A | B | C | D | E | |
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1 | Make a copy of this Google Sheet before using! | ||||
2 | Appointment Setting Evaluation Cheat Sheet | ||||
3 | Questions to ask | 1. Who you can’t help? 2. How can you protect my brand when outsourcing? 3. Can I meet with my SDRs? 4. How do you estimate ROI? 5. How do you build your prospect list? | |||
4 | SalesRoads | X Provider | Y Provider | Z Provider | |
5 | How many days does it take to launch campaign? | 15 business days | |||
6 | What types of services do they offer? | - Full SDR Appointment Setting - Market Research Lead Generation | |||
7 | Average SDR experience | 5 - 10 years | |||
8 | Commitment | Cancel anytime | |||
9 | SDRs Location | In the US | |||
10 | CRM Integration | Yes | |||
11 | Proven track of record (Case studies/Referrals/Reviews) | Yes | |||
12 | Provide sales coaches for SDRs | Yes | |||
13 | Provide client success managers for clients | Yes | |||
14 | Clutch Rating | 4.9/5 | |||
15 | UpCity Rating | 5/5 | |||
16 | How many years of experience does the company have? | 17+ years | |||
17 | How many appointments have been set so far? | 100k+ appointments | |||
18 | Multi-channel approach | Phone calls, emails, and LinkedIn (for research and validation purposes) | |||
19 | Pricing | See our pricing |