outreach-script-generator

Phone Outreach Script Generator

Available Tools

This skill can call the following MCP data services, selected as needed during the execution process:

Yingmi Financial Data (qieman)

Service address:https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse
Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
Main tools for this skill:GetLatestQuotations, SearchFinancialNews, GetBatchFundPerformance, BatchGetFundsDetail

Hundsun Golden Source Financial Data (gildata-aidata)

Service address: obtained after activating the Hundsun Golden Source MCP service, in the format https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp
Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and public sentiment, wealth management products, macroeconomic data
Optional tools for this skill:NewsInfoList

Input Requirements

Required information (injected via context)

Basic client information: name/code, AUM, risk level, client tier
Holdings overview: currently held products, amounts, status
Background of this service: reason for outreach (information update/risk alert/maturity rollover/service invitation)

Optional information

Behavior tags: investment preferences, recent behavior
Age, occupation (affects form of address and tone)
Specified script style (formal/friendly/professional)

If the user does not provide client information but requests script generation, proactively ask: "Please provide the client's basic information (name, AUM, risk level) and holdings, as well as the main purpose of this call."

Execution Process

Step 1: Information Collection and Parsing

Parse [Basic Client Information], [Holdings Overview], [Behavior Tags], [Background of This Service] from the user's message
Identify the outreach scenario type:
- Information update type: important market changes, proactively inform the client
- Risk alert type: risk signals appear in held products
- Maturity rollover type: product is about to mature, guide reinvestment
- Service invitation type: invite the client to a branch meeting or event
- Regular follow-up type: periodic client maintenance

Step 2: Data Supplementation

qieman data source:

Call GetLatestQuotations to obtain the latest market conditions (provides market background for the script)
Call SearchFinancialNews to obtain relevant information (1-2 items related to the client's holdings)
If the client's holdings include specific fund codes:
- Call GetBatchFundPerformance to obtain recent performance
- Call BatchGetFundsDetail to obtain basic fund information

gildata-aidata data source (outbound call topic materials, optional):

Call NewsInfoList to obtain the latest financial news, providing timely topic entry points for the script

Step 3: Script Generation

Select a script framework based on the outreach scenario:
- Opening: form of address + identity confirmation + natural transition
- Core content: market background + connection to client's holdings + value delivery
- Objection anticipation: Prepare 2-3 questions the client may ask and responses
- Closing/wrap-up: Clarify the next action (schedule a meeting / send materials / next follow-up)
Adjust tone based on client risk level and age:
- R1/R2 + older clients: gentle, reassuring, emphasize stability
- R3/R4 + younger clients: professional, data-driven, emphasize opportunities
- Private banking clients: high-end, customized, convey a sense of exclusivity

Step 4: Output the complete script

Output template

## 电话触达话术 | {客户姓名} - {触达场景}

### 话术背景
- **客户画像**：{AUM}万 | {风险等级} | {客户层级}
- **触达原因**：{原因}
- **市场背景**：{简述当日市场情况}

### 开场白
> {称呼}您好，我是XX银行的{理财经理名}，...

### 核心话术
> {根据场景展开，2-3段}

### 客户可能的问题 & 应答
| 客户可能说 | 建议回应 |
|-----------|---------|
| "{异议1}" | "{应答1}" |
| "{异议2}" | "{应答2}" |

### 收尾 & 下一步
> {预约面谈/发送资料/下次跟进时间}

### 通话后记录要点
- [ ] 客户态度：积极/中性/消极
- [ ] 是否需要后续跟进
- [ ] 约定的下一步动作

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*话术仅供参考，请根据实际沟通情况灵活调整。不得向客户承诺收益或做出不当保证。*

Notes

Compliance red lines: The script must not contain return promises, principal-guarantee implications, or disparagement of competitors
Form of address: Use an appropriate form of address based on client age and level (Mr./Ms. X / Sister X / Auntie X)
Duration control: Keep the phone script to 3-5 minutes of call volume; do not make it too long
Personalization: Must demonstrate understanding of the client's holdings and situation; cannot be a generic script
Scenario distinction: This Skill only handles proactive outreach scenarios; reassurance/retention is handled by client-care-script