Cold calling Toolkit

Downloadable Resources, Instant Access

Generate new business leads, develop relationships, conduct market analysis, cold calling, prospecting with potential clients and strengthening relationships with existing clients.

More Uses of the Cold calling Toolkit:

  • Be accountable for developing relationships with new targets through cold calling, prospecting, networking and leveraging professional contacts and personal networks.

  • Manage: conduct and maintain results of cold calling initiatives.

  • Perform effective cold calling and needs identification.

  • Keep your cold calling skills honed.

  • Generate prospective customers and close sales through cold calling prospect lists and inactive or win back accounts.

  • Generate prospective customers through cold calling and lead qualification from Marketing programs and promotions.

  • Perform cold calling and lead qualification.

  • Evaluate perform outbound cold calling to generate leads.

  • Generate employer database through cold calling, mailing, and site visits.

  • Become capable of managing all aspects of the sales cycle from cold calling prospects to negotiating enterprise wide contracts.

  • Be certain that your organization logistics specialist fosters new client/customer generation through creative lead generation, prospecting, and cold calling initiatives.

  • Organize: actively seek out new sales opportunities through cold calling, networking and referrals.

  • Ensure your organization gains a specified number of new accounts each month by effective telemarketing, networking and cold calling campaigns.

  • Direct: prospect new customers, opportunities and markets by generating leads, cold calling, researching organizations, and developing personal marketing efforts.

  • Identify and contact new prospects and find/create new sales opportunities through networking and cold calling.

  • Generate sales through outbound cold calling and lead follow up over the telephone using a variety of techniques.


Save time, empower your teams and effectively upgrade your processes with access to this practical Cold calling Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Cold calling related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Cold calling specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cold calling Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Cold calling improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Are there implementing measures in effect which require all persons making a cold call on behalf of an investment organization to establish whether the recipient wishes the call to proceed?

  2. Is there a range in terms of where you want to kind of maintain your employee cost as a percentage of sales assuming double digit kind of growth continues?

  3. How to cold call companies about your product idea how do you get in touch with the right people at the right companies to license your product idea?

  4. How do you separate yourself from the rest of the noise in the marketplace, and be seen as a valuable resource rather than just another cold caller?

  5. What kind of condition is your database in right now, and what have you had to do over the years to keep it in the kind of condition that its in?

  6. How should cold calling and property services be defined and would some exemptions be needed to avoid the ban applying to legitimate businesses?

  7. Does your group use a specific type of software, planning tools, work methodology, or group dynamic process to facilitate the work involved?

  8. Is it possible to quantify the likely impact on enforcement departments if solicited and unsolicited visits were treated in the same way?

  9. Should organizations trading via doorstep selling be required to provide consumers with greater transparency on prices for the products?

  10. Do the implementing measures require that investment organizations conduct of business rules recognize the concept of undue pressure?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Cold calling book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Cold calling self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Cold calling Self-Assessment and Scorecard you will develop a clear picture of which Cold calling areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Cold calling Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Cold calling projects with the 62 implementation resources:

  • 62 step-by-step Cold calling Project Management Form Templates covering over 1500 Cold calling project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Is there any form of automated support for Issues Management?

  2. Project Charter: Pop quiz – which are the same inputs as in the Cold calling project charter?

  3. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Cold calling project plan (variances)?

  4. Stakeholder Management Plan: Is a payment system in place with proper reviews and approvals?

  5. Source Selection Criteria: Are they compliant with all technical requirements?

  6. Planning Process Group: Are the follow-up indicators relevant and do they meet the quality needed to measure the outputs and outcomes of the Cold calling project?

  7. Variance Analysis: What does a favorable labor efficiency variance mean?

  8. Stakeholder Management Plan: Has a quality assurance plan been developed for the Cold calling project?

  9. Executing Process Group: What is the difference between conceptual, application, and evaluative questions?

  10. Human Resource Management Plan: Are actuals compared against estimates to analyze and correct variances?

Step-by-step and complete Cold calling Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Cold calling project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Cold calling project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Cold calling project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Cold calling project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Cold calling project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Cold calling project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Cold calling project with this in-depth Cold calling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cold calling projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Cold calling and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Cold calling investments work better.

This Cold calling All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.