If you’re sick of your sales team burning hours on cold calls that go nowhere—or you’re just tired of dealing with the same old headaches—this one’s for you. Whether you’re a founder, a sales manager, or the poor soul who actually has to make all those calls, automating outbound sales calls can save you time, money, and sanity.
This guide walks through how to set up automated outbound sales calls using Evecalls, what to avoid, and how to keep things from turning into a mess. No fluff, no buzzwords—just what you need to know to actually get results.
1. Get Clear on What You Want to Automate (and Why)
Before touching a tool, figure out what you’re actually hoping to achieve. Automation only works if you know what you’re automating.
Ask yourself: - Are you looking to qualify leads, book appointments, or just blast out reminders? - How will you know if it’s working? (Think: booked meetings, callbacks, actual sales—not just “number of dials.”) - What shouldn’t be automated? Not every touchpoint needs a robot.
Pro tip: Don’t try to automate everything. Use automation to handle the repetitive, early-funnel stuff. Human follow-up still matters for anything that’s not a total no-brainer.
2. Prepare Your Data (Garbage In, Garbage Out)
Even the fanciest tool can’t save you from a bad call list. Here’s what you need to do:
- Clean your contact list. Remove duplicates, dead numbers, and folks who have opted out.
- Segment your leads. Break them into buckets (by industry, size, lead source—whatever makes sense for your sales motion).
- Add context where possible. If you know a lead’s name, company, or anything else, get it into your spreadsheet or CRM. The more personalized your calls, the less spammy you sound.
What to ignore: Don’t blow time trying to hunt down every scrap of data on each lead. Automation works best at scale, so focus on the basics first.
3. Set Up Your Evecalls Account
If you haven’t already, sign up for Evecalls and poke around. The setup isn’t rocket science, but take a few minutes to get the lay of the land.
Key things to do right away:
- Import your call list. You can usually upload a CSV or connect your CRM. If you have a choice, start with a small batch—don’t dump your whole database in just yet.
- Configure your caller ID. Use a number that won’t get you instantly blocked or flagged as spam.
- Check your local regulations. Laws around robocalls and telemarketing can get gnarly. Don’t skip this step, especially if you’re calling outside your home country.
Honest take: If Evecalls’ onboarding feels clunky, or you get stuck, reach out to their support. A lot of these platforms are still figuring out the “user-friendly” part.
4. Build Your Call Script & Automation Flow
This is where most folks mess up: they treat automation like a magic bullet and forget that people can spot a robot a mile away.
Keep your script short and human:
- Open with something normal (“Hi [Name], this is [Your Company], quick question for you…”).
- Make it clear why you’re calling.
- Offer a simple next step (book a call, press 1 for more info, etc.).
- Give an easy opt-out.
What works: - Personalization tokens (use their name, company, or reason for contact if you have it). - Keeping it under 30 seconds. Long-winded intros get dropped fast.
What doesn’t: - Overly salesy language or fake urgency. People hate it, and it gets you flagged as spam. - Complicated IVR (press 1, then 2, then 5…). If your flow is more than two steps, rethink it.
5. Set Up Call Logic & Scheduling
Evecalls lets you set rules for when, how often, and to whom calls go out. Get this right or you’ll annoy leads and waste money.
- Time zones matter. Don’t call people at 6AM or during dinner.
- Throttle your calls. Start slow to avoid getting your number flagged. A sudden spike in call volume is a red flag for carriers.
- Retries and follow-ups: Set reasonable limits (e.g., 2-3 attempts max, spaced out over days). More isn’t better.
Ignore: Fancy “AI call optimization” features unless you have a lot of volume and good reporting. Most of the time, the basics (right message, right time) work just fine.
6. Test Everything on Yourself First
Before launching, run a few test calls to your own phone and your team’s. You’ll quickly spot:
- Weird audio glitches
- Awkward script phrasing
- Caller ID problems
- Issues with call routing or DTMF (button press) responses
Pro tip: If your test call annoys you, it’ll really annoy your leads. Tweak until it sounds like something you wouldn’t immediately hang up on.
7. Launch Small and Watch the Data
Don’t blast your whole list out of the gate. Start with a small group and keep an eye on:
- Connection rate (how many calls actually get answered)
- Response rate (how many people take the next step)
- Opt-outs and complaints (if these spike, stop and fix your approach)
What works: - Reviewing call recordings (if legal in your area) to hear what’s actually happening. - Tweaking scripts and call times based on results.
What doesn’t: - Chasing vanity metrics like “number of dials.” It’s about quality, not just volume.
8. Iterate and Improve (Don’t Set and Forget)
Automation isn’t a one-and-done thing. Regularly check:
- Are you booking more meetings or closing more deals?
- Is your opt-out rate creeping up?
- Are you getting flagged by carriers or spam filters?
Change up your script, call times, or targeting as you learn what works. Even small tweaks—like moving calls to a different time of day—can make a big difference.
Ignore: Anyone who says you can “set it and forget it.” That’s how you end up burning your leads and your reputation.
Wrapping Up: Keep It Simple, Keep It Human
Automating outbound sales calls with Evecalls can save you a ton of time, but only if you keep it real. Start small, focus on the basics, and don’t get distracted by shiny features or empty promises. The best results come from clear goals, a good list, and an approach that doesn’t sound like a robot from 2008.
Stay skeptical, keep it simple, and iterate as you go. That’s where the real efficiency comes from.