ACME, Inc. Lead Qualification Script

Opening: “Hi [First Name], this is [Agent Name] calling on behalf of ACME, Inc. You recently engaged with ‘We Need an MSP: An SMB Story’ and I wanted to follow up with a few short questions. Would now be a good time for a quick check-in?” ✔️ (If YES: Continue) ❌ (If NO: Politely end the call)

Contact Details Confirmation: “I’d love to make sure I have the most up-to-date contact info for you: Can you confirm your email address? Your job title and company name? And the best phone number for an ACME representative to follow up?”

Main Qualification: “Based on your current IT environment, when are you planning to explore new or upgraded IT solutions?” (Immediately, 1–3 months, 3–6 months, 6–12 months, Other)

Conclusion & Consent: “Thanks so much for your time, [First Name]. Before I let you go, can I confirm your consent for ACME, Inc. to follow up with you based on this conversation—either via phone or email?” ✔️ (Capture verbal confirmation) “Perfect. Wishing you a great day!”