Overview
Calling Scripts generates cold-call openers, objection responses, and discovery questions for the selected client, grounded in their Playmaker value proposition and ICP. Generate a script, then shape it block by block: edit any block (rename its heading and revise the body with light formatting), add new blocks, or remove ones you do not need. Any internal note attached to a block shows as a formatted line under its title, so team-only guidance reads clearly and never gets mixed into the spoken script. Save the best version for campaign calls, and from a saved version you can star it, apply it to a campaign, duplicate it into a fresh draft, and export it to Google Docs or PDF. The client's Playmaker must be complete before you can generate.
How to use this page
Select the client
Pick the client in the top-right switcher. If the Playmaker value proposition is not complete, finish PlayMaker first; generation is blocked until then.
Generate a script
Open the generate panel, add any instructions, and click Generate Script. The script streams in as a set of blocks tailored to the client: an opener and value prop, common objection handlers (too busy, already has a vendor, send me an email, not interested, no budget, not the right person), a discovery-question set including a what is this about response, and a close and sign off. Each objection and question block carries keyword-rich trigger phrases so the live call tracker in the dialer can flip to the matching section hands-free as the prospect talks. Add or remove blocks afterward to fit the client.
Work with a saved version
Open any saved script from the sidebar to see the version-header actions row: star it, apply it to a campaign, duplicate it, or export it to Google Docs or PDF.
Edit a block
Each block has a pencil icon in its header. Click it to edit the block in place. The heading becomes an editable title field at the top of the card, and the body opens with a light formatting toolbar (bold, italic, strikethrough), so you can rename the block and revise its content in the same pass. Click Save to commit, or Cancel to discard. The renamed heading flows through to the dialer script tab and to Google Docs and PDF exports; the block's underlying section key is preserved on a rename, so the dialer's section mapping stays intact.
Add a new block
Click Add block at the bottom of the script to open the authoring card. Type a title, choose the block type (General, Objection, or Question) from the dropdown, and write the content using the same light formatting toolbar (bold, italic, strikethrough). Click Add block to append it. The new block saves to the script right away and shows up for SDRs in the dialer and in any exports.
Delete a block
Click the trash icon in a block's header to remove it. You are asked to confirm first because deleting a block cannot be undone.
Duplicate a script to revise it
Click the Duplicate button in the actions row to clone the open script into a fresh draft copy named the same with (copy) added. The copy takes over the same content, style, and instructions, resets to draft and unstarred, and opens right away so you can revise it for a different campaign without starting from scratch.
Apply a script to a campaign with per-block categories
Click Apply to Campaign in the version-header actions row to open the Apply to Campaign modal. At the top of the modal, a Block categories section lists every block in the open script with a per-block dropdown (General, Objection, or Question) that defaults to the block's authored category. Change any dropdown to override the category that block lands as on the campaign, without altering the saved library version. Below the block list, pick the campaign to apply to. Click Apply to send the resolved categories (override if set, else authored, else General) to the campaign; the saved script in your library is never mutated by overrides, so a no-op apply is unchanged. This is how you keep one canonical script in the library but land blocks under different categories on different campaigns.
What the buttons do
- Generate Script
- Generates a calling script from the client's Playmaker.
- New Script
- Opens the chooser to generate a new script or import one.
- Edit block (pencil)
- Opens a block for editing: the heading becomes an editable title field and the body opens with a light formatting toolbar (bold, italic, strikethrough). Save to commit the rename and any content edits.
- Add block
- Opens an authoring card to add a new titled block (General, Objection, or Question) to the script.
- Delete block (trash)
- Removes a block from the script after a confirmation. Cannot be undone.
- Save
- Saves your edits to the block (heading rename and content), or saves the script version.
- Rename
- Renames a saved script (click the script name or its pencil icon).
- Star
- Marks a saved version as a favorite so it stands out in the library.
- Apply to Campaign
- Opens the Apply to Campaign modal, where you can override each block's category (General, Objection, Question) for this apply only, then pick the campaign to apply the script to. The saved library version is never mutated by per-block overrides.
- Duplicate script
- Clones the open script into a fresh draft copy (status draft, unstarred) that you can revise independently.
- Export to Google Docs
- Exports the open script to a Google Doc. Block content and any internal notes carry over, with formatting flattened to plain text in the Doc.
- Export PDF
- Opens a print-ready PDF of the open script in a new tab, keeping block formatting and rendering each block's internal note under its title. If your browser blocks pop-ups, a message asks you to allow pop-ups for this site and try again.
- Delete script
- Deletes the open saved version.
- Block category dropdown (per block, Apply to Campaign)
- In the Apply to Campaign modal, each block has a General/Objection/Question dropdown defaulting to its authored category. Changing it overrides the category that block lands as on the campaign for this apply only; the saved library version is unchanged.