Script library: by industry

    Professional services and accounting cold call script

    For accounting, advisory, legal and consulting firms calling owners, managing directors and finance leads. Every line is ready to use: replace each {{placeholder}}, read it aloud a few times, then make it sound like you.

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    Quick answer

    How do accountants and consultants cold call for new clients? A professional services cold call script should open with a specific event or pressure in the prospect's business, such as growth, a sale, a new financial year or a compliance change, and offer a short, no-obligation conversation with a partner or senior adviser. Buyers rarely switch firms on price, so the script has to find the moment when the current adviser is not keeping up.

    Who this script is for

    • Accounting, tax, advisory, consulting and legal firms looking for new clients among Australian and New Zealand businesses.
    • Business development staff calling owners and managing directors of businesses with 10 to 200 staff, or finance leads in larger ones.
    • Firms whose real competitor is the client's existing adviser of ten years.

    Nobody changes accountant or adviser because a stranger called. They change when something happens that the current adviser isn't handling: rapid growth, preparing for sale, a new entity, a tax problem or a partner who has stopped returning calls. The script is built to find those moments.

    Call as a peer, not a salesperson. Owners are used to dealing with partners and senior advisers, so the meeting offer should be time with someone senior. If you are a business development rep, say who the meeting is with.

    The full annotated script

    Six parts, in the order buyers expect them. The note under each part explains why it is written that way.

    1. 1. Opener

      Hi {{first_name}}, it's {{your_name}} from {{your_company}}. We're a {{firm_type}} firm working with {{industry}} businesses.

      This is a cold call. Can I tell you in 30 seconds why I rang, and you tell me if it's relevant?

      Why it works: Say what kind of firm you are immediately. 'Advisory' on its own means nothing to an owner.

    2. 2. Reason for the call

      I'm calling owners in {{industry}} who are {{business_stage}}, because that's usually when the advice they need changes.

      I'm not suggesting anything's wrong with your current adviser. I'm just checking whether that stage applies to you.

      Why it works: Respecting the existing adviser is essential. Owners are loyal, and attacking the incumbent ends the call.

    3. 3. Discovery questions

      Who looks after {{service_area}} for you at the moment?

      Has the business changed much since you started with them?

      Is there anything coming up in the next year, such as {{business_event}}, that you'd want more help with?

      How often do you actually hear from them outside year end?

      Why it works: The last question is often the real one. Many owners only hear from their adviser once a year and feel it.

    4. 4. Value

      That's common. For {{similar_company}}, our {{senior_role}} worked on {{result}}.

      The difference people usually notice is {{differentiator}}.

      Why it works: One example in their industry and one difference they will feel, such as a named partner or a proactive review each quarter.

    5. 5. The ask

      Would it be worth 30 minutes with {{senior_name}}, one of our {{senior_role}}s? No cost, and you'd come away with a view on {{business_event}} either way.

      Is {{day_time_1}} or {{day_time_2}} better for you?

      Why it works: Name the senior person. 'One of our team' sounds junior; a named partner sounds like real advice.

    6. 6. Close and confirm

      I'll lock in {{agreed_time}} with {{senior_name}}. Will that be in person or a video call?

      Is there anything we should look at beforehand, such as last year's accounts, or would you rather just talk first?

      Why it works: Offer the choice of format. Many owners prefer to meet face to face for advice relationships.

    Two alternate openers

    Swap one of these in for the opener above when the situation fits.

    Event opener

    Hi {{first_name}}, {{your_name}} from {{your_company}}. I saw {{trigger}}. Congratulations. When businesses go through that, the tax and structure questions usually change quite a bit. Have you got someone helping you with that side?

    When to use it: Use after an acquisition, a new entity, a new location or a big hire announced publicly.

    Calendar opener

    Hi {{first_name}}, it's {{your_name}} from {{your_company}}. I'm calling {{industry}} owners ahead of {{calendar_event}}, because that's when most of them wish they'd planned earlier. Is that already in hand for you?

    When to use it: Use in the months before end of financial year, a regulatory deadline or a known industry change.

    Gatekeeper line

    For when reception or an assistant answers. Be honest about who you are and ask for help.

    More gatekeeper scripts

    Hi, it's {{your_name}} from {{your_company}}. I'm hoping to speak with {{first_name}} briefly about {{service_area}}. Is now a reasonable time, or is there a better time to catch them?

    Five likely objections and how to respond

    Acknowledge, ask one question, then offer a smaller step or let them go.

    All objection responses

    "We've had the same accountant for years."

    That's a good sign, loyalty usually means they've looked after you. I'm not asking you to move. Would a second opinion on {{business_event}} be useful, so you can compare?

    Why: Second opinions don't threaten a long relationship and often reveal the gap.

    "We're too small for a firm like yours."

    We work with plenty of businesses your size. What matters more is where you're heading. If {{business_event}} is on the cards, it's worth getting advice before it happens.

    Why: Reframes size as stage and ties the meeting to a future event.

    "It's too expensive to change."

    Changing does take some effort, so I wouldn't suggest it lightly. The 30 minutes is free and it'll tell you whether there's anything worth changing for.

    Why: Agrees with the concern and lowers the commitment to a single free conversation.

    "Call me after tax time."

    Of course. When is the busy period over for you, roughly? I'll put a note in for the week after and keep it short.

    Why: Accepts the timing and secures a specific callback window.

    "We do it in-house."

    Makes sense at your size. Do you ever bring someone in for the bigger questions, such as {{business_event}}, or does your finance team handle all of it?

    Why: In-house teams still buy specialist advice for one-off events. Ask about those.

    Voicemail

    Under 30 seconds. Skip voicemail on the first attempt and pair it with an email the same day.

    12 more voicemail scripts

    Hi {{first_name}}, it's {{your_name}} from {{your_company}}, a {{firm_type}} firm working with {{industry}} businesses. I'm calling about {{business_event}}. I'll send a short email and try you again on {{day_time_1}}. You can reach me on {{phone}}.

    Follow-up email

    Send it the same day as the call or voicemail. It identifies you and includes a working unsubscribe.

    Subject: {{business_event}} for {{prospect_company}}

    Hi {{first_name}}, I called earlier. I'm {{your_name}} from {{your_company}}; we're a {{firm_type}} firm working with {{industry}} businesses. If {{business_event}} is on your radar, {{senior_name}}, one of our {{senior_role}}s, is happy to spend 30 minutes giving you a view on it, at no cost. Would {{day_time_1}} suit? {{your_name}} {{your_title}}, {{your_company}} {{phone}} Reply "unsubscribe" and I won't contact you again.

    Do and don't

    Do

    • Find a business event or calendar moment that gives the call a reason.
    • Offer a named senior adviser for the meeting.
    • Respect the existing adviser and offer a second opinion.
    • Avoid calling during your prospects' own peak periods.

    Don't

    • Don't criticise the incumbent firm.
    • Don't give specific tax or legal advice on a cold call.
    • Don't lead with fees or discounts.
    • Don't send a generic capability statement as the follow-up.

    What to expect

    Nousu publishes a professional services row in its Australian cold calling statistics.

    Australian cold calling statistics
    MeasurePublished figure or what to track
    Connect rate (professional services)23%
    Decision-maker conversation rate (professional services)12%
    Meetings per 100 dials (professional services)1.5
    Meeting to opportunity (professional services)52%

    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.

    Common mistakes

    • Pitching services instead of finding the event that makes advice urgent.
    • Sending a junior adviser to a meeting booked with the promise of a partner.
    • Calling owners in the last weeks before their own deadlines.
    • Not logging the callback date when they say 'after tax time'.

    Compliance basics

    General information only, not legal advice.

    Australian cold calling laws
    • Australia: give your name, your employer, who you're calling for and the purpose at the start of the call, call only from 9am to 8pm on weekdays and 9am to 5pm on Saturdays (never Sundays or national public holidays) unless the person agreed to another time, and end the call and remove the number when asked.
    • Business-only numbers can't be on the Do Not Call Register, but personal mobiles can, so wash any list that may contain them. Follow-up emails need consent (inferred consent can apply in B2B when the message is relevant to the person's role), accurate sender details and a working unsubscribe actioned within 5 working days.
    • New Zealand and Singapore have their own rules for follow-up messages and, in Singapore, for marketing calls to numbers on the Do Not Call Registry. See the compliance summary on the script library page.

    Make a version for your company

    This 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

    Professional services script questions

    Practical answers from the team that makes the calls.

    Still have questions?

    Book a 30-minute call

    Yes, when it is tied to a reason. Nousu's published professional services row shows 1.5 meetings per 100 dials and 52% of meetings becoming opportunities, for dials to verified direct numbers.

    Owners and managing directors in businesses up to about 200 staff, and finance leads or general counsel in larger organisations, depending on your service.

    A specific event: growth, a new entity, preparing for sale, a regulatory change or the run-up to financial year end. Events make advice timely in a way a general pitch cannot.

    Where possible, yes. Owners buy advice from people, and a named senior adviser is a much stronger offer than a meeting with the business development team.

    Respect it and offer a second opinion on one specific question. Many relationships change after a second opinion shows what the current adviser has missed.

    If you sell to firms rather than as one, avoid their peak lodgement and year-end periods. Ask when the busy period ends and book the callback for the week after.

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