Module 2: Improve Your Outbound Call Effectiveness


The Take Away

Learn to take the OW out of outbound calling so that your voice messages get returned, you spend less time in follow-up purgatory, and your renewal reviews, referral requests, and new business calls become welcome sales conversations. 

By the end of this module you will…

1.       Instantly eliminate the belief that your outbound calls are like cold calls. 
2.       Create a reusable message template for outreach calls and emails.
3.       Confidently pick target accounts based upon value to the agency, vulnerability to loss and degree of opportunity. 
4.       Construct a simple call plan and follow-up process to help you maintain focus and momentum.

The Practice

  1. Start or complete a customer segmentation process to identify your highest value opportunities for outreach.
  2. Create an outbound voicemail and email template that you can use indefinitely to save you countless hours of unnecessary effort.
  3. Construct a simple outreach and follow-up plan that engenders confidence and assures completion.

The Toolkit 

  1. Fill in the blanks, Negativity Bias Indicator
  2. Fill in the blanks Voicemail and Email Template Generator
  3. Fill in the blanks Customer Segmentation Worksheet
  4. Fill in the blanks Goal And Process Statement
10 Lessons