Free operating manual

The Outbound Operating Manual.

How a desk runs: the targeted outbound system that puts held appointments on a calendar, a thousand dials a week. The list, the scrub, the dial block, the three texts, the Friday report. It's the same process we'd run for you, written down so you can run it yourself or judge anyone who says they will.

What's in it

  1. 01

    Why 1,000

    The number, where it comes from, and what it takes to hit it every week.

  2. 02

    The week before the first dial

    Criteria sheet, number, list, script, calendar. In that order.

  3. 03

    The list and the scrub

    Who gets called, who gets removed, and why the scrub is not optional.

  4. 04

    The dial block

    When to call, how long, and the four things open on the screen.

  5. 05

    What the call sounds like

    Opener, three questions, the ask. Never a price.

  6. 06

    Booking and the three touches

    The exact order, and the texts that make people show up.

  7. 07

    Booked, held, no-show, DQ

    The definitions that stop arguments before they start.

  8. 08

    The Friday report

    Seven numbers, three quotes, one paragraph. Every week.

  9. 09

    How to judge anyone who does this for you

    Nine questions. If they dodge three, walk.

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