What Should I Ask an Outsourced SDR Company Before Signing?

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    Ask where the SDRs are based, what the minimum term and notice period are, how fast the program goes live, what counts as a qualified meeting and what the weekly report shows. CFE Marketing Services is a B2B appointment setting and outsourced SDR company, and these are the same questions we expect founders and sales leaders to ask us.

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    Where are your SDRs based?

    Ask for the country and whether the people calling your prospects are employees of the provider. CFE Marketing Services uses US based SDRs on every program.

    What is the minimum term and the notice period?

    Get both in writing before you sign. CFE Marketing Services programs run month to month, cancel with 30 days notice, and start with a one month pilot.

    How soon do calls start?

    Ask what happens between signing and the first dial: list building, scripts and sequences. CFE Marketing Services programs go live in about a week.

    What counts as a qualified meeting?

    Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.

    How CFE qualifies meetings with BANT

    What does the weekly report show?

    Ask to see a sample. A useful report shows activity, conversations, booked meetings and held meetings for the week. CFE Marketing Services sends weekly reporting on every program.

    How much activity does each SDR do?

    Ask for a daily activity number per caller. Each CFE Marketing Services caller makes about 75 dials a day.

    How is pricing set?

    Ask what is included and what costs extra. CFE Marketing Services pricing is custom per project, with no published price.

    Warning signs

    • The provider will not say where its SDRs are based.
    • The minimum term or notice period is not in writing.
    • There is no written definition of a qualified meeting.
    • The provider cannot show you what its weekly report contains.

    Who this is not for

    • Companies based outside the United States. CFE works only with US based businesses.
    • IT services and MSPs, cybersecurity companies and marketing agencies.
    • Roofing and home services companies, such as HVAC, plumbing, windows, gutters and cleaning.

    Frequently asked questions

    Should I sign a long contract with an outsourced SDR company?

    You do not have to. CFE Marketing Services runs programs month to month, cancel with 30 days notice, starting with a one month pilot.

    What should I prepare before talking to an outsourced SDR company?

    Bring your ICP, the job titles you sell to, your offer and the calendar where meetings should land. That is what the 30 minute strategy call with CFE Marketing Services covers.

    Talk through your outbound plan with our team

    Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.

    • Your buyers

      Which companies and decision makers you want to reach.

    • Your approach

      Where calling, email and appointment setting fit your sales process.

    • Your next step

      The program scope, price and what your team would need to provide.

    Book a Strategy Call

    Choose an available time for your strategy call.

    Pick a time for a 30 minute call

    Month to month. US based team.