Frequently Asked Questions & How-To Guides
Your step-by-step guide to using all features of COLDCALLHERO.APP.
- 1Navigate to the "Battle Cards" page from the main header.
- 2In the "Enter Company Details" form, type the name of the company you are researching into the "Company Name" field.
- 3Select "Your Service Type" from the dropdown. If your service type isn't listed, choose "Other" and type a brief description in the "Specify Your Service Type" field that appears.
- 4Optionally, enter "Your Product/Service Description". This helps the AI generate more tailored questions (SPIN & Challenger) for your battle card. You can save/clear this description using the buttons provided.
- 5Click the "Generate Battle Card" button.
- 6Wait for the AI to gather information and generate the card. You'll see a loading indicator.
- 7Once generated, review the sections: Recent News, Product Insights, Financial Performance, Market Share Analysis, Top Competitors, Actionable Insights, SPIN Selling Questions, and Challenger-Style Questions.
- 8To save your battle card, click the "Download PDF" button located above the generated card. This will use your browser's print function to save as a PDF.
- 1Navigate to the "Call Scripts" page.
- 2Fill in "Your Product/Service Name" and "Your Company Name". You can also add "Your Product/Service Description". Use the "Save/Clear My Product Info" buttons to manage these locally.
- 3Optionally, provide "Target Audience", "Key Pain Point You Solve", and "Your Key Differentiator" for a more customized script.
- 4Select your desired "Call Tone" (e.g., Friendly, Formal) and "General Urgency Level".
- 5Adjust the "Competitive Urgency" slider. A higher value will instruct the AI to incorporate more competitive pressure into the script. The flame icon size indicates the selected level.
- 6Choose your preferred "Sales Framework" (e.g., Challenger, SPIN) and the "Primary Goal of Call".
- 7Click "Generate Script & Checklist".
- 8Review the generated script sections: Opening Hook & Introduction, Key Questions (tailored to your framework), Value Proposition, Call Checkpoints, Recommended Contact Sequence, Voicemail Scripts, and Next Steps.
- 9The script is interactive! You can click the Edit icon (pencil) next to any text field to modify it. Click the Save icon or blur out of the field to save your changes.
- 10Use the checkboxes next to list items (like questions or contact sequence steps) to mark them as completed.
- 11Click "Download PDF" to save the interactive script and checklist.
- 1Navigate to the "Email Sequences" page.
- 2Under "Your Information", fill in "Product/Service Name", "Company Name", "Product/Service Description", "Your Name", and "Your Title". You can save/clear these details locally using the "Save/Clear My Details" buttons.
- 3Under "Prospect & Outreach Context", optionally enter "Prospect's Name", "Prospect's Company", "Target Audience", "Key Pain Point", and "Key Differentiator" for more personalized messages.
- 4Under "Sequence Configuration", select the "Message Type" (Email, LinkedIn Message, or Text Message), "Message Tone", and "Message Sequence Goal".
- 5Specify the "Number of Messages" you want in the sequence (between 2 and 5).
- 6Click "Generate Message Sequence".
- 7Review the generated messages. Each message will have a purpose, subject (if applicable), and body. You can edit the subject or body by clicking the Edit icon.
- 8To translate a message, select a target language from the dropdown below it and click "Translate". The translated version will appear below the original.
- 9Click "Download PDF" to save the message sequence.
- 1Navigate to the "Objection Trainer" page.
- 2Expand the "Trainer Settings" accordion to configure the training session. Enter "Your Product Name", "Product Description", and "Target Audience". You can save/clear your product name and description locally using the buttons provided.
- 3In "Trainer Settings", also select your "Preferred Sales Framework" for feedback, the "Desired Response Tone", and the "Objection Difficulty" level. Settings are applied automatically when changed if valid.
- 4Click the "Get New Objection" button. An AI-generated objection will appear.
- 5Review the objection and its category, then type your response in the "Your Response" textarea.
- 6Click "Submit Response for Feedback".
- 7The AI will provide an evaluation, including an "Overall Assessment", "Strengths" of your response, "Areas for Improvement", and often a "Suggested Alternative/Tip".
- 8If a "Suggested Alternative" is provided, you can click "Try AI's Suggestion" to copy it into your response field. You can then edit it and resubmit for further feedback.
- 9Repeat by getting new objections or refining your response to the current one.
- 1Navigate to the "Goal Calculator" page.
- 2Enter your "Annual Revenue Target," "Average DealSize," "Win Rate %," "Lead to Opportunity Rate %," "Call/Connection to Lead Rate %," and "Working Days Per Year."
- 3Click the "Calculate My Sales Activities" button.
- 4Review the "Your Calculated Sales Activities" section. It will show Deals Needed, Opportunities Needed, Leads Needed, and total Calls/Connections Needed for the year.
- 5The "Activity Breakdown" section shows the required Calls/Connections per Day, Week, and Month.
- 6Click "Download PDF" to save the results.
- 1Navigate to the "Pipeline CRM" page.
- 2Click the "Choose File" button under "Upload Leads from CSV" and select a .csv file from your computer.
- 3The system will attempt to parse the CSV. The first row should contain headers. Fields with commas should be in double quotes.
- 4If successful, the imported leads will be displayed in a table below. The number of records imported will be shown.
- 5Note: This tool currently only displays imported data. Saving, editing, and stage management are planned future enhancements.
- 1Navigate to the "KPI Tracker" page.
- 2This tool is currently under development. The page outlines planned features:
- 3- Team Member Management: Add team members and set targets.
- 4- Daily KPI Logging: Log daily metrics like calls, talk time, demos booked, deals closed, etc.
- 5- Performance Dashboard: Visualize team and individual performance, including key ratios and trends.
- 6Check back later for updates on this feature!