.png){kind=logo}
Best Practices for Integrating Cold Call Steps into Email Campaigns
Cold Email to Cold Call Automations Hi everyone! I’m looking for best practices for integrating cold call steps into a cold email campaign workflow. Here's the structure I’m considering— would love to hear if this makes sense or if there are better approaches: WORKFLOW
Running cold email campaigns on platforms like Instantly or Smartlead.
when we get a NOT interested reply
Add them to the CRM.
apollo/clay enrichment to get phone number
create a task to immediately call this person
when lead is interested
let the inbox mangers handle it
Add them to the CRM.
apollo/clay enrichment to get phone number
if the lead hasn't replied to a follow-up in 3 days, create a task to call him
CRM FEATURES
The CRM should have a built-in dialer and support call recording/transcription.
Currently, I know of Close.com for this. Do you have any other CRM suggestions that work well for this process?
Thanks!
