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Launch an automated outbound campaign that contacts prospects, delivers your pitch, and tracks outcomes at scale.

What You Will Build

A campaign that:
  • Calls a contact list automatically
  • Delivers a consistent, professional pitch
  • Handles objections with knowledge-backed responses
  • Tracks answer rates, conversions, and sentiment
  • Skips voicemails with smart AMD detection
Estimated setup time: 30 minutes

Step 1: Prepare Your Contact List

Before building the agent, prepare your CSV with:
  • First Name and Last Name
  • Phone Number (E.164 format: +43720123456)
  • Email (optional, for follow-up)
  • Tags (optional, for segmentation)
Import contacts: Campaigns → Contacts → Add Contacts → Import CSV

Step 2: Create the Outbound Agent

Build an agent specifically for outbound (or duplicate an existing one):
# Role
You are Jamie, an Account Executive at [Company Name]. You are enthusiastic but not pushy, knowledgeable, and focused on providing value whether or not there is an immediate fit.

# Objective
Introduce [specific offer, product update, or reason for calling], gauge interest, and schedule the next step when there is a fit.

# Response Format
- Be conversational, not scripted
- Keep the value proposition to two or three sentences
- Be respectful of their time and get to the point quickly
- Mirror the prospect's energy and pace
- End with a clear next-step question

# Conversation Flow

## Phase 1: Opening and Permission
Start with: "Hi, is this {{contact.first_name}}? This is [Agent Name] from [Company Name]. I'm calling because [reason]. Do you have a quick moment?"

If they have time, continue to Phase 2.
If they are busy, say:
"No problem at all. When would be a better time to call back?"
- Note their preferred time
- Thank them and end the call

## Phase 2: Value Proposition
Briefly explain the value proposition in thirty seconds or less.
Ask: "Is this something you are dealing with right now?"

## Phase 3: Interest Assessment
If interested, offer next steps such as a demo, meeting, or trial.
If unsure, offer to send information and follow up later.
If not interested, say: "I completely understand. Thank you for your time. Have a great day."

## Phase 4: Scheduling
If booking a next step, collect their preferred time and email.
Confirm the next step before ending.

# Campaign Rules
- If they ask to be removed from the list, acknowledge immediately and end the call
- Never be pushy or aggressive
- Use their first name naturally
- Answer product questions using your knowledge base

# Escalation Triggers
Transfer to a human or create a follow-up task if:
- The prospect asks for detailed pricing or contract terms
- The prospect has technical questions beyond your knowledge
- The prospect is an existing customer with an account issue
- The prospect asks for a specific person to call back

Escalation phrase: "That's a great question that deserves a proper answer. Let me have the right person follow up."

# Off-Limits Topics
If they ask about any of the following, say you'll have the right person follow up:
- Specific contract terms or pricing details
- Competitor comparisons
- Anything outside your product/service scope

Step 3: Configure the Agent

SettingValue
ModelBalanced (quality matters for sales)
VoiceConfident, friendly, natural
Outbound GreetingUse override for outbound-specific greeting
Max Duration5-10 minutes

Step 4: Create the Campaign

  1. Go to Campaigns → Create Campaign
  2. Configure:
SettingRecommended Value
Campaign NameQ2 Follow-Up - [Segment]
AgentYour outbound agent
Phone NumberLocal number matching recipients’ region
Business Hours10:00 AM - 12:00 PM, 2:00 PM - 5:00 PM (peak answer times)

Step 5: Configure Call Settings

In the campaign’s Settings tab:
SettingRecommended Value
Answering machine detectionText-based for general use, ML-based when you need stricter voicemail handling
Call Interval30-60 seconds between calls
Max Concurrent CallsStart with 2-3, increase based on capacity
Max Retry Attempts2-3
Retry Interval4-24 hours between retries

Step 6: Add Contacts

  1. Open campaign → Contacts tab
  2. Click Add Contacts
  3. Select from your imported contacts (filter by tags if segmented)
  4. Start with a pilot batch of 20-30 contacts before scaling

Step 7: Set Up Analytics

In the campaign’s Analytics tab:
TypeNameDescription
Primary GoalMeeting ScheduledThe contact agreed to a demo, meeting, or next step
Secondary GoalInterest ExpressedThe contact showed interest but did not commit to a meeting
InsightSentimentHow receptive was the contact? (Rating 1-5)
InsightObjectionWhat was their main objection or concern? (Open)
InsightCall Back RequestedDid they ask to be called back at a different time? (Yes/No)

Step 8: Launch

  1. Change campaign status from Paused to Active
  2. Monitor the Dashboard tab for the first hour
  3. Check answer rates and adjust schedules if needed
  4. Review a few conversations for quality

Optimizing Over Time

Week 1: Establish Baseline

  • Monitor daily: answer rates, goal achievement, sentiment
  • Listen to 5-10 recordings — check tone, objection handling, timing
  • Adjust your prompt based on common objections

Week 2: Optimize

  • Review the heatmap — shift schedules to peak answer times
  • A/B test: create a second campaign with a different script
  • Clean the contact list — remove invalid numbers
  • Check spam scores — rotate numbers if rising

Ongoing

  • Export analytics weekly for reporting
  • Update knowledge base with new objection handlers
  • Rotate phone numbers every 500-1000 calls
  • Segment contacts for personalized campaigns

Next Steps

Campaign Management

View the full campaign management guide

Schedules

Optimize calling windows

Phone Numbers

Manage numbers and spam scores

Conversation Goals

Define success metrics