What a pass actually does
Refreshes the records before dialling
Refreshes the records before dialling
A list that has aged six to eighteen months is full of new titles, new companies and dead numbers. The
record layer updates them first, so calls land and the opening line
is about the right person.
Has a conversation, not a recital
Has a conversation, not a recital
The agent hears the answer and follows it. Someone who says “we solved that internally” gets a different next
question than someone who says “we ran out of budget”.
Writes down what was actually said
Writes down what was actually said
Interest level, new context and disposition sync back after each call. The value of a pass is often the
re-dispositioning more than the meetings.
Books the ready ones
Books the ready ones
Anyone with a live reason to talk lands on the right rep’s calendar with the history attached.
Queues the not-yet ones with a date
Queues the not-yet ones with a date
“Circle back in Q1” becomes a scheduled callback with the context preserved, rather than a note nobody reads.
What it sounds like when it works
Agent: Hi Mike — we spoke back in February about your reporting setup. Quick check-in: is reporting still something you’re planning to fix? Mike: It is, actually. We got pulled onto something else but it’s coming back round. Agent: Good timing then — a fair amount has changed on our side since February. Worth fifteen minutes next week with someone who can show you the parts that are relevant? Mike: Sure. Tuesday afternoon works. Agent: Done, invite is on its way.Mike moved from “cold” to “booked” without a rep dialling, and the February context was already on the record when the meeting started.
Running a pass
1
Choose the list deliberately
Closed-lost, aged inbound, no-shows, expired trials. Keep the segments separate — the right opening line is
different for each and mixing them costs you the read on what worked.
2
Give the agent something to reference
What was discussed, what has changed since, what to avoid raising. A re-engagement call with no reference point
is just a cold call with a worse list.
3
Define what counts as a win
A booked meeting, a dated callback, or simply an accurate status. Choose before the pass, not after.
4
Start with a small batch
A few hundred records, then read the transcripts. Tune the reference points, then scale the same brief.
Lists worth restarting
Run the first batch
$20, a real number, 14 days.
What it costs to run
Tiers from $95/mo, $0.20 a minute over the block.