Cold calling campaigns
Run cold calling as a pitch bont channel — set up a reusable calling profile, pick Agency or Manual mode, and work the calls from the inbox.
Cold calling is one of pitch bont's outreach channels, alongside email, LinkedIn, and letter. You can run it on its own or mix it into a multi-channel sequence.
Set up a cold calling profile
A cold calling profile is a reusable brief for our calling partner. Create one at Settings → App Settings → Campaigns → "Cold calling profiles". Fields:
- Profile name — how you reference the brief.
- Target of call — Book meeting with customer, Send additional material, or Other.
- Company description — a short description of your company.
- Additional information for cold calling — anything the caller should know.
- Link for meeting booking — where a booked meeting should land.
Add cold calling to a campaign
In the campaign config, tick Cold Calling as an outreach channel, then choose:
- Cold calling mode — Agency (our calling partner makes the calls) or Manual (your team calls).
- Cold call trigger — All leads, or only Engaged leads.
A cold-calling-only campaign has no digital email/LinkedIn step sequence. Cold calling is a paid-plan feature, and Agency mode may require a specific plan — if it's unavailable, only Manual shows.
Work cold calling tasks
Calls surface in the Inbox under the Cold calling tasks tab. Filter by Campaign, Channel, or Assigned to.
Outcomes and statuses
Our calling partner reports the result of each call, which maps to a lead status and substatus. If a lead can't be reached, the substatus is "Phone unavailable" and the status becomes "Could not contact". Other outcomes include meeting booked, material requested, forwarded to another person, interested later, not interested, competitor, and wrong/left company.