Outbound Dialing Best Practices

A Quick Reference Guide

1. Stay Compliant

• Control contact frequency. Keep outreach to the same lead within recommended limits. A common guideline is no more than 3 attempts in 24 hours.
• Respect calling windows. Use your dialing and TCPA settings to help apply appropriate time restrictions by lead location, including stricter state requirements where applicable.
• Honor DNC and opt-outs. Process opt-out requests immediately and ensure those contacts are excluded from future outreach.

2. Protect Your Phone Number Reputation

• Optimize DID selection. Use Auto Pilot to leverage carrier intelligence and prioritize cleaner, better-performing numbers for outbound calls.
• Register your numbers. Build a trusted Caller ID presence by registering and maintaining verified phone numbers.
• Use local presence strategically. Proximity Matching can pair leads with numbers from familiar geographic areas, supporting stronger connection opportunities.
• Stay within the 75-call daily cap. Keep outbound activity at or below 75 calls per DID per day to avoid overworking individual numbers.
• Distribute volume across your pool. Spread outbound traffic instead of relying heavily on a small group of DIDs.
• Maintain a stable DID pool. Avoid constantly rotating numbers. Consistent usage helps build stronger calling history and reputation over time.

3. Manage Lead Cadence & Lifespan

• Pace your outreach. Aim for a consistent cadence of about 5–6 calls per lead each week, using SMS or email to maintain engagement without adding unnecessary call attempts.
• Know when to pause. Limit total outreach attempts and move unresponsive leads into a 30–60 day cooling period before considering future re-engagement.
• Keep your lead pool healthy. Maintain enough fresh leads to support daily dialing activity and reduce repeated contact with the same records.
• Clean up invalid leads. DNC NIS leads to prevent wasted dialing activity and keep your active lead pood foucsed on valid opportunities.

Quick formula: Weekly fresh leads ≈ (Daily Dials × 50%) + a 20% buffer on that baseline. For example, 50,000 daily dials points to roughly 30,000 fresh leads per week.

Remember: The goal is to keep your campaign moving with a healthy mix of fresh opportunities while avoiding over-contacting leads or overworking phone numbers.