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Expand Up @@ -57,6 +57,34 @@ HubSpot based on the outcome of each call. Lifecycle stage will be set to
`Disqualified` and lead status will be set to `Unqualified` for all contacts
that have no business relevance.

##### Call Outcomes and Definitions

When you log a call, pick the outcome that best matches what happened. Using the same definitions across the team keeps our reporting accurate.

-Busy: The prospect answered but couldn't talk. They asked you to call back or said something like "I can't talk right now" or "It's a bad time."
-Connected: The prospect you were trying to reach answered and talked with you. They answered at least basic questions, and you gathered some information.
-Left Live Message: You left a message with someone other than the prospect.
-Left Voicemail: You recorded and left a voicemail for the prospect.
-Meeting Booked: you connected with the prospect, and they booked a meeting with an AE.
-No Answer: The prospect didn't answer, and you didn't leave a message.
-wrong Number: The number doesn't belong to the assigned contact.

**Examples**

Left Live Message
- You call for Paul, Tom answers, and Tom offers to take a message for Paul.
- A gatekeeper answers, and you leave a message with them about why you're calling.

Wrong Number
- You call for Paul but reach someone else's direct line.
- You call for PepsiCo but reach a local bottling plant instead.

Tips

- Connected vs. Meeting Booked: If the prospect booked a meeting with an AE, log it as **Meeting Booked**, even though you also connected.
- Busy vs. Connected: If the prospect picked up but couldn't talk and you didn't gather any information, log it as **Busy**.
- Left Live Message vs. Left Voicemail: Use Left Live Message** when you spoke to a real person. Use Left Voicemail when you recorded a message.

##### SDR Focus Areas

**Warm outreach:**
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