Script library: by industry
For payments, lending, spend management and finance software companies calling CFOs, finance managers and owners. Every line is ready to use: replace each {{placeholder}}, read it aloud a few times, then make it sound like you.
Quick answer
Finance leaders are conservative by job description. A switch of payments provider or finance platform touches cash flow, audit and the bank relationship, so the bar for a first meeting is credibility, not novelty.
Lead with the process and the cost of the current way. Finance people think in time spent, fees paid and errors fixed. Have a rough sense of the business's model before you call: do they invoice, take card payments, pay many suppliers or deal in foreign currency? Then pick the one process that fits.
Six parts, in the order buyers expect them. The note under each part explains why it is written that way.
Hi {{first_name}}, it's {{your_name}} from {{your_company}}. This is a cold call about how {{prospect_company}} handles {{finance_process}}.
I'll take 30 seconds to explain why, and you can tell me if it's worth continuing. Is that okay?
Why it works: State the finance process in the first sentence so the CFO can place you immediately. Vague openers sound like a scam to finance teams.
We work with finance teams at businesses like yours, and the common issue we hear is {{common_problem}}. It usually costs more in time than people expect.
I noticed {{trigger}}, so I thought it might be relevant now.
Why it works: Talk about cost of the current process, not about your product's features.
How do you handle {{finance_process}} today?
Roughly how much time does the team spend on it each month?
Is it the fees, the time or the errors that bother you most?
If you changed provider, who would need to sign off? Is it you, or the board as well?
Why it works: Making them choose between fees, time and errors tells you which value line to use. The sign-off question flags whether a board or bank needs to be involved.
That lines up with what we see. For {{similar_company}}, the change was {{result}}.
On the risk side, we're {{credential}}, and setup usually takes {{setup_time}} without changing your bank.
Why it works: One outcome plus the credentials that answer the unspoken question: is this safe? Only state credentials you actually hold.
Would it be worth 20 minutes to run your numbers through it and see if the saving is real? If it isn't, I'll tell you.
I can do {{day_time_1}} or {{day_time_2}}.
Why it works: Finance buyers respond to a test with their own numbers. Offering to tell them if it doesn't stack up lowers the risk of saying yes.
Great, I'll book {{agreed_time}}. To make it useful, could you bring a rough monthly volume for {{finance_process}}? Nothing sensitive.
I'll send the invite to {{email}} now. Anyone from the team you'd like on it?
Why it works: Asking for a rough number turns the meeting into a working session and lifts the chance they turn up prepared.
Swap one of these in for the opener above when the situation fits.
Hi {{first_name}}, {{your_name}} from {{your_company}}. Quick question, and then I'll explain why I'm asking: do you know roughly what {{prospect_company}} pays each year in {{fee_type}}?
When to use it: Use when the product reduces a visible fee such as card, FX or transaction costs.
Hi {{first_name}}, it's {{your_name}} at {{your_company}}. I saw {{trigger}}. When businesses grow that quickly, {{finance_process}} is often still running on the setup from three years ago. Is that you, or have you already sorted it?
When to use it: Use after funding, expansion into new markets, or a jump in hiring in the finance team.
For when reception or an assistant answers. Be honest about who you are and ask for help.
More gatekeeper scriptsHi, it's {{your_name}} from {{your_company}}. I'm calling about how your business handles {{finance_process}}. Would that be {{first_name}} in finance, or the financial controller?
Acknowledge, ask one question, then offer a smaller step or let them go.
All objection responsesThat's fine, we don't replace your bank. We sit alongside it for {{finance_process}}. Is that part of the setup working as well as the rest?
Why: Many finance buyers assume a fintech wants to replace the bank. Clarify, then narrow to the specific process.
That's fair, and it's the right instinct for a finance lead. We're {{credential}} and we work with {{customer_type}}. The 20 minutes is partly so you can judge that for yourself.
Why: Unfamiliarity is the real objection in fintech. Agree that caution is right, give the credential, and make the meeting the place to test it.
That's the most common worry. Most teams are set up in {{setup_time}} and nothing changes with the bank. Would it help to see exactly what the switch involves before deciding?
Why: Switching cost is the main barrier. Make it concrete and small, and offer to show it.
I can, but our pricing depends on your volumes, so a generic sheet might mislead you. If you give me a rough monthly figure for {{finance_process}}, I'll send something specific.
Why: A pricing request is buying interest. Qualifying on volume makes the follow-up useful and starts the conversation.
Understood. What would they need to see? If it's a business case, the 20-minute call gives you the numbers to take to them.
Why: Turns a blocker into a reason to meet: the CFO needs a case, and you can help build it.
Under 30 seconds. Skip voicemail on the first attempt and pair it with an email the same day.
12 more voicemail scriptsHi {{first_name}}, it's {{your_name}} from {{your_company}}. I'm calling about {{finance_process}} at {{prospect_company}}. We help finance teams like yours with {{result}}. I'll send a short email so you have my details, and try you again on {{day_time_1}}. My number is {{phone}}.
Send it the same day as the call or voicemail. It identifies you and includes a working unsubscribe.
Subject: {{finance_process}} at {{prospect_company}}
Nousu publishes a fintech row in its Australian cold calling statistics.
Australian cold calling statistics| Measure | Published figure or what to track |
|---|---|
| Connect rate (fintech) | 15% |
| Decision-maker conversation rate (fintech) | 7% |
| Meetings per 100 dials (fintech) | 1.1 |
| Meeting to opportunity (fintech) | 49% |
Nousu's industry figures count only dials where we held a verified direct number for a named contact, which is why they sit above the 14% connect and 6% decision-maker averages across all dials.
To see how many dials your own meeting target needs, use the meetings per dial calculator.
General information only, not legal advice.
Australian cold calling lawsThis script is a starting point. The free cold call script generator builds a version around your offer, buyer and market, with your own objection responses, voicemails and follow-up emails. It runs in your browser and nothing you type is stored or sent.
FAQ
Practical answers from the team that makes the calls.
Book a 30-minute call. We'll map your market and buyers and show you what a phone-first campaign would book.
Starting at $7,000 a month. Exact fee quoted after a 30-minute call.
