Inspired by Check’s Proven Call Flow

For Check partners looking to build a successful outbound calling strategy, the structure and psychology behind Check’s outbound call script offers a repeatable and scalable framework. Whether you’re calling auto shops, restaurants, or SaaS founders, the principles hold true: value upfront, frictionless next steps, and empathy for busy people.

Outbound calling still works, but only when done thoughtfully. You’re calling someone mid-task, so you must:

Let’s break down the proven script Check uses and how you can apply it to your own GTM motion.

📞Hello, this is [Your Name] from [Partner Name]. I’m calling to see if [Point of Contact’s First Name] is available.

If they’re not available: Offer a helpful reason for the call and gather information.

📞No worries! I was calling to go over your payroll. We’re also gathering insights into how customers like yours handle payroll. Do you know if you use ADP, Paychex, or someone else to run your payroll?

If the decision maker is available:

📞Hi [POC First Name], this is [Your Name] with [Partner Name]’s payroll team, how’s your day going?

Once rapport is made or if the call moves forward from someone else:

📞Great! I know I caught you out of the blue, so I’ll keep this quick. We’re helping shops save nearly [insert your time savings or value position] 3 hours per payroll run, reduce costs significantly, and give total pay transparency by matching paystubs to the paysheet line-by-line, automatically.

📞I’d love to find 30 minutes in the next week or two to learn about your current payroll process, walk you through a quick demo, and see if we’re a good fit. Any immediate questions before we look at calendars?

If they say: “We’re not interested.”

📞Totally understand. We’re also looking to be a backup option if anything changes. Just curious, do you know which payroll provider you’re using now? ADP, Paychex, or another?

📞About 16%* of our clients were in the same boat. Most accountants do it because legacy systems don’t support [their industry] well. If I send you a quick overview email, could you forward it to your accountant? It’s likely they’ll see the time-saving benefits too.

If they ask clarifying questions:

📞Great question! I’d love to show you how that’s handled during the demo. I’ve got my calendar open, would next week work better for you?

Once they agree:

📞Awesome, I’ll talk to you at X time on Y date. To be prepped for our call, who are you currently using for payroll?

📞Great! Can’t wait for you to see how much time and money we can save you.

If you're a Check partner looking for help writing your custom script based on this framework, your Check GTM consultant is just a call away. We’ll help tailor your value pitch, vertical language, and demo hook to drive conversion with your audience.

Let’s make those outbound calls work smarter, not harder.