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 several 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

New Design

1.) Navigate to the Template Library and tap on the new template (+) icon.

Mobile:

Tap on More in the lower right of your screen on mobile (iOS/Android).
Select Template Library.
Tap on the new template (+) icon.

On your computer:

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

Tap on More in the lower left on your computer (cloze.com).
Select Template Library.
Tap on the New Template (+) icon.

2.) Select Call Script.

3.) Create your template.

Name - Enter the name of your template.
Category - Select a Category for the template.
Tags - Optionally use tags to organize your template.
Template content - Enter the content of your template.
Ghostwriter AI - Use the ChatGPT-power Ghostwriter to help you create content (included with the Platinum Plan).

4.) Tap on the Review button to save your template.

When you are doing tap on the Review button and select a library to save your template.

Any Cloze user can save a template to their own library (aka My Library)

My Library - is your personal library (only you can see templates in this library).

Only Admins or other team members with the appropriate permission can save to a team library.

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library.

Your team library (Staging) - staging is only visible to people with permission to see it.
Your team library - visible to everyone on your team.

Classic Design

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 and then select Call Script.

4.) 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.

5.) Save your template.

Only Admins or other team members with the appropriate permission

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have an option to save a template to a Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library.

Published templates can be placed in three different types of Libraries:

My Library - is your personal library (only you can see templates in this library)
Your team library (Staging) - staging is only visible to people with permission to see it
Your team library - visible to everyone on your team

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.