Video library

Learn DialSheet, start to first call.

Short videos, in order, from creating your account to running your team. Every tutorial also has written steps below it, so you can skim instead of watch.

Chapter 01

Getting started

What DialSheet is, and everything between signing up and being ready to configure calling.

01In production
DialSheet in five minutes≈ 5 min

DialSheet in five minutes

A full lap of the product — leads, the dialer, dispositions, pipeline, and where everything lives.

  1. 1What DialSheet is: a power dialer and CRM that runs on your own Twilio account, so you pay wholesale rates for calls instead of per-seat software pricing.
  2. 2The Leads table — where your list lives, with tags, filters, and call history on every row.
  3. 3The dialer — one-click calling from the browser with auto-advance, notes, and dispositions.
  4. 4Pipeline, sequences, and tasks — what happens after the call.
  5. 5Settings — where Twilio, email, billing, and your team are configured.
02In production
Create your account≈ 3 min

Create your account

Sign up and complete the four-step onboarding so your workspace is ready to dial.

  1. 1Go to dialsheet.io and click Start free — you can sign up with email.
  2. 2Step 1, Your profile: your name and company, used across the app and on the team leaderboard.
  3. 3Step 2, Compliance and terms: DialSheet places calls through your own Twilio account, so you confirm you will follow TCPA and DNC rules for the places you call.
  4. 4Step 3, Use case declaration: tell us what kind of calling you do — this keeps the platform clean, which protects everyone’s answer rates.
  5. 5Step 4, Telephony: connect Twilio now or skip and do it later from Settings.
Chapter 02

Connect your Twilio

The one-time setup. About ten minutes end to end, and you never touch it again.

03In production
Create a Twilio account≈ 4 min

Create a Twilio account

Set up Twilio from scratch and find the two credentials DialSheet needs.

  1. 1Sign up at twilio.com — the trial account works for testing, but upgrade with a payment method to call numbers you haven’t verified.
  2. 2From the Twilio Console home page, locate your Account SID and Auth Token — these are the only two values DialSheet needs.
  3. 3Add a small balance (US calls cost roughly $0.014 per minute, numbers about $1.15 per month, billed by Twilio at cost).
  4. 4Keep the Console tab open — you’ll paste both values into DialSheet in the next video.

Connect Twilio to DialSheet

Paste in your credentials and pick a phone number — this is the whole integration.

  1. 1In DialSheet, open Settings → Twilio.
  2. 2Paste your Account SID and Auth Token. They’re encrypted at rest — DialSheet uses them only to place your calls.
  3. 3Buy a number right from DialSheet, or select one you already own in Twilio. Local numbers in your prospects’ area codes lift answer rates.
  4. 4Save. The connection check confirms everything is live.
05In production
Make your first call≈ 3 min

Make your first call

Turn on browser calling, grant the mic, and hear a real call connect.

  1. 1DialSheet calls straight from the browser — no desk phone, no softphone install.
  2. 2The first time you dial, your browser asks for microphone access. Allow it.
  3. 3Call your own cell as a test: pick any lead (or create one with your number), press dial, and confirm two-way audio.
  4. 4While connected you can mute, hang up, and use the dialpad for phone menus.
Chapter 03

Import your leads

Get your list out of the spreadsheet and into a table built for calling it.

06In production
Import leads from a CSV≈ 4 min

Import leads from a CSV

Upload thousands of leads at once — columns map automatically.

  1. 1Export your list from wherever it lives — a spreadsheet or another CRM — as a CSV.
  2. 2In DialSheet, open Leads → Import and drop the file in.
  3. 3Columns for name, phone, email, and company map automatically; anything else can become a custom field, so no data gets left behind.
  4. 4Add a tag during import (like the list name) so this batch stays filterable later.
  5. 5Import. Your leads are ready to dial immediately.
07In production
Organize with tags and filters≈ 3 min

Organize with tags and filters

Slice your list so every dialing session starts with exactly the right leads.

  1. 1Tags group leads any way you want — by list, by campaign, by territory.
  2. 2Filters narrow the table: by tag, by disposition, by whether you’ve called them yet.
  3. 3The disposition filter also excludes: hide everyone marked Not interested or Do not call, and dial what’s left.
  4. 4A filtered view is a calling session — set the filter, then start dialing straight down the list.
Chapter 04

Start dialing

The daily workflow: get through a list fast without losing what happened on each call.

08In production
Run a dialing session≈ 5 min

Run a dialing session

One-click dial, take notes live, disposition, auto-advance — the core loop.

  1. 1Filter your leads to today’s list, then dial the first one with a single click.
  2. 2The lead’s full record is in front of you on the call — history, notes, and custom fields.
  3. 3Type notes while you talk; they save to the lead automatically.
  4. 4When the call ends, pick a disposition — Connected, Voicemail, No answer, Not interested — and the dialer advances to the next lead.
  5. 5The rhythm is the point: no copy-pasting numbers, no switching tabs, just the next call.
09In production
Call recordings and history≈ 3 min

Call recordings and history

Every call is logged and recorded — and the recordings live in your Twilio, not ours.

  1. 1Every dial writes a call record to the lead: time, duration, disposition, and your notes.
  2. 2Recordings are stored in your own Twilio account, so you keep them even if you stop using DialSheet.
  3. 3Play a recording from the lead’s history to review a call before the follow-up.
  4. 4Recording rules vary by region — check the consent laws for the places you call.
10In production
Track your numbers≈ 3 min

Track your numbers

Dials, connects, and conversations per day — know whether today was a good day.

  1. 1The tracker shows your activity: dials made, calls connected, and how dispositions broke down.
  2. 2Watch connect rate over time — a falling connect rate is the early warning that a number needs rotating.
  3. 3On a team, the leaderboard shows everyone’s day side by side.
Chapter 05

Follow up and close

Calls start conversations. This is where the rest of the conversation lives.

11In production
Email sequences≈ 4 min

Email sequences

Connect your inbox and put follow-up emails on autopilot after the call.

  1. 1Connect your email in Settings → Email — sequences send from your real address.
  2. 2Build a sequence: a series of emails with delays between steps.
  3. 3Enroll leads from the leads table — after a voicemail, after a conversation, wherever email should pick up.
  4. 4Replies stop the sequence automatically, and every send is logged on the lead.
12In production
Work your pipeline≈ 3 min

Work your pipeline

Move interested leads through stages so deals stop living in your head.

  1. 1The pipeline is a board of stages — drag leads across as deals progress.
  2. 2When a call goes well, move the lead into the pipeline right from the dialer.
  3. 3Each card carries the lead’s whole history, so the next call has full context.
13In production
Tasks and reminders≈ 2 min

Tasks and reminders

“Call me back Thursday” becomes a task that actually resurfaces on Thursday.

  1. 1Create a task on any lead — call back, send the deck, check in next quarter.
  2. 2Tasks with due dates surface when they’re due, so callbacks never depend on memory.
  3. 3Start your day from the tasks list: promised callbacks first, then the cold list.
Chapter 06

Run it as a team

Seats come in $19/month packs of three — never per-user pricing.

14In production
Invite your team≈ 3 min

Invite your team

Add reps in minutes — they share your Twilio and your lead list, with their own logins.

  1. 1Open Settings → Team and invite by email; teammates get a join link.
  2. 2Pro seats come in packs of three for $29/month — ten reps cost $116/month total, not $50 each.
  3. 3Teammates dial through the team’s Twilio automatically; there’s nothing for them to configure.
  4. 4Admins can rename members so the leaderboard reads like your actual team.
15In production
Assign numbers and track the team≈ 3 min

Assign numbers and track the team

Give each rep their own caller ID and watch the whole team’s day on one leaderboard.

  1. 1Assign each rep a dedicated Twilio number, so callbacks reach the person who called.
  2. 2A rep with their own personal Twilio connected uses that instead — personal settings override team assignments.
  3. 3The leaderboard shows dials, connects, and dispositions per rep for the day.

Stuck on anything?

Email support@dialsheet.io and a human will get you dialing. Or check the FAQ for quick answers.

Start freeRead the FAQ