*1. Opening & Preparedness*

Greeting and Introduction:

– “Hello [Advertiser’s Name], 

This is Hisako from Meta. 

I’m a Meta Technical Pro, and I’m here to assist you today. 

My role is focusing on the technical solutions that will help  your advertising journey.

Purpose of the Call:

– “Today, we will discuss your current setting and explore how we can optimize them for better results. 

I’ve reviewed your account insights, including your past conversations and objectives.

Agenda Setting:

– I will walk you through your campaign performance, identify any technical needs, and propose tailored solutions. Before we begin, is there anything specific you would like to add to today’s agenda?

—

*2. Readiness Confirmation*

Assess Advertiser’s Readiness:

– “Can we confirm that you have access to all necessary tools, including your website domain and tracking setup? This will ensure we can implement the solutions effectively.”

Identify Blockers:

– If you encounter any issues accessing these tools, please let me know so we can set up today or schedule a follow-up call for further assistance.

—

*3. Discovery*

Questions to Uncover Needs:

– “To tailor our discussion today, could you share your primary objectives for your ads? For example, what key performance metrics are you aiming to enhance, such as ROAS or lead generation?”

Confirming Understanding:

– “Based on our previous discussions, I understand your goals are [specific goals]. Is that correct? Are there any new developments or challenges you’d like to discuss?”

—

*4. Solution Explanation & Knowledge*

Presenting Solutions:

– “Based on your objectives, I recommend we focus on optimizing your product catalog. This will help you [specific benefits tailored to their needs]. Let me explain how this can be implemented.”

Highlighting Benefits:

– “The benefits of optimizing your catalog include improved visibility in ads, better targeting, and ultimately increased conversions. Let’s look at how we can set this up effectively.”

—

*5. Solution Implementation & Commitments*

Live Implementation, if feasible:

– “If you’re ready, I can guide you through the live implementation of this solution via screen sharing. Shall we go ahead with that?”

If not feasible:

– “If we can’t implement it live today, I’ll provide step-by-step guidance for you to follow post-call.”

—

*6. Commercial Reinforcement*

Reinforcing Benefits:

– “Remember, implementing this solution will not only streamline your advertising efforts but also directly contribute to your revenue goals. I’ll ensure that you’re well-supported by your Meta Account Manager, who will assist you in optimizing this further.”

—

*7. Unlocking & Upselling*

(if applicable)

Identify Additional Opportunities:

– “While we’re at it, I noticed there might be potential for utilizing additional Meta solutions that align well with your current strategy. Would you like to explore those options?”

—

*8. Objection Handling*

Addressing Concerns:

– “I understand you have concerns about executing this correctly. Can you describe any specific challenges you’ve encountered? I’m here to help address those issues.”

Using Data & Case Studies:

– “We’ve seen similar challenges with other advertisers, and they found success by [specific example]. Let’s look at how we can apply that approach to your campaigns.”

—

*9. Closing*

Summarizing Key Points:

– “To recap, we’ve discussed [summary of key points]. Are there any other questions or points of clarification?”

Follow-Up Actions:

– “We will follow up on [specific follow-up actions] from our discussion today. You can also reach out to me anytime if you need further assistance. Thank you for your time, and I look forward to supporting your success!”