That’s exactly what we help with. For example, we recently worked with a [coaching/audiology/counseling] center that felt overwhelmed trying to manage their website, marketing, and follow-ups on their own.
We built their website, automated their sales processes, and connected their marketing to bring in better leads—all while giving them personalized support from one of our account managers to make sure everything worked for their specific needs.
If that’s something you’d like to explore, I can set up a meeting with one of our cofounders.
(Pause for response)
Rep: Perfect. This won’t be a typical sales call. You’ll be speaking directly with one of our cofounders, who has worked closely with businesses like yours and understands your industry. They’ll focus on your specific goals and challenges.
Does [insert day/time] work for you?
Objection: "I’m not sure this is the right time."
Rep: Totally understand—you’ve got a lot going on. If we could show you how to simplify your systems and grow without adding more work to your plate, would that be worth exploring?
Objection: "We already work with an agency."
Rep: That’s great—many of our clients do too. They’ve come to us because their agencies didn’t connect with their tools or business goals. If we could streamline things for you and offer better support, would you be open to a quick chat?
Rep: Great—I’ll send over a calendar invite for [day/time]. I’ll also include a quick example of what we’ve done for others in your space, so you can take a look before the call. Looking forward to it!
