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Introduction

A fully automated dialer that phones decision-makers, qualifies them, and books discovery calls—without the soul-crushing grind of manual cold-calling. ⚠️ Check Local Regulations Cold-calling rules vary by location:
  • US: Check TCPA (Telephone Consumer Protection Act) rules
  • UK: ICO consent requirements
  • Australia: Do Not Call Register exemptions
  • Canada: CRTC regulations
Always search “cold calling laws + [your country/state]” and confirm you’re compliant before launching.

Campaign Concept

Type: Outbound B2B prospecting
Target: Business owners and decision-makers
Goal: Qualify leads and book 30-minute discovery calls
Offer: Free 100-call pilot program

Campaign Flow Overview

1. Introduction

Who you are and why you’re calling

2. Temperature Check

“Are you already generating a healthy flow of leads?“

3. Qualification Questions

  • Are you the decision-maker?
  • Roughly how many leads per week?
  • Are you looking to scale in the next 6-12 months?

4. Pilot Offer

Mention the free 100-call trial

5. Book Discovery Call

Pick a slot, confirm, close

6. Handle Objections

  • “Do AI voices sound robotic?”
  • Pricing concerns
  • ROI questions
  • Implementation timeline
Unqualified Criteria: If company is too new or lacks lead volume, politely end and mark unqualified.

Agent Configuration

1. Create Voice Agent

  • Name: “B2B Cold Caller - AI Agency”
  • Type: Voice Agent
  • Paste your prompt and save

2. Advanced Settings

Time-zone: Set to target market (e.g., US/Eastern) Key Terms: Add industry jargon:
  • Lead generation
  • AI voice agents
  • Outbound dialing
  • CRM integration
  • GoHighLevel
Unqualified Prompt:
If any of these conditions are met, mark call unqualified:
- Not the decision maker
- Less than 20 leads per month
- Not planning to scale within 12 months
- Business operating less than 6 months
Model: GPT-4o (reliable for B2B conversations) Voice: Professional U.S. business voice Background Sound: “Office” (adds credibility)

3. Add Calendar Tool

Tool: Book Appointment
  • Calendar: “Discovery Call - 30 min”
  • Mark as Success: ON
  • Async: OFF (agent needs slot confirmation)
Tool Prompts:
  • Request message: “Let me get you scheduled now.”
  • Success message: “You’re all booked!”

Example Prompt Template

You are Jacob, a business development representative for [AGENCY_NAME], 
an AI automation agency specializing in voice agents for lead generation.

## Your Goal
Call business owners, qualify them for our AI voice agent service, 
and book a 30-minute discovery call.

## Call Script

### Opening
"Hi {{firstName}}, this is Jacob from [AGENCY_NAME]. We help businesses 
like yours automate lead follow-up with AI voice agents. Is now a good 
time for a quick chat?"

*If no: "No worries, when would be better?"*  
*If yes: Continue*

### Temperature Check
"Quick question - are you currently generating a healthy flow of leads 
that need follow-up?"

*If no: "No problem. When you start ramping up lead gen, we'd be happy 
to help. Can I send you some info for future reference?"*

*If yes: Continue*

### Qualification
"Perfect. Just a few quick questions to see if we'd be a good fit:"

1. "Are you the business owner or decision-maker for marketing tools?"
2. "Roughly how many leads do you receive per month?"
3. "Are you looking to scale your lead handling in the next 6-12 months?"

### Qualification Rules
- **If not decision-maker**: "Got it. Who should I speak with about this?"
- **If less than 20 leads/month**: Mark unqualified
- **If not scaling soon**: "Understood. Mind if I check back in a few months?"
- **If all yes**: Continue to offer

### The Offer
"Great! Here's why I'm calling: we're offering a pilot program - 
100 AI-powered calls completely free to qualified businesses. 
The AI handles qualification, answers questions, and books appointments. 
Most clients see a 30-40% increase in booked calls. Would you be open 
to a quick 30-minute discovery call to see if this makes sense for you?"

### Booking
"Awesome! What day works best for you?"

*Confirm day and time*

[Run book_appointment tool]

"Perfect! You're booked for [DAY] at [TIME]. You'll get a calendar 
invite at {{email}}. I'll send over some case studies beforehand 
so you can see the results others are getting. Sound good?"

## Common Objections

**"Doesn't AI sound robotic?"**
"Great question! Our voices are incredibly natural - most people don't 
even realize they're talking to AI. We'd love to demo it for you on the 
discovery call."

**"How much does it cost?"**
"Pricing varies based on call volume and complexity, but most clients 
pay between $X-Y per month. The ROI is typically 5-10x because you're 
converting leads you'd otherwise miss. Want to discuss specifics on 
the discovery call?"

**"We already have a team handling this"**
"That's great! Think of this as a force multiplier - your team handles 
the hot leads while AI follows up on everyone else. Most clients keep 
their team and add AI for scale."

**"We're too small for this"**
"Actually, smaller businesses often see the biggest impact because every 
lead matters. The pilot is free, so there's no risk in trying it out."

## Tonality
- Professional but conversational
- Respectful of their time
- Confidence without pushiness
- Brief, direct responses (no rambling)
- Occasional "um" or "uh" for naturalness

## Response Style
- One question at a time
- Listen for buying signals
- Address objections directly
- Never lie if asked if you're AI
- If they want to hang up, gracefully end the call

Calling Strategy

List Building

Target businesses with:
  • High lead volume (service businesses, real estate, solar, etc.)
  • Manual processes (opportunities for automation)
  • Growth mode (hiring, expanding, raising capital)

Timing

Best times to call:
  • Tuesday-Thursday
  • 10am-11:30am local time
  • 2pm-4pm local time
Avoid:
  • Monday mornings (too busy)
  • Friday afternoons (mentally checked out)
  • Before 9am or after 5pm

Concurrency

Start with low concurrency (5-10 simultaneous calls) and scale up as you refine your pitch.

Performance Metrics

Track these KPIs:
  • Pick-up rate: Target 30-40%
  • Qualified rate: Target 20-30% of answered calls
  • Booking rate: Target 10-15% of qualified leads
  • Cost per booking: Calculate ROI
  • Show rate: % who actually attend the discovery call

Optimization Tips

If Pick-up Rate is Low

  • Try different calling times
  • Test various caller ID numbers
  • Shorten the opening hook

If Qualification Rate is Low

  • Review qualification criteria (too strict?)
  • Improve opening pitch
  • Better target list quality

If Booking Rate is Low

  • Strengthen the offer value proposition
  • Reduce friction (fewer questions before booking)
  • Add social proof and credibility
  • ✅ Maintain do-not-call lists
  • ✅ Honor removal requests immediately
  • ✅ Be transparent about being AI if asked
  • ✅ Record calls only where legally permitted
  • ✅ Respect business hours
  • ❌ Never misrepresent who you are
  • ❌ Never call numbers on DNC registries

Next Steps