Goal: The goal of this overview is to provide you with some tips and suggestions for making effective follow-up phone calls. This includes how to properly time you communication with your client during your campaign. Doing so will help you engage your target companies and bring more traffic to your website! 

For more tips, also check out the AgencySonar Warm Lead Indoctrination Campaign page!

1st Phone Call - Introductory Call and Follow Up on Video/Report Email

Time frame:  3-5 hours after send the video/audit email, or ASAP after you receive a Loom notification.

• Wait 3-5 hours and place your first phone call follow up.
• Leave a voicemail (LVM) if they do not pick up the phone and let them know that you are the one that sent the video and audits.
• Phone Call Helpful Tips:
  • Always mention your first, last and agency name. This is important because it gives your agency one more imprint every time you leave a voicemail or talk to them on the phone.
  • ALWAYS leave a voicemail - It is critical that if the prospect does not pick up the phone to leave a voicemail. The goal is to make sure they understand you want to earn their business. Leaving a voicemail or talking to them regularly reinforces your desire to work with them. 
  • Loom/Screencast Notifications - Be on the lookout for video watch notifications from loom and your screen recording platform. These notifications are sent the second they click to watch the video and it is highly recommended that you train yourself or your sales staff to pick up the phone and call asap to hopefully catch them while they are thinking of your agency. 
  • Voicemail and phone call scripts are a good idea - Once you take the time to professionally write out scripts it will force you to think through the critical items that should be left in the prospects’ minds to think about. 

2nd Phone Call - Wait 2 Days after 1st Phone Call and make your 2nd Phone Call

Time frame:  2 days after 1st phone call

• Phone Call Helpful Tips:
  • Always mention your first, last and agency name. This is important because it gives your agency one more imprint every time you leave a voicemail or talk to them on the phone.
  • ALWAYS leave a voicemail - It is critical that if the prospect does not pick up the phone to leave a voicemail. The goal is to make sure they understand you want to earn their business. Leaving a voicemail or talking to them regularly reinforces your desire to work with them.
  • Loom/Screencast Notifications - Be on the lookout for video watch notifications from loom and your screen recording platform. These notifications are sent the second they click to watch the video and it is highly recommended that you train yourself or your sales staff to pick up the phone and call asap to hopefully catch them while they are thinking of your agency. 
  • Voicemail and phone call scripts are a good idea - Once you take the time to professionally write out scripts it will force you to think through the critical items that should be left in the prospects’ minds to think about.

3rd Phone Call - Wait 2 Days after 2nd Phone Call and make your 3rd Phone Call

Time frame:  2 days after 2nd phone call (4.5 days total from receiving lead notification email)

• Phone call helpful tips:
  • Always mention your first, last and agency name. This is important because it gives your agency one more imprint every time you leave a voicemail or talk to them on the phone.
  • ALWAYS leave a voicemail - It is critical that if the prospect does not pick up the phone to leave a voicemail. The goal is to make sure they understand you want to earn their business. Leaving a voicemail or talking to them regularly reinforces your desire to work with them. 
  • Loom/Screencast Notifications - Be on the lookout for video watch notifications from loom and your screen recording platform. These notifications are sent the second they click to watch the video and it is highly recommended that you train yourself or your sales staff to pick up the phone and call asap to hopefully catch them while they are thinking of your agency. 
  • Voicemail and phone call scripts are a good idea - Once you take the time to professionally write out scripts it will force you to think through the critical items that should be left in the prospects’ minds to think about.