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

Asset Name: Copilot for Microsoft 365

Asset Type: Product Guide

Asset Synopsis: The guide introduces Copilot for Microsoft 365, an AI-powered assistant enhancing productivity and creativity in everyday work tasks across Microsoft apps. By leveraging generative AI, it aids in content generation, collaboration, and decision-making, promising time savings, increased productivity, and a strong ROI for businesses of all sizes.

Intro

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

Reason for calling

The reason for the call is that we have a guide from Microsoft that introduces Copilot for Microsoft 365, an AI-powered assistant enhancing productivity and creativity in everyday work tasks across Microsoft apps. By leveraging generative AI, it aids in content generation, collaboration, and decision-making, promising time savings, increased productivity, and a strong ROI for businesses of all sizes.

Would it be ok for me to send this guide 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.

Qualification questions

Q1: Are you currently using any Microsoft 365 products or services in your organization?

Yes, we currently use an on-premises solution or Office 2016 and are considering migrating to a cloud-based solution
Yes, we use Microsoft 365 products, but we are looking to expand our usage.
Yes, we use Microsoft products but only on-premise
No, we do not use Microsoft products. (DQ)

Q2: How critical is digital transformation or cloud adoption leveraging AI to your current business strategy, and do you have a budget allocated for these IT improvements this year?

It's a top priority, we are actively looking for solutions, and we have a significant budget allocated.
Digital transformation is important, we are starting to plan, and we have a small budget set aside.
We recognize its importance but have no immediate plans or budget set aside. (DQ)
Digital transformation is not a priority, and we have no budget for IT improvements this year. (DQ)

Q3: When are you planning to implement or upgrade your cloud/AI solutions?

Within the next 1 months.
Within the next 3 months.
In the next 4-6 months.
We have no set timeline for this. (DQ)

Q4: Would you be open to a follow up call from a Microsoft partner to discuss your requirements further?

Yes
No (DQ)

Compliance Opt-in

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

Send Asset

If yes: One moment while I send you the guide - 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 guide over shortly. After this call, a member of our team will be in touch to schedule a follow-up meeting with you. For your reference, the meeting will be a quick 30-min call with a Microsoft Partner who will discuss how it can best align with your organization’s needs

Thank you for your time and have a great day.