Introduction
A fully automated dialer that phones decision-makers, qualifies them, and books discovery calls—without the soul-crushing grind of manual cold-calling.Legal Compliance First
⚠️ 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
Campaign Concept
Type: Outbound B2B prospectingTarget: 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 calling2. 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 trial5. Book Discovery Call
Pick a slot, confirm, close6. Handle Objections
- “Do AI voices sound robotic?”
- Pricing concerns
- ROI questions
- Implementation timeline
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
3. Add Calendar Tool
Tool: Book Appointment- Calendar: “Discovery Call - 30 min”
- Mark as Success: ON
- Async: OFF (agent needs slot confirmation)
- Request message: “Let me get you scheduled now.”
- Success message: “You’re all booked!”
Example Prompt Template
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
- 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
Legal & Ethical Considerations
- ✅ 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
- Set up Telephony for your calls
- Configure GoHighLevel Workflows for follow-up
- Learn Prompt Engineering to refine your pitch

