Power Dialer - Daily Workflow

Why We Use This Approach (Read First)

We prioritize calling over researching, because calls create opportunities and research does not.

By calling first and cleaning the lead immediately after each attempt, you stay fast, efficient, and consistent.
This system maximizes conversations, appointments, and revenue while improving data quality every single day.

Category

Daily Target (Power Dialing System)

Dial Attempts

180–250

Live Conversations

15–22

Decision Makers Reached

8–12

Follow-Up Attempts

40–60

Appointments Booked

2 per day

Show-Up Rate

75–85%

Pipeline Hygiene

100% of tasks worked daily

Appointment Naming Format

All appointments must follow this naming structure:

Leadbreakers x [PROSPECT COMPANY NAME] | Introductory Call

Example, lets say you booked a successful appointment with XYZ Solar. Then it would look like this in GHL.

(Setters replace the company name with the business being contacted.)

Screenshot 2025-12-09 at 4.34.47 PM.png

MODULE 1 — ORIENTATION & FOUNDATIONS

Welcome & How This System Works

This video gives you a quick overview of how our outbound system works.

Understanding this will make everything else in the CRM simpler and easier to follow.


Daily Setup: How to Start Your Day as a Setter

This video shows you how to set up your day before you start calling.

Following this setup each day helps you work the right leads and avoid mistakes




MODULE 2 — PIPELINE OVERVIEW

Pipeline Overview: How Leads Move Through the System


How leads progress from first call to final outcome.


MODULE 3 — PIPELINE DEEP DIVES (CORE TRAINING)

Pipeline Deep Dive: New Lead

  • Working fresh leads

  • Calling behavior and expectations

  • When not to move the stage

  • How aggressive dialing works in this stage

Pipeline Deep Dive: Attempted Contact – Left Voicemail

  • When a voicemail should be left

  • What changes after a voicemail

  • Why dialling behavior changes

  • How notes are logged automatically


Pipeline Deep Dive: Spoke to Gatekeeper

  • What qualifies as a gatekeeper conversation

  • What does NOT qualify

  • Why this stage is manual

  • How to document gatekeeper outcomes properly


Pipeline Deep Dive: Spoke to Decision-Maker (Not Booked Yet)

  • What counts as a real DM conversation

  • Why this stage is not “interested”

  • How to handle “send info” and “think about it”

  • When to move forward vs hold

Pipeline Deep Dive: Interested – Needs Follow-Up

  • What “interest” actually means

  • Difference between interest and curiosity

  • Why this stage is manual

  • How this stage protects deal quality


Pipeline Deep Dive: Appointment Booked

  • What to do once an appointment is booked

  • What automation handles automatically

  • What setters should NOT do after booking

  • How to leave clean notes for closers

Pipeline Deep Dive: No Show

  • What qualifies as a no-show

  • How it differs from not interested

  • What happens next (and what doesn’t)

  • Why patience matters here




















MODULE 4 — EXECUTION & QUALITY CONTROL


MODULE 5 — REFERENCE & ONGOING SUPPORT

Pipeline Deep Dive: New Lead

Pipeline Deep Dive: Attempted Contact – Left Voicemail

Pipeline Deep Dive: Spoke to Gatekeeper

Pipeline Deep Dive: Spoke to Decision-Maker (Not Booked Yet)

Pipeline Deep Dive: Interested – Needs Follow-Up

Pipeline Deep Dive: Appointment Booked

Pipeline Deep Dive: No Show / Unreachable / Disqualified