Complete Sales Scripts

A comprehensive collection of sales scripts, outreach templates, email sequences, call scripts, and conversation frameworks designed specifically for UX/UI design agencies. Use these as starting points — customize to match your voice, vertical, and brand.

Script 1A: Standard Discovery Call (30-45 minutes)

OPENING (3 minutes)

"Thanks for taking the time today, [Name]. Here is how I would like to use our time. First, I want to understand your situation — what prompted this conversation and what success looks like for you. Then I will share a bit about how we approach these kinds of challenges. By the end, we will both know if there is a good fit to explore further. Does that sound good?"

SITUATION EXPLORATION (10 minutes)

"Tell me about [Company] and your role there. What does your product do, and who does it serve?"

[Listen. Take notes.]

"What is the current state of the design and user experience? How would you describe it?"

"What prompted you to look for design help now, as opposed to three months ago or three months from now?"

"What have you tried before to address this? What worked, and what did not?"

PROBLEM DIAGNOSIS (10 minutes)

"What specific problem are you trying to solve with this engagement?"

"How is this problem affecting your business today — what metrics suffer because of it?"

"What happens if this problem is not solved in the next six months?"

"On a scale of 1 to 10, how urgent is this? What makes it that urgent?"

OUTCOME VISION (5 minutes)

"If we solve this perfectly, what does success look like six months from now?"

"How would you measure that this project was a success?"

"What would this enable for your team or your business that you cannot do today?"

BUDGET & AUTHORITY (5 minutes)

"Have you allocated a budget for this work? What range are you considering?"

"Who else is involved in this decision?"

"What is your ideal timeline for getting started and completing this?"

"What is driving that timeline?"

YOUR APPROACH (5 minutes)

"Based on what you have shared, this is very similar to work we did for [similar client]. They were facing [similar challenge], and we [approach]. The result was [outcome with metric]."

"Our approach typically involves [high-level process]. For a project like this, the investment typically falls in the [range] range, depending on the final scope. Does that align with what you were expecting?"

NEXT STEPS (2 minutes)

"This sounds like a project we can absolutely help with. The next step would be a detailed proposal. I will need [specific information if anything is missing]. I can have that to you by [date]. Then let us schedule 30 minutes on [date] to walk through it together. Does that work?"

Script 1B: Entry-Point Offer Discovery Call (20 minutes)

"[Name], since you booked a UX Health Check, I want to make sure we use the 20 minutes to identify exactly which flow or feature we should focus on. Tell me — what is the one user experience issue that keeps you up at night?"

[Listen.]

"And if we could pinpoint exactly where users are dropping off and give you a prioritized fix list, what would that enable you to do?"

"Great. Based on this, I recommend we focus the health check on [specific flow]. We will run 5 user tests, do a heuristic evaluation, and deliver findings within 5 business days. The investment is [price]. Shall we get started?"

Script 1C: Referral Discovery Call

"[Name], [Mutual Contact] mentioned you might be facing some challenges with [specific area]. I would love to understand what is going on and see if there is a way we can help — or at least point you in the right direction. What is the situation?"

[Advantage: pre-qualified through trust. Move faster to specifics.]

Template 2A: Cold LinkedIn Outreach (Research-First)

Subject: Quick observation about [Company]'s onboarding flow

Hi [Name],

I was exploring [Company]'s product this morning and noticed something interesting in the onboarding flow. The profile setup step appears to be causing some drop-off — I saw [specific observation].

We recently solved a similar challenge for [similar company], increasing their user activation by 32% through a focused UX redesign of that exact flow.

Would you be open to a brief exchange of ideas? No pitch — just curious about your approach and happy to share what we learned.

Best,

[Your Name]

Template 2B: Cold Email (Outcome-Focused)

Subject: [Company] + reducing onboarding friction

Hi [Name],

I help [vertical] product teams reduce onboarding abandonment by an average of 35% through strategic UX design.

I noticed [Company] recently launched [feature/product]. Congratulations — that looks like significant progress.

I am curious: have you measured the drop-off rate during user onboarding? Most [vertical] platforms we evaluate lose 40-60% of new users before they experience core value.

If that is something on your radar, I would be happy to share a quick insight or two — no obligation, no sales pitch.

Worth a brief conversation?

[Your Name]

[Agency Name]

P.S. Here is a 2-minute teardown we did of a similar onboarding flow: [link]

Template 2C: Funding Announcement Outreach

Subject: Congrats on the [Series X] — design support?

Hi [Name],

Saw the news about [Company]'s [Series X] — congratulations. That is a significant milestone.

With new funding comes the pressure to ship faster, improve the product experience, and scale the team. We specialize in helping [vertical] companies at exactly this stage design products that retain users and drive growth.

We helped [similar company, post-funding] redesign their core experience, resulting in [specific outcome].

Would it make sense to have a brief conversation about how design might support your roadmap over the next two quarters? No pressure — just exploring whether there is a fit.

Best,

[Your Name]

Template 2D: Hiring Signal Outreach

Subject: Saw you are hiring for [Design Role]

Hi [Name],

I noticed [Company] is hiring a [Senior Product Designer / UX Designer]. That tells me you are investing seriously in the product experience — smart move.

Hiring takes 60-90 days, and even then, the new designer needs time to ramp up. In the meantime, product decisions keep getting made without design input.

We provide embedded design teams for [vertical] companies that need senior design capacity immediately — no recruiting delay, no onboarding gap. One of our designers can be contributing to your team within a week.

Worth a brief conversation about how this might bridge the gap while you build your internal team?

[Your Name]

Template 2E: Follow-Up #1 (4 days after no response)

Hi [Name],

Wanted to follow up on my note about [specific observation].

I came across a recent study showing that [vertical] companies that invested in onboarding UX saw a 25% improvement in activation within 90 days. Thought you might find it relevant: [link]

Still open to a brief conversation if the timing works.

[Your Name]

Template 2F: Follow-Up #2 (8 days after no response)

Hi [Name],

I will keep this brief — I know inboxes are full.

We put together a quick teardown of onboarding flows at 10 [vertical] companies, including what separates the ones that convert from the ones that lose users. Happy to share it if you are interested.

If the timing is not right, no worries at all. Just reply with "not now" and I will check back in a few months.

[Your Name]

Sequence 3A: Standard Proposal Follow-Up (14-Day)

Day 0 (Immediately after proposal presentation call):

Subject: [Project Name] — Proposal & Next Steps

Hi [Name],

Thank you for walking through the proposal with me today. As discussed, the investment for [Project Name] is [Price] with a timeline of [X weeks].

I have attached the formal proposal document for your review. To secure your start date of [Date], we would need the signed agreement and deposit by [Deadline Date].

I am here to answer any questions you or your team have. Just reply to this email or grab time on my calendar: [link]

Looking forward to working together.

[Your Name]

Day 3:

Subject: Quick question about the [Project Name] proposal

Hi [Name],

Wanted to check in on the proposal I sent over. Any questions I can answer? Happy to jump on a quick call if that is easier.

[Your Name]

Day 7:

Subject: [Project Name] — Timeline update

Hi [Name],

Just a quick note: our next available start date for projects of this scope is [Date]. If we want to hit your target launch of [Target Date], we would need to kick off by [Latest Start Date].

I have held that week tentatively for [Company]. Let me know if you would like me to confirm it — otherwise I will need to release it by [Release Date].

No pressure either way. Just want to make sure we are not delayed by availability.

[Your Name]

Day 10:

Subject: One thing I forgot to mention about [Project Name]

Hi [Name],

One thing I forgot to mention during our call — we include [specific value-add] with all [tier] engagements. This typically saves clients [specific benefit] and ensures [specific outcome].

Worth mentioning because it is not obvious from the proposal. Let me know if you have any questions.

[Your Name]

Day 14 (Final follow-up):

Subject: Should I close the file on [Project Name]?

Hi [Name],

I have not heard back, so I want to be respectful of your time. I will assume [Company] is going in a different direction or the timing is not right.

No hard feelings at all — these decisions are complex and timing matters.

If things change, just reply and we will pick up where we left off. And if there is anything I can help with in the meantime (a quick opinion, a resource, an introduction), do not hesitate to ask.

Best of luck with the project, whatever direction you take.

[Your Name]

P.S. I will send one follow-up in 3 months to see if the timing is better then.

Script 4A: Post-Project Retainer Transition

Timing: Within 2 weeks of successful project completion

"[Name], the [project] launched successfully and [result]. That was a significant achievement. But here is the thing — the work does not stop at launch.

Products degrade after launch without continuous design attention. New features need design. User feedback reveals opportunities. Competitors evolve. The question is not whether you need ongoing design support — it is how you will get it.

You have three paths. One: build an internal design team — that is $150,000+ per year in salary plus a three-month hiring process. Two: hire freelancers ad hoc — inconsistent quality, management overhead. Three: partner with us on a retainer — proven team, no hiring risk, immediate start.

A retainer with us gives you [specific designer] dedicated to your team for [X hours] per month at [$X/month]. That is less than the cost of one full-time hire, with no recruiting risk. We can start next month with a three-month commitment. If it is not working, you cancel with 30 days notice.

But I am confident that once you experience having a dedicated design partner, you will wonder how you operated without one. What questions do you have?"

Script 4B: Mid-Project Retainer Seed

Timing: During a project, when the client asks for small additional work

"[Name], I would love to help with that. Rather than scoping these requests one by one — which adds administrative overhead for both of us — have you considered a small retainer? For [$X/month], we cover [scope] and you get priority turnaround. It usually saves our clients time and money compared to individual change orders. Worth discussing?"

Script 4C: Retainer Expansion Conversation

"[Name], as I have worked with your team this quarter, I have noticed three opportunities that are not in our current scope but could significantly impact [business goal]:

Would any of these be valuable to explore?"

Script 4D: Retainer Renewal Conversation

"[Name], our retainer has been running for [X months] now, and I wanted to take a step back and look at what we have accomplished together.

[Summarize 2-3 key outcomes with metrics.]

As we look ahead to the next quarter, what are the top priorities for your product team? I want to make sure our retainer scope is aligned with where you are headed."

[Then: adjust scope, adjust pricing if needed, confirm renewal.]

Script 5A: Design System Audit Pitch

"[Name], I was looking at [Product] across different features, and I noticed something I see a lot in growing [vertical] companies. The user interface is becoming inconsistent — different button styles, varying spacing, similar-but-different components across screens.

This is completely normal. It happens when multiple designers work on a product over time. But it is also expensive. Your designers are recreating the same elements. Your developers are building similar UI from scratch. And users are experiencing friction that shows up in your metrics.

We offer a Design System Audit — a five-day structured evaluation that quantifies these inconsistencies and gives you a prioritized roadmap for fixing them. It costs [$X] and delivers a 20-30 page report with specific recommendations.

Most importantly, it gives you the business case for building a design system. Because once you see the numbers — how much time is wasted on inconsistency — the investment in a system becomes obvious.

Would it be useful to have that kind of clarity?"

Script 5B: Design System Build Pitch (Post-Audit)

"[Name], the audit confirmed what we suspected — [Product] has [X] unique button styles, [Y] variations of input fields, and inconsistency across [Z]% of screens. This is costing your team approximately [$X] per year in wasted design and development time.

The good news: we can fix this systematically. We build design systems in five phases, starting with the Foundation — design tokens and core components. In three weeks, your team will have a working system they can start using immediately. Each phase builds on the previous, so you see ROI before committing to the full scope.

The Foundation phase is [$X]. The full system, delivered over 3-5 months, ranges from [$X] to [$Y] depending on the final scope.

Shall we start with the Foundation and see how your team responds?"

Script 5C: Design System to Development Shop

"[Name], we have built design systems for [X] [vertical] companies, and I know your team handles the development side for many of them.

I would love to explore a partnership where you refer design system work to us and we refer development work to you. We have a structured audit and build process that your clients appreciate, and we could white-label or co-deliver depending on the engagement.

Worth a 20-minute conversation to explore how this might work?"

Script 6A: Usability Testing Pitch

"[Name], you are about to launch [feature]. That is exciting. But here is the question: how confident are you that users will understand it on first use?

We offer a Rapid Usability Test — 5 user sessions over 3 days, delivered with a prioritized issue list. It costs [$X] and could save you [$Y] in post-launch fixes.

The test is designed to catch the issues that your team cannot see because you are too close to the product. Fresh eyes, real users, actionable findings.

We have availability to start next week and deliver findings before your launch date. Should we book it?"

Script 6B: Research Program Pitch

"[Name], your product team makes dozens of decisions every sprint. How many of those decisions are validated with user input?

Most product teams operate on assumptions. The teams that win operate on evidence. Our Continuous Insight Program gives you 12-16 user interviews per month, aligned with your sprint cycle. Every month, you get a research brief that answers your most critical questions.

This is not a luxury — it is risk management. One prevented bad feature decision pays for six months of research.

The investment is [$X/month]. Shall we start with a 3-month trial?"

Script 6C: Research ROI Close

"[Name], let me put this in business terms. Building the wrong feature costs [$X] in development time. Our research program costs [$Y/month]. If we prevent one wrong feature decision per quarter, the program pays for itself 4x over.

But that is not even the best part. The right feature decisions — the ones validated by user research — generate revenue. A 10% conversion improvement on a $1M product is $100,000 in additional annual revenue.

Research is not an expense. It is the highest-ROI investment a product team can make."

Script 7A: "Your Price Is Too High"

"I appreciate you sharing that. Let me put this in context. Based on your current user volume, a [X%] improvement in [metric] generates [annual value] in additional revenue. Our investment represents [X%] of that annual return. It pays for itself in [timeframe].

[Client name] had the same concern initially. Six months after launch, their [metric] improved by [X%], producing [result]. The project paid for itself in [timeframe].

If budget is the primary constraint, we could phase the work. Which elements are most critical for the first phase?"

Script 7B: "We Need to Think About It"

"Absolutely — this is an important decision. To make sure you have everything you need for that discussion, what specific questions or concerns do you need to resolve?

Most of our clients discuss this with their team. The questions that typically come up are about timeline, budget allocation, and how this integrates with their current roadmap. I have prepared answers for all of those. What information can I provide that would make that internal conversation more productive?"

Script 7C: "We Are Comparing Other Agencies"

"That makes complete sense. You should evaluate your options. As you compare, I would encourage you to ask every agency these three questions:

Our answers: [brief answers]. I would be happy to connect you with [past client] to hear about their experience working with us. Would that be helpful?"

Script 7D: "We Can Get This Cheaper with a Freelancer"

"You are right that freelancers often charge less. The question is not just cost — it is risk and outcome. A freelancer might deliver great design, but do they understand [vertical] complexity? Can they scale if the project grows? What happens if they are unavailable?

We inherited a project from a freelancer where the design looked great but failed usability testing because [specific issue]. The client spent [amount] fixing it — more than our original quote would have cost.

What is your risk tolerance if the less expensive option does not produce the outcome you need?"

Script 7E: "We Will Build an Internal Team Instead"

"That is a strong long-term strategy. Building an internal team is the right move for many companies at scale. The question is timing.

Hiring a senior UX designer takes 60-90 days. Onboarding takes another 30-60 days before they are fully productive. In the meantime, your roadmap does not wait.

We can bridge that gap. Work with us for the next 3-6 months while you build your team. We deliver immediate capacity, and we will document everything so the transition to your internal team is seamless.

Some of our clients keep us on retainer even after building internal teams — for specialized work, overflow capacity, or an external perspective.

What does your hiring timeline look like?"

Script 7F: "The Timeline Is Too Long"

"I hear that speed is important. A fast timeline is achievable, but it requires trade-offs. Let us look at what drives the timeline and what can be compressed.

We have delivered accelerated timelines before. The key is being realistic about what can be cut without compromising the outcome. For [client name], we compressed a 10-week project into 6 weeks by [specific approach].

What is the immovable deadline? Let us work backward from there and identify what must be in v1 versus what can follow."

Script 8A: Post-Project Referral Request

Timing: Within 2 weeks of project completion

"[Name], I have loved working with you and your team on [Project]. The results have been fantastic — [specific outcome].

I am curious: do you know any other [company type / role] who might be facing similar challenges with [specific problem]? I would love to help them the way we have helped you.

No pressure at all — just thought I would ask since you know the quality of our work firsthand."

Script 8B: Quarterly Check-In with Referral Ask

"[Name], it has been [X months] since we wrapped up [Project]. How are things going? Have you seen [specific metric] continue to improve?

Also, I wanted to ask — we are looking to partner with a few more companies in [vertical] this quarter. Do you know anyone who might benefit from a similar engagement? Happy to make it worth your while with [incentive details]."

Script 8C: Email Referral Request

Subject: Quick favor?

Hi [Name],

Hope you are doing well. The [Project] we worked on together has been one of my favorite engagements — [specific result] still stands out.

We are looking to take on 2-3 new projects with [vertical] companies this quarter. Do you know anyone who might be a good fit? I have attached a one-page brief you can forward if someone comes to mind.

As a thank you, we offer [incentive] for any referral that becomes a client.

No pressure at all — just thought I would ask!

[Your Name]

Template 9A: Weekly Status Update

Subject: [Project Name] — Week of [Date] Update

Hi [Name],

Here is where we stand on [Project Name]:

This Week:

Next Week:

Decisions Needed:

Timeline Status: On track / At risk

Hours Used: [X] of [Y] hours ([Z%] of budget)

Best,

[Your Name]

Template 9B: Change Order Request

Subject: [Project Name] — Scope Change Request

Hi [Name],

This request falls outside our agreed scope for [Project Name], which includes [reference scope].

We would be happy to accommodate this. The estimated impact is:

I have attached a change order for your approval. Once signed, we will begin immediately.

[Your Name]

Template 9C: Project Completion Email

Subject: [Project Name] — Project Complete!

Hi [Name],

I am thrilled to share that [Project Name] is complete. Here is everything we delivered:

Final Invoice: Attached. Due [date].

It has been a pleasure working with you and your team. I would love to hear how the launch goes — and please do not hesitate to reach out if you need any clarification on the deliverables.

Also, would you be open to a brief testimonial about your experience working with us? It would mean a lot to our team.

Looking forward to our next project together.

[Your Name]

Template 9D: Milestone Review Meeting Invite

Subject: [Project Name] — [Milestone Name] Review on [Date]

Hi [Name],

We have reached the [Milestone Name] milestone for [Project Name]. I would like to schedule 45 minutes to walk you through the work, share our findings, and get your feedback.

Proposed time: [Date and Time]

Agenda:

Please confirm if this time works, or suggest an alternative.

[Your Name]

Script 10A: Presenting Price on a Call

"Based on everything we have discussed, the investment for [Package Name] is [$X]. This includes [key inclusions].

When you consider the [business value we discussed during discovery], this represents [X%] of the annual value. The project pays for itself in [timeframe].

[Pause. Wait for their response. Do not fill the silence.]"

Script 10B: The Options Close

"We have three ways to approach this:

Option A — [Essential name] at [$X]: This gets you [key deliverables] and launched in [timeline]. Perfect if [situation].

Option B — [Professional name] at [$Y]: Everything in A plus [additional value]. This is our most popular choice for companies at your stage.

Option C — [Enterprise name] at [$Z]: The full treatment with [premium inclusions]. Best if [situation].

Which direction feels right for where [Company] is?"

Script 10C: Monthly Breakdown Close

"The total investment is [$X], which we can structure as [$Y/month] over the [Z-month] engagement. This aligns the investment with the project timeline and spreads the budget impact across quarters.

Does that structure work for your planning?"

Script 10D: Negotiating Without Discounting

"I understand budget is a consideration. Rather than reducing the investment — which would mean reducing the scope or quality — let us look at how we can phase the work.

Phase 1 would focus on [most critical element] at [$X]. That delivers [immediate outcome]. Then in [timeframe], we can add Phase 2 for [$Y].

This way, you get the most impactful work first, and we stay within your current budget. Does that approach work?"

Script 11A: Workshop Opening (60-Minute Free Workshop)

"Welcome, everyone. Thanks for being here.

My name is [Name], and I am the [Title] at [Agency Name]. For the past [X years], we have specialized in helping [vertical] companies [specific outcome].

Today, we are going to cover [topic]. Specifically:

This is going to be interactive. I want this to be genuinely useful, not a 60-minute sales pitch. So ask questions, challenge assumptions, and let me know what would be most valuable for your specific situation.

Sound good? Let us dive in."

Script 11B: Workshop Soft Close

"We have covered a lot in the past hour. Here is what I want you to take away:

[3 key takeaways]

If you found this valuable and want help implementing any of what we discussed, I would love to continue the conversation. We offer [brief description of services], and I am happy to do a free 30-minute consultation to explore whether there is a fit.

Just grab a time on my calendar: [link]

Or if you are not ready for that, I send a weekly email with insights like this. You can sign up here: [link]

Thank you all for your time and engagement. This was fun."

Script 11C: Consultation Close After Workshop

"[Name], thanks for the great question during the workshop. It sounds like you are dealing with [specific challenge] at [Company]. That is exactly the kind of problem we solve.

Would it be worth a brief call next week? No pitch — I would just like to understand your situation and see if there is a way we can help. Even if there is not, I might be able to point you toward a resource.

Here is my calendar: [link]. Grab any time that works."

Script 12A: Holding Firm on Price

"I understand the budget pressure. Our pricing reflects the research, expertise, and quality assurance that produces the outcomes you are looking for.

What we can do is adjust the scope to fit your budget while ensuring the core outcomes are delivered. Which elements are most critical to launch? Let us prioritize those and phase the rest.

This way, you get the most important work first without compromising on quality."

Script 12B: The Phased Approach

"If the full investment feels like a stretch right now, let us start with [Entry-Point Offer]. It is [$X], takes [timeframe], and delivers [specific outcome].

From there, if the results justify the larger investment — which they typically do — we can expand the scope. This gives you a low-risk way to experience our approach before committing to the full project.

Would that work for your current planning?"

Script 12C: Handling "We Will Come Back When Budget Opens"

"Totally understand. Budget cycles are real.

While you are waiting for budget, would it be helpful if I sent you [resource: case study, guide, audit checklist] so you have everything ready for the budget conversation? I have found that having a concrete business case makes the internal sell much easier.

And I will check back in [timeframe] to see if the timing is better."

Script 12D: The Walk-Away

"[Name], I genuinely appreciate the conversation we have had. Based on everything you have shared, I believe we would do great work together.

But I also want to be honest: our pricing reflects the value we deliver, and I cannot go below [$X] for this scope without compromising the quality that produces the results you need.

If the budget opens up in the future, I would love to reconnect. And if you ever want a quick opinion on something — even if we are not working together — just reach out. I am happy to help.

Best of luck with the project."

Clozo Academy Proprietary Curriculum — The UX Agency Growth System

Customize these scripts to match your voice, vertical, and brand. Practice delivery until responses feel natural.

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