3 Saved Searches to simplify your Daily Process

✅ Summary:

This training video demonstrates how to create a simplified and streamlined outbound calling workflow using the Advanced Search and Saved Search features in PhoneBurner. The goal is to create a repeatable, measurable call process so no contact is ever lost or overlooked.

Key Process Steps:

1. Call 1 Search:
   • Contacts in the Contacts folder.
   • Total Calls = 0 (never been called).
   • Saved as “Call 1”.
2. Call 2 through 11 Search:
   • Contacts still in Contacts folder.
   • Total Call Attempts ≤ 10.
   • Last Called ≥ 2 days ago (set to "Before X days ago = 2").
   • Reused continuously as contacts reappear every few days.
3. Nurture Campaign:
   • Contacts in Contacts folder.
   • Total Call Attempts > 10.
   • Last Called ≥ 30 days ago (Before X days ago = 30).
   • Saved as “Nurture”.
4. Today’s Follow-Ups:
   • System-generated saved search for contacts in the Follow-Up folder with a follow-up date that is due or overdue.
   • Reviewed 2–3 times per day.

These saved searches are pinned for easy access, helping reps quickly dive into their work each day without having to figure out who to call. Contacts are removed from this system once dispositioned out of the Contacts folder.

🏷️ Tags:

advanced search, saved search, call process, PhoneBurner CRM, outbound calls, contact management, follow-up system, call workflow, nurture campaign, automation

📝 Cleaned-Up Transcript:

If you're like me, you're always looking for ways to streamline your outbound calling processes. The last thing you want is to spend time thinking about who to call and when to call. When it's time to dial, I just want to jump in and get to it.

PhoneBurner’s got your back. We're here to help you simplify your outbound process—both in terms of dialing faster and managing your CRM data smarter—so you can get more done and move on with your day.

Today, we’re pulling everything together from the Advanced Search training module. We’ve covered each section in detail. Now we’ll use those tools to create a streamlined, repeatable process so you never lose track of a contact.

Step 1: Call 1 – New Contacts

In the Advanced Search, start with the Folder section. I recommend putting all new leads in the Contacts folder—which every PhoneBurner account includes by default.

Go to the Dial Session section:

• Set Total Calls = 0.
• Click Search.

This returns all contacts that have never been called—your "Call 1" list. Save this search as “Call 1”.

Step 2: Calls 2 Through 11 – Follow-Up Calls

Back to Advanced Search:

• Folder: Contacts.
• Total Call Attempts ≤ 10 (we’ll do 11 total calls).
• Last Called: Before X Days Ago = 2 (at least 2 days between calls).

Click Search and save this search as “Call 2–11”.

This search gets reused daily. As time passes and calls are made, contacts will automatically cycle into this list if they haven’t hit their 11-call max.

Step 3: Nurture Campaign – Long-Term Follow-Up

Advanced Search:

• Folder: Contacts.
• Total Call Attempts > 10.
• Last Called: Before X Days Ago = 30 (space out follow-ups to once a month).

Click Search and save as “Nurture”.

These are leads who didn’t respond during the first 11 calls but may still be valuable. Keep checking in monthly to stay on their radar.

Step 4: Today’s Follow-Ups – Time-Sensitive Calls

Don't forget about Today’s Follow-Ups—a saved search that shows:

• Contacts in the Follow-Up folder.
• With a follow-up date due today or earlier.

Check this list at least twice daily (morning and end of day). You can even use it mid-day to catch any contacts you tagged to “call back later today.”

Managing the Process

After building your saved searches:

• Go to Manage Saved Searches.
• Pin them so they appear on the top-left for quick access.

Each day:

1. Start with Call 1—select all, begin your dial session.
2. Then move to Call 2–11.
3. Then to Nurture.
4. Finally, check Today’s Follow-Ups.

If contacts are dispositioned out of the Contacts folder (e.g., they’ve scheduled an appointment, are not interested, etc.), they’re removed from this process automatically.

This setup keeps your data organized and your process consistent. You’ll never lose a contact, and you’ll always know where each lead is in your workflow.

Thanks again for watching. I hope this helps you and your team get more done in less time using the power of PhoneBurner.

Happy dialing!