Cold Call Guide
This is a step-by-step guide for making cold calls and using Growably to update the outcome.
By Gareth
1
Click on "Knowledge Base / 2 Sales & Marketing / Sales"
2
The "Cold Call Script" can be found in Hudu, under Global KB > 2 Sales & Marketing > Cold Calling Script. This will need to be sent to the person doing calls if outside DBest or printed.
3
Open Growably and log in. For outside callers, we will log them into one of our accounts.
4
Click on "Opportunities"
5
Choose "Direct Mail Campaign" in the drop down.
6
Click on the first opportunity.
7
That will bring up this pop-out window. We will need to fill out several of the boxes and menus.
If you find out that we have the wrong contact information and you are able to get new contact information, please change the contact information within Growably and make a note that it was changed.
8
Next, go to "Notes" and type in the appropriate notes of how the call went. More is better.
9
Click on "Add Note" to save.
10
Once a call is complete, you'll need to choose an "Opportunity Outcome".
Uncategorized = We had the wrong information or We weren't able to speak with anyone at this time. We need to follow up.
Good Opportunity = They are interested in possible IT with us. We should continue to follow up or they want to schedule a meeting.
With Competitor = They already have IT with another MSP (not internal to their company)
With Internal IT = This company has a dedicated IT department.
No Current IT = They didn't seem SUPER interested but they don't currently have IT and they aren't against us contacting them.
Not A Fit = They do not want us to contact them again.
Uncategorized = We had the wrong information or We weren't able to speak with anyone at this time. We need to follow up.
Good Opportunity = They are interested in possible IT with us. We should continue to follow up or they want to schedule a meeting.
With Competitor = They already have IT with another MSP (not internal to their company)
With Internal IT = This company has a dedicated IT department.
No Current IT = They didn't seem SUPER interested but they don't currently have IT and they aren't against us contacting them.
Not A Fit = They do not want us to contact them again.
11
Next, Click on "Campaign Call Activity".
12
Choose a call outcome.
Once all steps are completed, start over for the next contact.