FIELD GUIDE / Dialer
Start with the denominator, not the goal
Run a 60-minute observation with a representative list. Count completed attempts and write down every reason the agent is not speaking. Do not estimate. A team that spends half the hour copying numbers and waiting through rings has room to improve. A team already in conversation most of the hour needs better lists or more people—not a faster button.
Build a cleaner calling loop
- Pre-load lists before the session and remove records missing required fields.
- Keep the script, recent activity, and disposition controls in one view.
- Limit dispositions to outcomes that actually change reporting or follow-up.
- Use a short wrap-up timer, but let agents extend it when a real note is needed.
Match the dialing mode to the work
Do not choose a mode because it promises the largest attempt count. Choose the mode that protects abandonment rules, list quality, caller experience, and agent readiness.
Measure quality beside speed
Weekly capacity review
- Attempts per staffed hour
- Connected conversations per staffed hour
- Average after-call work
- Callbacks completed on time
- Complaint and opt-out exceptions
A safe rollout sequence
Turn the guide into a working system.
Bring your current workflow, lead sources, and bottlenecks. The production page will route this action to a Straton walkthrough.
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