Script [Phase 3 Block 2 & 3 & 4]

Question 1

Block 2: Q6

Answer 1

Are you the one who decides on marketing and automation investments, or is someone else involved?
- if no: Who else needs to be on this call?
- if yes: proceed immediately to budget

Question 2

Block 3: Q7

Answer 2

Have you allocated budget for this, or would you need to find it?
- if no budget exists: If I show you ROI in 90 days, can a budget appear?
- if yes: are we talking hundreds per month, low thousands, or higher?

Question 3

Block 3: Q8

Answer 3

When do you want this fixed? This quarter, next quarter, or just exploring?
- Gauge urgency. If just exploring, they’re not qualified.

Question 4

Block 4: Q9

Answer 4

What’s your annual revenue roughly? Just trying to understand scale.
- If they hesitate: I’m not being nosy, it helps me recommend the right fit.

Question 5

Block 4: Q10

Answer 5

What’s the average value of a customer to you?
- calculates their LTV and your ROI pitch