Use this checklist to roll out Dialpad Dialer to your organization in a controlled, measurable way.
Step 1: Confirm licensing and credits
Verify that:
Your account has Dialpad Sell Premium licenses for the users who will use Dialer.
You have sufficient outbound calling credits.
Set up any auto‑recharge or monitoring you need to prevent unexpected pauses due to low balance.
Step 2: Set up compliance, DNC, and limits
Import or configure your DNC lists.
Decide how agents should use DNC flags from wrap‑up.
Configure:
Calling windows by time zone
Per‑campaign attempts
Global limits on calls per number, if available
Step 3: Populate the Leads directory
Collect your initial lead data (for example, from CRM exports or other sources).
Clean your data and ensure required fields are present (name, phone number, and any routing or reporting fields).
Import leads via CSV or integration into the Leads directory.
Step 4: Create starter Lists
Create one or two pilot Lists, such as:
A small, high‑quality prospect list
A list of existing customers to test outbound engagement
Keep initial lists small so you can validate behavior before scaling.
Step 5: Design and launch pilot campaigns
Create 1–2 pilot campaigns with clearly defined goals (for example, book meetings, re‑engage dormant leads).
Keep campaign settings simple:
Conservative calling windows
Reasonable attempt limits
DNC scrubbing enabled
Launch the campaigns with a small group of experienced agents.
Step 6: Train agents
Walk agents through:
How they’ll receive Dialer calls
What the pinned audio leg is
How to handle wrap‑up and dispositions
How to apply DNC flags correctly
Provide example scripts or guidelines as needed.
Step 7: Monitor analytics and refine
After the pilots have run:
Review Dialer analytics for answer rate, dispositions, and call outcomes.
Review agent feedback on pacing, call quality, and workflow.
Adjust:
Lists and targeting
Attempts and calling hours
Voicemail and SMS usage
Agent coaching and scripts
Step 8: Scale up
Once you’re comfortable with pilot results:
Add more Lists and campaigns.
Roll out to additional teams or Contact Centers.
Standardize best practices in your playbooks and training materials.