Cutting Edge Health Advisors
Call Script Tool
Guided call flow for discovery, emotional probing, risk assessment, and plan presentation.
Progress
Step 1 of 19
New Call
Opening
›
Coverage
›
Discovery
›
Health
›
Budget
›
Hold 1
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Risk Qs
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Hold 2
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Presentation
Opening
"Good afternoon — thank you for calling Cutting Edge Health Advisors, my name is ________, and I'll be assisting you today."
Slow your pace down immediately. Take control. They should feel guided from the first word.
Client Response
They respond warmly — continue
They seem rushed, guarded, or skeptical
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