Before the call
Understand who you are calling, the reason for the campaign and what information a useful outcome requires. A clear brief gives the caller a starting point without scripting every word.
During the conversation
Listen for relevance, ask concise questions and respect the person’s response. Capture the context that will help the next person understand the opportunity.
After the call
Record the outcome and agreed action. In Telemanager, an agent-raised opportunity can go through manager review before its lead report is shared.