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Marketing Academy · Field Work●Marketing Tools
MiniTeardown· 25 minutes

Teardown: Grading Three Chatbot Opening Scripts

Utkarsh Small Finance Bank

Objective: Apply the lesson's 5-step chatbot framework and its email-timing warning to grade three synthetic opening scripts, separating real defects from plausible-looking non-issues.

You're reviewing three draft chatbot scripts for Utkarsh Small Finance Bank's personal-loan landing page before launch: one written by a junior marketer, one by a sales-focused agency, one by the support team.

Grade each script's opener and question flow against the lesson's 5-step framework, flag real defects with severity, and don't flag things that only look like defects.

Before you start

What you'll need

Free path (everything below is enough to finish)

FreeScore each script against the framework's 5 steps and log severity

Free, structured way to grade multiple scripts consistently

Brevo(optional)
FreemiumSee a real live-chat widget's opener and question flow for comparison

Closest cataloged freemium chat tool since Drift and Intercom aren't individually in this site's directory

No access? Use Drift's or Intercom's own free trial (linked in this lesson's resources) to compare against a live playbook builder

The process

Specimens to review

Grade this script against the lesson's framework. What's the defect, and what specifically would you change?

Sample output
SCRIPT A (junior marketer draft)
Bot: "Hi there! Before we get started, what's your email address so I can send you our loan brochure?"
Visitor: [drops off, no response]
Bot: (no further messages, chat ends)

Specimen: synthetic, realistic

Grade this script. Is the generic opener the real defect, or is something else the bigger problem?

Sample output
SCRIPT B (sales agency draft)
Bot: "Hi! How can I help you today?"
Visitor: "just looking at rates"
Bot: "Great! What's your company size, role, and timeline for a decision?"

Specimen: synthetic, realistic

Grade this script. Does it have a real defect, or is this a clean pass?

Sample output
SCRIPT C (support team draft)
Bot: "Looking at personal loan rates? I can check your eligibility in under a minute, want to try?"
Visitor: "sure"
Bot: "Two quick things: roughly what loan amount, and is this urgent (next 30 days) or just exploring?"
Visitor: "5 lakh, exploring for now"
Bot: "Got it, since you're exploring, here's our EMI calculator and a quick eligibility guide, no forms needed. If you want a callback later just say the word."

Specimen: synthetic, realistic

Final deliverable

A graded teardown of all three scripts: defect (or 'clean pass'), severity, and the specific line to fix.

See a reference example
Sample output
TEARDOWN LOG, Five-Star Business Finance MSME loan chatbot review

Script A: CRITICAL, asks for phone number in message 1 before any qualifying value
Script B: MODERATE, generic opener not specific to the top-up loan page it's deployed on
Script C: CLEAN PASS, page-specific opener, 2 relevant questions, graceful disqualification with a resource offer

Success criteria

You're done when you can:

  • Correctly identifies the email-timing defect in Script A as critical, citing the lesson's own warning
  • Correctly identifies Script C as a clean pass without inventing a defect
  • Does not flag any of the 4 distractors as defects