Global

Telesales and cold calling: Openings, scripts, call control and compliance for phone-based sellers

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 10 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
45 min
Lessons
6 lessons
Frequency
At onboarding for phone-based sellers
Last reviewed
21 Oct 2026
Gatekeepers, voicemail and follow-up after the call
What would you do?

The assistant asks "what is this about?"

Try it: this is one of 17 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 45 minutes
  • Scenario, sorting activity, process, accordion and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 11 slides
  • Quiz, word cloud, ranking, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 371.0Achieve ≥ 80% on the final assessmentn/aWhole course
SO 371.1Prepare a call with a goal, a reason for calling and a short openerBest practiceWhole course
SO 371.2Deliver the first 15 seconds so the person knows who you are, why you called and what you wantBest practiceWhole course
SO 371.3Run a call through discover, position and ask for the meeting, then follow upBest practice; organisation's playbookWhole course
SO 371.4Handle gatekeepers and voicemail honestly and choose the right follow-up channelBest practiceWhole course
SO 371.5Recognise the consent, do-not-call and recording rules that apply to outbound calls and know who to askUS TCPA; FTC Telemarketing Sales Rule (16 CFR Part 310); UK PECR; national do-not-call registers [secondary]Whole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 10 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 45 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why calls fail, and how to prepare a list, a goal and an opener

3 pages

9 min
Before you beginNoteList
Priya's Tuesday blockTextImage
What makes you hang up?ChecklistKey factQuiz
2

The first 15 seconds

3 pages

9 min
The four parts of an openerTabs
Spot the better openerFlashcards
Rank the openersSorting activityMatching quiz
3

Call flow: discover, position, ask for the meeting

3 pages

9 min
The flowProcess
What each step sounds likeAccordion
Put the call in orderSorting activityChecklistQuiz
4

Gatekeepers, voicemail and follow-up after the call

3 pages

9 min
ScenarioScenario
ScenarioScenario
ScenarioScenarioQuiz
5

The rules for outbound calls, and who to ask

2 pages

6 min
Rules at overview levelAccordionYour infoNoteYour infoYour infoYour info
Who to askProcessYour infoYour infoYour infoYour infoMulti-select quiz
6

Final assessment

1 page

3 min
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

11 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "not legal advice
Word cloudWhat makes you hang up on a sales call?
ContentThe four parts of an opener and the five-step call flow
RankingRank these four invented openers from strongest to weakest
QuizWhat is the main job of the first 15 seconds? (To earn permission to ask a question ✔)
QuizSomeone says "please don't call me again". You… (Stop, record it and follow the do-not-call process ✔)
QuizYou reach voicemail on the third try. The best message is… (Short: name, reason and number ✔)
ScaleHow confident are you opening a call in 15 seconds?
Open-endedThe opener I will try on my next call
Q&AAsk the trainer anything
Content · customiseClosing {{SALES_ENABLEMENT_CONTACT}}, {{COMPLIANCE_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. About how many calls do you make on a typical day, and how many reach the right person? short text
  6. Which part of the call flow will you change first? multiple choice
  7. How confident are you handling a do-not-call request? 1-5 scale
  8. I would tell my manager if a call I made may have broken the calling rules. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the playbook and the compliance contact for calling rules? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

10 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Sales enablement contact{{SALES_ENABLEMENT_CONTACT}}
  • Compliance contact{{COMPLIANCE_CONTACT}}
  • Escalation route{{ESCALATION_ROUTE}}
  • Sales playbook link{{SALES_PLAYBOOK_LINK}}
  • Sales conduct policy link{{SALES_CONDUCT_POLICY_LINK}}
  • Do not call process{{DO_NOT_CALL_PROCESS}}
Show all 10 fields
  • Call recording policy link{{CALL_RECORDING_POLICY_LINK}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run telesales and cold calling: Openings, scripts, call control and compliance for phone-based sellers training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At onboarding for phone-based sellers, before a new outbound campaign, and as an annual refresher on the calling rules.

Who needs this training?

Inside sales reps, SDRs, call-centre sellers and field reps who book meetings by phone (run by L&D with the sales operations or contact-centre lead).

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck