This document provides a step-by-step checklist for making cold calls as well as some thoughts on conducting effective cold calls. The checklist includes greeting the contact, getting permission, introducing your product with benefits, stating your purpose, qualifying the contact or organization, and defining next steps. Additionally, it notes that cold calls should not take more than 5 minutes and considers a call successful if it results in scheduling a follow up call or meeting.

1. COL D CA L L ST EP - BY- ST EP
CH ECK L I ST
✓ Greet the person
✓ Ask for permission
✓ Introduce your product/solution (with benefit statement)
✓ State your purpose
✓ Qualify contact / organization (when applicable)
✓ Define next steps
COL D CA L L T H OU G H T S
• Cold calls shouldn’t take more than 5 minutes
• Consider a cold call successful if you’re able to schedule a follow-up call or meeting
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