Summary

A Check-In Call is used when you're reconnecting with existing customers—either to maintain the relationship, explore upsell or cross-sell opportunities, or check on product adoption. It shares similarities with cold calls but requires a more personalized, customer-aware approach.

What is a Check-In Call?

A Check-In Call is typically used for:

• Staying top of mind with existing customers

• Surfacing new needs or opportunities

• Exploring renewals, expansions, or additional use cases

• Proactively resolving issues before they become blockers

Refer to the Cold Call

Because Check-In Calls share many structural elements with cold calls—like objection handling, talk track clarity, and qualification—you should review the Cold Call Bot Article first for a complete understanding of the setup process.

Additional Things to Keep in Mind for Check-In Calls

1. Context Awareness

• Unlike cold calls, the bot knows who you are and what your product does.

• Your goal is to build on that existing relationship and identify what’s next.

2. Tone and Personalization

• Bots should reflect a warmer, more collaborative tone—not as defensive or skeptical as a cold call bot.

• Consider setting the emotional state to “neutral” or “friendly”.

3. Value-Focused

• Emphasize what value has been delivered so far and what additional value they could unlock.

• You might prompt the bot to bring up prior use cases or expansion interest.

4. Layered Objections

• Expect softer but still complex objections:

  • “We’re not ready for more just yet.”

  • “Let’s revisit in Q4.”

• Practice persistence and objection reframing.

5. Use Relevant Scorecards

• Choose a scorecard that measures relationship management, upsell potential, and buyer trust—not just call control or hard closing.

If you have any other questions, feel free to reach out to the HyperBound team, either via the chat button, or email us at help@hyperbound.ai.