Build today's call list from a raw exported lead file

• Export the raw lead list from the database or marketing platform into a spreadsheet.
• Scan rows to remove duplicates, blank phone numbers, and obvious bad data.
• Cross-reference company locations against time zones to filter out prospects who are outside calling hours.
• Look up missing or outdated phone numbers individually in the directory or data provider.
• Sort and prioritize the remaining contacts by tier, company size, or last touch date.
• Copy and paste the finalized list into the phone dialer queue for the day.

Wasting the first hour of the day cleaning messy data and looking up phone numbers instead of talking to prospects.

1. You

   1. Export the raw lead file

   Export the current lead list from the database or marketing platform as a spreadsheet, including company location, phone number, tier, company size, and last touch date where available.

2. AI

   2. Clean and standardize the rows

   Give the spreadsheet to AI to standardize column formats, remove exact duplicates, and separate rows with blank phone numbers or clearly invalid values. AI should preserve the original data and produce a flagged-record list rather than silently deleting uncertain rows.

3. AI

   3. Assign calling windows and flag phone risks

   Have AI infer each prospect's likely time zone from the available company location and mark contacts outside the agreed calling window. AI can flag missing or suspicious phone numbers, but it cannot reliably confirm that a number is current without an authoritative directory or data provider.

4. You

   4. Set the inclusion and priority decisions

   Decide which time zones and priority tiers to call today, then choose whether uncertain phone records should be excluded, manually verified, or retained for another channel. This determines which prospects enter the dialer and which opportunities are deferred.

5. AI

   5. Build the ordered call list

   Have AI apply the human's rules, remove excluded records, group contacts by calling window, and sort the remaining rows by the chosen priority fields such as tier, company size, and last touch date. Keep unresolved phone records visibly marked so they are not mistaken for verified contacts.

6. You

   6. Load and use the dialer queue

   Check the final row count and the first few records against the source file, then copy the approved list into the phone dialer queue. Handle any manual phone lookups or corrections before dialing those specific contacts.

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