If you’re running B2B outbound calls, you already know the basics: lists, scripts, and a calendar. What you really want is more connects, fewer headaches, and actual results. Not another dashboard promising “AI-powered synergy.” This is for sales ops, SDR leads, and any unlucky soul tasked with making the phones ring and the pipeline move.
Let’s get into how to use Solidinbox to actually schedule and optimize your outbound call campaigns—minus the fluff.
Why (and When) to Use Solidinbox
Solidinbox is a tool for organizing, scheduling, and tracking outbound call campaigns. If you’ve struggled with messy spreadsheets or overbuilt CRMs, this sits somewhere in the middle. It’s not magic, but it does make routine call work less painful. Here's when it shines: - You have a team of callers (SDRs, BDRs, etc.) and need to keep them focused. - You want to test messaging and time slots, not just blast and hope. - You care about actual connections, not just “dials made.”
If you’re solo or doing a dozen calls a week, this is probably overkill. But if you’re running campaigns that need structure and tracking, keep reading.
Step 1: Clean Up Your List First
Before you even log in to Solidinbox, get your contacts sorted. Garbage in, garbage out—no tool can fix a list full of dead numbers or generic “info@” emails.
Checklist for a clean B2B call list: - Only include verified numbers (mobile or direct lines work best). - Remove duplicates and obvious junk (main lines, IVRs, etc.). - Add at least a name, company, and relevant notes (like industry or recent interactions).
Pro Tip: If you’re using data vendors or scraping tools, expect 20–30% of your list to be useless. Set your expectations and plan for list attrition.
Step 2: Setting Up Your Campaign in Solidinbox
Now you’re ready to get started.
- Create a New Campaign
- Log in and hit “Create Campaign.”
- Give it a clear name—something you’ll recognize in a month (e.g., “Q3 SaaS CEOs - Midwest”).
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Set your goal: Is it meetings booked, leads qualified, or just awareness?
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Import Your List
- Upload via CSV—the usual format is fine.
- Map columns to the right fields (name, number, company, etc.).
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Watch for import errors; Solidinbox is decent at flagging them, but double-check for weird formatting.
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Assign Callers (If You Have a Team)
- Assign leads by rep, territory, or round-robin.
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You can set quotas or daily targets, but don’t micromanage—those dashboards get ignored anyway.
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Set Call Windows
- Schedule based on when your targets actually pick up. Don’t default to “8am–5pm.”
- Test different time blocks (e.g., late morning, post-lunch).
- Solidinbox lets you auto-distribute calls according to these windows, but honestly, results can be hit-or-miss—test and tweak.
What to skip: Don’t bother with the auto-script writing tool unless you’re truly stuck. Write your own talk tracks, keep them short, and adjust as you go.
Step 3: Crafting Call Scripts and Cadences
This is where most teams overcomplicate things. Don’t.
- Keep scripts as prompts, not full monologues. Your reps should sound human, not like they’re reading a ransom note.
- Set up a basic cadence: Call, voicemail (optional), follow-up email. Maybe a second call if it’s a high-value target.
- Solidinbox lets you build multistep cadences—but more steps don’t mean more meetings. Quality > quantity.
Pro Tip: The platform will nudge you to “add more touchpoints.” Ignore it unless you have proof that it works for your audience.
Step 4: Actually Scheduling Calls
Now, the meat of it.
- Use Solidinbox’s Automatic Scheduling (but Monitor It)
- The tool can auto-assign call times based on rep availability and target time zones.
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In practice, you’ll still want to spot-check. The system isn’t perfect—sometimes it double-books or schedules calls outside local business hours.
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Manual Overrides
- If you know a contact’s best window (e.g., “only answers after 4pm”), override the default schedule.
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Don’t be afraid to manually reassign leads if a rep is on vacation or overloaded.
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Calendar Integrations
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Solidinbox connects with Google and Outlook calendars. This is helpful, but beware of sync delays—sometimes calls can fall through the cracks if reps don’t refresh their calendar.
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Notifications and Reminders
- The reminders are useful, but don’t overdo pop-ups and emails. Most reps hate notification spam; stick to one or two nudges per day.
What doesn’t work: “Best time to call” AI suggestions are mostly guesswork. Use your own data—track when connects actually happen, and adjust.
Step 5: Tracking Outcomes and Making Adjustments
This is where you separate the busywork from actual improvement.
- Solidinbox tracks basic call outcomes: Connect, voicemail, wrong number, not interested, etc.
- Make sure reps log something after every call—even if it’s just “no answer.” Incomplete data skews everything.
- Review call results weekly. Look for:
- Connect rates by day/time
- Which reps are actually booking meetings (not just making dials)
- Script tweaks that get better responses
Ignore the “vanity metrics”—total dials or talk time. Focus on connects and meetings set.
Pro Tip: Export your results every month. Don’t trust any SaaS with your only copy of campaign data.
Step 6: Optimizing Your Campaigns (Without Chasing Shiny Objects)
Optimization means small, steady tweaks—not chasing the latest feature or “AI-powered” add-on.
- Test one variable at a time: Change call times, script openers, or follow-up cadence, but not all at once.
- Document what you change: Otherwise, you’ll forget what worked and what didn’t.
- Give changes a real shot: Two days isn’t enough data. Try for a week or two before judging results.
What to skip: Don’t get distracted by leaderboard features or “gamification.” They’re fun for a week, then everyone ignores them.
Honest Pros and Cons of Using Solidinbox
What works: - Easy to get campaigns up and running without a ton of setup - Good at keeping reps on track with reminders (if you don’t overdo it) - Decent reporting on connects and outcomes
What doesn’t: - “Best time to call” and some AI suggestions are mostly window dressing - Calendar sync can be flaky—always double-check - Built-in scripts are generic; write your own
What to ignore: - Vanity dashboards that show dials per rep, badge counts, etc. - “One-click optimization” promises—there’s no shortcut for testing and reviewing your own data
Wrapping Up: Keep It Simple, Keep Improving
Don't let tools or “optimization” distract you from the basics: a clean list, real conversations, and steady follow-up. Solidinbox can help you organize and schedule your B2B outbound calls, but it won’t save a bad list or fix lazy calling. Start small, review your results, and keep making small improvements. Don’t chase every new feature—just stick to what works and iterate.
Now, go make those calls.