Power Dialer simplifies lead calling, automates follow-ups, and boosts dialing efficiency.
You can dial prospects directly from the Opportunity Boards by hovering over the call button and clicking to call. This helps to qualify leads and book them for future conversations.
Volume is key when it comes to dialing prospects. Calling many leads increases the likelihood of successful conversations and bookings. Make sure to focus your energy on generating traffic and content to feed the system with more leads.
The Power Dialer allows for back-to-back calls, meaning you can handle a large number of calls without manually starting and stopping. After each call ends, the system automatically dials the next prospect, saving time and increasing efficiency.
Go to Inbox → Manual Actions to set up tasks that assign calls to you. Once set, click Start, and the system will dial the leads continuously, automating the process.
Not all leads should go into the Power Dialer. For example, social media leads may not have a phone number, but leads from lead magnets or those in your main sales boards (like inquiries and applications) can be added. Focus on those who apply but don’t book a call or are marked as lost leads.
To automate follow-ups, go into your lead magnet automations. After a lead opts in, assign a manual action to call them. Similarly, add manual actions for those who apply but don’t book a call within a set time (e.g., 10 minutes, 4 hours, 1 day, etc.).
To improve effectiveness, schedule calls at different times of day (e.g., morning, afternoon, evening) and repeat this process daily from Monday to Friday. On weekends, add one call block on Saturday and one on Sunday. Track data on the best times for contacting leads, based on the demographic you're targeting.
After each call, select an outcome (e.g., Busy, No Answer, Voicemail). If the prospect is busy or unavailable, you can set a manual action to call them again later. This ensures continuous follow-up without overwhelming the prospect with immediate redials.
Set up a new workflow that triggers when the call outcome is marked as Busy or No Answer. Add a delay (e.g., 1 day) before assigning a manual action to call the lead again. This prevents infinite loops of dialing and gives time before the next follow-up attempt.
Ensure Allow Re-Entry is enabled in automations, so leads can re-enter the workflow after each follow-up. This ensures no lead is dropped and follow-up continues until a successful connection is made.