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Playbook · Reselling software · 40 templates

40 Sales Scripts for Software Resellers: Calls, WhatsApp, Demos, Objections and Renewals

For people reselling software to small and mid sized businesses in India. Call openers, WhatsApp messages for warm leads, demo and no show scripts, objection replies, closing, onboarding and renewal scripts.

XDQ Editors13 Nov 2026 · 25 min read

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Reselling software is a relationship business. Small business owners rarely buy software from an advert. They buy from someone they trust, who shows them how it works with their own data and is there when something goes wrong. This playbook gives resellers 40 scripts for the moments that decide a sale: the first call, the first WhatsApp message, the demo, the objections, the close, onboarding and renewal. It also covers how to choose what to resell, where to find your first customers and a weekly routine. If you resell XDQ products, the Partner Network page explains partner pricing and support.

templates you can copy

situations covered

25 min

reading time

Choose what to resell

Pick a product that solves a problem owners already feel: getting paid, getting booked, staying compliant, following up with leads.
Pick one or two industries you understand, such as clinics, CA firms, retail or real estate.
Check that the vendor gives you a demo account, training, support and a clear margin.
Use the product yourself until you can demo it without notes.

Where your first customers come from

Your own network: past employers, friends who run businesses, family businesses.
Professionals who advise owners: CAs, consultants and IT vendors often get asked 'what software should I use'.
Local associations, trade bodies and business events.
Google Maps and local directories for businesses in your chosen industry, contacted by phone or in person.
LinkedIn for owners and managers of mid sized businesses.
Referrals from every happy customer.

WhatsApp: only with permission

WhatsApp is how most Indian business owners communicate, but WhatsApp's Business Messaging Policy requires that people have agreed to receive your messages. Use WhatsApp after someone gives you their number and says it is okay to message them, such as after a call, a meeting or a form. For first contact, use a phone call, a visit or LinkedIn. Broadcast lists on WhatsApp Business only reach people who have saved your number, which is another reason to earn permission first.

The demo that sells

Ask before you show: three questions about how they do the task today.
Show only the two or three features that solve what they told you.
Use their data or a realistic example from their industry.
Let them click. Owners trust what they have tried.
End with a clear next step: a trial, a pilot or a proposal with a start date.

A weekly routine

Monday: plan 20 new conversations and three demos.
Tuesday to Thursday: calls and visits in the morning, demos in the afternoon, WhatsApp follow ups with people who agreed.
Friday: onboarding check ins with new customers, renewals coming up, and asking for referrals.
Every week: update your pipeline sheet with every lead, stage and next step.

The 40 templates

Replace everything in [brackets] with real details. Read each one aloud before sending, and change the words until it sounds like you.

Call openers 8 WhatsApp messages for warm leads 8 Demo and no show scripts 6 Objection replies 8 Closing and onboarding 5 Renewals and upsells 5

Call openers

The first 20 seconds decide the call. Be clear about who you are and why you are calling.

Permission opener

When: Default cold call.

Hi [Name], this is [your name] from [your company]. I help [type of business] in [city] with [problem]. Is now a bad time for a two minute question?

Why it works: Asking permission lowers defences.

Referral opener

When: Someone referred you.

Hi [Name], [Referrer] suggested I call. They use [product] for [task] and thought it might help you too. Do you have two minutes?

Why it works: Borrowed trust.

Problem first

When: You know a common pain.

Hi [Name], [your name] here. Most [type of business] owners I speak with lose time on [problem]. Is that true for you as well?

Why it works: Starts with their world.

Local

When: Calling a nearby business.

Hi [Name], I work with a few [type of business]es near [area]. I wanted to ask how you currently handle [task].

Why it works: Proximity builds trust.

Follow up to a visit

When: After a walk in.

Hi [Name], I stopped by your [shop/clinic/office] on [day]. You mentioned [problem]. I have a quick idea, do you have two minutes?

Why it works: Continues a real conversation.

Event follow up

When: Met at an event.

Hi [Name], we met at [event]. You mentioned [point]. I wanted to follow up as promised.

Why it works: Keeps a promise.

Gatekeeper

When: Reception or staff answers.

Hi, this is [your name]. Could you help me? I am trying to reach whoever handles [task] for the [business]. Who would that be?

Why it works: Asks for help, not access.

Voicemail or missed call

When: No answer.

Hi [Name], [your name] from [company]. I help [type of business] with [problem]. I will try again on [day], or you can call me at [number].

Why it works: Clear and short.

WhatsApp messages for warm leads

Only after the person agreed to be messaged.

After a call

When: They agreed to WhatsApp.

Hi [Name], [your name] here, as discussed on the call. Here is a two minute video showing how [product] handles [their problem]: [link].

Why it works: Delivers what you promised.

Demo booking

When: Interested lead.

Hi [Name], would [day, time] or [day, time] suit you for a 20 minute demo? I will show it with an example from a [type of business].

Why it works: Two easy options.

Demo reminder

When: Day before.

Hi [Name], a reminder about our demo tomorrow at [time]. Please keep [laptop/phone] handy, and if anything changes just reply here.

Why it works: Reduces no shows.

After demo

When: Same day as demo.

Thanks for your time today, [Name]. As promised, here is the summary: [3 bullets]. Shall I start your trial?

Why it works: Clear next step.

Proposal sent

When: Proposal shared.

Hi [Name], I have sent the proposal to your email. It covers [scope], [timeline] and [support]. Happy to go through it on a call.

Why it works: Sets up the close.

Gentle nudge

When: No reply for a few days.

Hi [Name], just checking whether you had a chance to look at the proposal. Any questions I can answer?

Why it works: Polite.

Festival greeting

When: Relationship building.

Wishing you and your team a happy [festival], [Name]. Hope it is a busy season for [business].

Why it works: Relationship, no pitch.

Useful tip

When: Keeping in touch.

Hi [Name], a quick tip for [type of business]: [tip]. Thought it might help.

Why it works: Value keeps you remembered.

Demo and no show scripts

Run demos like a consultant, not a presenter.

Demo opening

When: Start of demo.

Before I show anything, can I ask three quick questions so I only show what matters to you? First, how do you do [task] today?

Why it works: Makes it about them.

Feature to problem

When: During demo.

You said [problem]. Here is how that looks in [product]. Want to try it yourself?

Why it works: Connects every feature to a need.

Check in

When: Mid demo.

Is this the kind of thing that would help, or should I show something else?

Why it works: Keeps them engaged.

Demo close

When: End of demo.

Based on what you saw, would it make sense to try it for [trial period] with your own data? I will help you set it up.

Why it works: A clear, small next step.

No show

When: They missed the demo.

Hi [Name], we missed each other today, no problem. Would [option] or [option] work better?

Why it works: Assumes good intent.

Second no show

When: Missed twice.

Hi [Name], I know things get busy. Should we pause for now and reconnect in [month]?

Why it works: Respects their time.

Objection replies

Listen, ask, then answer.

Too expensive

When: Price objection.

I understand. Compared with what you spend today on [manual work, staff time, missed payments], how does it look? Shall we work it out together?

Why it works: Reframes to value.

We use Excel

When: Status quo objection.

Excel works well for many things. Where does it slow you down most: [option A] or [option B]?

Why it works: Respects their current way.

I need to think

When: Stalling.

Of course. What would you want to be sure about before deciding?

Why it works: Finds the real concern.

My staff will not use it

When: Adoption worry.

That is a fair worry. I will train your team myself, and we can start with one person. Would that help?

Why it works: Solves the fear.

Data safety

When: Security concern.

Good question. [Product] stores data [security facts from the vendor]. I can share the vendor's security page. What else would you want to know?

Why it works: Honest, uses vendor facts only.

Already have software

When: Competitor in place.

Makes sense. What would you change about it if you could?

Why it works: Finds the gap.

Not now

When: Timing.

Understood. When would be a better time, after [season/month]? I will call then.

Why it works: Gets permission.

Send details on WhatsApp

When: Brush off.

Happy to. So I send the right thing, is [problem A] or [problem B] more important for you?

Why it works: Turns it into a conversation.

Closing and onboarding

Make the yes easy and the first week smooth.

Trial to paid

When: End of trial.

Your trial ends on [date]. Based on what you have used, the [plan] fits you. Shall I set it up so nothing stops?

Why it works: Assumptive but helpful.

Start date close

When: Proposal accepted in principle.

Great. If we start on [date], your team will be using it by [date]. Shall I send the invoice and onboarding plan?

Why it works: Concrete timeline.

Welcome

When: Day one.

Welcome, [Name]. Here is your onboarding plan: [day 1], [day 3], [day 7]. I will check in on each day.

Why it works: Sets expectations.

Training session

When: First week.

Hi [Name], shall we do a 30 minute training for your team on [day]? I will cover [top three tasks].

Why it works: Drives adoption.

Week two check in

When: Adoption check.

Hi [Name], how is the team finding [product]? Anything confusing or slow I can help with?

Why it works: Catches problems early.

Renewals and upsells

Renewals are won in the months before the date.

Value review

When: Two months before renewal.

Hi [Name], it has been [months] since you started. Can we spend 20 minutes looking at what has improved and what could be better?

Why it works: Shows value before asking.

Renewal reminder

When: A month before.

Hi [Name], your renewal is on [date]. Nothing changes on your side. Shall I send the invoice now so there is no break?

Why it works: Smooth and clear.

Upsell

When: They use the product well.

Your team uses [feature] a lot. [Next feature or plan] would save time on [task]. Want me to show you?

Why it works: Grows with their needs.

Referral at renewal

When: Happy customer.

Thanks for renewing, [Name]. Do you know one other [type of business] owner who might benefit? I will look after them.

Why it works: Best moment to ask.

Win back

When: They did not renew.

Hi [Name], sorry to see you go. What could we have done better? If things change, I would be glad to help again.

Why it works: Learns and leaves the door open.

Frequently asked questions

Can I send cold WhatsApp messages to businesses?

WhatsApp's Business Messaging Policy requires that people agree to receive your messages. Use calls, visits or LinkedIn for first contact, and move to WhatsApp once someone agrees.

How do I price software as a reseller?

Follow the vendor's partner pricing and your agreement. Your value is setup, training and support, so price those clearly if they are separate.

How many demos should I aim for each week?

It depends on your market and deal size. Start with a target you can keep, track how many demos turn into trials and sales, and adjust.

What if a customer asks a security question I cannot answer?

Do not guess. Share the vendor's security documentation and bring in the vendor's team for detailed questions.

Sources

WhatsApp Business Messaging Policy, WhatsApp

Platform rules and limits change. Check LinkedIn, WhatsApp, Google and your email provider for current terms before relying on any limit mentioned here.

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