Mock Call Essentials: Meaning, Tips, Process, Examples, & Scripts

Key Takeaways
  • A mock call is a simulated call between a trainee and trainer to practice real-world customer interactions. 
  • It helps sales reps build confidence, improve objection handling, and enhance communication skills. 
  • The process involves simulating real scenarios, using scripts as guides, and providing constructive feedback. 
  • Common scenarios include handling objections, product demonstrations, closing techniques, and competitor comparisons. 
  • Best practices include active listening, clear communication, and practical feedback for continuous improvement. 

Imagine walking into a sales call fully prepared, knowing exactly how to handle every question, objection, or curveball a prospect might throw your way.

Sounds empowering, right?

That’s the magic of mock calls!

These simulated sales conversations are the ultimate training ground for sales reps to sharpen their pitch, boost confidence, and perfect their communication skills.

Think of it as a practice match before the big game — where you can make mistakes, get feedback, and come back stronger.

In this guide, we’ll break down the essentials of mock calls — from understanding what they are to learning tips, processes, and ready-to-use scripts.

Whether you’re a newbie looking to crush your first call or a pro aiming to refine your technique, this playbook will help you stay ahead of the competition.

Get ready to turn every call into a winning opportunity!


What is a mock call?

A mock call is a simulated phone conversation used to train and prepare individuals for real-life customer interactions.

It serves as a practice exercise, often conducted between a trainee (sales representative, customer service agent, or call center agent) and a trainer, supervisor, or senior team member.

The purpose of a mock call is to help trainees develop essential communication, problem-solving, and objection-handling skills required in live customer interactions. Similarly, a mock interview can prepare job candidates for high-pressure interview scenarios by simulating real-life questioning.

During a mock call, the "customer" (played by a trainer) presents common scenarios, questions, or challenges that agents are likely to face in actual calls.

The trainee responds as they would in a real situation. After the call, feedback is provided on areas like tone, product knowledge, objection handling, and closing techniques.

Mock calls are widely used in industries like sales, customer support, and call centers to build confidence, improve call-handling efficiency, and prepare employees for the complexities of real-world customer engagement.


How to conduct mock calls?

If you want to start a smooth conversation with your prospects while cold calling, you need to follow certain steps. And below points will help you cover every aspect that you need to keep in mind before making a real sales call.

How-to-conduct-mock-calls

Step 1: Help them understand your product/service from the core

An effective initial step for any newbie’s training in the sales team should be educating them about company offerings.

Sales are all about introducing products/services to potential customers. For this, it is obvious for the salesperson to have a clear knowledge of the products and offerings list.

There may be a case where teams are divided on the basis of specified products or services.

For instance, a company offering multiple products like UX/UI designs as well as digital marketing services may have divided its sales team into two parts. One focuses on UX/UI design and the other on digital marketing services.

In such a scenario, the reps selling UX/UI designs should know about the basics of digital marketing services too in order to never miss any potential customer. These sales strategies can help your team develop expertise on both fronts.

This can be executed only when the rep is trained and educated totally about all the services and products that the company offers.

Hence, it is important to start with training the salespeople on the products/services of the company.

Step 2: Prepare notes on Ideal Customer Profile (ICP)

After learning about the company’s product/services, it is vital to help the salesperson understand the criteria and picture an ideal customer.

Not only efforts but efforts in the right direction and with the right audience will help salespeople achieve their goals. You need to form a picture of an ideal customer for your sales rep to target the same.

An ideal customer can be considered as a hypothetical avatar of a customer who has a need that matches perfectly with your solution and ends up being your profitable customer.

For instance, being a real estate agency, you will target business entities, brand owners, and so on for your commercial complex. Whereas you’ll target individuals for your residential complex.

This way, you’ll be able to grab more customers for your business. Hence, make sure to prepare notes on the ideal customer profile.

Step 3: Be ready for questions

As a mock call trainer or even the trainee, you must be ready for questions.

As a sales rep or trainee, you need to prepare yourself for the questions that will be thrown up at you by your manager. You need to have a clear understanding of your company’s products and services to answer these questions thoroughly.

These questions will increase your knowledge of the company and will prove to be the best exercise to make you an expert in your domain.

As a sales manager or trainer, you need to prepare yourself to put up some common questions which the trainee or the rep will face while practically making calls. These questions will help the reps stay prepared with the best answers and at the same time, will make them aware of the familiar concerns.

This way, you need to prepare for questions.

Step 4: Choose your ideal environment

While conducting a mock call, choose the right environment.

You need to make sure that you’re choosing a good place that is comfortable and quiet, so it doesn’t become a hurdle during the mock call.

It is preferred to use a cabin with normal temperature and appropriate gadgets to practice the mock call effectively.

For instance, practicing a mock call on your desk where other colleagues are making calls, and it’s a common area having multiple desks and people interacting among themselves will create a lot of disturbance for your mock call.

On the other hand, when you choose a cabin with proper room temperature, comfortable furniture, proper headsets or earphones, and a good network. You’ll be able to deliver your best during the call.

Hence, it is important to choose your ideal environment.

Step 5: Hit the call and record

While making mock calls, remember to record your call always.

Both rep and manager benefit from the recording. These recordings will show the journey and progress the sales rep is making after every mock call.

You can use CRM for experiencing an inbuilt sales recording app, or many times you need to download a separate call recording app.

Hence, you should record your calls.

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Step 6: Listen to recordings and prepare a list of improvements

This is again a very useful exercise to practice.

While listening to your mock calls, you need to take time and space to focus and analyze the areas of improvement during a call.

It can also help you to have a definitive reference for where there’s the most room for improvement.

As a salesperson, you can rate your language, answers and topics, speed of words, tone, and many such areas.

You can listen to your recordings and analyze your strengths and weaknesses.

It is one of the most crucial steps of making a mock call.

Step 7: Discuss with fellow salespeople and the team lead

The last step of conducting an effective mock call session is discussing the mock call pointers with your teammates and team lead.

The areas of improvement you detected can be discussed by your fellow salespeople and team leaders as they will be contributing majorly to help you improvise on the same.

You can discuss your mock call session. Interact with your team on how they make calls. What areas are crucial? And many more.

Hence, discussing with fellow salespeople and team leads will be profitable for you. Once you have gone through these steps, you can learn more about executing effective sales calls in this blog.

Mock sales call examples

Here are some of the mock sales call examples for your understanding. Let’s start with these insightful examples:

1. Simple outbound call

This video is a great example of a sales call. You can learn some of the most important parts of sales calls. Use these pointers in your next sales call.

There are more such mock call scenarios ahead. Let’s learn about them.

7 mock call scenarios you need to prepare

After learning about effective and successful steps for conducting mock sales calls, here are some of the most helpful and common scenarios for conducting an efficient mock sales call:

1. Warm call

Warm calls are the point of contact with your potential customer where the initial contact has already been made. This initial contact can be made in the form of an email campaign, a referral, or a meeting at any event or conference.

During warm mock calls, the initial call works as an icebreaker. Warm calls are easy as compared to cold calls.

2. Cold call

Cold calls can be understood as an initial unexpected call to a potential customer. This type of mock call is supposed to be the right call for the trainee or the newbie to get familiar with the sales call content.

Sales reps can get acquainted with aspects like introductions, pain points, objection-handling, and getting to the point quickly.

A cold mock call is an average sales call to teach general structures or basic cold call scripts to the sales reps.

3. Reminder call

As the name says, it’s a reminder call for your clients. Here, the sales rep calls the clients to remind them about their scheduled meeting. This meeting can be a virtual or an in-person meeting.

The reminder mock call will emphasize meeting details like location, meeting link, date and time, meeting participants, and so on.

4. Sales appointment call

This is a very crucial step during the sales process. Here the reps are supposed to call the client at the agreed time to have a business discussion. Sales appointment calls ensure that your client never misses out on any important appointment.

This call will have the content that the rep is planning to offer the client.

5. Follow-up call

Follow-up mock calls basically let the rep check upon the client’s reviews on your product/services. This call monitors the progress of the customer’s journey towards your product or service.

You can measure the lead’s position through this call for your products and services.

6. Dealing with a gatekeeper

Salespeople know that there are always certain prospects that refer us to their higher authorities or to the most relevant person. This mock call will help the newbie and the sales reps deal with such kinds of people, also called gatekeepers.

Given access by this gatekeeper will make your work too easy to contact the right person. Hence, the rep mock call here should focus on not letting the prospect cut the conversation but instead gain a new link out of it.

7. The bargainer

There’ll always be a client who’s asking for the discounts. The mock calls for such clients should focus on emphasizing the value for money and after-sales service.

As a salesperson, you need to make them believe it’s worth the price you’re asking for. You can also consider offering a sample/trial of your product or service.

These are the different scenarios that you can use while conducting mock calls.

5 Best practices to conduct mock calls

Now that you have known the steps and types of sales mock calls to be conducted, here are some of the best practices to conduct mock calls:

SalesMate

1. Implement a CRM software

Conducting mock calls requires a lot of things like a proper mobile phone, good gadgets, a call recording app, and so on.

A CRM is a one-stop solution for conducting mock calls. An ideal CRM provides a built-in calling feature that lets you dial from the app itself as it offers a virtual phone system. Moreover, you can also use a power dialer to improve calling productivity.

Moreover, by implementing a CRM, you can easily record and track your calls for training purposes.

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Simplify training with Salesmate’s built-in calling, power dialer, and call recording features.

2. Pick and get into a character

As a sales rep, while making the mock calls, you need to get into the character and the scenario. You should create a scenario for yourself where you know exactly who you’re portraying during the call.

You should answer questions like who you are, which company you’re working for, what’s your position, and what is the product/service you’re offering to the prospect.

This will create more realistic scenarios. Being in character will help you not only focus on call content but also on your call tone. You can even work on your mental and emotional presence during mock call practice.

3. Work on timing

During mock calls, focus on the timing. By timing, I mean the length of the call and also the flow of conversation.

Knowing when to speak and when to let them talk is key to a good sales call.

Having access to a well-structured contact database not only helps you tailor the conversation but also saves time by allowing you to quickly reference key details about the prospect.

This efficiency can make a significant difference during both mock and live calls.

4. One thing at a time

While practicing mock calls, you need to focus on one thing at a time.

By this, you can consider working on one service at a time, working on the script at another time, and so on. You can focus on one aspect of the call at one time.

This way you can even work on your loopholes. It is a great way of working on oneself.

5. Use a better headset

One of the best practices while performing mock calls is using proper gadgets. Imagine having a headset or earphones that have technical issues or the ones that are not connecting with your device.

This will be problematic for you to record and reuse for future references. Hence, it is important to use effective tools.

Best mock sales call scripts

Below are some of the sales call scripts for your reference. These scripts will turn out to be the most helpful ones.

1. Outbound sales call script: Overcoming the gatekeeper

“Good morning! This is Claire from Xeno company, may I know who am I speaking to?”  

“Hi, this is Susan. Assistant of Mary Thomas.”

“Hi Susan, I need to talk to Mrs. Mary. Is she available at present?”

“I need to check. Can you help me know, what this call is in regards to?”

“It's in regard to our latest offer, where we are letting our selected prestigious customer upgrade their annual plan for free.”

(Give a gist on the topic, so that you don’t have to repeat the whole thing twice)

“I see. She seems to be occupied with another call at the moment. Would you like to leave a voicemail on the same?”

“It would be better to talk directly to her. So, can you help me know if she'll be available anytime soon?”

“I am not sure, let me know if I can convey her things.”

“Actually, it’s a limited-time offer and is only for selected customers. Hence, I don’t want her to miss out on this. I don’t mind waiting for five or ten minutes.” 

“Sure. Let me check with her, hope she’ll be available soon.” 

“Great. I’ll wait for her”

Here, Priya (salesperson) overcomes the gatekeeper and manages to connect with Mrs. Mary Thomas. Here, as a salesperson, you have to be polite, patient, and create urgency along with emphasizing your topic to discuss in order to complete the task.

2. Outbound sales call script: Cold call

This is a cold call script that you can use while conducting your mock calls. It is simple and easy to implement.

“Good morning! This is Claire from Xeno company, may I know who am I speaking to?”  

“Hi, this is Susan. Assistant of Mary Thomas.”

“Hi Susan, I need to talk to Mrs. Mary. Is she available at present?”

“I need to check. Can you help me know, what this call is in regards to?”

“It's in regard to our latest offer, where we are letting our selected prestigious customer upgrade their annual plan for free.”

(Give a gist on the topic, so that you don’t have to repeat the whole thing twice)

“I see. She seems to be occupied with another call at the moment. Would you like to leave a voicemail on the same?”

“It would be better to talk directly to her. So, can you help me know if she'll be available anytime soon?”

“I am not sure, let me know if I can convey her things.”

“Actually, it’s a limited-time offer and is only for selected customers. Hence, I don’t want her to miss out on this. I don’t mind waiting for five or ten minutes.” 

“Sure. Let me check with her, hope she’ll be available soon.” 

“Great. I’ll wait for her”

A basic guide for creating a mock call script

We have created the below infographic to help you understand how you can easily create a mock call script for different scenarios.

SalesMate

Conclusion

If you have been facing problems making sales calls, then I hope that this article provided helpful information on conducting mock sales calls. By implementing these practices, you can ace your sales calls, enhance your selling skills, and become a top performer!

Frequently asked questions

1. What does a mock call mean?

A mock call is a simulated phone conversation used primarily in training environments to help individuals practice and improve their communication and sales skills. It replicates real-life scenarios, allowing trainees to develop confidence and proficiency before engaging with actual customers. 

2. How to pass a mock call interview?

To excel in a mock call interview: 

  • Understand the Product/Service: Have comprehensive knowledge of what you're representing. 
  • Active listening: Pay close attention to the interviewer's cues and questions. 
  • Clear communication: Speak clearly and confidently, articulating your points effectively. 
  • Handle objections gracefully: Be prepared to address concerns or objections professionally. 
  • Close the conversation: Aim to conclude the call with a positive outcome, such as scheduling a follow-up or confirming a sale. 
3. What to say in a mock call?

In a mock call, focus on: 

  • Introduction: Greet the customer warmly and introduce yourself and your company. 
  • Needs assessment: Ask open-ended questions to understand the customer's needs. 
  • Value proposition: Explain how your product or service meets those needs. 
  • Overcoming objections: Provide clear responses to any concerns raised. 
  • Closing: Summarize the discussion and suggest the next steps, such as a purchase or a follow-up meeting. 
4. How do you use mock calls?

Mock calls are utilized to: 

  • Train new employees: Acclimate them to real-world scenarios in a controlled environment. 
  • Enhance skills: Allow experienced reps to refine and improve their techniques. 
  • Assess performance: Evaluate an individual's readiness for actual customer interactions. 
  • Build confidence: Provide a safe space to practice and make mistakes without repercussions. 
5. What are best practices for conducting mock sales calls?

Effective mock sales calls should: 

  • Be realistic
  • Encourage active listening 
  • Focus on communication skills 
  • Provide constructive feedback 
  • Use scripts as guides


Hinal Tanna

Hinal Tanna is a SEO strategist and content marketer, currently working with the marketing team of Salesmate. She has a knack for curating content that follows SEO practices and helps businesses create an impactful brand presence. When she's not working, Hinal likes to spend her time exploring new places.

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