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
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1. Who's calling?
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2. Call date
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3. Company name
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4. Company name
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5. Contact's phone
Research
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1. Company vertical
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2. Contact's job title
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3. LinkedIn URL
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4. Relevant info
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5. Lead quality
Goal setting
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1. Call goals
- Book a demo
- Let them know about us
- Close the deal
- Other
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2. Describe some call expectations.
Build your script
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1. Brief script (no more than three or four sentences)
- Introduce who you are, what you do, and what you provide.
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2. Anticipate objections
- Describe at least three likely objections you may have to face and how to cope with them.
Making the calls
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1. Did the contact pick up the call?
- Yes
- No
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2. If not, have you left a message?
- Yes
- No
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3. Was a demo booked?
- Yes
- No
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4. Demo date
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5. Sales assignee
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6. Describe the call highlights.