AI prompt to write a phone script for outbound calls

Many sales are won or lost in the follow-up and in how clearly the agent explains the options. AI drafts follow-ups, objection responses, proposal summaries and call scripts in seconds, so agents stay consistent without sounding scripted.

Below is a ready-to-copy prompt to write a phone script for outbound calls, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Gong) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write a warm outbound phone script for calling people who requested an auto quote online: opener, permission, 3 discovery questions, and a voicemail version. Comply with do-not-call rules; no pressure.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the line of business, where the prospect is in the sales process, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write a warm outbound phone script for calling people who requested an auto quote online: opener, permission, 3 discovery questions, and a voicemail version. Comply with do-not-call rules; no pressure.

What a good result looks like

A good outbound script is warm and short: it says who you are and why you're calling (they requested an auto quote), asks permission to continue, asks three useful discovery questions and has a short voicemail version that gives a callback number.

Common mistakes and watch-outs

Only call people who requested contact or gave consent, scrub against Do Not Call lists where required and respect calling-hour rules. Never pretend to be from their current insurer. Gong can help review how calls go, with consent to record.

How to adapt the prompt

Change it for home quotes, cross-sell calls to existing clients, or event attendees. Ask for responses to the three most common brush-offs you hear.

EXAMPLE output (placeholder data, not a real client)

Opener: "Hi, is this [First Name]? This is [Agent Name] with [Agency Name]. You requested an auto quote on our website. Is now a good time for a few quick questions?"

If yes:
1. "Who are the drivers in your household?"
2. "What do you like or dislike about your current coverage?"
3. "When does your current policy renew?"

Voicemail: "Hi [First Name], it's [Agent Name] at [Agency Name], following up on your auto quote request. Call me back at [Phone]. Thanks!"

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Gong as described below.
Review before you use it. Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests. Check every fact, name and number yourself.
Take the next step. Next, see: Handle sales objections.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Gong site ↗

Revenue AI platform that records and analyzes sales calls for coaching.

How to use it

Record and review your outbound calls in Gong to refine the script.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests.
No guarantees, misleading comparisons or disparaging other companies or agents.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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