Campaign Brief
Define your offer, target companies, buyer roles, evidence, exclusions and meeting standard. Agree how a useful opportunity reaches sales.
9 fields to completeFree B2B cold calling starter kit
Get your next B2B cold calling campaign ready.
Download an editable campaign brief, script worksheet and call tracker. See a completed example, then adapt the files to your own offer and buyers.
Excel workbook, PDF guide and CSV tracker. No email required.
For founders and B2B sales teams preparing a calling campaign.
The kit gives you working documents to complete and keep. Use them alongside CallTeam’s 100 free cold calling scripts and existing sales tools.
01 / Working files, ready to edit
See the files
before you download.
One workbook holds four sheets. The PDF explains the workflow. The CSV gives you a plain call log when that is all you need.
Script Worksheet
Draft the opening, relevance question, discovery, objection response and meeting request. Keep room for what the buyer actually says.
8 conversation promptsCall Tracker
Record each attempt, outcome, next action, due date and owner. Outcome dropdowns and summary counts cover 200 prepared rows.
11 columns / 7 outcome choicesWorked Example
See a fictional ERP campaign for finance buyers. Follow the completed fields from the buyer and offer through to the sales handoff.
Illustrative example included02 / A completed example
Start with a buyer.
Give the call a purpose.
This fictional example uses an ERP provider speaking with CFOs at wholesale distributors. It shows how to complete the documents.
- Offer
- ERP software connecting finance, stock and operations reporting.
- Question to investigate
- Reporting may require manual work across separate systems. Ask how the process works before assuming a problem.
An opening to adapt
“Hi [First Name], [Your Name] with [Company]. We help wholesale distributors bring finance and stock reporting into one system. How are those teams pulling the numbers together today?”
Explore the answer: Where does that process still need someone to combine or check information manually?
Approve the offer statement before use. The caller checks the situation and records what the buyer confirms.
Give the next conversation a clear brief.
Record the reporting task, existing approach, relevant people and agreed purpose. Leave budget, integrations and buying timeline open until confirmed.
03 / From download to daily use
Put the kit to work
with your team.
Complete the brief first. Use the worksheet to prepare and practise, then keep the tracker current as the campaign runs.
- 01
Set the campaign.
Agree the market, buyer, offer and meeting standard. Use the Campaign Preview to explore a starting approach for your market.
- 02
Prepare your opening.
Choose a relevant script and complete the worksheet. The Script Checker can help you review its wording before practice.
- 03
Record the next action.
Log each call attempt with the same Contact ID for repeat calls. Capture the outcome, callback date and owner. Stop the sequence when the contact asks you to.
04 / Choose a closer starting point
Bring your market
into the worksheet.
These three paths show how the kit connects to our existing resources. Use the full library for other offers, buyers and industries.
ERP and finance buyers
Start with the reporting workflow.
Use finance and operations language to explore the current system and a relevant discovery conversation.
Managed IT services
Understand the support arrangement.
Explore the current provider, operating gaps and a useful reason to review the service.
Logistics and operations
Find the shipment or coverage need.
Prepare for an operational conversation about overflow, timing and the work a provider could support.
05 / The team behind the resources
See the campaign work
behind CallTeam.
CallTeam runs human-led B2B calling and appointment-setting campaigns, from prospect research and follow-up to qualification and sales handoff.
Our published FinTech case study explains how a payments campaign connected a focused market, relevant conversations and a product-demo handoff. It reported 15 qualified demos in 90 days and three closed deals.
Read the full campaign case studyBefore you download
Questions about
the starter kit.
The files are yours to adapt. Use the formats that fit your team’s workflow.
What is included in the free B2B cold calling starter kit?
The download contains an Excel workbook, a PDF quick-start guide and a blank CSV call tracker. The workbook has four sheets: Campaign Brief, Script Worksheet, Call Tracker and Worked Example. The first three are ready for your inputs. The final sheet shows a fictional ERP campaign.
Is the kit free, and do I need to provide my email?
It is free, with no email signup. Download the complete ZIP or choose the workbook, PDF or CSV separately. You complete the files in your own systems.
Does the download contain all 100 cold calling scripts?
The 100 complete scripts remain in CallTeam’s online script library, searchable by buyer, industry and objective. The starter kit provides working documents and selected links so you can prepare a campaign around the script that fits.
Can I use the workbook in Google Sheets?
The workbook is an XLSX file designed for Excel. You can import it into Google Sheets, then check that the outcome dropdowns and summary counts work as expected. The CSV opens as a plain call log without formulas or dropdowns. Use the PDF for the short instructions and example.
How should I record repeat calls and callbacks?
Use one row per call attempt and keep the same Contact ID when you call that person again. Choose an outcome, record the next action and add its due date and owner. The workbook summary counts outcome entries in the 200 prepared rows, rather than unique prospects. Extend the summary ranges if you add more rows.
Can the example be used for a different offer?
Yes. Replace the ERP example with your actual offer, buyers, approved capabilities and qualification standard. The fictional example demonstrates how to complete the fields. Use the industry scripts and playbooks for a closer starting point.
Can CallTeam build and run the campaign for us?
Yes. CallTeam can scope prospect research, list preparation, human calling, follow-up, qualification, appointment setting and sales handoff. Bring your offer, target buyers and current materials to a strategy call so we can agree the work and responsibilities.
Make the next step practical
Get the files.
Prepare your campaign.
Start with the kit. When you want a calling team to run the work, bring us your offer and target buyers.