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
Variables
| Variable | Meaning | Fallback | Example |
|---|---|---|---|
agent.name | The assistant's first name | Sam | |
company.city | Where the business is based | required | Riverton |
company.name | The business placing the call | required | Acme Office Systems |
lead.business_name | The office being called | required | Riverton 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 →$resumewants_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_endno_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_endno_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_sentno_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_closeopen: Agrees to a review →pick_timesend_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_termowned: Says they own the copier →owned_ageunsure: 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_declineyes: 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_nametransferred: Says they handle it, or puts the decision maker on the line →dm_introwhat_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_thanksrefused: 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_declineopen: Agrees to a review →pick_timeown_it: Says they own their equipment outright →owned_objectionsend_info: Asks for information by email first →collect_email_infounder_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_closeopen: Agrees to a review →pick_timesend_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_nametransferred: 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_closesend_info: Wants the summary →collect_email_info
The outlined node is the entry.
Rehearsals
front desk transfers, decision maker books a review · passes · Booked
- 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?
- Caller: Hold on, let me get her.
- 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?
- Caller: Sure, go ahead.
- Agent: Great. Is your main copier leased or owned, and what brand is it?
- Caller: It's leased, a Canon.
- Agent: About how many months are left on the lease, and roughly what's the monthly payment?
- Caller: About 14 months left, around 300 a month.
- Agent: Last one: is your phone system in the office, or cloud based?
- Caller: It's an old system in the back closet.
- Agent: Thanks. Would you be open to a free 15-minute cost review, in person or by video? You keep the report either way.
- Caller: Sure, why not.
- Agent: Great. What day and time work best, and would you prefer in person or video?
- Caller: Thursday at 10, video is easier.
- Agent: A recent invoice helps for the review, if you have one handy. What's the best email for the confirmation?
- Caller: office@riverdental.example
- 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
- 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?
- Caller: She's not in today.
- Agent: No problem, maybe you can help me. What's that person's name, and when's the best time to reach them?
- Caller: Her name is Maria, try tomorrow after 2.
- Agent: Thanks so much, I'll try them then. Have a great day!
owns the equipment, takes a summary by email · passes · Sent info
- 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?
- Caller: That's me.
- 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?
- Caller: Okay.
- Agent: Great. Is your main copier leased or owned, and what brand is it?
- Caller: We own it.
- Agent: How old is it, and who services it for you?
- Caller: Maybe five years old, the dealer services it.
- Agent: Last one: is your phone system in the office, or cloud based?
- Caller: Cloud, I think.
- Agent: Thanks. Would you be open to a free 15-minute cost review, in person or by video? You keep the report either way.
- Caller: We own it, it's paid off.
- 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?
- Caller: Just email me something.
- Agent: Sure. What's the best email to send it to?
- Caller: office@riverdental.example
- Agent: Thanks! It'll be in your inbox shortly. Have a great day!
front desk asks to be removed · passes · Do not call
- 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?
- Caller: Please remove this number from your list.
- 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