Cold Calling Checklist

NCMA

Cold calling is the art of creating a business connectionwithout any prior contact. The success rate with cold calling is not expected to be very high. As a result, the aim of cold calling is to attempt as many connections as possible without taking too much time. Only asmall percentage will convert to a sale. After enough attempts, your cold call should come naturally and you should know your lines at each step of the way.

This checklist will help you record informationfrom the call for reference across the team.

Preparation:

Review leads gathered from prospecting

The first step is to assess the leads presented to you by your sales prospecting team. This allows you to review your potential contacts for the day. Your prospecting team should present you with leads categorized by cadence. This allows you to see the potential value of the lead immediately. 

Are they…

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