Set Up
2X Solutions Setup & Onboarding Worksheets
Adding Records via CSV
Key API & Workflow Integration Insights
Local Presence Dialing
Federal Reassigned Numbers Database (RND)
Federal and State Do-Not-Call (DNC) Lists
Call IQ: Your Outbound Number Reputation Management Engine
What to Expect When You Implement Conversational Voice AI
Why is 2X Different
Try the New 2X Voices Using a Speech-to-Speech Model
2X Texting Overview
Pre/Post-Texting Cadences for New Leads
FAQ
I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?
Getting Calls Outside Office Hours
Are you compliant with Telemarketing Sales Rule (TSR) call time restrictions?
Why do we need to use the 2X outbound number in voicemails?
How does the automatic scheduled callback feature work?
How can I record calls?
Does setting the hours of operation in our back office determine the workflow call schedule?
How to Download and Review Call Results from Your CSV File
How do I permanently stop calls to a specific phone number?
Do we need to call back a record if it's transferred but no one answers on our end?
Can I pause the platform from making calls?
How does the Saturday call feature work?
API and Webhooks
API: Add Record to Workflow
API: Mark Record as Complete
API: Resume Completed Record
API: Call Opt Out
API: Send Sample Postcall Webhook
Webhook: Post-Call
Webhook: Inbound Call
Webhook: Call Transfer Type
Webhook: Inbound Text
Webhook: Inbound Text Classification
Webhook: Inbound Text Response
Webhook: Text Opt-out
Webhook: CRM Send Text
Mastering Workflows
Workflow Overview
New & Aged Lead Script Examples
Aged Leads Example Script
30-Day Workflow Sample
5-Day Sample Workflow
Compliance
Best Practices and Tips
Why Phone Number Branding and Reputation Management Are Essential
Best Day and Time to Call: Boosting Engagement
Landing Page Post-Submission Conversion Boost
Outbound Spam Management
Welcome to the New 2X Metrics Dashboard
Voicemail Best Practices
Release Notes
System Tutorials
How to Export a Workflow Reporting File
How to Update the Holiday Schedule for No-Call Days
How to Complete the Phone Number Registration Form
Understanding the 2X Solutions Dashboard & Call Logs
How to Pause a Workflow
How to Opt Out a Phone Number
How to Set Company Office Hours
How to Navigate the 2X Solutions Back Office
- All Categories
- Mastering Workflows
- 30-Day Workflow Sample
30-Day Workflow Sample
The chart below outlines a 30-day new lead call flow using best practices framework designed to maximize engagement and conversions. You can condense this workflow time frame down to 16 days as well.…
The chart below outlines a 30-day new lead call flow using best practices framework designed to maximize engagement and conversions. You can condense this workflow time frame down to 16 days as well. Our workflows are fully customizable and can be tailored to fit any time period or business objective.
DAY | CALL | TIME | VM |
Day 1 | Call 1 Call 2 | 8:30AM +2 Hours | YES NO |
Day 2 | Call 1 Call 2 | 11AM +2 Hours | YES NO |
Day 3 | Call 1 | 12:30PM | NO |
Day 4 | Call 1 Call 2 | 1PM +2 Hours | YES NO |
Day 5 | Call 1 Call 2 | 10AM +3 Hours | YES NO |
DAY 6 | SKIP | ||
DAY 7 | Call 1 | 11:30AM | YES |
DAY 8-9 | SKIP | ||
DAY 10 | Call 1 | 1PM | YES |
DAY 11 | SKIP | ||
DAY 12 | Call 1 | 9:30AM | YES |
DAY 13 | SKIP | ||
DAY 14 | Call 1 | 11:00AM | YES |
DAY 15 | SKIP | ||
DAY 16 | Call 1 | 9AM | YES |
DAY 17 | SKIP | ||
DAY 18 | Call 1 | 1PM | NO |
DAY 19 | Call 1 | 1PM | YES |
DAY 20-21 | SKIP | ||
DAY 22 | Call 1 | 1PM | NO |
DAY 23 | Call 1 | 1PM | NO |
DAY 24-25 | SKIP | ||
DAY 26 | Call 1 | 1PM | NO |
DAY 27 | Call 1 | 1PM | YES |
DAY 28-29 | SKIP | ||
DAY 30 | Call 1 | 10AM | YES |
How did we do?
Aged Leads Example Script
5-Day Sample Workflow
