In this script, items in (brackets) should be input by the caller, items in italics are actions to be completed depending on the response from the prospect

Intro

Hi (Prospect name), this is (Caller Name) calling from TechOctopus on behalf of Twilio, how are you today?

Reason for calling

The reason for the call is that we have a whitepaper from Twilio that looks at the weaknesses of SMS-based user verification and its susceptibility to attacks.

Would it be ok for me to send this whitepaper to the email I have for you here?

If no: politely close the call.
If yes: confirm the email address, job title and company name.

BANT

What specific challenges or inefficiencies do you experience in combating fraud that you are looking to address?
1. Currently using just email and password so prone to hackers
2. Low conversion rates for user-onboarding leading to high costs
3. Lack of compliance
4. Lack of channels to verify users
5. None of the above (disqualify)
Would you be looking to address these challenges in the next 9 months?
1. Yes (Qualify)
2. No (Disqualify)
What would be your role within the decision making process, would you be more of a recommender on the decision making team or a decision maker?
1. Recommender (Qualify)
2. Decision maker (Qualify)
3. Neither (Disqualify)
What is the budget status for the project?
1. Still in discussion (Qualify)
2. Pending, Approved (Qualify)
3. Allocated (Qualify)
4. No budget / can’t say (Disqualify)
What would be a rough ballpark estimate of the budget amount for this type of project?
1. Over $50K (Qualify)
2. Under $50K (Disqualify)

Compliance Opt-in:

Just before I send the whitepaper over to you, can I gain your consent to store your business information and share this with Twilio who may contact you as a follow-up and answer any questions you might have?

Send Asset:

If yes: One moment while I send you the whitepaper - submit the form and wait for the success message If error on submit: I’m sorry, can I ask you to confirm your email please?

On success:

That’s great

I’ll send the whitepaper over shortly. On behalf of TechOctopus, thank you for your time and have a great day.

Verification beyond SMS