2 Hr DEMO Call Reminder Script

INSTRUCTIONS : (Script is below in gray sections) 

  1. Have DEMO CALENDAR pulled up in a separate browser tab

  2. Call LEAD @ required time

  3. IF connected/reached, go through the appropriate script below in gray section.

  4. IF NOT connected on FIRST try, hang up and “Call Right Back” and go through script IF connected on the second call, IF NOT connected, then LEAVE this Voicemail:

    a. (For REMINDER Call) “Hi [LEAD’S NAME], this is [YOUR NAME] with LoKation Marketing . I am calling to remind you of your scheduled DEMO call with Steve in 2 Hours on [DATE & Time] . ”

     THEN, send this TEXT message:

[LEADS NAME], I just left a VM to remind you about the DEMO Call appt you scheduled with Steve in 2 Hours on [DATE & Time]. Is that STILL good for you?

5. Then call back in 1 HOUR and try to connect with them.  IF no answer, call “right back”, and go through the appropriate script IF connected. IF NOT, hang up.

6. IF they NEED TO RESCHEDULE / CANCEL: Watch video link below to see HOW TO reschedule/cancel appt.


2 Hour BEFORE Appt Script


YOU: “Hi [LEAD’s FIRST NAME], this is [YOUR FIRST NAME] from Lokation Marketing. I’m calling to remind you about your appointment for an DEMO Call with Steve scheduled in 2 hours @ [[SCHEDULED TIME in their timezone]  . You still good for time?”






YOU: “Great, remember THIS call will take place via video through ZOOM and is best if you access it with your Computer or Tablet. The instructions to log into the Zoom call has been sent to your email @ [REPEAT/CONFIRM EMAIL in the database]. Is that the best email for you? Have a great day.””



YOU: “OK, let’s get you rescheduled.”


THEN [PULL UP Steve’s DEMO CALENDAR within the dashboard and YOU reschedule lead and then CANCEL their existing appt]