> ## Documentation Index > Fetch the complete documentation index at: https://docs.itellico.ai/llms.txt > Use this file to discover all available pages before exploring further. # Outbound Sales Campaign > Build and launch an automated outbound calling campaign for sales outreach 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 | Setting | Value | | --------------------- | ------------------------------------------- | | **Model** | Balanced (quality matters for sales) | | **Voice** | Confident, friendly, natural | | **Outbound Greeting** | Use override for outbound-specific greeting | | **Max Duration** | 5-10 minutes | ## Step 4: Create the Campaign 1. Go to **Campaigns → Create Campaign** 2. Configure: | Setting | Recommended Value | | ------------------ | ---------------------------------------------------------- | | **Campaign Name** | Q2 Follow-Up - \[Segment] | | **Agent** | Your outbound agent | | **Phone Number** | Local number matching recipients' region | | **Business Hours** | 10:00 AM - 12:00 PM, 2:00 PM - 5:00 PM (peak answer times) | ## Step 5: Configure Call Settings In the campaign's **Settings** tab: | Setting | Recommended Value | | ------------------------------- | ------------------------------------------------------------------------------ | | **Answering machine detection** | Text-based for general use, ML-based when you need stricter voicemail handling | | **Call Interval** | 30-60 seconds between calls | | **Max Concurrent Calls** | Start with 2-3, increase based on capacity | | **Max Retry Attempts** | 2-3 | | **Retry Interval** | 4-24 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: | Type | Name | Description | | ------------------ | ------------------- | ------------------------------------------------------------ | | **Primary Goal** | Meeting Scheduled | The contact agreed to a demo, meeting, or next step | | **Secondary Goal** | Interest Expressed | The contact showed interest but did not commit to a meeting | | **Insight** | Sentiment | How receptive was the contact? (Rating 1-5) | | **Insight** | Objection | What was their main objection or concern? (Open) | | **Insight** | Call Back Requested | Did 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 View the full campaign management guide Optimize calling windows Manage numbers and spam scores Define success metrics