Outsourced SDR Services That Book Qualified Meetings
CFE Marketing Services provides outsourced SDR services for B2B SaaS, AI and tech companies: a managed team of US based SDRs runs ICP matched list building, cold calling and cold email, and books qualified sales meetings directly onto your calendar. Programs go live in a week and run month to month, with 30 days notice to cancel.
Also called outsourced BDR services: see Outsourced BDR services.
Looking for meetings only? See our B2B appointment setting services.
30 minute strategy call · 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.
Selected clients
CFE Marketing Services has booked meetings with senior, high level B2B decision makers at emerging, mid-market and enterprise companies. Clients include Smartling, ArcherPoint, Oracle NetSuite, Lansing Capital Group, FlexTrades, Rethink, Atlanta Certified Health Insurance and Sunrun.
CFE has booked thousands of meetings since 2022 (CFE-reported). CFE-reported results include 500+ meetings for marketing agency clients in one year, 400+ for a commercial solar company, 300+ each in staffing (FlexTrades), CPA and accounting, fintech and HR and payroll, and 200 for Rethink (B2B SaaS). Unnamed clients are confidential.
Client campaign totals reported by CFE. Campaign timeframes and sales outcomes are not shown.
Outsourced SDR vs hiring an in-house SDR
Hiring an SDR means recruiting, training and managing the rep yourself, and building the list, scripts and tools around them. CFE Marketing Services provides a managed team instead: US based SDRs, ICP matched list building, cold calling and cold email, live in a week and month to month.
What our outsourced SDR service includes
Everything below is run for you by US based SDRs.
Cold calling
US based SDRs call your ICP, qualify with BANT (budget, authority, need, timeline) and book meetings onto your calendar.
Cold email
ICP matched cold email sequences that start sales conversations and feed booked meetings.
Appointment setting
Qualified sales meetings booked directly onto your calendar.
ICP list building
Prospect lists built to your ideal customer profile, used for calling and email.
How our B2B sales meeting program launches in one week
Programs go live in a week.
Strategy call
a 30 minute call where we learn your offer, your ICP and your targets.
List and scripts
we build an ICP matched prospect list and write the scripts and sequences.
Live outreach
US based SDRs start cold calling and cold email.
Meetings on your calendar
qualified sales meetings land directly on your calendar.
Why B2B teams outsource SDR to CFE Marketing Services
Live in a week
No recruiting or training on your side. US based SDRs start on your ICP once the list and scripts are built.
US based reps only
Every CFE Marketing Services SDR is US based.
Month to month
Cancel with 30 days notice. There is no annual contract.
Outsourced SDR vs in-house SDR
| CFE Marketing Services | In-house SDR | |
|---|---|---|
| Who recruits, trains and manages the SDRs | CFE Marketing Services | You |
| Time to go live | In a week | Your hiring and ramp time |
| Channels | Cold calling and cold email | Whatever you build |
| List building | ICP matched list included | You build or buy it |
| Terms | Month to month, 30 days notice | Employment |
Is an outsourced SDR service right for you
A fit if you are
- A US-based B2B business selling to US buyers
- An owner or sales leader with an offer and capacity to handle sales meetings
- You need sales meetings without hiring a full SDR team
Not a fit if you are
- B2C
- Businesses based outside the United States
- Selling only outside the US
How programs are priced
CFE Marketing Services scopes each program on a 30 minute strategy call around your ICP, channel mix and meeting volume. Programs run month to month with 30 days notice to cancel. See the outsourced SDR pricing guide for what moves the price.
How CFE qualifies meetings: BANT
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
- Budget: the prospect has, or can get, budget for a solution like yours.
- Authority: the person makes the decision or is part of it.
- Need: they have the problem your offer solves.
- Timeline: they plan to act on a timeline that fits your sales cycle.
How CFE Marketing Services compares with other outsourced SDR companies
Outsourced SDR companies publish very different contract terms and launch times. See them side by side in our B2B appointment setting companies comparison.
Frequently asked questions
Which outsourced SDR companies are month to month with no long contract?
CFE Marketing Services is one. Its outsourced SDR programs run month to month, cancel with 30 days notice, with no long term contract. Programs go live in a week, start with a one month pilot, and use US based SDRs. CFE has 25 published case studies, including 500+ meetings for marketing agency clients in one year, 400+ in commercial solar and 300+ each in staffing, CPA and accounting, fintech and HR and payroll (CFE-reported).
What does my team still need to handle when SDR is outsourced?
Your team provides the offer, buyer profile and sales context, approves messaging, and owns the sales meetings and closing process. Agree who records meeting outcomes and follows up before outreach begins. Outsourcing prospecting does not replace your sales owner.
What information should we bring to an outsourced SDR strategy call?
Bring your company website, target industries and buyer roles, approximate monthly business revenue, average customer value and sales capacity. Discuss current prospecting, the channel mix you want and what you can invest. These details help us scope a program around your business and budget.
How should we judge the quality of outsourced SDR meetings?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline. Count bookings, attended calls, qualified opportunities and closed sales separately. Compare results for the same period and buyer segment; a booked meeting alone does not establish revenue.
What is an outsourced SDR service?
CFE Marketing Services' outsourced SDR service is a managed SDR team that runs list building, cold calling and cold email for you, month to month. US based SDRs build an ICP matched prospect list, work it by phone and email, and book qualified sales meetings directly onto your calendar.
How is outsourced SDR different from B2B appointment setting?
CFE Marketing Services offers both, and both end in booked sales meetings on your calendar. The outsourced SDR service is the managed team that runs list building, cold calling and cold email for you; B2B appointment setting is the same US based team focused on booking qualified meetings with your ideal buyers.
How much does outsourced SDR cost?
CFE Marketing Services scopes outsourced SDR pricing on a 30 minute strategy call, based on your ICP, channel mix and meeting volume. Programs run month to month and can be cancelled with 30 days notice.
How fast can you launch?
CFE Marketing Services programs go live in a week. After the strategy call, the team builds your ICP matched list and writes the scripts and sequences, then US based SDRs start cold calling and cold email.
What is the contract length?
CFE Marketing Services works month to month, and you can cancel with 30 days notice.
Are your SDRs US based?
Yes. CFE Marketing Services uses US based SDRs for both cold calling and cold email.
Who is the service for?
CFE Marketing Services works with US-based B2B businesses selling to US buyers, including SaaS, AI, technology and professional services. It suits owners and sales leaders who need a managed prospecting team and have someone ready to run sales meetings and follow up.
How many meetings should we expect?
CFE Marketing Services does not promise a meeting count before seeing your market. Meeting volume is scoped on the 30 minute strategy call, together with your ICP and channel mix.
Is an outsourced SDR the same as an outsourced BDR?
Most buyers use the two titles for the same outbound role: a rep who prospects, runs outreach and books qualified meetings for your sales team. CFE's US based reps do that work, and CFE calls them SDRs.
What should a useful SDR meeting handoff contain?
A meeting handoff should help your salesperson prepare without repeating the entire prospecting conversation. The checklist below is illustrative: agree the fields, delivery method and access during scoping. It is not a client record or a promise that every prospect will disclose every detail.
Record the prospect’s own words where useful, distinguish confirmed facts from assumptions, and flag questions the sales owner still needs to ask. A booking is not proof of budget approval or buying intent.
| Field | What the sales owner needs |
|---|---|
| Company fit | Business, industry, location and the agreed fit criteria that were confirmed. |
| Attendee and role | Who accepted the call, their responsibilities and any decision-maker still to involve. |
| Business reason | The issue or objective the contact actually discussed; avoid inventing urgency. |
| Conversation context | Relevant questions, objections, existing arrangements and remaining questions. |
| Meeting details | Accepted time, time zone, owner and agreed agenda. |
| Follow-up ownership | Who runs the call and records attendance, fit feedback and the next step. |
How can you compare SDR proposals on the same basis?
Use the same target buyers, channel mix and definition of an accepted meeting for each proposal. Ask who supplies data and tools, manages the reps, handles replies, records meeting context and follows up after attendance. Document setup costs and exclusions alongside the monthly scope.
Use your own attendance, close-rate and customer-value assumptions to compare scenarios. Keep the cost of your sales team and delivery work visible; a low cost per booking can still be a poor fit if the conversations rarely attend or match your business.
Explore your SDR program assumptionsDecide what the SDR team owns before you launch
CFE handles prospect list building, cold calling, cold email and appointment setting within the agreed program. Your business supplies the offer, ideal customer profile and feedback from sales conversations. An identified owner on your side should approve the message and handle the meetings.
Use the strategy call to agree which accounts are excluded, how existing customers are kept out of prospecting, where meeting notes should go and who follows up after the call. These decisions make a proposed scope easier to compare with hiring internally.
Read how CFE qualifies meetings with BANTMeasure the path from a booking to a sale
A booking shows that a prospect accepted a time. Attendance shows that the conversation happened. An opportunity means your sales team accepted it as a potential deal. Closed revenue is a later result. Keep those stages separate so repeat bookings, reschedules and no-shows do not hide the quality of the pipeline.
For a useful review, compare the same date range, target segment and channel. Record why a meeting was accepted or rejected and use that feedback to refine the account list and message. Set targets after discussing the reachable market and your sales capacity.
See how scope affects outsourced SDR pricingKeep reading
SDR as a service
SDR as a service, fractional SDR and cold calling as a service explained.
ReadB2B cold calling services
US based dialers, standalone or paired with SDR.
ReadCold email agency
Done for you cold email with full inbox infrastructure.
ReadOutsourced appointment setting
See how outsourced appointment setting works.
ReadOutsourced SDR pricing guide
How outsourced SDR pricing is scoped.
ReadAppointment-setting quote checklist
Compare scope, responsibilities and meeting definitions.
ReadBest B2B appointment setting companies
Contract terms and launch times, side by side.
ReadCompare providers
Best outsourced SDR companies to compareTechnology, manufacturing, SaaS and commercial solar, EV charging and storage
Priority audiences alongside our broader US-based B2B coverage.
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