txt
CSM_Outreach_Scripts_Winback.txt
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- drive_docs/google_docs
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- 2026-04-05 14:22:13
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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.