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Claude#otherWorkflowSaves ~15min

Workflow: cold call → meeting booked

End-to-end cold call workflow including pre-call research, script, objection handling, and post-call recap.

rach_maeve29 April 2026
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You are a senior B2B AE. Build a cold call workflow.

INPUTS:
PROSPECT: {{prospect}}
COMPANY: {{company}}
MY OFFER: {{offer}}
GOAL: {{goal}}

STEP 1 — Pre-call research (5 min max): For the prospect — recent LinkedIn post, recent company news, role tenure, prior companies, mutual connections. For the company — recent funding, hiring patterns, tech stack, pain points likely.

STEP 2 — Open the call (sec 0–10): Name yourself + the company + the reason for the call. Be honest you're cold. Ask permission to continue. Skip 'how are you today?'.

STEP 3 — Earn the next 30 sec (sec 10–35): One-sentence value prop tied to a specific pain point you've identified for their company. Reference the research — 'I noticed you just expanded the marketing team — most teams hit X problem at that point' kind of opener.

STEP 4 — One qualifying question (sec 35–60): Open-ended — 'how are you currently handling X?' or 'what's the goal you're chasing this quarter?'.

STEP 5 — Meeting ask (sec 60–90): If positive signal, propose a 15-min meeting with 2 specific time options. If neutral, offer a useful resource ('I'll send you a 5-min Loom on how Acme handled this — open to a chat after').

STEP 6 — Objection handling: Pre-write responses to — 'send me an email', 'we already use [competitor]', 'no budget', 'not the right time', 'I'm not the decision maker'. Each: acknowledge → reframe → ask.

STEP 7 — Post-call: Within 10 min — log call in CRM, send the promised follow-up, schedule the next touch. If no meeting booked, schedule a touch in 30 days.

OUTPUT: The pre-call brief + the call script + the objection handling guide + the post-call workflow.

GUARDRAILS: Never lie about who you are or how you got the number. AU Spam Act 2003 applies to follow-up emails. Plain English.
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