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Preparing Your Staff to Make Outbound Calls
Preparing Your Staff to Make Outbound Calls

Get your sales reps ready to make calls!

Taryn Wickel avatar
Written by Taryn Wickel
Updated over a week ago

Now that Outbound Calling is available through Elevate Marketing, here are some quick steps you can follow to get your staff ready to make phone calls!

1. Make sure every sales rep has completed the Do Not Contact training. Here's why it's important and how to take it. We will verify your store has completed this training before we turn on your Outbound Calling module.

2. Check your location phone numbers. The number, that is connected to your store in Elevate Marketing when your Outbound Calling module is enabled, is the one that is going to show on your customers' caller ID. Make sure this is the number of the store and not someone's personal cell phone.

3. Review outbound calling module documentation. We have a ton of helpful articles and information about using the outbound calling tool, how to implement it at your store, and best practices.

4. Get a game plan together with your staff. Designate when they should be making calls and set clear expectations for how many calls should be expected, during call times.

5. Review the call instructions with every sales rep, to make sure they understand the process of dialing and dispositioning through the Gryphon dialer.

6. Review the National & Local promotions with your reps and make sure each person is able to sell every offer before they make a call. You'll also want to make your team aware of any campaigns being sent via email or SMS giving them relevant promos to sell to each customer.

7. Review the Outbound Calling Scripts with your sales reps. Confirm they are clear on the structure of the call and try role-playing to prepare them to hop on the phones. For a guide to the structure of each Outbound Calling script click here

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