txt

CSM_Outreach_Scripts_Winback.txt

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Modified
2026-04-05 14:22:13
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581 B
CSM Outreach Scripts - Winback 10/2025
Scripts for Client Success Managers conducting outreach to former clients for re-engagement.

Script 1 - Initial Outreach:
"Hi [Name], this is [CSM Name] from TheKey. I wanted to reach out because we truly valued having you as part of our TheKey family, and I wanted to see how you and [loved one's name] are doing."

Script 2 - Follow-Up:
"I wanted to follow up on our conversation and share some exciting updates about TheKey that may be relevant to your family's care needs."

Includes objection handling guides and tracking requirements.