Category Archives: Uncategorized

The Ultimate Cold Calling Workflow Using Excel Filters, Views, and Notes (Step-by-Step)

Here’s the solution I’ve used that allows me to run cold calling within Excel, using filters, views and notes so it keeps you fast, focused and trackable with your dials. Goal and principles The idea is to turn a list of raw prospects into a daily calling machine featuring strict filters, saved views for quick […]

How to Validate Phone Numbers and Emails in Excel Before a Cold Calling Sprint

Here’s a practical howto on validating phone numbers and emails in Excel before doing uptempo cold calling by means of ready‑to‑copy formulas, data validation rules, and lean QA process. Why validate before calling Bad contact data wastes time, undermines morale and poisons pipeline metrics.” An initial validation pass in Excel weeded out formats, standardized fields […]