Your first day, one step at a time.

Your next step

How outbound works here

Two minutes: the steps from a prospect to a logged call, and the rules that never bend.

How outbound works here

1. 1. Prospect. You get a short list of companies. Every fact about them shows where it came from.
2. 2. Research. Confirm why the company fits and record what you find, with its source. Never guess an email or phone number.
3. 3. Prepare. Write your opener and your answers to pushback in your call plan.
4. 4. Practice. Rehearse on the simulator until the opener feels like yours.
5. 5. Call. Only inside calling hours (11 AM–9 PM Eastern), and never anyone on the do-not-contact list.
6. 6. Outcome. Log what happened in one tap, with a short note.
7. 7. Follow-up. If they ask for a callback, set the time. It comes back on your Today page.
8. 8. CRM. Every call and follow-up lands on the prospect's timeline, so the next person knows what happened.

Rules that never bend

• If someone asks you to stop, thank them, end the call and log Do not contact.
• Say only what's in the approved materials. Never say "guaranteed".
• Never invent or guess contact details, results or names.

A strong call, step by step

A fictional rep calls a fictional clinic about Harborline, the practice company. The buyer's lines come from the same simulator you practice on, and the notes below are the rubric's own. It's an example to learn from, not a script to copy.

1. Buyer: Yeah, Marcus.
2. Rep: Hi, this is Sam with Harborline. I'm calling independent clinic owners about empty appointment slots from last-minute cancellations. Did I catch you at an okay time?
3. Buyer: Not interested. We're all set.
4. Rep: That's fair, I did call out of the blue. How are you filling slots today when a patient cancels the same day?
5. Buyer: And honestly, we tried something like this before and it went nowhere.
6. Rep: That's fair, if the last one went nowhere I'd be wary too. What got in the way with it?
7. Buyer: Hm, okay. Go on, what did you say it was about?
8. Rep: Understood. In short, Harborline fills cancelled slots from a waitlist and sends text reminders patients can confirm or reschedule from. Would a 20-minute walkthrough Thursday or Friday afternoon make sense? If not, no problem.
9. Buyer: Alright, that's reasonable. Send me a couple of times.

How it ended: The prospect agreed to a next step.

What the rubric noticed

• Clarity (strong): Your opener said why you called in 27 words.
• Relevance (strong): You spoke in terms this buyer would recognize.
• Listening (strong): You acknowledged what they said before moving on.
• Questions (strong): You asked open questions that invite them to explain.
• Objection handling (strong): You handled it: you acknowledged and asked a question.
• Next step (strong): You asked for a specific next step after earning some interest.
• Accuracy and honesty (strong): Nothing you said went beyond the approved materials.

Readiness review

Not enough ratings yet: each core skill needs at least 3 (7 of 7 don't have them).

These ratings come from a fixed rubric on a practice simulator. They don't certify competence, predict results on real calls, or decide hiring or placement. Your program lead decides when you take live calls.