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Script

Office equipment cost review

Outbound B2B call: get past the front desk to whoever owns the copier and phone contracts, qualify the equipment, handle the two common objections, and book a free 15-minute cost review.

Purpose
outbound sales
Recording
Off
Nodes
24
Rehearsals passing
4 of 4
b2b-cost-review
All calls

Variables

VariableMeaningFallbackExample
agent.nameThe assistant's first nameSam
company.cityWhere the business is basedrequiredRiverton
company.nameThe business placing the callrequiredAcme Office Systems
lead.business_nameThe office being calledrequiredRiverton Dental

Any time

call_later
Says now is a bad time, or asks to be called back later → callback_time
is_automated
Asks whether this is a robot, a recording, or an AI → automated_disclosure
opt_out
Asks not to be called again, to be removed from the list, or says stop → do_not_call

Nodes

Yes, automated ask

Yes, I'm an automated assistant with {company.name}. Would you like me to continue, or have a person call you instead?

  • continue: Is fine continuing with the assistant → $resume
  • wants_person: Would rather speak with a person → human_follow_up

Review booked end

You're all set. We'll confirm the time, and thanks for making room for it. Have a great day!

  • ends: Booked

Callback set end

Got it, we'll call back then. Thanks!

  • ends: Call back

Call back later ask

No problem. When's a better time to call back?

  • gave: Names a time → callback_end
  • no_time: Does not want a callback → polite_close

Confirmation email ask

A recent invoice helps for the review, if you have one handy. What's the best email for the confirmation?

  • gave: Gives an email address → booked_end
  • no_email: Prefers not to share an email → booked_end

Info email ask

Sure. What's the best email to send it to?

  • gave: Gives an email address → info_sent
  • no_email: Won't share an email → polite_close

Under contract objection

Totally fair. Lots of offices are mid-lease, and some programs cover the rest of a lease while still lowering the monthly cost. The review shows whether that's true for you. Want to take a look?

  • no: Declines → polite_close
  • open: Agrees to a review → pick_time
  • send_info: Asks for information by email first → collect_email_info

Copier ask

Great. Is your main copier leased or owned, and what brand is it?

  • leased: Says the copier is leased → lease_term
  • owned: Says they own the copier → owned_age
  • unsure: Is not sure how the copier is held → phone_system

Decision maker ask

Thanks! I'll be quick. {company.name} helps offices like {lead.business_name} lower the monthly cost of their copiers and phone systems. Do you have one minute?

  • not_interested: Declines → soft_decline
  • yes: Agrees to talk → copier_setup

Do not call end

Understood. We'll remove this number from our list and won't call again. Sorry for the interruption.

  • ends: Do not call

Front desk ask

Hi, this is {agent.name}, an automated assistant with {company.name} here in {company.city}. Who there handles your office equipment, mainly the copiers and phone system?

  • not_available: Says that person is out or unavailable, or offers to take a message → get_name
  • transferred: Says they handle it, or puts the decision maker on the line → dm_intro
  • what_about: Asks what the call is about → purpose

Try back later end

Thanks so much, I'll try them then. Have a great day!

  • ends: Call back

Find the decision maker ask

No problem, maybe you can help me. What's that person's name, and when's the best time to reach them?

  • gave: Gives a name or a time → front_desk_thanks
  • refused: Won't share a name or a time → polite_close

Wants a person end

Of course. I'll ask someone from our team to call you personally. Thanks for your patience!

  • ends: Wants a person

Summary emailed end

Thanks! It'll be in your inbox shortly. Have a great day!

  • ends: Sent info

Lease ask

About how many months are left on the lease, and roughly what's the monthly payment?

  • answered: Gives any lease detail, or says they don't know → phone_system

Offer the review close

Thanks. Would you be open to a free 15-minute cost review, in person or by video? You keep the report either way.

  • no: Declines → soft_decline
  • open: Agrees to a review → pick_time
  • own_it: Says they own their equipment outright → owned_objection
  • send_info: Asks for information by email first → collect_email_info
  • under_contract: Says they are under contract or locked into a lease → contract_objection

Owned copier ask

How old is it, and who services it for you?

  • answered: Gives any detail about the copier, or says they don't know → phone_system

Owns the equipment objection

Makes sense. As equipment ages, service and supplies usually cost more, and sometimes newer equipment costs less per month than the upkeep. The review checks that. Want to set one up?

  • no: Declines → polite_close
  • open: Agrees to a review → pick_time
  • send_info: Asks for information by email first → collect_email_info

Phone system ask

Last one: is your phone system in the office, or cloud based?

  • answered: Answers, or says they don't know → offer_review

Pick a time ask

Great. What day and time work best, and would you prefer in person or video?

  • gave: Names a day or time → collect_email

Not interested end

No problem at all. Thanks for your time, and have a great day!

  • ends: Not interested

Why we're calling ask

It's about the lease and service contracts on your copiers and phones. We do a free cost review. Who would be the right person for that?

  • not_available: Says that person is out or unavailable, or offers to take a message → get_name
  • transferred: Says they handle it, or puts the decision maker on the line → dm_intro

Offer a summary objection

Understood. Would a one-page summary by email be useful for later instead?

  • no: Declines again → polite_close
  • send_info: Wants the summary → collect_email_info

The outlined node is the entry.

Rehearsals

front desk transfers, decision maker books a review · passes · Booked
  1. Agent: Hi, this is Sam, an automated assistant with Acme Office Systems here in Riverton. Who there handles your office equipment, mainly the copiers and phone system?
  2. Caller: Hold on, let me get her.
  3. Agent: Thanks! I'll be quick. Acme Office Systems helps offices like Riverton Dental lower the monthly cost of their copiers and phone systems. Do you have one minute?
  4. Caller: Sure, go ahead.
  5. Agent: Great. Is your main copier leased or owned, and what brand is it?
  6. Caller: It's leased, a Canon.
  7. Agent: About how many months are left on the lease, and roughly what's the monthly payment?
  8. Caller: About 14 months left, around 300 a month.
  9. Agent: Last one: is your phone system in the office, or cloud based?
  10. Caller: It's an old system in the back closet.
  11. Agent: Thanks. Would you be open to a free 15-minute cost review, in person or by video? You keep the report either way.
  12. Caller: Sure, why not.
  13. Agent: Great. What day and time work best, and would you prefer in person or video?
  14. Caller: Thursday at 10, video is easier.
  15. Agent: A recent invoice helps for the review, if you have one handy. What's the best email for the confirmation?
  16. Caller: office@riverdental.example
  17. Agent: You're all set. We'll confirm the time, and thanks for making room for it. Have a great day!
decision maker is out · passes · Call back
  1. Agent: Hi, this is Sam, an automated assistant with Acme Office Systems here in Riverton. Who there handles your office equipment, mainly the copiers and phone system?
  2. Caller: She's not in today.
  3. Agent: No problem, maybe you can help me. What's that person's name, and when's the best time to reach them?
  4. Caller: Her name is Maria, try tomorrow after 2.
  5. Agent: Thanks so much, I'll try them then. Have a great day!
owns the equipment, takes a summary by email · passes · Sent info
  1. Agent: Hi, this is Sam, an automated assistant with Acme Office Systems here in Riverton. Who there handles your office equipment, mainly the copiers and phone system?
  2. Caller: That's me.
  3. Agent: Thanks! I'll be quick. Acme Office Systems helps offices like Riverton Dental lower the monthly cost of their copiers and phone systems. Do you have one minute?
  4. Caller: Okay.
  5. Agent: Great. Is your main copier leased or owned, and what brand is it?
  6. Caller: We own it.
  7. Agent: How old is it, and who services it for you?
  8. Caller: Maybe five years old, the dealer services it.
  9. Agent: Last one: is your phone system in the office, or cloud based?
  10. Caller: Cloud, I think.
  11. Agent: Thanks. Would you be open to a free 15-minute cost review, in person or by video? You keep the report either way.
  12. Caller: We own it, it's paid off.
  13. Agent: Makes sense. As equipment ages, service and supplies usually cost more, and sometimes newer equipment costs less per month than the upkeep. The review checks that. Want to set one up?
  14. Caller: Just email me something.
  15. Agent: Sure. What's the best email to send it to?
  16. Caller: office@riverdental.example
  17. Agent: Thanks! It'll be in your inbox shortly. Have a great day!
front desk asks to be removed · passes · Do not call
  1. Agent: Hi, this is Sam, an automated assistant with Acme Office Systems here in Riverton. Who there handles your office equipment, mainly the copiers and phone system?
  2. Caller: Please remove this number from your list.
  3. Agent: Understood. We'll remove this number from our list and won't call again. Sorry for the interruption.

Advice

No advice: the script reads cleanly.

Diagram source

Mermaid
flowchart TD
  n_automated_disclosure["<b>Yes, automated</b><br/>Yes, I'm an automated assistant with {company.name}. Would you like me to…"]
  n_booked_end(["<b>Review booked</b><br/>You're all set. We'll confirm the time, and thanks for making room…<br/><b>booked</b>"])
  n_callback_end(["<b>Callback set</b><br/>Got it, we'll call back then. Thanks!<br/><b>callback</b>"])
  n_callback_time["<b>Call back later</b><br/>No problem. When's a better time to call back?<br/><i>captures: callback_time</i>"]
  n_collect_email["<b>Confirmation email</b><br/>A recent invoice helps for the review, if you have one handy.…<br/><i>captures: email</i>"]
  n_collect_email_info["<b>Info email</b><br/>Sure. What's the best email to send it to?<br/><i>captures: email</i>"]
  n_contract_objection{{"<b>Under contract</b><br/>Totally fair. Lots of offices are mid-lease, and some programs cover the…"}}
  n_copier_setup["<b>Copier</b><br/>Great. Is your main copier leased or owned, and what brand is…<br/><i>captures: copier_ownership, copier_brand</i>"]
  n_dm_intro["<b>Decision maker</b><br/>Thanks! I'll be quick. {company.name} helps offices like {lead.business_name} lower the monthly…"]
  n_do_not_call(["<b>Do not call</b><br/>Understood. We'll remove this number from our list and won't call again.…<br/><b>do_not_call</b>"])
  n_front_desk["<b>Front desk</b><br/>Hi, this is {agent.name}, an automated assistant with {company.name} here in {company.city}.…"]
  n_front_desk_thanks(["<b>Try back later</b><br/>Thanks so much, I'll try them then. Have a great day!<br/><b>callback</b>"])
  n_get_name["<b>Find the decision maker</b><br/>No problem, maybe you can help me. What's that person's name, and…<br/><i>captures: dm_name, best_time</i>"]
  n_human_follow_up(["<b>Wants a person</b><br/>Of course. I'll ask someone from our team to call you personally.…<br/><b>transferred</b>"])
  n_info_sent(["<b>Summary emailed</b><br/>Thanks! It'll be in your inbox shortly. Have a great day!<br/><b>info_requested</b>"])
  n_lease_term["<b>Lease</b><br/>About how many months are left on the lease, and roughly what's…<br/><i>captures: lease_months_left, monthly_payment</i>"]
  n_offer_review["<b>Offer the review</b><br/>Thanks. Would you be open to a free 15-minute cost review, in…"]
  n_owned_age["<b>Owned copier</b><br/>How old is it, and who services it for you?<br/><i>captures: copier_age_years, service_provider</i>"]
  n_owned_objection{{"<b>Owns the equipment</b><br/>Makes sense. As equipment ages, service and supplies usually cost more, and…"}}
  n_phone_system["<b>Phone system</b><br/>Last one: is your phone system in the office, or cloud based?<br/><i>captures: phone_system</i>"]
  n_pick_time["<b>Pick a time</b><br/>Great. What day and time work best, and would you prefer in…<br/><i>captures: preferred_time, meeting_format</i>"]
  n_polite_close(["<b>Not interested</b><br/>No problem at all. Thanks for your time, and have a great…<br/><b>not_interested</b>"])
  n_purpose["<b>Why we're calling</b><br/>It's about the lease and service contracts on your copiers and phones.…"]
  n_soft_decline{{"<b>Offer a summary</b><br/>Understood. Would a one-page summary by email be useful for later instead?"}}
  start((start)) --> n_front_desk
  n_automated_disclosure -->|continue| any_time
  n_automated_disclosure -->|wants_person| n_human_follow_up
  n_callback_time -->|gave| n_callback_end
  n_callback_time -->|no_time| n_polite_close
  n_collect_email -->|gave| n_booked_end
  n_collect_email -->|no_email| n_booked_end
  n_collect_email_info -->|gave| n_info_sent
  n_collect_email_info -->|no_email| n_polite_close
  n_contract_objection -->|no| n_polite_close
  n_contract_objection -->|open| n_pick_time
  n_contract_objection -->|send_info| n_collect_email_info
  n_copier_setup -->|leased| n_lease_term
  n_copier_setup -->|owned| n_owned_age
  n_copier_setup -->|unsure| n_phone_system
  n_dm_intro -->|not_interested| n_soft_decline
  n_dm_intro -->|yes| n_copier_setup
  n_front_desk -->|not_available| n_get_name
  n_front_desk -->|transferred| n_dm_intro
  n_front_desk -->|what_about| n_purpose
  n_get_name -->|gave| n_front_desk_thanks
  n_get_name -->|refused| n_polite_close
  n_lease_term -->|answered| n_phone_system
  n_offer_review -->|no| n_soft_decline
  n_offer_review -->|open| n_pick_time
  n_offer_review -->|own_it| n_owned_objection
  n_offer_review -->|send_info| n_collect_email_info
  n_offer_review -->|under_contract| n_contract_objection
  n_owned_age -->|answered| n_phone_system
  n_owned_objection -->|no| n_polite_close
  n_owned_objection -->|open| n_pick_time
  n_owned_objection -->|send_info| n_collect_email_info
  n_phone_system -->|answered| n_offer_review
  n_pick_time -->|gave| n_collect_email
  n_purpose -->|not_available| n_get_name
  n_purpose -->|transferred| n_dm_intro
  n_soft_decline -->|no| n_polite_close
  n_soft_decline -->|send_info| n_collect_email_info
  any_time{{"any time"}}
  any_time -.->|call_later| n_callback_time
  any_time -.->|is_automated| n_automated_disclosure
  any_time -.->|opt_out| n_do_not_call