SaaS Cold Call Script
Target buyer: VP of Operations at a 150-person logistics software company
Offer: A workflow automation platform that removes manual handoffs between CRM, support, and billing systems.
Opening Hook
Hi {{firstName}}, this is {{repName}} with Pitch Pilot. I noticed your ops team is hiring across RevOps and support, which usually means your handoffs are getting more expensive before they get cleaner. I was calling to see whether reducing manual follow-up between sales, onboarding, and billing is even on your radar this quarter.
Value Prop
We help mid-market SaaS teams cut the swivel-chair work that happens after a deal closes. Instead of reps, CSMs, and finance chasing each other in Slack, our workflows move data automatically, trigger the right onboarding tasks, and flag renewals at risk before revenue slips.
Discovery Questions
- When a deal closes, where do onboarding steps still rely on people updating different tools by hand?
- How often do customer issues come from missed handoffs between sales, implementation, and finance?
- If you could remove one process bottleneck this quarter, what would have the biggest revenue impact?
Objection Handling
- "We already built some automations internally." -> That makes sense. Most teams we work with did too. They usually call us when the one-off automations become hard to maintain across departments. Would it be worth comparing what your team manages manually versus what should run without engineering support?
- "This is not a priority right now." -> Understood. Usually that means the pain is tolerated, not solved. If I could show you where other SaaS teams recover implementation hours and reduce billing mistakes, would a 15-minute look next week be unreasonable?
Close
If this is close enough to the problems you are seeing, let us book 15 minutes. I can walk you through one example workflow for a team your size, and you can decide whether it deserves a deeper review.