Start a calling session with your best leads
Twenty leads with a verified number, in the order to call them, each with one line to open on. Start dialing instead of building the list.
The conversation
Sample accounts and numbers, for illustrationYouGive me today's call list: my top 20 leads with a verified direct number, ordered by priority and time zone, with a one-line opener for each that names the reason to call, and start the calling session.
Unify3 checks · CRM, contact waterfall and signals
- Ranked the leads you own by the signal behind each; removed anyone in an active conversation.
- Ran the contact waterfall and kept only direct numbers that verified today.
- Ordered by priority, then by local time, and wrote one opening line from each lead’s signal.
Your list is ready. Of 64 priority leads, 31 have a direct number that verified today, and the top 20 are in the queue. The first five are below.
- 64
- priority leads
- 31
- with a verified direct number
- 20
- in today’s list first call 9:00 ET
| Order | Lead | Local time | Why now | Opener |
|---|---|---|---|---|
| 1 | Dana Whitfield · Northwind Labs | 9:00 ET | Pricing page, three visits | Your team has been on our pricing page this week. What are you comparing? |
| 2 | Nils Berg · Merridian Systems | 9:10 ET | Series C on Monday | Congratulations on the round. How is the support team planned to grow? |
| 3 | Tara Quinn · Halden Robotics | 10:30 CT | New in role, three weeks | Three weeks in is usually when tooling gets reviewed. Is it on your list? |
| 4 | Elena Marsh · Lumen Freight | 10:40 CT | Replied in June, then quiet | You asked about integrations in June. We have shipped what you asked for. |
| 5 | Sam Oduya · Brightwell Health | 10:00 PT | Two RevOps roles posted | You are hiring two RevOps analysts. What are they being hired to fix? |
Thirty-three leads had no direct number that verified. They stay in email sequences rather than in the queue.
YouLay the session out by time zone so every call lands in working hours.
UnifyThree blocks, about two hours of dialing in all. Each starts when the people in it are likely to be at their desks.
- 9:00 ETEast coast · 8 callsDana Whitfield and Nils Berg first. Highest priority and already in their working day.
- 11:30 ETCentral · 7 callsTara Quinn and Elena Marsh lead the block, at 10:30 their time.
- 13:00 ETPacific · 5 callsSam Oduya first, at 10:00 his time.
- What was dropped
- Four leads replied to an email this week and two have a meeting booked. Calling them now would interrupt a conversation that is already moving.
- Switchboards
- Six numbers resolved to a main line. They are off the list until the waterfall finds a direct one.
YouNow build the same list for the Central territory only: verified direct numbers, ordered by local time.
UnifyCentral has eleven leads with a verified direct number: the seven already in today’s list and four that ranked below the top 20. The four are below, in local-time order.
9:30 CT · Grace Liu, Head of Support · Fennimore Logistics
Three support roles posted this month. Opener: You are hiring three support leads. What is driving the growth?
11:00 CT · Ravi Shah, COO · Osage Supply
Asked for pricing in April, then went quiet. Opener: You asked about pricing in April. Has the project come back?
13:15 CT · Carla Mendes, VP Operations · Brightpath
Started the role six weeks ago. Opener: Six weeks in, what have you found that you want to change first?
14:00 CT · Owen Pratt, Director of Support · Tallgrass Energy
Series B last month. Opener: Congratulations on the round. How is support planned to scale with it?
A territory list ignores the top-20 cut, so it reaches further down the ranking; add these four to the Central block or run Central as its own session.
YouStart the session, and set up what happens after each outcome.
UnifyThe session is open with Dana Whitfield first. Each outcome has a next step, so nothing depends on you remembering it after the twentieth call.
Set up
- Calling session started Twenty leads queued in order, each with the opener and the account context beside the number.
- Connected The outcome and your notes are logged to the contact in the CRM.
- No answer One retry in two days at a different hour, and a short email that names the same reason.
- Wrong number The number is removed and the contact waterfall runs again before the lead returns to a list.
Start with a queue that is ready to call
The list, the numbers and the reason to call, before the first dial.
| Without Unify | With Unify |
|---|---|
| Lead priority and phone readiness live in separate lists | Eligible leads are ranked and their direct numbers verified before the session |
| Reps switch tabs to find the reason for a call | Account and email context sits beside each lead |
| Unreachable contacts and switchboards interrupt the session | The queue is ordered by priority and time zone, so calls land in working hours |
| The opener is improvised on the second ring | Each row carries a one-line opener drawn from the signal that put it there |
Start from this prompt
Make it your own in Unify, then review the results.
Give me today's call list: my top 20 leads with a verified direct number, ordered by priority and time zone, with a one-line opener for each that names the reason to call, and start the calling session.
What else you can ask for
The walkthrough is one path through this workflow. These are the turns people take most often.
How it changes by who you sell to
- Software
- Product and integration context makes the call. Ask Unify to put the tools each account runs and any trial activity in the call notes, and to write the one-line opener from the newest signal, before the session starts.
- Manufacturing
- Plant contacts keep plant hours. Ask for the contact's site and local time in the list, and order the session by time zone so you call plants during their shift.
- Financial services
- Direct lines are rarer, so the session is worth limiting to verified numbers. Ask for verified mobiles only, and have Unify leave switchboard numbers out.
- Healthcare
- Front-desk numbers are not the contact. Ask for the session to skip anything unverified, and to prefer system-office contacts over facility numbers.
- Professional services
- Partners answer mobiles; practice managers answer desks. Ask Unify to sort the session by which number type you have, and to schedule partners for early morning.
Next in outreach and meetings
+1SequencingBuild a multichannel sequence worth answeringEmail, a connection request and a call, spaced so it reads as persistence rather than noise.
+2Call follow-upCreate call tasks for repeat email openersFind people who repeatedly opened without replying, then review who warrants a call.
+4Meeting prepGet ready for a first meetingTen tabs of research, or one prompt and a brief with sources against each claim.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
Questions about this workflow
Which leads go into the list?
Your highest-priority leads with a verified direct number from the contact waterfall, twenty by default, ordered by priority and then by time zone so calls land in working hours.
What does a session look like?
A list you work top to bottom, with each lead's context from Salesforce or HubSpot in front of you and the outcome logged as you go.
Does it skip unverified numbers?
Ask it to. Limiting the session to verified mobiles keeps you off switchboards.
Can it prepare notes for each call?
Yes. Ask for the tools each account runs and any recent activity, and the notes are in the session before you dial.
Where does the opener come from?
From the signal that ranked the lead: a pricing visit, a hire, a round or a reply. It is one line that names the reason to call, and the rep can change it before dialing.