CALLTEAM | FREE COLD CALLING DIALER TRIAL KIT
https://www.callteam.ca/resources/best-cold-calling-dialers/

Copy this blank kit for each trial. Compare similar calling blocks; a short trial is not a controlled performance benchmark. Keep unique contacts, attempts, conversations and held meetings separate.

DIALER TRIAL SCORECARD
Provider / plan / mode:
Trial dates / reviewer:
CRM and integration:
Calling market / time windows:
Number types / buyer roles:
Active callers / paid seats / simultaneous lines:


INPUT AND COST
Unique contacts attempted:
Total call attempts (including retries):
Billable units / actual charges / currency:
Required subscription / add-ons / term:
Setup and CRM cleanup time:


CALL QUALITY
Intended-buyer conversations:
Useful conversations (define this before the trial):
Voicemail / screening outcomes:
Missed human answers / connection problems:
Simultaneous-answer handling and retry behaviour:
Inbound callback result:
Wrong-number and stop-request handling:


CRM AND FOLLOW-UP
Incorrect contact matches / duplicate activities:
Missing or inaccurate notes / dispositions:
Callback tasks and recordings checked:
Held meetings (separate from conversations):


DECISION
What worked:
What failed and can it be fixed:
Written answers still needed:
Keep / extend trial / reject:
Next review date:

QUESTIONS TO ASK SALES

1. Quote the exact dialer-enabled plan, currency, minimum paid seats, billing term and payment schedule. What renews automatically, and when must we cancel?

2. Which features are included: power, parallel, predictive, human detection, coaching, recording and callbacks? Which require an add-on or different tier?

3. What costs extra for numbers, destinations, minutes, credits, voicemail connections and inbound calls? What is the rounding rule? What does “unlimited” exclude?

4. What happens when two people answer at once, a screening assistant answers, or no rep is free? Show us the call log and retry behaviour.

5. Show our exact CRM fields, dispositions, duplicate handling and callback tasks. What requires another connector or subscription?

6. Can we reduce seats mid-term? What happens to our numbers, recordings, notes and unused credits when we leave? Put the answers in the offer.