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Best Practices

Expert tips and strategies to maximize your ConvertIQ results and call success rates.

Agent Optimization

  • Clear Objectives

    Define specific goals in your system prompt

  • Natural Language

    Use conversational prompts that sound human

  • Test Iterations

    Continuously refine based on call outcomes

Campaign Strategy

  • Quality over Quantity

    Target qualified leads rather than bulk calling

  • Optimal Timing

    Call during business hours for better connection rates

  • Personalization

    Use custom variables for personalized outreach

Success Metrics to Monitor

Connection Rate: % of calls that connect (target: >60%)

Success Score: AI qualification score (target: >7/10)

Appointment Rate: % that book meetings (target: >15%)

Follow-up Rate: % requesting follow-up (target: >25%)

Ready to optimize?

Apply these best practices to improve your campaign performance.

Optimize Agents