Check each task as you complete it to track your progress. This checklist helps optimize call efficiency, compliance, and performance.
| Task | Completed |
|---|---|
| 🔍 Review and prioritize call list | |
| 📊 Review yesterday’s performance and metrics | |
| 🎯 Set daily call and conversion goals | |
| 📂 Load CRM or call tool (e.g. HubSpot, Zoho, Dialpad) | |
| 🎤 Practice or review today’s call script | |
| 📞 Start first call block (e.g. 9am–11am) | |
| 📝 Log each call with notes | |
| ✅ Mark successful calls and follow-ups | |
| 🔄 Take a break and hydrate | |
| 📞 Second call block (e.g. 1pm–3pm) | |
| ✉️ Send follow-up emails/SMS to interested leads | |
| 📈 Update CRM with outcomes (Interested, Not Now, Closed) | |
| 📋 End-of-day report: Calls made, conversions, feedback | |
| 🧠 Review learnings and adjust approach | |
| ✅ Plan next day's prospecting list |