Outbound Calls & Email Follow-Up

Each workday begins with a fresh call queue of corporate law firms pulled from Bigin CRM. The assignment is straightforward: place an outbound call, identify the right decision-maker, and log three specific data points in the contact record—name and title, current interest level, and any follow-up action required.

Immediately after confirming the contact person, send a pre-approved “service introduction and benefits” email from my Google Workspace account (the template lives in our shared drive). A Trello card is moved through its stages—Called, E-mailed, Follow-up Needed—so the rest of the team can see progress in real time.

Deliverables at the end of each day:
• All call notes and fields completed inside Bigin CRM
• Confirmation that the introductory email was sent (automatic copy in the “Sent” label suffices)
• Trello board fully updated so no card is left in an ambiguous column

A written SOP details the call script, data entry standards, and KPI definitions. Accuracy in the CRM and consistency with the workflow matter more than call volume, so attention to detail is essential.