How do I create a call script template?
The Cloze Library provides a centralized location to manage all types of templates in one place. You can create four types of templates:
Call script templates provide you with an easy-to-follow way to ensure you make all your key points on every call. When you start your call Cloze includes the call script and a place to take notes so you can capture all the details of your conversation.
Tip: Use Next Steps and templates to ensure every lead, prospect, and client has a follow-up plan. Next Steps can have email, text, and call script templates to help you and your team speed through follow-up.
Create a call script template from the Template Library
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Template Library
3.) Tap on the new template icon to create a new template.
4.) Select Text Message from the menu.
5.) Create your template and then save it.
When setting a category you can select from existing categories you have previously created or create a new category.
6.) Save your template.
Use your template
In this example, the call script template is tied to a Next Step. Next Steps can have email, text, and call script templates to help you and your team speed through follow-up.
