Cold Calling Free Template

Cold calling is challenging, but Pipefy’s Cold Calling template makes it easy for teams to structure their calls for better results.

Use the Start Form to record information about the caller, the date, company name, and other information. Next, document any pre-call research, and document the goal of the call. You can also use the template to build a call script, record the content and the outcome of the call.

Finally, document any suggested improvements to the process, so your team’s cold calls get better over time.