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Guide

How to Run a Telemarketing Campaign: Step by Step

Whether you are launching a new campaign or a new client at your BPO, this is the order of play that gets results fastest.

The 8 steps

  1. Define the audience — who can actually buy? (homeowners, over 50s, car owners…)
  2. Buy a test volume — a one-off order of a few thousand records.
  3. Check compliance — consent record, TPS/CTPS screening, caller ID, opt-out handling.
  4. Write the script — who you are, why you're calling, one clear offer.
  5. Set up the dialler — pacing within Ofcom abandoned-call limits.
  6. Measure — contact rate, conversion and cost per sale by data source.
  7. Refine targeting — add or drop filters based on results.
  8. Scale with a feed — move to a monthly live feed once it works.

Questions

How much data should we test with?

Enough for a few days of dialling for your team — often 2,000 to 10,000 records. Use the call centre data calculator to size it.

This guide is general information, not legal advice. For the full rules see the Information Commissioner's Office (ico.org.uk). Last updated October 2026.