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Closing the call politely
Close with a clear next step.
Updated Feb 9, 2026
Overview
Phone calls convert best when your opener is concise and you lead with a clear benefit to the location. Close with a clear next step.
Diagnostics
- Confirm you reached the decision maker.
- Identify current vending provider and pain points.
- Note best call times by industry.
Resolution steps
- Use a 20-second opener and request a quick evaluation.
- Offer to send a one-page summary before a visit.
- Set a firm follow-up time if they are busy.
Preventive maintenance
- Call at consistent windows each week.
- Rotate scripts to avoid sounding scripted.
- Log call outcomes and objections.
When to contact support
- Switch to email + voicemail combo after 2–3 attempts.
- Request referral to facilities or HR.
- Offer a short trial placement.
See packages and pricing at /pricing. Start with leads at /vending-leads or /hot-leads.
Expanded guidance
- Confirm all steps are documented so the next technician can reproduce the results.
- Capture before/after metrics (errors cleared, sales restored, or uptime improved).
- Review machine, reader, or route settings to ensure they match location standards.
Common pitfalls
- Skipping a controlled test leads to false positives.
- Updating hardware without documenting configuration changes.
- Forgetting to verify payout, refund, or reconciliation data after changes.
Next-step checklist
- Run a final test with known-good inputs.
- Log the outcome with date, time, and device identifiers.
- Schedule a follow-up check if the location has high traffic or seasonal demand.
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Additional details
Operational notes
- Document changes with time, machine ID, and location name.
- Verify settings, pricing, and service modes after each fix.
- Capture before/after results to confirm resolution.
Field checklist
- Test with known-good inputs and controlled conditions.
- Validate telemetry, alerts, and payment logs where applicable.
- Confirm location expectations and update the site contact.
Common root causes
- Configuration drift after firmware or component swaps.
- Inconsistent power or network conditions at the location.
- Gaps in preventive maintenance routines.
Next steps
- Monitor for 7 days and note any repeat errors.
- Schedule follow-up if the site is high-traffic.
- Escalate with full logs and photos if issues repeat.
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