Cold Calling


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

Use template now

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


  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 deal

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template