
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.

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.
