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Matt Guerra
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mattrguerra/meridian-outreach-vaultmainPrivate on GitHub, published here in full

Success-Team-Call-Script.md

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02-Outreach/Call-Scripts/Success-Team-Call-Script.md

  1. ---
  2. type: call-script
  3. scope: 02-Outreach
  4. audience: "Palladium to Platinum Partners / Regular Clients"
  5. outreach_play: Check-In
  6. tags: [outreach, call-script, check-in]
  7. created: 2026-06-16
  8. updated: 2026-09-28
  9. ---
  11. # Call Script: Success Team Check-In
  13. Source: the original outreach design doc, not included in this repo (see [[Source-Documents]]). Approved copy, kept as written. Pairs with [[Email-Success-CheckIn-1-Full]] for [[Check-In-Outreach]].
  15. ## Conversations during the virtual call or follow-up emails (approved copy)
  17. - How’s it going with your “... (products ordered)”? Did they work out the way you planned? Any issues we can help with?
  18. - Do you have any upcoming promotion or event projects we can help with? What new trends have you observed in (Client Industry) recently? What else do you typically need for events or displays that we didn’t help with?
  19. - Any friction points we can help remove? What challenges were you facing at work? Maybe with display vendors?
  20. - What’s new with Meridian
  21. A. Did you know we can now plan a full booth for you with the Modular Booth Planner, and handle bulk orders with storage and multi-location fulfillment? https://meridiandisplay.example/modular-booth-planner | https://meridiandisplay.example/bulk-buy-storage
  22. B. New products or products you might be interested in. (Recommend based on their needs; we’ll train bi-weekly)
  24. ### Only on virtual calls
  26. - Optional: “What made you choose Meridian over other vendors?” “What challenges were you facing in choosing a display partner? What matters most?”
  27. - “If we could improve one thing in working together in the past, what would it be?”
  29. ### End of the conversation (approved copy)
  31. “Thank you, (First Name), for your time today. I’ve noted all your feedback. It’s always great to talk with Meridian partners! I’ll pull together the details and any updated specs we discussed and send you an email by the end of the day. I’ll follow up to make sure everything’s on track. If anything else comes up, my name is (Your Name), and you can always call me directly here at Meridian Display Co.”