If you’re drowning in leads but can’t seem to get anyone on the phone, you’re not alone. Following up is half the battle—and half the reason deals fall through the cracks. This guide is for sales managers, SDRs, and anyone sick of losing leads to “radio silence.” We’ll walk through how to actually set up automated call follow-ups in Evecalls so you can nurture leads without driving yourself (or your team) nuts.
Let’s skip the fluff and get you to a working system you can trust.
Why Automated Call Follow-Ups Matter (and What to Watch Out For)
Most leads aren’t ready to buy after one call. Most aren’t even ready after three. If you’re relying on manual follow-ups, things get missed—especially once your lead list grows. That’s where automation comes in: done right, it keeps you top of mind, nudges leads along, and frees up your time for actual conversations.
But let’s be honest: half-baked automation is worse than nothing. If you set up spammy, generic robocalls, you’ll annoy your leads and waste your budget. The goal isn’t just to automate—it’s to automate well. That means:
- Personalizing where it counts
- Timing calls so you’re persistent, not a pest
- Actually tracking what works (and what doesn’t)
Evecalls gives you the tools, but it won’t fix bad processes for you. Let’s get into the nitty-gritty of making this work.
Step 1: Get Your Lead List Ready
Before you touch Evecalls, get your house in order. Automation can only do so much if your data is a mess.
What you need: - A clean spreadsheet or CSV of leads: Names, phone numbers, and any key info you want to use in calls (like company, last interaction, etc.) - Permission to call: If you’re in a region with strict cold-calling laws (GDPR, TCPA, etc.), double-check that you’re not about to break them.
Pro tip: If your CRM is a Frankenstein’s monster of old data, take a few minutes to clean it up. Bad numbers = wasted calls.
Step 2: Connect Your Lead List to Evecalls
Once your list is ready, log into Evecalls. You’ll need to import your leads so the tool knows who to call.
- Navigate to the “Leads” or “Contacts” section.
- Look for an “Import” button—usually at the top right. Upload your CSV or connect your CRM if Evecalls has a native integration.
- Map your columns. Make sure “Phone Number” and “Name” are mapped correctly. If you’re using any personalization tokens (like “Company”), map those too.
- Double-check the import preview. Fix anything that looks off before you hit “Import.”
What to ignore: Don’t try to import every field under the sun “just in case.” The more data you throw in, the more ways things can break. Focus on what you’ll actually use.
Step 3: Build Your Call Flow
This is where most people get overwhelmed. Evecalls lets you set up automated call flows—basically, a sequence of calls (and voicemails or SMS, if you want) that go out over days or weeks.
How to set up a basic follow-up flow:
- Go to the “Call Flows” or “Campaigns” section.
- Click “Create New Flow” or “New Campaign.”
- Set your triggers. For a follow-up, you’ll probably want “After lead import” or “After first missed call.”
- Add your steps:
- Step 1: Call immediately (or after a set delay)
- Step 2: If no answer, call again in 2 days
- Step 3: If still no answer, leave a voicemail or send a personalized SMS
- Step 4: Final call attempt in 5 days
- Customize each call step: Evecalls usually lets you upload audio or use text-to-speech. If you want to sound human, use your own voice or a good TTS script—don’t settle for the robotic default.
- Set rules for when to stop: For example, “Stop if lead answers,” or “Stop after 4 attempts.”
Honest take: More isn’t always better. 3–4 call attempts is usually enough. After that, you’re annoying, not persistent.
Step 4: Personalize (But Don’t Overcomplicate)
Personalization is the difference between “Ugh, another robocall” and “Hey, this might be relevant.” Evecalls lets you use dynamic fields (like {FirstName} or {Company}) in your scripts.
- Use the basics: “Hi {FirstName}, this is Sam from {Company}…”
- Don’t get fancy: Overly complicated branching logic is a headache. Stick to the essentials—name, company, maybe last interaction date.
- Keep scripts short: Voicemails that ramble get deleted. Aim for 20–30 seconds.
Pro tip: Record your own audio. Even a quick cell phone recording sounds more genuine than most text-to-speech.
Step 5: Set Up Timing and Frequency
Timing is everything. Evecalls lets you choose when calls go out—use it wisely.
- Best practices:
- Don’t call at weird hours. Stick to business times in your lead’s time zone.
- Space out calls by at least 1–2 days.
- Avoid more than one call attempt per day per lead.
- Avoid “blasting”: Scheduling all calls at once might seem efficient, but it’s a surefire way to get flagged as spam.
Check Evecalls’ settings for local time mapping, and test with your own number before launching for real.
Step 6: Test Everything (Seriously)
Don’t trust templates or default flows. Run a test campaign with your own number, or a small group of friendly colleagues.
- Check for:
- Script errors (wrong names, awkward pauses)
- Calls going out at the right times
- Voicemails sounding natural
- No weird glitches or duplicate calls
Pro tip: Listen to the voicemail you leave yourself. If you’d delete it, rewrite it.
Step 7: Launch and Monitor
When you’re happy with your setup, launch the campaign. But don’t just set it and forget it.
- Monitor call logs: Watch for failed calls, leads who get called too often, or technical issues.
- Track responses: Are people picking up? Are they calling back? If not, tweak your script or timing.
- Adjust as you go: If you’re seeing more opt-outs than responses, scale back. If you’re not getting through at all, try different times.
Evecalls has reporting tools, but they only help if you look at them once in a while.
What Works, What Doesn’t, and What to Ignore
What actually works:
- Straightforward, friendly scripts
- 2–4 spaced-out follow-up calls
- Real human-sounding voicemails
- Quick response when a lead does pick up or call back
What doesn’t:
- Overly aggressive call frequency (“Let’s try 6 times in 6 days!”)
- Robotic or generic scripts
- Ignoring legal compliance (you will get burned eventually)
- Treating automation as “set it and forget it”
Ignore:
- Fancy features you don’t need yet (AI sentiment scoring, endless branching flows)
- Over-engineering your scripts or call logic
- “Best practices” that don’t fit your market or sales style
Wrapping Up: Keep It Simple, Tweak as You Go
Setting up automated call follow-ups in Evecalls isn’t rocket science, but it does take a bit of care. Don’t get distracted by shiny features or try to automate every nuance of your process. Start with a basic, respectful call flow, personalize just enough, and actually pay attention to what your leads do.
Iterate. Keep what works. Drop what doesn’t. The best system is one you’ll actually use—and that your leads won’t hate.
Now get out there and make some (good) calls.