AI Cold Calls

Developing a Cold Calling System with AI Support

Building a robust cold calling process takes time, creativity, and a willingness to adapt. At iRobocall, we’ve developed a comprehensive system that combines research, personalization, and technology to optimize outreach efforts. Here’s a closer look at how we’ve approached this challenge and created a scalable workflow.

Starting with the Basics

Every process begins with a first step. For us, it was organizing leads using simple spreadsheets. While not perfect, it was an effective way to get started and build momentum.

Accessing and Refining Data

Purchasing a database list was the next step, but it came with challenges. Many entries were duplicates or irrelevant to our goals. That’s when we discovered free access to AtoZdatabases through the Boston Public Library. By leveraging tools like SIC codes and zip codes, we curated a refined list of businesses that align with our target market.

Addressing Common Objections

In cold calling, objections are inevitable. Two phrases we often encounter are:

• "We’re all set."

• "We’re too small."

Instead of viewing these as dead ends, we crafted responses that keep the conversation moving. These tailored replies help us reframe the discussion and uncover opportunities.

Implementing a CRM

To streamline and organize our efforts, we adopted Zoho’s Bigin CRM. This tool centralizes call records, notes, and follow-ups, ensuring every interaction is logged and actionable. The efficiency gained from this system has been a game-changer.

Adding a Personal Touch with Swag

Cold calls can feel impersonal, so we introduced a follow-up process to stand out. After initial contact, we send potential clients a lumpy envelope containing a thoughtful gift—a small jackknife. This memorable gesture, Perry’s idea, helps keep our company top of mind.

Research + Personalization = Meaningful Conversations

Preparation is key. Before every call, we take the time to research the prospect’s business, ensuring our conversations are relevant and personalized. Detailed notes from each call help us build a consistent follow-up process that fosters trust and engagement.

AI: A Critical Partner in the Process

ChatGPT has been an invaluable tool throughout this journey. From brainstorming creative responses to refining scripts and even drafting blog posts like this one, AI has played a critical role in shaping our strategy and streamlining our workflow.

The Result: A Scalable Sales System

The outcome of these efforts is a cold calling process that is both effective and adaptable. It addresses the core challenges of outreach:

• Identifying the right prospects to call

• Delivering meaningful, impactful messages

• Ensuring effective follow-up for every lead

Lessons Learned

Building a process is never a one-and-done task. It’s about constant refinement and adapting to what works best. Tools like CRM software and AI, combined with persistence and creativity, are the foundation of success. Starting can feel overwhelming, but with the first steps comes clarity and direction.

How do you approach your sales process? Have tools like AI or personalized strategies made a difference in your results?