Agree what counts as an opportunity
Explain the criteria in your campaign instructions. The goal is a handover the next person can act on, rather than a name without context.
Capture the conversation context
Give the reviewer enough detail to understand the prospect’s interest, needs and agreed next step. Check your required fields against the live product during a demo.
Start with relevant contact data
Upload the contacts for the campaign and make sure callers understand the audience. Data quality starts before the first call.
Keep ownership clear
Organise work around clients and campaigns. Agree who maintains the source data and who is responsible for checking the information returned by callers.