Script
A script with clear instructions concerning script flow as well as any pronunciations or hard-to-pronounce names.
Data
The data must be in .csv format. There should be no duplicate or missing header columns in the data.
Target Information (Patch Project Specific)
The name of the target and the patch number.
Start/Stop Date
The specific dates that the project will be dialing. Also include any days that shouldn’t be dialed during the project, such as weekend days.
Project Type
What type of project this will be. Determine if responses are capture or non-capture and if messages are being left.
Goal Type
What type of goal to set for the project. Include specific metrics as well as any other quotas.
Caller ID
Provide the number that will be displayed on the call recipient’s telephone. Learn how to add them here.
FAQ
Include any fact sheets or any other off script information that may be needed.