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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"
Step #1: Click on "Knowledge Base / 2 Sales & Marketing / Sales"
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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.
Step #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.
Step #3: Open Growably and log in. For outside callers, we will log them into one of our accounts.
4
Click on "Opportunities"
Step #4: Click on "Opportunities"
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Choose "Direct Mail Campaign" in the drop down.
Step #5: Choose "Direct Mail Campaign" in the drop down.
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Click on the first opportunity.
Step #6: Click on the first opportunity.
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That will bring up this pop-out window. We will need to fill out several of the boxes and menus.
Step #7: That will bring up this pop-out window. We will need to fill out several of the boxes and menus.
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Next, go to "Notes" and type in the appropriate notes of how the call went. More is better.
Step #8: Next, go to "Notes" and type in the appropriate notes of how the call went. More is better.
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Click on "Add Note" to save.
Step #9: Click on "Add Note" to save.
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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.
Step #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.
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Next, Click on "Campaign Call Activity".
Step #11: Next, Click on "Campaign Call Activity".
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Choose a call outcome.
Step #12: Choose a call outcome.