Cold Call Me

BACKGROUND

Please describe your company and position.

I am the Owner of Clearbridge Consulting

Describe what your company does in a single sentence.

Management Consulting, Executive Coaching & Advisory

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cold Call Me to accomplish?

• Build a predictable, scalable outbound engine that consistently booked qualified sales meetings with decision-makers — so the owner could focus on closing rather than prospecting.
• Stand up a single source of truth and full pipeline visibility by implementing and managing HubSpot CRM, with transparent activity and performance reporting throughout the engagement.
• Convert booked discovery calls into new members for the consulting practice.

SOLUTION

How did you find Cold Call Me?

AI Search

Why did you select Cold Call Me over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Cold Call Me were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Outbound cold call outreach and HubSpot pipeline management

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A dedicated U.S.-based SDR completed ~2,000+ outbound dials over the engagement, producing ~160 live decision-maker connections and 17 booked meetings.

Implemented a fully managed HubSpot CRM as the single source of truth, with weekly LeverBench performance reports and biweekly strategy reviews delivering full activity transparency.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team was flexible to my needs, communicated effectively, and held a high professional standard.

What was your primary form of communication with Cold Call Me?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Lloyd and his team designed a bespoke campaign to meet my specific outreach and recruiting needs. They worked closely with me to develop the strategy and messaging framework. 

Are there any areas for improvement or something Cold Call Me could have done differently?

Nothing to add here, they were great