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NO CRM NEEDED JUST YOUR PHONE or if a CRM use either Funnel/SwitchboardN/A -Day 1N/A - Day 2Start campaign by sending first SMS ////Day 3Send SMS 3Send SMS 4Send SMS 5Send SMS 6Send SMS 7Send SMS 8Send SMS 9Send SMS 10End campaign by sending last SMS
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AgentDial lead 5-7 times
Morning
Afternoon
Evening		Mass SMS list.
Single dial leads. If they don't answer send No Engagement SMS 1		Enroll lead in campaign
Single dial lead. If they don't answer send No Engagemnt SMS 2
Call at will and based on your availabilty
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Print your lead sheets and tally your calls and number. If you don't print then just write on a virtual copy.
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If leads are older (D-G) then use the above cadence. If newer (A-C) follow best pratice in trainings. Consult HQ for dial trainings and agent handbook.
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Dont use Google Voice as your primary number. Just use your phone. Google can false flag you as spam and it may not let you dial/text witout a certain number of pickups. It is a good secondary line.
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Sign up for Funnel. Generally recommened after first 100 dials.
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Best Practices
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At any point if the lead responds with a text and request text, then pivot to Best Life/MP template SMS 1 (See Lead Type Cadence)
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When the lead engages, stop automation by clicking the red button or tag them "responded". Do not rely on the system, manully do these to items
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When the lead doesn't answer the phone, always send a text. Use alternate numbers (morning 1st, afternoon 2nd, evening 1st). Only text from one number. Protip: You get a free phone number with Google Voice with new email.
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Micheal.muench@quility.com
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