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 Freshworks , how are you today?

Reason for calling

The reason for the call is that we have an ebook from Freshworks that looks at how 5 different enterprises achieved faster time-to-value and better ROI by transforming their ITSM strategy.

Would it be ok for me to send this ebook 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.

Thank you for providing that information - before I send this over I just want to ensure that this is the best piece of content for you. Would you mind answering a few short questions beforehand?

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

On a scale of 1 to 10, how happy are you with your current ITSM tool? (If 10 close the call, if less than 10 continue)
What would bring your satisfaction level closer to a 10? OR What is your biggest challenge with ITSM at the moment?
When are you looking to implement a solution to address this challenge/these challenges - would it be in the next 3 months, 6 months or 12 months? (Over 12 months - DQ)
Can you please confirm your current ITSM tool?
With regards to this area, would you be more of a decision-maker or a recommender?
What would be the budget status for this project, would it be approved or allocated or is it still in discussion?
And what would be a rough ballpark estimate of the project budget? (All answers accepted including "Not Disclosed")

Compliance Opt-in:

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

Send Asset:

If yes: One moment while I send you the ebook - 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

On behalf of TechOctopus, thank you for your time and have a great day.

From ITSM to ROI