Automate Outreach with Power Dialer & Scripts

Call Date

November 24, 2025

Primary Topics

CRM, PAS, Sales & Closing

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Call Description

In this advanced training session, coaches were guided through the setup and use of the Power Dialer feature within the Focus.com Business Suite (FBS). The call covered how to automate outbound calling to a list of leads, use tags and workflows to manage call lists, and integrate call scripts for consistent messaging. Attendees learned how to track call outcomes, take notes, and efficiently move through call lists without manual dialing. The session concluded with instructions on creating and managing call scripts within the system, ensuring coaches can maximize productivity and conversion rates.

Why this call matters

  • Teaches coaches how to automate and streamline outbound calling for higher efficiency.

  • Demonstrates how to use call scripts for consistent, effective sales conversations.

  • Shows how to track call outcomes and manage follow-up within the CRM.

  • Reduces manual effort and time spent on repetitive outreach tasks.

  • Empowers coaches to scale their outreach and follow-up processes.

Key Points:

  1. Introduction to Power Dialer (00:00:30) – Overview of the Power Dialer feature and its benefits for outbound calling.
  2. Setting Up the Power Dialer Workflow (03:03) – How to load and activate the automation for calling lists.
  3. Tagging Contacts for Dialing (04:11) – Step-by-step on adding the “power dialer” tag to contacts.
  4. Manual Actions and Call Lists (06:46) – Using manual actions to manage and track call progress.
  5. Automated Calling Process (09:00) – Demonstration of the system automatically dialing each contact in sequence.
  6. Using Call Scripts During Calls (10:30) – How to access and use scripts for consistent messaging while on calls.
  7. Recording Call Outcomes and Notes (11:38) – Tracking results and adding notes for each contact.
  8. Completing Call Lists Efficiently (12:21) – System automatically moves to the next contact and notifies when the list is complete.
  9. Creating and Managing Call Scripts (12:58) – Instructions for adding and editing scripts in the FBS settings.
  10. Support and Next Steps (14:00) – How to request workflow setup and access further support.

Key Takeaways:

  • Automate Your Outreach: Use the Power Dialer to call multiple leads efficiently without manual dialing.

  • Leverage Call Scripts: Prepare and use scripts for every call to ensure consistency and professionalism.

  • Track Outcomes in Real Time: Record call results and notes directly in the CRM for better follow-up.

  • Streamline Workflow: Move seamlessly from one call to the next, saving time and reducing errors.

  • Customize for Your Process: Create and manage multiple scripts to fit different outreach scenarios.

Notable Quotes:

  • “The power dialer in the FPS gives you the ability to automate calling a list of leads—saving you time and effort.”

  • “You can add notes and use scripts during the call, ensuring you never miss a key point.”

  • “Once you finish your call, the system automatically moves you to the next contact—no more manual dialing.”

Action Steps from the Call:

  1. Request the Power Dialer workflow from support to enable automated calling in your FBS account.
  2. Tag your target contacts with “power dialer” to add them to your call list.
  3. Prepare and upload call scripts in the FBS settings for use during calls.
  4. Use the manual actions feature to track call progress and outcomes.
  5. Review and update your scripts regularly to improve call effectiveness.

Resources & Tools Mentioned:

  • Focus.com Business Suite (FBS): CRM platform for managing leads, calls, and workflows.

  • Power Dialer: Automation tool for sequential outbound calling.

  • Call Scripts: Built-in feature for scripting and standardizing sales conversations.

  • Manual Actions: CRM function for tracking calls and follow-up tasks.

  • Support Email: support@focus.com for workflow setup and assistance.

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