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 ebook from Twilio that looks at data-driven strategies for effective mobile engagement.

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.

BANT

What specific challenges or inefficiencies do you experience with your current messaging or email system that you are looking to address?
1. Poor delivery rate
2. Lack the analytics from our sends
3. Limited personalisation
4. None of the above (disqualify)
How important are messaging and email channels to your organisation when liaising with customers?
1. Important
2. Medium importance
3. Not really important
Does your organisation plan to implement new messaging or email solutions as a project within 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?
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 ebook 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 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

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

Blueprint for mobile customer notifications