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Calling Channel

Phone outreach strategy, tools, and best practices.

Tool: Salesfinity

Parallel dialer enabling BDRs to dial multiple numbers simultaneously.

Call Pickup Analysis

Critical insight from data: Focus calls on personas who actually answer.

Call Strategy by Persona

High-Answer Personas (>50%)

Low-Answer Personas (<30%)

Call Cadence in Sequences

Cold Outreach (10 calls over 14 days)

Voicemail Strategy

When to Leave Voicemail

  • First call: Yes (introduce yourself)
  • Calls 2-4: No (they’ll see missed calls)
  • Call 5+: Yes (re-engage)

Voicemail Template

Duration: Keep under 30 seconds.

Call Disposition Logging

After each call, log in HubSpot:

Call Flow Diagram

Call Scripts

Opening

Value Prop

Ask

Best Practices

Calling DOs:
  • Call at optimal times (8-10am, 4-6pm local)
  • Reference your email/LinkedIn touchpoints
  • Keep calls under 3 minutes for discovery
  • Always offer a specific time for follow-up
Calling DON’Ts:
  • Don’t call immediately after email send
  • Don’t leave more than 2 voicemails in a sequence
  • Don’t read from a script verbatim
  • Don’t push for meeting if clearly not interested

Metrics to Track