How do you run a one-hour call session?

Before you start

1. Pick the hour and keep it. Put the session on your calendar like any other appointment.
2. Open Call Session. The people whose follow-up date is due are already lined up, so there is no list to scan.
3. Have your call script and your open meeting times in view. On a computer they sit beside the prospect.

During the hour

1. Tap Call. Your phone’s own dialler opens with the number filled in, and you press call.
2. When the call ends, tap what happened: No Answer, Ringless, Out of service or Answered.
3. If they answered and you booked a meeting, record it on the Answered form and send your own invite from your Messages or mail app before you move on.
4. Go straight to the next person. The order does not reshuffle while you work.

When the hour ends

1. Glance at your goal’s pace gauge to see where today’s calls put you.
2. Write a short check-in in the journal: what went well, and what you would change.
3. Stop. The people you did not reach are due again on their own dates.

Why one person at a time?

Scanning a list invites choosing, and choosing invites putting calls off. Showing one person removes the decision, so the only thing left to do is dial.