Call prep and a personal opener for every account on the list
Most calls die in the first sentence, usually because the first sentence could have been said to anyone. Agent FM preps the list before you dial: for each account it pulls recent news, your contact's LinkedIn activity, and whatever changed since the last conversation, then writes two lines of prep and one opener you could actually say out loud, specific to them, never flattery. It all lands in the sheet beside each row, with a flag on accounts where nothing fresh turned up, which is itself worth knowing before you call. The list stops being cold; only the coffee is.
Go through my call list [where, e.g. the Tuesday tab of the Pipeline sheet] and research each account: recent news, LinkedIn activity from my contact, anything that changed since we last spoke.
Write two lines of prep per account and one opener I can actually say out loud, specific to them, not flattery.
Put it all in the sheet next to each row. Tell me the final count and flag accounts where you found nothing fresh.
