What does this skill do?

The Skill Financial Consulting Sales Script generates a structured and customized script for sales meetings regarding financial consulting services. It covers everything from the opening to the close, including a diagnostic assessment with 10 discovery questions, a value proposition, a 3-step objection-handling process, and a follow-up message. Come prepared to every meeting and eliminate improvisation to boost your conversion rate.

Meeting Preparation
Go into every meeting with a new prospect prepared with the right questions and answers—don't wing it.
Recovery of Lost Sales
When you consistently lose deals at the proposal stage, take a structured, consultative approach.
Equipment Standardization
Onboard new salespeople using a unified, proven sales process—not with everyone doing things their own way.
Entry into a New Sector
Adapt the script to the customer profile of a new industry or segment before you start prospecting.

Usage examples

🦷 Dental Clinic
Prepare a script for a meeting with the owner of a dental clinic that generates €75,000 in revenue per month. My service is monthly financial management for €1,800 per month. The main objection is, “I already have an accountant.” What sets me apart: strategic guidance, not just tax advice.
🏗️ Engineering firm
Create a sales script for an engineering firm with 30 employees. Service: project-based profitability tracking and a monthly dashboard for €2,400/month. Common objections: “It’s expensive” and “I’ll think about it.”
📋 Standardize equipment
Create a basic sales script so that my team of 5 financial advisors can sell consistently. Include the 10 diagnostic questions and the 3 closing techniques.
🚚 New industry: logistics
I need an adapted script to sell financial consulting services to logistics companies. Channel: video call. Objections: “It’s expensive,” “I’ll think about it,” “Now isn’t the right time.” Unique selling point: real-time dashboard.

Features

Consultative Opening An opening line that sets a consultative, non-sales-oriented tone with a question designed to break the ice.
10-Question Assessment A logical sequence of discovery, moving from the general to the specific, with the purpose and next steps for each answer.
Handling Objections in 3 Steps For each objection: validate, investigate, and redirect, with the exact suggested phrase ready to say during the meeting.
Staggered Closing Techniques 3 closing techniques, from the gentlest to the most direct, with the exact phrase for each one tailored to the context.
Follow-up after the meeting A message ready to be sent within the next 2 hours, with a summary of the discussion and a clear call to action.

Frequently asked questions

No. The skill works directly with Claude. You just need to fill in the prompt fields with the actual information about the prospect and the service you offer.
Yes. The prompt includes fields for the client's profile, the service being sold, pricing, meeting channel, common objections, and unique selling points. Everything is customizable.
Yes. Each section includes suggested phrases and spaces marked for you to customize with the client's information. You can print it out or keep it open during the meeting.
It is optimized for financial consulting, but the B2B consulting approach and the 6-block structure can be applied to other professional services with minor adjustments.
Sales Script for Financial Consulting — Sell More with Claude AI

¿Prefieres escuchar el contenido? Genera la narración de audio con un clic.