Guides

Playbooks for teams that sell and raise by phone

How to build the list, run the calls, follow up without being a nuisance, and keep the pipeline honest.

• OutboundPower dialer vs parallel dialer: how they differ and when to use eachHow power, parallel, predictive and preview dialing differ, what each does to talk time and dropped calls, and which lists suit which mode.
• OutboundCold calling cadence: how many attempts, which channels and when to stopHow many attempts over how many days, how to mix calls, voicemails, texts and emails, when to call and when to stop.
• OutboundLocal presence dialing: what it is, the risks, and how to do it honestlyWhat local presence is, why it can help, the caller ID rules and spam-label risks, and how TopReach does it automatically with numbers you own.
• FundraisingFundraising call scripts for investors, donors and campaignsEight scripts for investor, LP, donor, call time and pledge calls, plus a voicemail and a follow-up text, with the reason for each line.
• FundraisingHow to run investor outreach for your fundraiseBuild the investor list, run a calling and follow-up cadence, and track the round from first call to committed.