Before you call
- Know your numbers: what you pay now, what you use, and how long you have been a customer.
- Get a competing offer: a real quote or advertised price from a competitor.
- Decide your walk-away point: the price at which you would switch.
On the call
- Be polite and brief. Say you are reviewing your bills and thinking of switching.
- Ask for the retention or loyalty department. Front-line agents often cannot change prices.
- Give the competitor’s price and ask if they can match or beat it.
- Ask: “Are there any discounts or promotions I’m not getting?”
- If the offer is not good enough, say thank you and that you will think about it. Sometimes a better offer comes on the second call.
After the call
- Ask for confirmation by email or text.
- Note the date, the name of the person and the new price in your call log.
- Set a reminder for when the new rate ends.
Ready-made words for each bill are in our script builder.

