Most teams already have the list. It’s sitting in a spreadsheet, half-worked, with notes like “call back?” in column F. Here’s how it becomes pipeline.
The steps
- Connect Google Calendar so the agent knows when you’re free.
- Upload leads as a CSV.
- Process leads — research and a call brief for each. Processed leads become Ready to Call.
- Call — the agent runs discovery and books meetings.
- Check results — statuses update on their own.
Tip
Start with a small batch. Listen to the first few calls, adjust your business profile, then scale up.