Outbound call procedure

1. Click on a name in the Freshsales

2. Pick the appropriate call script, as per the Freshsales list

3. Call the contact and adhere to the script

4. Create detailed notes during the call based on the conversation

5. If the contact requests for a call back at a particular date and time, create a task in Freshsales

6. After the call, fill disposition information

Follow based on outcome of the call:

1. No response

   1. Create a task to call back

   2. Call back in 1 hour. If no response again, call back next day.

   3. If no response, change status to “Unreachable”

2. Customer hangs up in the first few seconds without saying anything

   1. Create a task to call back

   2. Call back in 1 hour. If no response again, call back next day.

   3. If no response, change status to “Unreachable”

3. Customer says not interested and hangs up

   1. Update status to “Not interested”

4. Customer says to unsubscribe or to take them off the list or to not call them again

   1. Change list to "DO NO DISTURB"

5. Customer requests callback at a particular date and time

   1. Create a task to call back at the requested date and time

Do's and don'ts

• Try to have a conversation with the contact

• No need to rush through the call in a hurry - try to have a conversation even if that takes time

• Pushing them and trying to convince them is good but no need to push very hard - even if they say not interested, we want to leave a good impression

• Listen to what they are saying then respond appropriately