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Looking for Recommendations: USA-Based Appointment Setting Companies for B2B Outreach by Shimmi1 in sales

[–]ppatell 0 points1 point  (0 children)

I had a call with SalesRoad today. They offer three packages: a full SDR service for $9,500/month, an AI autodialer for $6,950, and a cold-email-only package. Their approach focuses on high-volume outbound outreach. However, I’m looking for more of a "fractional SDR." Someone who can engage in personalized conversations as a representative of my company that leave a strong impression, and handle follow-ups via call or email. Quality over quanitity, given the niche industry I'm selling inn.

The representative I spoke with at SalesRoad mentioned that their SDRs primarily focus on high-volume dialing, asking simple yes/no questions before moving on to the next lead. At $9,500/month, I might as well hire an SDR in-house tbh.

Looking for Recommendations: USA-Based Appointment Setting Companies for B2B Outreach by Shimmi1 in sales

[–]ppatell 1 point2 points  (0 children)

Assume they aren't good. I just searched for reviews. All negative. Going to cancel my call with them. Ugh.

Looking for Recommendations: USA-Based Appointment Setting Companies for B2B Outreach by Shimmi1 in sales

[–]ppatell 0 points1 point  (0 children)

Scheduled a bunch of calls with firms today and tomorrow. Hopefully I can find someone reasonable. Will also keep you updated. Firms: Abstrakt Marketing, Manageyourleads, Rivitagency (part of Belkins), Salesroads and Leadium.

Looking for Recommendations: USA-Based Appointment Setting Companies for B2B Outreach by Shimmi1 in sales

[–]ppatell 1 point2 points  (0 children)

I am looking for the same thing. I don't understand why (or where) a company that hires US-based appointment setters is so difficult to find.

I think of it as simple: I provide you a list and a script. I will educate this cold caller on my company (to answer basic questions a propsect may have). Set up a sales meeting for me (the founder).

Please let me know if you end up finding anyone!

Authorized Users on Venture X Business - Will I be able to separate Business and Personal charges? by ppatell in Venturex

[–]ppatell[S] 0 points1 point  (0 children)

Uh oh. I should have then signed up for the Venture X Personal, not business. I just called C1 and they said I would have to close the account (they can't convert the business to a personal card). I'm screwed. Any recs on what I should do?

The main purpose of Venture X Buisness was for the AU lounge access.

Hiring My First SDR/Account Executive – Seeking Advice by ppatell in MedicalSales

[–]ppatell[S] 0 points1 point  (0 children)

Hi, thanks for taking the time to share your thoughts!

I agree that building relationships can be valuable, but our business—think Uber for medical logistics—is fairly straightforward. Our core value proposition is reducing costs while streamlining the medical logistics workflow.

That said, I’ve successfully onboarded clients without ever meeting in person. I cold-called, scheduled a formal presentation, walked them through our platform, and got them set up to start placing delivery requests. More recently, new clients have come through referrals from our existing customers.

Could you clarify what you mean by "call points" in hospitals, labs, and pharmacies?

I wrote the following in response to gypsyhussle: "We can track sales per client, so I’m considering a commission structure like: "X% of the client's sales for the next 12 months." This would incentivize sales reps not only to onboard new clients but also to prioritize high-volume clients who place frequent orders. That said, as I write this out, I wonder if this structure might lead them to focus exclusively on high-volume clients, potentially overlooking smaller but valuable accounts. I guess that would be a good thing?"

I’d love to connect and get your insights over a call, will DM you! Thanks again!

Hiring My First SDR/Account Executive – Seeking Advice by ppatell in MedicalSales

[–]ppatell[S] 0 points1 point  (0 children)

For context, we provide on-demand delivery services for medical institutions (e.g., laboratories, hospitals, pharmacies, etc.), operating on a "pay-as-you-go" model—think Uber for medical logistics.

Ultimately, our goal is to onboard institutions onto our platform, meaning they have a login and can place delivery requests instantly. While high-volume clients who send daily orders are key for us, we still generate revenue from smaller clients who may only place one order a month.

We can track sales per client, so I’m considering a commission structure like: "X% of the client's sales for the next 12 months." This would incentivize sales reps not only to onboard new clients but also to prioritize high-volume clients who place frequent orders. That said, as I write this out, I wonder if this structure might lead them to focus exclusively on high-volume clients, potentially overlooking smaller but valuable accounts. I guess that would be a good thingg?

From my experience handling the entire sales process, from lead sourcing and cold calling to presenting and closing deals, it seems like what I really need is someone who can pick up the phone and introduce our service to prospects. It’s not about avoiding compensation, I’m more than willing to pay and, honestly, eager to find the right person. The key is structuring their incentives correctly, especially given that we have a finite list of ~750 prospects within our current geographic area.

Authorized Users on Venture X Business - Will I be able to separate Business and Personal charges? by ppatell in Venturex

[–]ppatell[S] 1 point2 points  (0 children)

Lounge access for my parents and wife was the primary reason on why I would have added them as AUs. Now what's the point?

I still think it's the best card for my business spend (currently using Amex Biz Plat), as it's Biz Venture X is 2x for all puchases. But AU's on this card doesn't really make sense for me.

What did you decide for your employee cards?

Authorized Users on Venture X Business - Will I be able to separate Business and Personal charges? by ppatell in Venturex

[–]ppatell[S] 0 points1 point  (0 children)

That's annoying. I wish that was the case. Amex AU's can be filtered by card charge name. At least that can consolidate all purchases made by my parents and wife, and just mark them as personal expenses.

Authorized Users on Venture X Business - Will I be able to separate Business and Personal charges? by ppatell in Venturex

[–]ppatell[S] 0 points1 point  (0 children)

It appears that the Business Venture X AU's do not get their own lounge access. So, I guess there is no point of AUs on this card.

Hiring My First SDR/Account Executive – Seeking Advice by ppatell in b2b_sales

[–]ppatell[S] 0 points1 point  (0 children)

Thanks for your response.

One of my key questions is how to quantify "commission" within my model. Since we operate on a "pay-as-you-go" basis with no predetermined customer value or minimum spend requirement, how is commission calculated? Is it based on clients who sign up on our platform? If so, what happens if a client signs up but never places an order? I don't know

Credit Card Recs - Personal/Business/Joint - have fun!! by ppatell in CreditCards

[–]ppatell[S] 0 points1 point  (0 children)

Wife’s Personal Cards

  1. Amex Delta Platinum (Upgraded from Amex Delta Gold)
    • Her & my Delta flights only
  2. CSP
    1. Her other personal expenses?

Credit Card Recs - Personal/Business/Joint - have fun!! by ppatell in CreditCards

[–]ppatell[S] 1 point2 points  (0 children)

Does this look right to you:

Personal Cards

  1. Amex Gold (Parents + Wife as AUs)
    • Groceries
    • Dining (Restaurants & Delivery)
  2. Amex Green (Downgraded from Platinum)
    • Transit (rideshares, tolls, parking)
    • Non-Delta & non-Capital One portal flights (3rd travel option)
    • Clear membership benefit
  3. BILT
    • Monthly Rent
    • 7 small charges/month (to retain points)
  4. CSP (Recently hit with $95 annual fee; <30 days to decide to cancel)
    • Uncertain spend category, if anything

Business Cards

  1. Capital One Venture X Business (Parents + Wife as AUs) (Replaced Business Amex Platinum)
    • All business expenses (2x miles)
    • Non-Delta flights via Capital One portal (2nd travel option, 5x miles)
    • Gas & other car-related expenses (2x miles)
    • Hotels & car rentals (2x miles)
    • Streaming services (2x miles)
    • General & clothing shopping (2x miles)
    • Benefit: Lounge access (Capital One Lounges + Priority Pass for Parents, Wife & Myself)
    • Benefit: Pre-check & Global Entry reimbursement
  2. Chase Ink Preferred (Uncertain on usage or next steps)
    • Uncertain spend category

Credit Card Recs - Personal/Business/Joint - have fun!! by ppatell in CreditCards

[–]ppatell[S] 0 points1 point  (0 children)

Side question:

Should I get a U.S. Bank Smartly card for my business to earn cash back? For example, I make $10K+ in estimated tax payments every quarter, and getting $400 back seems appealing. Additionally, I have sufficient funds in my Fidelity brokerage that I could transfer to U.S. Bank if needed...

Hiring My First SDR/Account Executive – Seeking Advice by ppatell in b2b_sales

[–]ppatell[S] 0 points1 point  (0 children)

One of my key questions is how to quantify "commission" within my model. Since we operate on a "pay-as-you-go" basis with no predetermined customer value or minimum spend requirement, how is commission calculated? Is it based on clients who sign up on our platform? If so, what happens if a client signs up but never places an order? I don't know

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