CALLTEAM | B2B OUTBOUND SELF-AUDIT
Campaign:
Review date and period:
Reviewer:
Use recent records. Choose Yes / No / Not sure for each question.

1. TARGET ACCOUNT
Do you have written criteria for the companies you want to call?
Answer:
Evidence reviewed:
Check industries, operating conditions, territories and exclusions.

2. CONTACT DATA
Have you recently checked a sample of the phone numbers and buyer roles?
Answer:
Evidence reviewed:
Record sample date, changed roles and unusable contact routes.

3. ACCESS TO THE RIGHT ROLE
Do call notes show who owns the problem or where to route the conversation?
Answer:
Evidence reviewed:
Inspect roles, referrals and unresolved routing.

4. CONVERSATION EVIDENCE
Can you explain what relevant buyers say about the problem you raise?
Answer:
Evidence reviewed:
Separate confirmed needs, rejection reasons and caller assumptions.

5. FOLLOW-UP OWNERSHIP
Does every agreed callback have an owner, a due date and a reason?
Answer:
Evidence reviewed:
Inspect the open queue, overdue commitments and contact exclusions.

6. MEETING PURPOSE
Do buyers know the purpose of the meeting before agreeing to it?
Answer:
Evidence reviewed:
Check the subject, relevant attendee and buyer agreement.

FIRST ACTIONS
Prioritise reported gaps, then missing evidence. Keep the full answer record.
Action / owner / due date:
Action / owner / due date:
Action / owner / due date:

This checklist does not inspect your systems, judge call quality or establish
the cause of a campaign result. If all checks are reported in place, confirm
them against actual records. For post-booking results use:
https://www.callteam.ca/b2b-meeting-quality-check/
https://www.callteam.ca/b2b-lead-generation-audit/