Blind Pull 4 Step Calling Campaign

✅ Summary:
This in-depth training walks through how to build a multi-step Blind Pull LeadStream campaign in PhoneBurner to systematically call a group of leads—such as winbacks (former customers)—across four separate call attempts. Each call is designed with its own folder, dialer preset, voicemail logic, and recycling cadence to keep your team organized and efficient.

Key Concepts Covered:

• Create a Blind Pull LeadStream named “Winbacks Call 1” and set up custom distribution and receiving folders
• Set a 2-day recycle timer to move leads from Call 1 to Call 2, and continue daisy-chaining folders and lead streams through Call 4
• Customize disposition sets and voicemails for each step:
  • Voicemails on Call 1 and Call 4 only
  • No voicemail options on Calls 2 and 3
• Use a custom field (e.g., “lead prioritization”) to sort leads (lower value = higher priority)
• Configure dialer presets and assign voicemails and disposition sets for each call step
• After each call attempt, contacts that aren’t connected with will automatically recycle into the next call’s distribution folder
• Once Call 4 is complete, leads are recycled into a final "Winbacks Done" folder (not tied to another lead stream)
• Import leads directly into Call 1, and PhoneBurner handles the flow through the rest of the campaign
• Reps can work concurrently in the same lead stream thanks to blind pull logic—ensuring no overlap
• Reorganize folders and lead streams in the UI to streamline rep workflow

This process ensures every lead is touched multiple times in a structured cadence, giving your team maximum efficiency with full control over messaging and follow-up. Once set up, all you need to do is keep adding new leads into the top of the funnel (Call 1), and the system handles the rest.

🏷️ Tags:
leadstream, blind pull, winback campaign, phoneburner training, voicemail setup, disposition customization, lead recycling, multi-step dialing, call cadence, lead prioritization, dialer presets, contact manager, rep workflow, sales automation, systematic follow-up

📝 Cleaned-Up Transcript:

All right—now that you have a good understanding of LeadStreams, we’re going to dive deeper into the blind pull concept and build out a multi-step LeadStream that works through a systematic four-call process. In this example, we're targeting winbacks—previous customers we want to reconnect with.

Step 1: Set Up Call 1 LeadStream

Start from the Contact Manager as an admin:

1. Click the gear icon > LeadStream
2. Click Add LeadStream
3. Enable it and name it: “Winbacks Call 1”
4. Type: Blind/Preview Pull
5. Create a custom dialer preset:
   • Name: Winbacks Call 1
   • Add script, voicemail, default caller ID, and enable recording
6. Create folders:
   • Distribution folder: “Winbacks Call 1”
   • Receiving folder: “Winbacks RCV” (locked)
7. Set recycle folder: “Winbacks Call 2” (we’ll create this)
   • Recycle after 2 days
8. Sort by custom field: Lead Prioritization (ascending 1–9)
9. Hide lead total (optional)
10. Add recipients (your reps)

Step 2: Custom Dispositions, Voicemails & Presets

Dispositions:

• Go to Dial Session Settings > Dispositions
• Copy default > Create:
  • Winbacks Call 1
  • Winbacks Call 2 (no voicemail button)
  • Winbacks Call 3 (no voicemail button)
  • Winbacks Call 4
• You can assign different emails/texts per disposition

Live Answer Set:

• Create “Winbacks” live answer set—same across all calls

Voicemails:

• Upload:
  • Winbacks Call 1
  • Winbacks Call 4

Dialer Presets:

• Create or copy presets:
  • Winbacks Call 1 → includes voicemail
  • Call 2 & 3 → no voicemail
  • Call 4 → includes voicemail
• Assign appropriate dialing sets and voicemails per preset

Step 3: Build Call 2–4 LeadStreams

Repeat similar steps for each call stage:

Winbacks Call 2

• Distribution: “Winbacks Call 2”
• Receiving: Reuse “Winbacks RCV”
• Recycle into: “Winbacks Call 3”
• Recycle time: 3 days
• Use prioritization field

Winbacks Call 3

• Distribution: “Winbacks Call 3”
• Recycle into: “Winbacks Call 4”
• Recycle time: 4 days

Winbacks Call 4

• Distribution: “Winbacks Call 4”
• Recycle into: “Winbacks Done” (folder only, not a lead stream)
• Recycle time: optional (e.g., 1 or 30 days)

Each lead stream uses its own dialer preset and disposition logic. Add your recipients to each.

Step 4: Import Leads

Go to Contacts > Import:

• Upload your file
• Map fields including Lead Prioritization
• Choose “Winbacks Call 1” as the import folder
• (Optional) Add source label: Past Customers
• Skip duplicate checking if needed

Now, leads are loaded into the first step of your campaign and begin flowing through.

Step 5: Start Dialing & Recycle Logic

• Reps go to Leads > Winbacks Call 1
• Because it’s a blind pull, multiple reps can call simultaneously with no overlap
• Contacts are distributed based on lead prioritization and whether they’ve been called
• After 2 days, unconnected contacts automatically move to Call 2, then Call 3, and finally Call 4
• After Call 4, contacts go to a “Done” folder for future review or re-engagement

Step 6: Organize the UI

To keep things clean:

• Group related folders under parent folders (e.g., Winbacks)
• Reorder lead streams (Call 1 → Call 4) in Leads view

Final Thoughts

This 4-step LeadStream campaign ensures your reps follow a structured contact cadence, increasing your chances of reconnecting with past customers while giving your team a consistent, trackable process.

Once set up, just keep feeding data into Winbacks Call 1, and PhoneBurner automates the rest.

Thanks for following along—happy dialing!