{"id":8734,"date":"2016-10-26T16:50:05","date_gmt":"2016-10-26T16:50:05","guid":{"rendered":"https:\/\/www.process.st\/templates\/cold-calling-checklist\/"},"modified":"2024-04-17T07:32:23","modified_gmt":"2024-04-17T07:32:23","slug":"cold-calling-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cold-calling-checklist\/","title":{"rendered":"Cold Calling Checklist"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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Cold calling is the art of creating a business connection<\/strong> without any prior contact. The success rate with cold calling is not expected to be very high. As a result, the aim of cold calling is to attempt as many connections as possible without taking too much time. Only a small percentage will convert to a sale. After enough attempts, your cold call should come naturally and you should know your lines at each step of the way. <\/p>\n

This checklist will help you record information<\/strong> from the call for reference across the team.<\/p>\n <\/div>\n<\/section>\n

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Preparation:<\/h2>\n<\/section>\n
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Review leads gathered from prospecting<\/h2>\n
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The first step is to assess the leads presented to you from your sales prospecting team<\/strong>. This allows you to review your potential contacts for the day. Your prospecting team should present you leads categorized by cadence<\/strong>. This allows you to see the potential value of the lead immediately. <\/p>\n

Are they an \"A\" or a \"C\"? Start with the high priority leads to ensure they are contacted. Prepare your list and get ready to begin. <\/p>\n

If you need to improve your lead generation then you can use our Weekly Sales Prospecting Checklist<\/a>.<\/p>\n <\/div>\n<\/section>\n

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Take time to research the lead<\/h2>\n
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You need to know something about your contact to make sure you're asking the right questions<\/strong> and to engage in a discussion which could help make a sale. Cold calling may be presented as a clinical exercise but it must be delivered as a human experience<\/strong>. A two line pitch about your product will not create a sale alone. Learn a little about the contact and their company beforehand in order to carry a conversation professionally on the call.<\/p>\n

Take 5 minutes<\/strong> or 10 minutes, but don't take an hour. The chance of each contact converting into a sale is low so you do not want to waste time on overkill research.<\/p>\n <\/div>\n<\/section>\n

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Record details of the call<\/h2>\n
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Keep a record of all calls. Include what was said, how long they lasted, and the outcomes of the call. <\/p>\n

In this checklist, we've provided a series of form fields to record important details as and when they happen. Record the details of the call using the form fields below<\/strong>.<\/p>\n <\/div>\n

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