B2B Appointment Setting Pilot

The Proven Process That Works – B2B Appointment Setting Activation Funnel

Step 1: Market Research and Database Development

We do a thorough assessment of the marketplace and your positioning so we completely understand all aspects of your sales mix – including key selling features and how each affects those segments of the market you’re after. As well, we set up and manage a database that becomes an important source of ongoing business intelligence.

Step 2: Prospect Targeting

From our Market Research we identify target segments and prospects to develop a profile for each. We take this stage to an extraordinary level of detail to create re-usable contact management systems. This builds the foundation for maximizing lifetime value from each prospect.

Step 3: Campaign Modeling

We then create the QA Prospect Experience Model, and, through role-play and situational modeling we develop the optimal context to nurture this lead. In this way we model a series of scenarios where we do the necessary preparation (and rehearsal!) to put the best professional foot forward to achieve success.

Step 4: Test Pilot Program

With a Plan in place we conduct a small Pilot to fill in the gaps. The feedback at this stage invariably provides the fine-points’ learning that leads to success. We’ve seen it many times: there are subtleties in learning from the Pilot that produce breakthrough results!

Step 5: Execution and Iteration

Our LEADSBIXAMPLE ACTIVATION FUNNEL is managed by trained Business Development Coordinators. They have identified strategic industry segments and qualified decision-makers as prospects. They have modeled the different scenarios that occur in making contact with your future customers. They have rehearsed their role. Following a test-Pilot stage, they are ready for success. It’s a proven process that works.

How We Do It –

YOU

Set the opportunity criteria and define an acceptable outcome.
Select the marketplace and product/solution to be represented.
Provide us a point of contact and a training session/review before we start.

Then WE (using your criteria):

Will procure the most relevant marketing list for your campaign.
Will create and perform the interview to provide context for the message, background, prospect intake questions and value proposition.
Will review all your media, sites and collateral to create a solid foundation.
Will create talking points to navigate all components of your offering.
Will assign a team of retired executives and senior consultants to communicate on your behalf
Will go to work to provide you with sustainable and qualified sales opportunities.
Will commit to transparency and accountability through every aspect of the process.