Cold Calling

Template

Pipefy´s Cold Calling template will help your sales team perform perfectly and close some big deals.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Who's calling?

  • 2. Call date

  • 3. Company name

  • 4. Company name

  • 5. Contact's phone

Research

  • 1. Company vertical

  • 2. Contact's job title

  • 3. LinkedIn URL

  • 4. Relevant info

  • 5. Lead quality

Goal setting

  • 1. Call goals

    • Book a demo
    • Let them know about us
    • Close the deal
    • Other
  • 2. Describe some call expectations.

Build your script

  • 1. Brief script (no more than three or four sentences)

    • Introduce who you are, what you do, and what you provide.
  • 2. Anticipate objections

    • Describe at least three likely objections you may have to face and how to cope with them.

Making the calls

  • 1. Did the contact pick up the call?

    • Yes
    • No
  • 2. If not, have you left a message?

    • Yes
    • No
  • 3. Was a demo booked?

    • Yes
    • No
  • 4. Demo date

  • 5. Sales assignee

  • 6. Describe the call highlights.

Demo booked

Closed deal

Lost lead

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