TARGETING3 min read
Describe your market so TAZ builds the right list
Start small and specific. Twenty good accounts beat five hundred random ones.
- Name the buyer, not the industry: "office managers at dental groups with 3–10 locations".
- Add a place: a state, a metro, or a region you can actually serve.
- Add a size or trigger: headcount, locations, or a recent hire.
- Already have a list? Import the spreadsheet, one row per company.
TIMING4 min read
The best-time window, and why it beats power dialing
One focused block inside the right window does more than dialing whenever there's a gap.
- Call 9–11:30am and 2–4:30pm in the account's local time.
- Work from the top of the queue. Overdue follow-ups come first for a reason.
- Read the last notes before you dial, not during the call.
- Log every outcome before the next dial, even the no-answers.
SCRIPTS5 min read
Question-led openers for any offer
Lead with questions, not a pitch. Your job on the first touch is to learn.
- Open with who you are and one reason you're reaching them today.
- Ask how they handle the problem now and what gets in the way.
- Ask what a good month looks like for them.
- Close on one small next step: a short call, a quote, or a time to talk again.
SEQUENCES4 min read
A 4-touch sequence that doesn't sound like a robot
Most deals are won on the third or fourth touch. The system has to remember for you.
- Touch 1: a call in the best-time window, with a short voicemail.
- Touch 2: a two-line email that references the voicemail and one fact about them.
- Touch 3: a LinkedIn note that asks one question.
- Touch 4: a final call with a clear, easy next step — then log why it's a no.
PRODUCT3 min read
Warmth scores explained
A 0–100 number on every account that says how worth reaching it is today.
- Recent connected calls and replies push warmth up.
- A follow-up that's due or an open quote pushes it up further.
- Days since the last touch slowly bring it down.
- Sort the queue by warmth when you want the hottest accounts first.
SETUP2 min read
Install TAZ on your phone, tablet and desktop
TAZ installs from the browser. No app store, no waiting on updates.
- Android: open TAZ in Chrome, then menu → Install app.
- iPhone and iPad: open TAZ in Safari, then Share → Add to Home Screen.
- Windows and Mac: in Chrome or Edge, click the install icon in the address bar.
- Sign in once on each device. Same account, same queue.