Find an Outbound Plan for Your Business
Technology, manufacturing, SaaS and commercial solar, EV charging and storage are priority audiences, not our only industries. Start with your audience, then review the meeting criteria and sales handoff. CFE programs use US-based callers and month-to-month scope.
Book a Strategy CallA 30 minute strategy call to discuss fit, scope and pricing.
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Residential solar | 1,000+ shown appointments | Sunrun | Read the case study |
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Wealth management | 400+ | Wealth management firm (confidential) | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Painting and home services | 250+ appointments | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| Marketing agency | 200 | Marketing agency client (confidential) | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
Technology appointment setting
Hardware, platforms and business software conversations with business buyers.
Buyer guide: appointment setting for ERP and NetSuite partnersManufacturing lead generation
OEMs, industrial suppliers and contract manufacturers reaching procurement, engineering and operations.
Buyer guide: appointment setting for manufacturersB2B SaaS appointment setting
Product demos with relevant business buyers, with clear qualification and sales handoff.
Buyer guide: appointment setting for SaaSCommercial solar, EV charging & storage
B2B appointment setting for commercial solar installers/EPCs, EV charging providers and battery storage businesses. Buyer questions and discovery criteria.
Business consulting
B2B appointment setting for management, operations and strategy consulting firms. Reach relevant business leaders and discuss an outbound plan with CFE.
HR and payroll software
Outbound lead generation for HR, payroll, recruiting and workforce software. Plan buyer targeting, demo qualification and sales handoff with CFE.
Buyer guide: appointment setting for HR, payroll and PEOAI software products
Appointment setting for B2B AI software and automation products. Reach workflow owners with a clear use case and book relevant discovery or demo calls.
Buyer guide: appointment setting for AI companiesCorporate training and learning
B2B appointment setting for corporate training, leadership development and learning platforms. Reach HR and learning leaders with a relevant program.
B2B startups
Outsourced prospecting and appointment setting for B2B startups with a clear offer. Discuss buyer fit, founder-led sales and a practical outbound scope.
Series A and Series B teams
Plan outsourced SDR and appointment-setting support after Series A or Series B funding. Compare sales capacity, target segments and meeting qualification.
Business telecommunications
Outbound appointment setting for business connectivity, voice and telecom products. Plan service-area targeting and meetings with relevant business buyers.
Media and video production
Appointment setting for commercial video, corporate media and production studios. Reach business buyers with a clear project brief and production fit.
Ecommerce and retail solutions
Outbound lead generation for companies that sell to retailers and ecommerce businesses. CFE books qualified discovery meetings.
B2B marketplaces
Plan outbound for B2B marketplace supplier, buyer or partner acquisition. Define the account profile, qualification and handoff with CFE.
MSPs and IT services
Qualified sales meetings for US based MSPs and IT services companies.
Cybersecurity
Qualified sales meetings for US based cybersecurity companies.
Marketing agencies
New-client meetings for US based marketing agencies.
Construction lead generation
Outbound calling into general contractors, developers and specialty trades.
Buyer guide: appointment setting for commercial contractorsSolar lead generation
Conversations with commercial property, facilities and finance buyers for solar installers and EPCs.
Buyer guide: appointment setting for commercial solar EPCsEV charging appointment setting
Discovery meetings with commercial property, workplace and fleet stakeholders for EV charging providers and installers.
Buyer guide: appointment setting for EV charging and storageBattery storage appointment setting
Discovery meetings with site, operations and finance stakeholders for commercial and industrial storage providers.
Buyer guide: appointment setting for EV charging and storageClient results
CFE-reported campaign totals with plain definitions and the questions to ask any agency.
Lead generation for accounting firms and CPAs
Advisory and outsourced accounting conversations booked with qualified business owners.
Buyer guide: appointment setting for CPA and accounting firmsAppointment setting for financial advisors
Discuss audience fit, approved messaging and prospect meeting criteria for your advisory practice.
Insurance lead generation
Commercial and benefits appointments set with decision makers, not switchboards.
Buyer guide: appointment setting for commercial insuranceLegal lead generation
Outbound for B2B practice areas where the case value justifies the conversation.
Healthcare lead generation
Meetings with practice owners, administrators and clinical buying committees.
Buyer guide: appointment setting for healthcare vendorsLogistics lead generation
Freight, 3PL and supply chain appointments booked with shippers who move volume.
Buyer guide: appointment setting for logistics and freightFreight broker lead generation
Booked meetings with shippers, supply chain leaders and logistics buyers for brokerages and 3PLs.
Commercial real estate lead generation
Meetings with property owners, tenants and investors for CRE brokers, syndicators and property managers.
Buyer guide: appointment setting for commercial real estateGuide to defining and qualifying CPA firm prospects
How accounting firms choose target businesses, qualify prospects and compare referrals with outbound.
Staffing agency lead generation
Client meetings with hiring managers opening requisitions across light industrial, IT and healthcare.
Commercial insurance leads
Quote meetings with mid-market owners, CFOs and operations leaders ahead of renewal.
Commercial solar prospect qualification guide
Illustrative questions about site control, buyer roles, supplied energy information and discovery next steps.
Commercial cleaning leads
Walkthroughs booked with facility managers, office managers and property owners.
Parking lot maintenance leads
Walk and quote site visits with property managers, HOA boards and facility directors.
HVAC lead generation
Install and replacement estimates booked with homeowners and commercial property teams.
Painting contractor leads
Interior, exterior and commercial repaint estimates booked on your calendar.
Fencing contractor leads
Residential and commercial fence estimates qualified on material, scope and timeline.
Fintech lead generation
Outbound into finance teams, banks and payment decision makers.
Buyer guide: appointment setting for fintechBiotech lead generation
Technical outbound to research, lab and life sciences buyers.
Buyer guide: appointment setting for biotech vendorsStaffing lead generation
Hiring manager conversations for staffing and recruiting firms.
Buyer guide: appointment setting for staffing agenciesInvestor lead generation for sponsors and fund managers
Booked introductory meetings with prospective investors, family offices and advisors for real estate private equity firms, syndicators and fund managers.
Buyer guide: appointment setting for capital raisers
Not sure your industry fits?
Let’s review your offer, reachable buyers and sales capacity. Use the call to decide whether an outbound program fits your business and what it would involve.
Book a Strategy Call