21 Point Checklist for Setting Up Your Test Program
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1. Write the Direct Marketing Plan and set out your objectives.
2. Define your Target Markets.
3. Call two or three recognized List Brokers to obtain lists covering your Target Markets. Ask for lists which contain names of decision makers and their telephone numbers.
4. If List Brokers are unable to provide the names of the decision makers in your target market, you'll need to use your TSRs to make these calls first. I caution you not to overlook this important first step. Successful telemarketing rides on speaking to the right executives. Sure it costs more to find out who they are - but the results are always consistently better and always more profitable.
5. Develop and test pre-approach letters if necessary.
6. Prepare suitable accommodation for your telemarketing department and staff.
7. Hire Telephone Sales Reps (TSRs).
8. Train, motivate, supervise and monitor TSRs daily - as often as necessary.
9. Prepare Scripts/Call Guides and test.
10. Refine Scripts/Call Guides and test again.
11. Improve Scripts/Call Guides and retest. Repeat this procedure until you crash the break-even barrier.
12. Keep hourly/daily check on results.
13. Mail Fulfillment Packages.
14. Make follow up phone calls - based on promises made. Or on knowledge of when decision maker can be expected to take the call.
15. Plan and develop your Relational Database in all its necessary detail.
16. Obtain or develop a suitable program to run your Relational Database.
17. Obtain Computerized Reports of your results daily, with weekly cumulative summaries - throughout the test period.
18. Define the qualifications for making a person-to-person follow up sales call and make it happen.
19. Define the qualifications for adding a name to your database.
20. Provide detailed Contact Reports about each prospect to each of your salespersons prior to their calling on prospects in person.
21. Prepare and present MIS reports to your management.
 

The above 21 point check list might also be regarded as 21 reasons why you'll be better off hiring a highly experienced telemarketing manager rather than mounting your own test inhouse.


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