What is the Agent Script Tool?
This is the master script library for all Elite Merit sales interactions. It is a high-performance internal sales enablement tool designed for property advisers who are calling leads live and need a structured, fast, interactive script assistant.
The tool helps you qualify leads, position value, handle objections, and move leads correctly to the next action — all in real time during a call.
Who Uses It
Every Property Adviser and Team Leader at Elite Merit. Scripts are mandatory for all client interactions. This tool makes compliance fast and natural.
How Tabs Are Organized
Category 1 — New Leads: Off-Plan (Meta, Organic, Bayut/PF) | Secondary Market (Sellers, Buyers — Google Ads, Organic, Bayut/PF)
Category 2 — Pipelined Leads: Relationship Follow-ups | Opportunity Follow-ups | Educational Follow-ups
Category 3 — Recovered Leads: No Answers | Unsuccessful | Email Campaign Re-activations
Script Structure — Every Path Follows This Format
Section 1: Lead Source Block — Source channel, URL, SLA, client goals, consultant goals
Section 2: Basics — 2.1 Entrance (opening lines) → 2.2 Warm-Up (IABTF qualification questions) → 2.3 Strategy (pitch / process explanation)
Section 3: Additional Questions — Grouped by theme: Tenancy, Money, Parameters, Time, Authority
Section 4: Conclusion — Closing lines, what to send, what to confirm, time-anchored next step
Section 5: Objection Handling — 4-6 objections per lead type. Format: ACKNOWLEDGE → REFRAME → ADVANCE
Section 6: Follow-Up Sequence — 3 messages: Same-day confirmation, Day 2-3 value-add, Day 5-7 re-engagement
How to Use Scripts on a Live Call
Before the Call: Read the full tab for the lead type you are about to call. Understand the SLA, the client's likely mindset, and the consultant goals.
During the Call: Use the Entrance lines word-for-word for the first 30 seconds. Follow the Warm-Up questions in order. Adapt the Strategy section based on what the client tells you.
Branching: Lines marked [IF...] tell you what to do based on the client's answer. Follow the branch that matches.
Strategy Section: Only enter the Strategy/Pitch section AFTER you have confirmed the client's basic information and intent.
Off-Script Moments: If the conversation goes somewhere unexpected, your fallback is always: "That is a great question — let me make a note of that and come back to you with the most accurate answer."
Mirror Language: In the Strategy section, use the client's own words. If they said "I want passive income," say "passive income" — not "investment returns."
CRM Requirements
After every call: Update CRM stage immediately. Log a note with: client goals stated, IABTF status, next step agreed, documents requested/received.
CRM Log Note: Every script tab ends with a CRM LOG NOTE block. It tells you which Bitrix24 stage to move to, which fields to update, and the minimum note content required.
SLA Reminder: Fresh marketing leads: 15 min. Referrals: 1 hour. Cold/recovered: 4 hours. The SLA clock starts when the lead enters the system.
Buyer's Roadmap
1Understanding Objectives
2Discovery Call
3Strategy Formation
4Strategy Alignment
5Financial Structuring
6Legal Process
7Handover
8After-Sales Support
The Buyer's Roadmap is mandatory for every client interaction. Walk every buyer through this 8-stage structured process during the initial discovery call.
Lead Setup
Select the lead source and script path to load the correct script flow.
Buyer's Roadmap Stage
Select the current roadmap stage for this lead.
1Understanding Objectives
2Discovery Call
3Strategy Formation
4Strategy Alignment
5Financial Structuring
6Legal Process
7Handover
8After-Sales Support
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No script loaded. Go to Lead Setup to select a script path.
General FAQs — Scripts & Pitches
Objection Handling by Script Path
CRM Process FAQs
Follow-Up Guidance
Post-Call Actions
Complete this form after every call. Data is saved locally as a draft.
Qualification Tracker (IABTF)
Click to toggle confirmed status. A lead is QUALIFIED when all five are confirmed.
Intent
Authority
Budget
Timeline
Fit
0 / 5 confirmed