Call Tools Setup and Strategy

Overview

• Setting up a new Call Tools account.
• Goal: Show how to use Call Tools to generate leads and make multiple six-figures this year.
• Call Tools is preferred over Mojo and Vulcan.

Signing Up for Call Tools

• Go to calltools.com to sign up.
• Must talk to a sales representative to create an account.
• Savings: Use the link provided for $50 off the sign-up.

Account Setup

1. Change to Agent Account:

   • Navigate to Users > Controls > Edit.
   • Enable the Agent box to make calls.

2. FDN C Suppress:

   • Allow calling the Federal Do Not Call list.
   • Fill out FDN C certification and certify.

3. Caller ID Requirement:

   • Purchase phone numbers under PBX.
   • Cost: $2/month per number. Recommended: 10 numbers for a 10-line dialer.
   • Name the numbers based on the agent (e.g., "Liz destination agent").

Caller ID and Reputation Management

• Check reputation section in Caller ID.
• If marked as spam, consider deleting numbers and acquiring new ones.

Sourcing Clean Data

• Recommended source: Cole Information for clean data.
• Focus on circle prospecting data without expired listings or for sale by owners.
• Link for $200 off the first year.

Prospecting Strategy

• Identify attractive price points (e.g., above $1 million).
• Focus on local areas to build reputation and business.
• Gather leads from specific ZIP codes (e.g., Kirkland).

Criteria for Data Collection

• Confirmed homeowners, length of residence (5+ years), head of household.
• Use phones only and all records for best results.

Uploading Contacts to Call Tools

1. Download leads as CSV from Cole Information.
2. Remove any blank rows before uploading.
3. Upload to Call Tools:
   • Ensure proper formatting (first name, last name, address, city, state, ZIP code, phone numbers).
   • Create a new tag based on ZIP code for organization.

Live Filters and Campaigns

• Create a live filter based on tags to exclude numbers with scheduled appointments, not interested, or wrong numbers.
• Create a campaign using the live filter to facilitate dialing.

Dialing Process

• Join the campaign in the agent dashboard to start dialing.
• Monitor calls and update dispositions based on outcomes (lead captured, not interested, etc.).

Handling Calls

• Focus on gathering information about the homeowner's plans and motivations.
• Use specific questions to gauge interest and willingness to move.
• Document notes and capture leads for future follow-up.

Best Practices for Follow-Up Calls

• Always have a purpose for calls; avoid useless check-ins.
• Be persistent but respectful in follow-ups to keep leads warm.
• Use a CRM to manage and track leads effectively.

Conclusion

• Continuous lead generation is crucial.
• Maintain a high conversion rate by understanding needs and timing.
• Utilize the provided links for discounts and additional training resources.

Additional Resources

• Conversion Academy: Access to training and coaching on lead conversion.
• Discord Community: Join for daily cold calling and support.