call lists, scripts and follow-ups, checked against the DND list
A good call starts before anyone dials. We build the list, write the script from what we found about each account, check the numbers against the DND list, and make sure every call ends with a follow-up that actually happens.
book a 15 minute calla call sheet
- opening
- Hi Riya, I saw you joined Sample Bank as CIO in October. Is this a bad time?
- question
- How is loan operations handled today?
- the ask
- Could we take a short call next week?
- call log
- Callback tomorrow 11am.
how it works for calls
build the list
We research the accounts in your segment, find the people who own the problem, and remove your customers and open deals using your exclusion list.
check against DND
Calls are checked against the DND list before they reach your team's list. Each channel keeps to its own rules, and this is the one for calls.
write the script
Each script opens with the reason for calling, asks a couple of real questions, and ends with one small ask. It reads like a person wrote it for that account.
log and follow up
Every outcome goes in the call log, plugged into the tools you already use. A callback, a not now or a booked meeting each sets off its own next step.
the work around the call
Most of the time on a calling team doesn't go on calls. It goes on working out who to ring, finding a reason to ring them, and remembering what was promised last time. That is the work we build for. What we set up is the list, the script and the follow-up, so that the time on the phone goes to the conversation.
A caller with a dated reason also has a better first line. "I saw you joined as CIO in October" gives the other person something to respond to. "Is this a good time to talk about our platform?" doesn't.
scripts you can actually say
A script should sound right when spoken aloud. Ours are short: an opening with the reason, a question or two about how things work today, and an ask small enough to say yes to. If the person says it's a bad time, the script says what to do next instead of pushing on.
These go through the same review as everything else we write. Dates are checked against the source, there are no invented numbers, and nothing claims a customer you haven't said we can name.
follow-ups that don't get lost
Calls end in three ways more often than any other: a meeting, a callback, or a request to try again later. The first is easy. The other two are where most teams lose people, because a note on a sheet doesn't ring anyone back.
So the log drives the next step. A callback tomorrow at 11am goes on the list for tomorrow at 11am. A "not now, follow up in 30 days" comes back in 30 days. Someone on your team only has to record what happened.
where calls fit
Every channel runs on the same research, so a caller can refer to the same signal an email mentioned. Some accounts are better reached by phone first, and others after a reply. We work that out with you during the pilot and tune it each week.