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An exhaustive guide on making outbound calls for lead generation

Posted by Janvi Anand
An exhaustive guide on making outbound calls for lead generation

Connecting with potential clients who are unaware of your offerings through outbound lead generation. This tutorial offers advice on how to manage this process successfully even if it's not always a stroll in the park.

Any sales team needs lead creation to be successful. Teams must carefully consider their tactics for connecting with their target consumers when developing a lead generation strategy.

One strategy for approaching this procedure is outbound lead creation. Without depending on people to learn about you organically, you stand the chance to significantly boost your consumer base by reaching out to potential clients who are unaware of your services.

This tutorial will demonstrate how you may include outbound lead generation methods into your own sales process and offer 7 outbound calling strategies to help you with your preparations.

Inbound Leads: What Are They?

 In comparison to inbound leads, outbound leads are a little harder to characterize.

Outbound leads are essentially "strangers" who are unaware of your business, your products, or your services. These outsiders, nevertheless, fit the ideal consumer profile for your business (ICP).

Sales and marketing will utilize outbound lead gen techniques to sell your business and its goods and services since they suit the ICP. These strangers will provide their information after displaying some amount of interest in your website, business, products, or services, which develops into outbound leads.

To create an outbound lead, you must gather their information.

If not, they are merely website visitors who have expressed interest in your company, its goods, or its services.

There are two types of outbound leads: 

  • Depending on their interactions with your company, a marketing qualified lead (MQL) demonstrates interest in your goods or services (e.g., visiting your website, downloading marketing materials, reading or watching your content).
  • When given to a sales representative, a sales qualified lead (SQL) is prepared to go to the following stage of the sales process.

How Does Outbound Lead Generation Work?

By conducting outbound calls to potential customers, outbound lead generation is the process of creating new leads for your company. A teammate from within the company places an outbound call to a qualified lead, either warmly or coldly.

The process of finding potential clients who are interested in a product or service is known as lead generation. Finding prospects is only the second step in lead creation; the most crucial step is persuading leads to buy your products and services.

To complete this procedure effectively, you must follow a number of stages. Your lead generation staff will be accountable for the following after calling prospective clients:

  • Describe your business.
  • Examining goods and services
  • Making your value proposition explicit
  • upholding a friendly, compassionate level of customer service
  • motivating a purchase
  • The next steps in the purchasing process are explained to curious clients.


In what ways does outbound lead generating operate?

Outbound lead generation is adjusting your digital marketing and content tactics to draw in the target demographic you desire. Your sales staff and B2B marketing team both help with this.

 Team of telemarketers

 The sales staff is made up of:

  • Using lead scoring algorithms, sales development representatives (SDRs) do research, make contact with, and qualify potential prospects.
  • MQL activity is followed up on by Marketing Development Representatives (MDRs).
  • Deals are negotiated, live demos are given, and new business is closed by business development managers (BDMs).


Group of outbound marketers

The promotional team is made up of performance, content, and campaign marketers. Each one contributes differently to the process of generating outbound leads. Consider this:

  • Material marketers: provide interesting content for your niche market.
  • Run marketing efforts using email, radio, print, television, and your social media channels.
  • Managers of brand marketing and paid advertising are called performance marketers.


Outbound vs. Inbound Calls for Lead Generation

Although outbound lead generation will be the only topic covered in this article, it's crucial to understand the differences between inbound and outbound marketing approaches before moving on to best practices.

Inbound Lead Generation: For your website to receive more organic traffic, inbound lead creation depends on digital marketing techniques like content marketing and search engine optimization.

Outbound Lead Gen: Outbound lead generation focuses on utilizing marketing tactics that enable you to engage with potential customers. These tactics may be passive, such as sponsored advertising, or aggressive, such as cold calling.

To increase their customer bases, small to medium-sized firms can use both inbound and outbound lead generating strategies. Actually, 84% of the firms that replied to a recent poll believed that using both strategies was the best marketing plan.

It might be intimidating for many business owners and marketing teams to include outbound calls in a marketing plan.

Outbound calls can evoke thoughts of contact centres selling snake oil, even with pre-screened leads. Outbound calls, on the other hand, may spur rapid expansion when correctly included into a comprehensive marketing plan.

Continue reading for 7 outbound calling tactics that can help you achieve your business objectives more effectively.

Seven Outbound Calling Techniques

There are various ways to do outbound calling, however the following 7 techniques can help you draw in customers:

  1. Make telemarketing cold calls.
  2. Utilize outgoing, friendly calls
  3. Understand your sector
  4. Prior to calls, focus on personalisation and research
  5. Create call scripts for incoming calls.
  6. Send emails automatically
  7. Call quality leads and confirm them

Businesses who decide to use one or more of these strategies will benefit from a more efficient lead generating process.

1. Make cold calls from the outside

Calls made to individuals who have not previously indicated any interest in your company or its products are known as outbound cold calls. However, a pre-compiled list of these parties is also acceptable.

Cold calling is often considered to be the least effective of all outbound calling techniques. But a strong marketing strategy needs these calls to succeed. In fact, almost two-thirds of respondents to a RAIN Group survey in the year before the study received calls from providers they were unfamiliar with.

The other elements of your marketing plan, including your outbound warm calls, will naturally be more aimed at specific market groups than your outbound cold calls. While this can seem like a drawback of cold calling, following up on these leads enables your company to reach out to as many potential customers as possible.

Making cold calls might introduce your company to customers you would have missed if you had employed other marketing strategies.

You may integrate these markets into the other areas of your marketing activities and grow your clientele by proactive and routinely reviewing the lead generation and conversion performance of your outbound cold calling campaigns. You and your team may close any holes in your marketing plan and make sure that potential customers are aware of what you have to offer by making cold calls.

2. Use outgoing, friendly calls

Outbound warm calls are different from cold calls in that they are sent to people who have already shown interest in your business.

With the help of these calls, you can make sure that your team's time is spent pitching to the most likely clients.

When you're waiting for people to show interest in your business, relying mainly on warm calls might cause downtime. But if you employ this strategy in a clever way, it might help your marketing campaigns be more successful.

Warm calls are an excellent technique to grow your clientele base with current customers. The RAIN Group study referenced earlier found that calling current clients is the most successful sales prospecting strategy.

These clients undoubtedly have business requirements that are different from those you now satisfy for them, but they might not be aware of the entire range of your services and how you can still help them. You may add focused, productive dialogue with prospective new and existing clients to your team's cold calling efforts by using warm calls.

3. Recognize Your Sector

Incorporating your industry-specific expertise into your marketing plan is a terrific approach to enhance it outside of execution techniques.

There is no one-size-fits-all marketing strategy that will be effective for every firm. As a result, understanding the business preferences of your industry's clientele is a terrific method to make your marketing plan more flexible and successful.

Your lead conversion rates will significantly increase if you use your industry-specific knowledge, especially for outbound calls.

Knowing more about your clients naturally follows from knowing more about your industry. Consider taking the time to create customer profiles or buyer personas to direct your outreach efforts while investigating your market sector and potential consumers.

The pitches you and your team create can sell your solutions more successfully than they would if you used a less customized approach because they centre on the goals and issues encountered by your clients on an industry level.

4. Prioritize research and personalization while making calls.

The same is true for lead generation and conversion, where your company may perform better if you put in tailored customer information to your calls. You may already be acquainted with some of the potential customers your outbound calling efforts will target, depending on the reach of your organization.

To fill up any information gaps, you may learn a lot about the clients' unique priorities, objectives, and areas of concentration within their market by visiting their websites or LinkedIn profiles.

Depending on the data you gather about your leads, you ought to be able to carry out straightforward lead scoring activities to identify the leads who are most suitable for your goods or services. Teams must assess possible interest and qualification levels in order to earn lead points. Of course, the finest leads will be those that are enthusiastic about your goods and exhibit the characteristics of a perfect client.

There won't be a perfect lead in every case. This is why it's a good idea to devote some time to lead scoring as part of your investigation process, particularly if you want to carry out outbound lead generating. Your most qualified leads will be contacted first thanks to this.

Lead nurturing is a method that you will use by incorporating knowledge about your business and your target market into your outbound marketing plan. Your tailored calling efforts should result in a bigger number of qualified leads at a lower cost to your company as a result.

5. Make outgoing call scripts

It might be helpful to prepare an outgoing call script so that your team's outbound marketing activities successfully use your existing expertise and research.

Call scripts for incoming calls don't have to be extremely formal. But they need also serve as a broad guide for your staff, ensuring that they cover all the important talking points and are prepared to respond to inquiries or concerns from clients in a flash.

The introduction of the call is one area in particular to pay attention to in your scripts since it will provide the caller their initial impression of your company and set the tone for the remainder of the discussion.

In an outgoing call script, the following elements ought to be present:

  • Your caller's name and the name of the business
  • Your and your company's names
  • Briefly describe the services you're providing to them.
  • Why do you believe they fit together well
  • If we want to talk more, please provide your phone number or available times.


A clear and customized beginning is essential for an outgoing call. When making a call, the person should introduce themselves by name, use their complete name, and include the name of the business they are calling on.

A courteous but unexpected inquiry, such as "how have you been," should be asked by the caller before going on to directly convey the purpose for phoning. By asking a question like this, you can be confident that the person answering is interested in the topic before you make your pitch.

Successful outbound calls take twice as long as failed ones, according to AI analysis of over 90,000 cold call records from the recent past. Your staff will be better prepared to make effective calls if you provide them with a call script.

6. Automation of Email Campaigns

While call-based marketing has been the primary emphasis of this essay so far, it's critical to realize that digital marketing has produced a more dynamic playing field than ever before. In fact, 81% of marketers additionally use three or more channels, for a total of 92% of marketers that use multiple channels.

Your company must concentrate on many channels and organize them so that they work in concert, particularly when it comes to outbound lead creation. A game-changing strategy to improve your lead generation and conversion performance, especially for outbound calling, is to support your efforts with an automated email campaign.

Read More: Suggestions to Boost Your Outbound Calling Strategy

7. Telephone-based qualification of qualified leads

In our earlier discussions of the research process, we covered lead scoring and lead qualifying. When making calls, sales teams must be actively considering if a lead is qualified.

You won't find all the information in your research before phoning a prospect.

You must always remember that although your team is working on outbound marketing, lead creation is a two-way street. Instead of pushing a sale, you are determining whether leads are a good fit for your product or service.

Your team should enquire about the size, breadth, and scale of the potential client's business while doing outbound calls. You may evaluate whether it is useful to update on the leads your team is generating by gathering this data. You and your team should analyze this data thoroughly without considering the context of the individual leads. If a large volume of leads from a particular source or sector are producing subpar outcomes. Whether it is beneficial to follow these clients must be considered.

Not only may these evaluations save you and your team the time and effort of pursuing fruitless leads. Additionally, they could aid in pointing out parts of your complete marketing strategy that require future development.

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