https://www.loom.com/share/39be49654f394363a3c7284157164f49?sid=7ab2f66b-db82-421b-aa89-cf55761f40bc

🎯 Purpose

Matthew explains how to start a call campaign, select leads, assign callers, and schedule call times for optimal pickup rates.

Step-by-Step Process

1. Access Leads:
   • Go to the Leads section on your dashboard.
   • Select the leads you want to call (all or specific subsets).
2. Assign Callers:
   • Click Start Calling (won’t call immediately).
   • Choose the agent or ISA to assign the calls to (example: Ava).
3. Set Call Volume:
   • Pro tip: Don’t call all leads at once (e.g., 1,000+).
   • Start with 50-100 calls per day to avoid spam flags and warm up numbers.
   • Gradually increase volume over time.
4. Schedule Calls:
   • Choose whether to call immediately or schedule a campaign start date and time.
   • Recommended call times for best pick-up:
     • 8 AM – 10 AM local time
     • 4 PM – 6 PM local time
   • Make sure to verify the time zone settings to match your target audience’s local time.
5. Finalize:
   • Hit Continue to save and schedule your campaign.
   • Calls will start automatically at your set time.

Bonus Tips

• Be mindful of geographical differences if you or your team are managing campaigns from different locations.
• Scheduling calls helps optimize pick-up rates and improves overall campaign success.
• Use the Resource Hub in Cortex Growth for more how-to videos and support.

✅ Key Takeaway

“Scheduling your call campaigns strategically with controlled call volume and local timing can significantly boost your pick-up rates and campaign effectiveness.”