# EBQ
EBQ Reviews (43), Pricing, Services & Verified Ratings

- 4.8 out of 5 average review rating
- 1 connections joined EBQ's Network

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**Outsourced B2B Sales & Marketing**
EBQ provides services to help your business scale through every stage of the sales cycle: CRM Consulting, Data, Marketing, Appointment Setting, and Sales.

We have teams that are dedicated to each phase of the buyer’s journey, which can be sourced to fill gaps or increase the velocity of your sales efforts.

Each team is trained on best practices and fully managed on your behalf to provide pipeline creation and revenue growth.

## Company Information
- Minimum project size: $5,000+

- Number of employees: 250 - 999
- 1 Locations:
  - Austin, TX (Headquarters)

- Founded in 2006



## Services, Focus Areas, Industries, and Clients

### Service Lines

- 40% Sales Outsourcing

- 20% CRM Consulting and SI

- 20% Email Marketing

- 10% Call Center Services

- 10% Other Digital Marketing


### Focus Areas

- CRM Solutions:
    - 70% Salesforce CRM Consulting & Implementation
    - 30% HubSpot CRM Consulting & Implementation

- Sales Outsourcing:
    - 40% B2B Appointment Setting
    - 30% B2B Lead Generation
    - 30% B2B Lead Qualification

- CRM Functions:
    - 40% Marketing automation
    - 40% Sales automation
    - 10% CRM Customer Support
    - 10% Other CRM focus


### Industries

- 30% Information technology

- 10% Manufacturing

- 15% Other industries

- 10% Retail

- 15% Business services

- 10% Financial services

- 10% Medical


### Clients

- 40% Small Business (<$10M)

- 40% Midmarket ($10M - $1B)

- 20% Enterprise (>$1B)


## Pricing Snapshot

Average rating for cost based on this provider's reviews: 4.5 out of 5


**What Clients Have Said** *(This summary is based on verified Clutch reviews.)*:

EBQ offers competitive pricing and strong value, with clients reporting 3-5x return on investment. Engagements range from $2,500 to $200,000 annually, emphasizing their adaptability to various budgets. Clients appreciate their responsive communication and effective lead generation, contributing to high conversion rates.


**Most Common Project Size**: $10,000 to $49,000 based on 34 reviews
*(Pricing information for this provider is based on reviews where the project size was available.)*

### Pricing by Service

- Call Center Services: $10,000 to $49,000 based on 14 reviews

- Sales Outsourcing: $10,000 to $49,000 based on 11 reviews

- Email Marketing: $50,000 to $199,999 based on 6 reviews

- Advertising: $10,000 to $49,000 based on 5 reviews

- Business Consulting: $10,000 to $49,000 based on 4 reviews

- Other Digital Marketing: Less than $10,000 based on 4 reviews

- Market Research: $10,000 to $49,000 based on 3 reviews

- Custom Software Development: Less than $10,000 based on 2 reviews

- Content Marketing: $10,000 to $49,000 based on 1 review

- HR Consulting: $50,000 to $199,999 based on 1 review

- Digital Strategy: $50,000 to $199,999 based on 1 review

- Other IT Consulting and SI: $10,000 to $49,000 based on 1 review

- CRM Consulting and SI: $50,000 to $199,999 based on 1 review

- Content Writing Services: $50,000 to $199,999 based on 1 review

- IT Staff Augmentation: $10,000 to $49,000 based on 1 review



## Reviews

Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews)


### EBQ Review Insights

Overall Review Rating: 4.8
- Quality: 4.8
- Schedule: 4.9
- Cost: 4.5
- Willing to Refer: 4.8



### Top Mentions

- Communicative (12 mentions)

- Timely (12 mentions)

- Great project management (8 mentions)

- Proactive (8 mentions)

- Professional (7 mentions)

- Easy to work with (5 mentions)

- Collaborative (4 mentions)

- Flexible (4 mentions)

- Great team (4 mentions)

- Adaptable (3 mentions)

- Detail-oriented (3 mentions)

- Exceeds expectations (3 mentions)

- Team players (3 mentions)

- Transparent (3 mentions)

- Unique expertise (3 mentions)

- Well-organized projects (3 mentions)

- Experienced (2 mentions)

- High-quality work (2 mentions)

- Personable (2 mentions)

- Receptive (2 mentions)



### Review Highlights

**Challenges with Staff Turnover**
Some clients experienced issues with staff turnover, which led to periods of adjustment and slower momentum. However, transitions were generally handled well.

**Effective Lead Generation Services**
EBQ consistently delivers high-quality leads and schedules meetings for various industries, including software, IT, and financial services. Their efforts often result in significant pipeline growth and revenue generation for clients.

**Positive Cultural Fit and Values Alignment**
Many clients choose EBQ for their alignment in company values and culture, which fosters a collaborative and effective working relationship.

**Data-Driven and Strategic Approach**
EBQ employs a data-driven approach in their operations, providing strategic insights and continuously optimizing their processes for better results.

**Limited Proactive Strategy Guidance**
A few clients noted that EBQ could improve by providing more proactive strategic guidance rather than waiting for direction, which could enhance project effectiveness.

**Seamless Integration with Client Systems**
EBQ integrates seamlessly with client systems such as Salesforce and HubSpot, enhancing collaboration and ensuring smooth project execution.

**Adaptable and Flexible Services**
EBQ is highly adaptable, quickly integrating into clients' systems and workflows. They are willing to adjust strategies and processes based on client feedback, demonstrating flexibility.

**High Return on Investment**
Clients report a significant return on investment from EBQ's services, with several noting that revenue generated from leads and meetings far exceeded the cost of the service.

**Strong Project Management Skills**
Clients praise EBQ's project management for being proactive, communicative, and timely. They are known for their responsiveness and ability to meet deadlines, making them reliable partners.

**Industry Expertise and Knowledge**
EBQ's team is knowledgeable about various industries, which allows them to effectively tailor their lead generation and sales strategies to each client's specific market.


### EBQ Reviews


#### CRM Mgmt, Call Center & Blog Writing for IT Service Provider
**The Project**
- Services: CRM Consulting and SI, Call Center Services, Content Writing Services
- Project size: $50,000 to $199,999
- Project length: July 2024 - Ongoing

**Project Summary**: EBQ provides B2B telemarketing services, content writing, and HubSpot administration for an IT service provider. The team finds and qualifies leads, conducts outbound calls, and writes SEO-optimized articles.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Head of Marketing, IT Service Provider
- Industry: Information technology

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 21, 2025

**Feedback Summary**: Thanks to EBQ's efforts, the client has seen a minimum of 100 telemarketing calls per day with detailed logs and increased revenue. The team has met deadlines, addressed challenges proactively, communicated clearly, and exceeded expectations. EBQ's professionalism and dedication are exemplary.
""Working with EBQ was a seamless and rewarding experience.""

**BACKGROUND**
Please describe your company and position.I am the Head of Marketing of an IT service providerDescribe what your company does in a single sentence.Applied Tech provides managed IT services and co-managed IT solutions, helping businesses optimize their technology, enhance cybersecurity, and streamline operations with expert support.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?HubSpot AdministrationLead GenerationCreate Marketing Content

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Pricing fit our budgetGreat culture fitReferred to meCompany values alignedHow many teammates from EBQ were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Scope of Services1. B2B Telemarketing ServicesLead Generation:Identify and qualify potential leads based on specific criteria.Conduct outbound calls to targeted businesses to present our products and services.Appointment Setting:Schedule meetings between prospects and sales representatives.Confirm and document appointment details in our CRM and calendar space.Database Management:Maintain and update a list of contacted businesses.Provide regular reports on call outcomes, including metrics like the number of calls made, leads generated, and appointments set.2. Technical Content Writing ServicesCreate high-quality, engaging content to support our technical and marketing initiatives, including:Blog Articles:Research and write SEO-optimized articles on industry-related topics.Content Review and Editing:Review existing materials for technical accuracy, clarity, and consistency.3. HubSpot Administration ServicesManage and optimize HubSpot to enhance our marketing and sales efforts, including:Setup and Maintenance:Configure and update HubSpot settings, workflows, and integrations.Perform periodic data cleanup and deduplication.Campaign Management:Build, launch, and track email campaigns and landing pages.Set up lead scoring and automated nurturing workflows.Reporting and Analytics:Generate detailed performance reports for marketing and sales campaigns.Provide insights to optimize strategies based on data analysis.User Training and Support:Train team members on HubSpot features and best practices.Offer ongoing troubleshooting and technical support. DeliverablesWeekly progress reports for each service area.A minimum of 100 telemarketing calls per business day with detailed logs.Monthly HubSpot performance and optimization reports.Documentation for all workflows, campaigns, and processes created in HubSpot.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Weekly progress reports for each service area.A minimum of 100 telemarketing calls per day with detailed logs.Meetings set per month.Revenue generated from those meetings set.Monthly HubSpot performance and optimization reports.Documentation for all workflows, campaigns, and processes created in HubSpot.Describe their project management. Did they deliver items on time? How did they respond to your needs?Working with EBQ was a seamless and rewarding experience, thanks to their exceptional project management and commitment to timely delivery. From the outset, their team demonstrated a clear understanding of our objectives, maintained open communication, and provided regular updates on progress. Milestones were met with precision, and any challenges were addressed proactively, ensuring the project stayed on track. Deliverables were not only completed ahead of schedule but also exceeded our expectations in quality and attention to detail. Their professionalism and dedication instilled confidence throughout the process, making them a trusted partner for future collaborations.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The commitment of excellence from the top (CEO) all the way to the front-line employees that were doing the tacticle work. Every member of the EBQ team that I have met or had the chance to interact with is not only impressive, but I would hire without blinking an eye.Are there any areas for improvement or something EBQ could have done differently?None that I can think of at this time.


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#### Sales Outsourcing for Software Company
**The Project**
- Services: Sales Outsourcing
- Project size: Confidential
- Project length: May - Oct. 2024

**Project Summary**: EBQ was hired by a software company to get the contact information of hotel general managers by calling hotel locations in their target markets. This involves booking meetings and setting appointments.

**Review Rating**: 4.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 3.0
- Willing to Refer: 5.0

**The Reviewer**
VP Marketing, Ocra
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Nov 22, 2024

**Feedback Summary**: EBQ's efforts resulted in high call volume and meetings completed and updated contact information for leads in HubSpot. They were prompt, attentive, and highly communicative. The team went above and beyond to address issues and solve problems and was highly organized in their delivery.
""The people who work at EBQ were really good partners.""

**BACKGROUND**
Please describe your company and position.I am the VP Marketing of OcraDescribe what your company does in a single sentence.Ocra works with parking operators, parking asset owners, and hotels to help them better manage rates and inventory for their parking assets to optimize yield and increase revenue. 

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Get contact information for hotel general managers by calling hotel locationsBook meetings with hotel general managers

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Referred to meCompany values alignedHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ dialed from a list of leads that Ocra provided to get contact information for the general managers at hotels in target markets. When they connected with the General Manager, EBQ would pitch Ocra and set an appointment, referring the GM to our CEO for a discovery meeting. Primary delivery was meetings booked.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Success looked like high call volume, updated contact information for leads in HubSpot, and ultimately, meetings set. On Ocra's end, success looked like meetings completed and deals signed.Describe their project management. Did they deliver items on time? How did they respond to your needs?Extremely prompt and attentive. Highly communicative and responsive, often going above and beyond to address issues and solve problems. Very organized in their delivery of information and updates. Prompt and reliable.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The people who work at EBQ were really good partners. Dante, our Sales contact who was with us from Day One, is extraordinary in his role and a fantastic human, to boot. The team that he assembled for us experienced some turnover throughout the duration of our partnership and he did a great job providing stability and being transparent about what each change meant for our business.Are there any areas for improvement or something EBQ could have done differently?We were assigned 4 different reps during our 6-month tenure. While the transitions were handled well, it meant that there were several ramp-up periods of lower call volume and slower momentum. There wasn't much feedback from them on how well the messaging was working, and we provided all of that ourselves so it would have been go to know what was landing and what wasn't so we could adjust. But even through less-than-smooth periods, the EBQ people were terrific partners, and we worked through everything as a team. Really appreciate their partnership.


---

#### Sales Outsourcing for Education Software Company
**The Project**
- Services: Call Center Services, Email Marketing
- Project size: Confidential
- Project length: Apr. - Aug. 2024

**Project Summary**: In line with their account-based marketing efforts, an education software company hired EBQ for their sales outsourcing services. The team was tasked calling and emailing 1,250 targeted customers.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Marketing Demand Generation Manager, K12 Insight
- Industry: Education

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 22, 2024

**Feedback Summary**: With EBQ's help, the client successfully booked seven new meetings for their sales team. EBQ's thorough approach enabled them to stay on top of every task, consistently provide detailed updates, and ensure quality results. Also, their personable and kind attitude made them a joy to work with.
""EBQ consistently met or exceeded our expectations.""

**BACKGROUND**
Please describe your company and position.I am the Marketing Demand Generation Manager of K12 InsightDescribe what your company does in a single sentence.K12 Insight helps districts automate workflows across departments, centralize inbound and outbound communications, create a culture of customer service, and listen to their community through a powerful customer service platform with a generative AI-powered chatbot, in addition to expert-led research services, a DIY survey solution, and professional development. 

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Increase the number of meetings booked with our sales teamIncrease the number of sales qualified leads

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Following a major account-based marketing campaign, EBQ was responsible for calling and emailing a target list of 1,250 people. They learned the talking points and offer for the campaign and practiced major objections to help them perform in the prospect communciations.EBQ tracked their activity in the company's CRM, Salesforce, and transferred open opportunities to the company's sales reps. They also sat in on initial meetings with the prospects and sales reps to learn more about objection mnanagement for the company.   

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?EBQ scheduled 7 new meetings for our sales reps. Describe their project management. Did they deliver items on time? How did they respond to your needs?EBQ was exceptionally professional, thorough, and on-top-of-things! Our entire team was blwn away week after week as EBQ consistently met or exceeded our expectations. What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?EBQ's communications are on point. They're so thorough in their updates, we never felt confused or unsure about a single deal or activity. On top of that, they were so kind and personable — it was just an added treat to have a team not only great at their jobs, but also fun to work with!Are there any areas for improvement or something EBQ could have done differently?None whatsoever. 


---

#### Business Dev for Tech Consulting Company
**The Project**
- Services: Email Marketing, Sales Outsourcing
- Project size: $10,000 to $49,999
- Project length: Dec. 2023 - July 2024

**Project Summary**: A tech consulting company hired EBQ to provide outsourced business development services. The goal was to show prospective companies the services and how they could grow a more productive cloud environment.

**Review Rating**: 4.0
- Quality: 4.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Technical Account Manager, GOBI Technologies
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 25, 2024

**Feedback Summary**: EBQ could promptly deliver their data builds to the client and respond to their assigned tasks or deliverables. Also, the team has been communicative and easy to talk to during meetings and through emails.
""They were up-front and willing to collaborate on fine details to produce a deliverable.""

**BACKGROUND**
Please describe your company and position.I am the Technical Account Manager of GOBI TechnologiesDescribe what your company does in a single sentence.GOBI Technologies is a technology management and consulting firm. Since 2008, we have become a strategic technology partner to our clients. Supporting their innovation and services through operation management, modernization solutions, and affordable industry solutions that empower them to grow on reliable technology.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Close New Business

**SOLUTION**
How did you find EBQ?Worked with them previouslyWhy did you select EBQ over others?Pricing fit our budgetGood value for costCompany values alignedFamiliarityHow many teammates from EBQ were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ was to provide outsourced Business Development services through phone, email, etc. to selected contacts from selected companies. They were to tell prospective companies about our company services and how they could help them grow a more productive, secure cloud environment.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Scheduled meetings and signatures.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they were always able to delvier their data builds to us in a timely manner and also respond with whatever tasks/delvierables we assigned them. They would reply either during our meetings or through email.What was your primary form of communication with EBQ?Virtual MeetingWhat did you find most impressive or unique about this company?Their people. They were up-front and willing to collaborate on fine details to produce a deliverable.Are there any areas for improvement or something EBQ could have done differently?Perhaps learn more about our services and products to carry the initial conversations further with the prospects.


---

#### Email Mktg & Cold Calling for Water Quality Monitoring Co
**The Project**
- Services: Call Center Services, Email Marketing, Sales Outsourcing
- Project size: $50,000 to $199,999
- Project length: Jan. 2022 - Mar. 2023

**Project Summary**: EBQ provided email marketing and cold calling services for a water quality monitoring company. The team integrated with the client's CRM and was responsible for following up on qualified leads.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
SVP Marketing, KETOS
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Dec 6, 2023

**Feedback Summary**: As a result of this engagement, the client saw a 400% increase in the average number of appointments. EBQ had a collaborative approach and proactively communicated their progress with the client. Furthermore, they were data-driven, timely, and responsive, which resulted in a seamless workflow.
""Everything about this company is impressive.""

**BACKGROUND**
Please describe your company and position.I am the SVP Marketing of KETOSDescribe what your company does in a single sentence.Automated water quality monitoring technology for industrial, ag, and municipalities.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Follow-up on qualified leads and set appointmentsTest new markets with cold call campaigns

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Great culture fitReferred to meCompany values alignedStrategic AlignmentHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We asked EBQ to integrate with our CRM, receive automated lead alerts, prioritize, and follow up on qualified leads delivered from marketing.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Once fully ramped, EBQ increased the average number of appointments set by over 400%. In addition, the revenue generated from those meetings more than paid for their service.Describe their project management. Did they deliver items on time? How did they respond to your needs?The EBQ team was proactive, communicative, data-driven, and effective. In addition, they were humble and collaborative in their approach. Most of all, I very much appreciated their speed of movement. There were times (especially in on-boarding) when I had a hard time keeping up - and that's rare!What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Everything about this company is impressive. The speed at which they move. The quality of their team. Their willingness to listen, test, and iterate. The effectiveness of their service. The care and dedication they have to your initiatives - it's like they are a part of your team.Are there any areas for improvement or something EBQ could have done differently?I can't think of any areas for improvement. EBQ is hands-down the best vendor I have ever used for B2B appointment setting.


---

#### Sales & Marketing Services for Education Support Firm
**The Project**
- Services: Call Center Services, Email Marketing, Other Digital Marketing, Sales Outsourcing
- Project size: $200,000 to $999,999
- Project length: Jan. 2020 - Sep. 2023

**Project Summary**: EBQ provided outsourced sales and marketing services for an education support firm. The team was responsible for lead generation, appointment setting, and demand generation services.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 4.5

**The Reviewer**
CEO, Education Support Firm
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Oct 1, 2023

**Feedback Summary**: EBQ's efforts successfully converted leads into paying customers, meeting expectations. Their attentiveness and proactiveness resulted in a smooth and collaborative working relationship, and internal stakeholders praised EBQ's dedication to success.
""They proactively addressed any concerns or requests, ensuring a smooth and collaborative working relationship.""

**BACKGROUND**
Please describe your company and position.I am the CEO of a software companyDescribe what your company does in a single sentence.Our company is the most powerful decision support system for higher education.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Marketing CampaignsCold CallingWebsite Design

**SOLUTION**
How did you find EBQ?don't rememberWhy did you select EBQ over others?High ratingsPricing fit our budgetHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ supported Enflux by providing outsourced sales and marketing services. They have expertise in lead generation, appointment setting, and demand generation, which can help Enflux expand its reach and customer base.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Lead Conversion Rate: We tracked the percentage of leads generated through these channels that successfully converted into paying customers. Sales Pipeline Growth: We monitored the expansion of our sales pipeline as a result of these lead generation activities. Cost per Acquisition (CPA): We aimed to lower the cost per customer acquisition, ensuring efficient use of resources.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was commendable. They consistently delivered items on time, demonstrating a strong commitment to meeting deadlines. Additionally, their responsiveness to our needs was impressive. They proactively addressed any concerns or requests, ensuring a smooth and collaborative working relationship.What was your primary form of communication with EBQ?Virtual MeetingWhat did you find most impressive or unique about this company?What stood out most about this company was their unwavering dedication to delivering exceptional results. Their ability to consistently exceed expectations and their commitment to innovation in our industry were truly impressive.Are there any areas for improvement or something EBQ could have done differently?When considering areas for improvement or changes that EBQ could have made, one aspect that would have been valuable is a more proactive approach from their project management team. Specifically, it would have been beneficial if they had taken the initiative to provide guidance and insights, advising us on the best strategies to achieve our goals, rather than solely waiting for us to direct the course of action. This proactive communication could have enhanced the overall effectiveness of our collaboration.


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#### Data Cleanup & Outreach Marketing for Web Hosting Provider
**The Project**
- Services: Email Marketing, Other Digital Marketing, Sales Outsourcing
- Project size: $50,000 to $199,999
- Project length: Jan. 2023 - Ongoing

**Project Summary**: EBQ provides a web hosting provider with data cleanup and outreach marketing services using their Salesforce instance. They manage the client's email, call, and LinkedIn outreach campaigns.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
VP of Sales, Web Hosting Provider
- Industry: Other industries

- Client size: 501-1,000 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 21, 2023

**Feedback Summary**: EBQ has helped the client generate tens of thousands of dollars in the pipeline, which is starting to turn into revenue. They've also enabled the client to increase engagement and set more meetings with their contacts. Moreover, their team is proactive and responsive to the client's requests.
""They are very responsive to all our requests and have proactively worked to fine-tune our campaigns.""

**BACKGROUND**
Please describe your company and position.I am the VP of Sales of an it services companyDescribe what your company does in a single sentence.We're a web hosting provider with solutions from bare metal dedicated hardware to fully managed VMware cloud setups.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Resurrect closed lost opportunities.Generate leads targeting competitors.Re-engage with our existing partner base.

**SOLUTION**
How did you find EBQ?Online SearchWhy did you select EBQ over others?Great culture fitRequirements fitHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ provides data cleanup services adding key contacts to our target accounts. They then rely heavily on phone calls, along with emails and LinkedIn outreach, to setup appointments with our sales reps. They work out of our Salesforce instance and have warm handoffs to kickoff the meetings they set.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?We were able to generate tens of thousands of dollars in the pipeline and have begun to see that pipeline turn into revenue. We also measure engagements they have with contacts, their rep activity, and meetings set.Describe their project management. Did they deliver items on time? How did they respond to your needs?We have an overall project lead, separate leads for the calling and data portion of services, and then outbound sales reps. They are very responsive to all our requests and have proactively worked to fine-tune our campaigns.What was your primary form of communication with EBQ?In-Person MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I love their phone-first approach and that they work out of our Salesforce instance.Are there any areas for improvement or something EBQ could have done differently?None.


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#### Customer Support for Cloud Communications Company
**The Project**
- Services: Sales Outsourcing
- Project size: Confidential
- Project length: Jan. 2022 - Jan. 2024

**Project Summary**: A cloud communications company hired EBQ for their customer support services. The team is responsible for improving customer relations, issue resolutions, and sales marketing.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Sr. Director of Product Mktg., Cloud Communications Company
- Industry: Information technology

- Client size: 1,001-5,000 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 19, 2023

**Feedback Summary**: EBQ's campaigns have resulted in high contact rates and documented conversations, resulting in a continued fruitful partnership. The team is highly attentive to the client's needs, and internal stakeholders praise the service provider's responsiveness and customer relations expertise.
""They took the initiative to modify our inputs into what they needed for successful outbound campaigns.""

**BACKGROUND**
Please describe your company and position.I am the Senior Director, Product Marketing of an information technology companyDescribe what your company does in a single sentence.Cloud business communications

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Contact current customers and partnersReduce churn/imporve customer loyaltyIdentify additional sales opportunities

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Referred to meHow many teammates from EBQ were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Working with our customer and partner contact lists, talk tracks, marketing assets, and account manager assignments, the EBQ team imported all of this into their internal systems and organized their team around the different types of accounts. They have conducted nurture and contact programs to our customer base to improve customer relationships, flag issues to be resolved and to identify potential sales opportunities.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?High contact rates, documented conversations that help our sales reps and account managers and handoffs to account reps with specific recommended actionsDescribe their project management. Did they deliver items on time? How did they respond to your needs?Lots of attention to detail, and they took the initiative to modify our inputs into what they needed for successful outbound campaigns. Our project managers provide weekly feedback on progress and issues so we can update and improve the processes. Very responsive as we have modified and expanded the program.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Fast startup times on projects. Very responsive to information requests. Lots of initiative in applying best practices to the campaigns.Are there any areas for improvement or something EBQ could have done differently?There's nothing they need to improve on.


---

#### Sales Outsourcing for IT Company
**The Project**
- Services: CRM Consulting and SI, Call Center Services, Email Marketing
- Project size: Confidential
- Project length: June 2020 - Ongoing

**Project Summary**: EBQ has provided sales outsourcing services for an IT company. The team has arranged qualified sales meetings by proactively reaching out through cold-calling.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Global Manager SDR Team, IT Company
- Industry: Information technology

- Client size: 201-500 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 17, 2023

**Feedback Summary**: EBQ's efforts have consistently contributed to growth across measurable metrics, aligning with client expectations. Their professional and communicative approach fosters a positive and productive partnership. They've demonstrated flexibility, innovation, and responsiveness throughout the engagement.
""We have seen continued growth around the above measurables.""

**BACKGROUND**
Please describe your company and position.I am the Global Manager SDR Team of an information technology companyDescribe what your company does in a single sentence.Deliver security analytics at the speed of AI. The Security Operations Platform transforms security by empowering defenders to monitor and preemptively mitigate threats, and executives to navigate global cyber turbulence with confidence.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Set qualified meetings for our Sales TeamsThrough following up all MQL leadsThrough cold calling outbound efforts

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?High ratingsPricing fit our budgetGreat culture fitReferred to meCompany values alignedHow many teammates from EBQ were assigned to this project?3-7Describe the scope of work in detail. Please include a summary of key deliverables.Throughout our partnership with EBQ the goal is for EBQ SDR's to set qualified meeting for our Sales Team, EBQ does this by both following up our MQL leads and in addition apply a Cold Outbound approach setting meetings with Top Target ICP accounts. Key deliverables : 6 qualified meetings per SDR per month exclusively with ICP Top Target Accounts. During our partnership we have engaged between 3 - 7 EBQ SDR's per month.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?The number of meetings set per SDR per month. A continuous high conversion rate meetings set to sales opportunity created as a result of the meeting. Wins $$ value realised as a result of a meeting. Pipeline $$ value realised as a result of a meeting. We have seen continued growth around the above measurables.Describe their project management. Did they deliver items on time? How did they respond to your needs?I can not compliment the Project Management team enough, they deliver on their promises are easy to engage with and always respond promptly to any questions or topics. Very easy to work with and extremely professional.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Flexibility Team work Follow upCommunication InnovativeDeliver on promises and agreementsAre there any areas for improvement or something EBQ  could have done differently?Investment levels are always a topic of conversation within our organisation, of course we would like the level of investment to be lower, at the same time we do believe we are receiving a good ROI.


---

#### Lead Generation & Strategy for Security Solutions Provider
**The Project**
- Services: Digital Strategy, HR Consulting
- Project size: $50,000 to $199,999
- Project length: May 2019 - Oct. 2022

**Project Summary**: EBQ helped a security solutions provider with lead generation and strategies. They were tasked with reaching out, following up, setting meetings with qualified leads, and managing them.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Marketing Director
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 13, 2022

**Feedback Summary**: By collaborating with EBQ, the company saw an uptrend of meeting handoffs and meetings every quarter. They set 48 appointments per month and hosted continuous improvement meetings to report progress. The client appreciated their positive can-do attitude and strategic partnership.
""EBQ was always a step ahead, and I couldn't be happier with their support.""

**BACKGROUND**
Please describe your company and your position there.

I'm the Director of Marketing responsible for generating demand for my fast growing company in physical security space.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQ?

My company has been experiencing substantial growth. We hired EBQ to support hyper growth from driving awareness to generate demand, ultimately setting up high-quality sales meetings to build robust sales pipeline.

**SOLUTION**
How did you select this firm and what were the deciding factors?

We signed a flexible month-to-month contract with EBQ ever since 2019. EBQ has been strategic partner constantly outdoing themselves and adding value to drive business results.

Describe the project in detail and walk through their service package.

EBQ’s SDR team help us to reach out, follow up, and set meetings with qualified leads. We have established 3 top priorities for EBQ’s SDRs. The first is responding to hot leads who reach out to us, quickly validating these leads, and handing them off to the sales team. The second priority is to make sure warm marketing leads are further nurtured. Finally, EBQ warms up cold leads that enter the pipeline in an assortment of ways.

How many resources from the vendor's team worked with you, and what were their positions?

We get up to 12 EBQ resources (6 full time SDRs) work with us on priority projects. they are all sales development representatives. EBQ also provide project leads along with these SDR resources.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

The project started with 2 part-time SDRs. At the height of their project, they had 6 full-time SDRs making 1000 dials per week and setting 48 appointments per month. We’ve seen an uptrend of meeting handoffs and meetings set every quarter.

How effective was the workflow between your team and theirs?

EBQ hosts weekly continuous improvement meetings with me to review challenges, how leads are coming in, how to prioritize leads, and how to optimize time. For example, we recently introduced a chat feature on our website. EBQ monitors these interactions and has been able to respond to these leads in an unprecedented average time of 9 seconds.

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

What impressed me the most is the EBQ team's positive can do attitude, their strategic partnership, and very low turnover rate. I used to manage in-house business development functions, and I’ve always known that a 6-month turnover rate is normal in the industry. However, EBQ’s team members will stay with the team. It’s awesome to see that the longer a SDR stays with the company, they’re able to have better conversations and process records faster.

Are there any areas for improvement or something they could have done differently?

i can't think of any. EBQ was always a step ahead, and I couldn't be happier with their support.


---

#### Sales Outsourcing for Digital Marketing Agency
**The Project**
- Services: Call Center Services, Sales Outsourcing
- Project size: $50,000 to $199,999
- Project length: Feb. 2021 - Ongoing

**Project Summary**: EBQ is a digital marketing agency's outsourced sales team. They collaborate with the client on the processes and use HubSpot to make cold calls for prospecting and also work on closing deals with end customers.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Executive, Digital Marketing Agency
- Industry: Advertising & marketing

- Client size: 11-50 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Jun 28, 2022

**Feedback Summary**: Thanks to EBQ's efforts, the client has closed and maintained several contracts in the past 12 months. They're flexible in their use of tools and run a smooth project management process with frequent follow-ups. Their highly competent team has been key to the engagement's ongoing success.
""They've helped us mature our sales department a lot.""

**BACKGROUND**
Introduce your business and what you do there.

I’m an executive at a digital marketing agency.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQ?

I needed assistance with prospecting through cold calling and also on closing deals. We hired EBQ to support our sales department.

**SOLUTION**
What was the scope of their involvement?

EBQ provides us with outsourced sales services. They work remotely through HubSpot, doing cold calls and helping us close deals. We provided them with materials and cooperated in setting up the processes.

What is the team composition?

I've worked with five people from EBQ: a primary account manager, two people doing the work, and two teammates managing them. 

How did you come to work with EBQ?

I found them through Clutch because a friend told me they had interviewed many vendors from the platform. I talked to several providers, and EBQ clicked with me. 

How much have you invested with them?

We've been spending around $11,000 plus a certain level of commission every month. In total, we've spent around $200,000. 

What is the status of this engagement?

We worked together in February 2021, and the engagement is ongoing. 

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement? 

EBQ closed their first deal for us last year, and since then, we've sold and retained several new qualified accounts. The team is numbers-driven, and they have a framework they've been able to teach me about how they work pipeline. They've helped us mature our sales department a lot. 

How did EBQ perform from a project management standpoint?

They run very smoothly and perform all their hours on the execution level. On the management level, they followed up with me weekly at first, and then I pulled it back to biweekly. They give me a ton of time and assess our relationship every quarter, giving me a grade on it for approval.

Even though they're a Salesforce company, their management took the time to implement HubSpot, which is the tool I requested. As for communication, they use RingCentral and meet over Zoom. They were also flexible because we use Google Workspace internally. Overall, they've been really receptive. 

What did you find most impressive about them?

What distinguishes EBQ from the competition is that they have highly competent people and a strong team.

Are there any areas they could improve?

When I give them constructive feedback, they hear me and adapt to it, so I can't think of anything they need to improve. 

Do you have any advice for potential customers?

You need to be consistently engaged with EBQ. I've stayed very engaged in our meetings and made it a priority to collaborate with them. Additionally, if you're going to outsource sales or marketing, you should recognize that you need to wait at least half a year for a vendor to get their footing and start getting results.

I gave EBQ seven months to get their footing, and I was holding my breath on month three. However, I gave them the benefit of time, and I'm so glad I did. I advise you to try to be in it for the long haul and be patient with them. However long you'd give someone in-house to figure sales out, you should give them that time.


---

#### Call Center Services for SaaS Company
**The Project**
- Services: Call Center Services
- Project size: $10,000 to $49,999
- Project length: Jan. - May 2022

**Project Summary**: EBQuickstart provided sales development representatives for a SaaS company. The team supported the client's cold calling and customer qualification pipelines and provided list-building services.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
VP Sales, SaaS Company
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — May 24, 2022

**Feedback Summary**: Thanks to EBQuickstart's support, the client was able to build an additional sales pipeline and structure their internal sales onboarding. Efficient and reliable, the team impressed with their top-notch sales skills, adaptability, flexibility, and cost-effective pricing.
""They provided high-end sales B2B services at a reasonable cost.""

**BACKGROUND**
Please describe your company and your position there.

I am the head of sales for our company and our platform support the SMB market with getting paid on their past due accounts receivables.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We need to fast-track an SDR to support with our initial cold calling volume and customer qualification while gaining key insights and supplementing our pipeline.

**SOLUTION**
How did you select this agency and what were the deciding factors?

We were referred to EBQ and based on their reputation and that they were local to Austin TX, we decided to move forward.

Describe the project in detail and walk through the stages of the project.

They provided an outsourced BDR to assist with the initial cold call volume, sales qualification, and insights while we were able to build our internal sales team and sales playbook. Additionally, they provided a list building service that helped us narrow down key industries.

Describe the recruitment process in detail.

We discussed our project with the VP of Sales and the Head of Sales Development, who were great guides with what to look for and who set expectations.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

With their support, we were able to build additional sales pipeline during a crucial time, apply insights gained to our playbook, and helped structure our internal sales onboarding.

How effective was the workflow between your team and theirs?

We had simple and efficient workflow. We were set up with their BDR having access to our CRM and calling down lists they built and imported. Additionally, we evaluated and adjusted approach every 2 weeks in our bi-monthly meetings.

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

They provided high-end sales B2B services at a reasonable cost as compared to the market. Additionally, they are able to onboard relatively quickly which was of great value to our organization.

Are there any areas for improvement or something they could have done differently?

Hindsight is 20/20 but I think some more feedback and insights on from them in regards to playbook, pitch, and what generally is/isn't working would have been appreciated but as an early stage startup, they still helped us learn a great amount. Really depends on how granular or micro you want to get.


---

#### Call Center Services for Global Tracking Company
**The Project**
- Services: Call Center Services
- Project size: $50,000 to $199,999
- Project length: May - Nov. 2021

**Project Summary**: A global tracking company was looking to generate high-quality leads and increase their clientele, so they engaged with EBQuickstart for their call center services.


**Review Rating**: 4.0
- Quality: 4.0
- Schedule: 4.5
- Cost: 3.0
- Willing to Refer: 4.5

**The Reviewer**
Director of Product Marketing, Global Tracking Company
- Industry: Business services

- Client size: 1-10 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Nov 12, 2021

**Feedback Summary**: The partnership between the two parties was relatively successful, with the client citing EBQuickstart's integration process as painless and thorough. The team was responsive and the internal stakeholders were particularly impressed with their level of dedication to learning about the business.
""They really tried to get engaged and learn about our business as best as they could.""

**BACKGROUND**
Introduce your business and what you do there.

I’m the director of product marketing for a global tracking and asset management company. We provide our services to different industries such as the construction, agriculture, and oil and gas industries.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We were looking to generate leads and meet with prospective clients to establish a business partnership with our company.

**SOLUTION**
What was the scope of their involvement?

EBQuickstart provided us with call center services. We gave them a list of campaign engagement prospects who they will call as part of a rigorous cadence, with the goal of setting an appointment for our internal sales team — whether it’d be through phone calls, in-person meetings, or even a demonstration.

What is the team composition?

Our main point of contact was Stuart (VP of Sales), and we also worked with 3 account and relationship managers, as well as six telesales representatives.

How did you come to work with EBQuickstart?

Our company already had experience working with EBQuickstart from the past.

How much have you invested with them?

We invested roughly $200,000 USD over the course of the engagement.

What is the status of this engagement?

We worked together from May–November 2021.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

The biggest metric we had was the number of meetings and appointments they were able to generate, and the monthly goals they were committed to accomplishing. We also tracked their activities and met with them on a regular basis to evaluate the quality of the calls.

The integration was relatively painless. We built some sections within our CRM system, and they did a great job of completing that information to make sure we had 100% visibility into their progress and activity.

How did EBQuickstart perform from a project management standpoint?

Their project management was outstanding, as they were always available for us if we had any new information, needed to make some changes in the personnel, or shift the focus on a new campaign.

We just used Salesforce as our main CRM platform to track every activity and performance.

What did you find most impressive about them?

We were impressed with their leadership and account team. They were always open to feedback and asked great questions — they really tried to get engaged and learn about our business as best as they could.

Are there any areas they could improve?

Obviously, we would’ve loved for them to understand and communicate the intricacies of our business more effectively, but I know it’s really hard to find anybody that can do that. Nonetheless, we were still able to improve and maximize their understanding.

Do you have any advice for potential customers?

Share as much information about your business, goals, and objectives as possible to get a dedicated team trained and assigned to your campaign. Clearing that up from the get-go will help you maximize the effectiveness of the project.


---

#### Digital & Content Marketing for Software Service Company
**The Project**
- Services: Advertising
- Project size: $10,000 to $49,999
- Project length: May - Nov. 2021

**Project Summary**: Folio Manager offers digital marketing for a software service company. The client wanted to optimize their website and improve their lead generation campaigns for the project.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
VP Business Development, SwiftComply
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Nov 2, 2021

**Feedback Summary**: Folio Manager created a much faster, mobile friendly website. This was thanks to their effective project management, as well as their availability and responsiveness. Furthermore, they adapted also adapted well to the client's needs and changes of plans.
""They adapted very well when we needed urgent deliverables and changes of plans.""

**BACKGROUND**
Please describe your company and your position there.

We provide software and services for local governments to support their water & wastewater compliance programs in order to protect public health and the environment. I am in charge of business development, including sales & marketing.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We were looking for marketing expertise to hone our expansion in the US and Canada. We focused on marketing content and digital presence.

**SOLUTION**
How did you select this vendor?

After deciding to contract vs. hire, we received recommendations from peers and start-up coaches. We shortlisted 3 and selected EBQ as they could provide the full marketing competences, well defined project management process and straightforward contractual arrangement.

Describe the scope of their work in detail.

Major items included:

Redefine our collaterals for each product line (format and content)
	Optimize our website for faster response, mobile friendly and improved navigation.
	Improve our lead generation campaigns
What was the team composition?

1 exec, 1 project mgr, 1 lead for each area: content, digital marketing, design, website.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Website navigation much faster, and mobile friendly. Collaterals delivered for each product lines. CRM improvements for email campaigns.

How effective was the workflow between your team and theirs?

We used a collaborative task manager to plan, see progress and communicate between individuals on both organizations. We also met every week, 1 week with a working session, the other with an exec review. Project management was very effective.

What did you find most impressive about this company?

Their availability and responsiveness. They adapted very well when we needed urgent deliverables and changes of plans.

Is there any area for improvement or anything that could have been done differently?

not at this time


---

#### Lead Generation for PLM Solutions Company
**The Project**
- Services: Call Center Services
- Project size: $200,000 to $999,999
- Project length: July 2014 - Ongoing

**Project Summary**: A PLM solutions company hired EBQuickstart to provide lead generation. They enhance the client's database to penetrate the core market in the US and Europe by doing cold calls and sending emails, among other efforts.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Executive, PLM Solutions Company
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Aug 26, 2021

**Feedback Summary**: EBQuickstart has opened several doors for the client's business, which has helped them to improve their numbers. Their great project management also allows them to adapt to the project's circumstances and deliver as expected. The client also praises their experience and motivating skills.
""They’re quick in solving staff issues thanks to their vast resource pool of people.""

**BACKGROUND**
Introduce your business and what you do there.

I’m an executive at a product life cycle management company, and we provide software solutions to processing industries.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We needed to generate leads for our business.

**SOLUTION**
What was the scope of their involvement?

EBQuickstart has been helping our company by providing lead generation services. They enhance our database to get good coverage and penetration into our core markets in both the US and Europe. Their efforts include cold-calling and emails to achieve their primary functions, which are delivering appointments and providing business intelligence, among other essential tasks to our daily operations — all that by adapting to our CRM.

What is the team composition?

We’ve been working with three people from their team, including two people doing PLM for the US and Europe and another focused on our subscription services.

How did you come to work with EBQuickstart?

We found them through a discovery process back in 2014; they were able to yield the results we were looking for and that other providers couldn’t deliver, so we’ve been working together ever since.

How much have you invested with them?

We invest around $180,000 with them every year.

What is the status of this engagement?

We started working together in July 2014, and the engagement is ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

They’ve opened several doors for us to find potential clients, which has helped us get great numbers to justify the program we’re implementing.

How did EBQuickstart perform from a project management standpoint?

They’re great in that aspect; we have meetings with them constantly, and they also know how to adapt to the changes that come naturally with people when doing lead generation. In terms of communication, we use our CRM system and email to handle day-to-day activities.

What did you find most impressive about them?

Their training and motivating skills are superb. In addition, they respond to feedback and recommendation changes, which speaks well for the experience in this market — I’ve worked with other firms that don’t perform anywhere near to EBQuickstart.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — they’re also quick in solving staff issues thanks to their vast resource pool of people.

Any advice for potential customers?

Get the database and scripts in order. Also, pay attention to training the PDR and take advantage of it.


---

#### Sales & Leads Management for AWS Cloud Development Company
**The Project**
- Services: Business Consulting, Call Center Services
- Project size: $50,000 to $199,999
- Project length: Oct. 2020 - Mar. 2021

**Project Summary**: EBQuickstart managed the leads acquired by an AWS cloud development firm. Focused on disaster recovery, their task was to follow up on inquiries, emails, and calls from the company’s prospective customers.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Enquizit
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Mar 26, 2021

**Feedback Summary**: The project was generally successful, and EBQuickstart met the firm’s expectations. They were professional, and they integrated quickly into the company’s internal systems. Overall, the client was deeply impressed with the team’s ability to work as a part of the business’ internal staff.
"“They integrated so tightly into our company that we felt like we were one organization.”
"

**BACKGROUND**
Introduce your business and what you do there.

I’m the CEO of Enquizit, a 19-year-old business with 100 employees and about $20 million in revenue. We’ve been focused on AWS cloud application development, cloud migration, and disaster recovery (DR) for the last 10 years. 

Some of the big customers that we’ve worked with include Common App, which is used by graduating high school students who are applying for colleges or universities. We’ve worked with Commonapp.org on design, development, and deployment collaborations, and we’ve been operating with them for over a decade. We’re also working with the Government Services Administration (GSA) to build Login.gov, a single sign-on website for users to access multiple US government sites. 

We focus on the public sector, so our projects have something to do with education, nonprofits, and governments, which can be federal, state, or local. I’ve been with Enquizit for over two years, and prior to that, I had a seven-year run at AWS. Before that, I was at Microsoft. 

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We’re growing by 40%–50% year over year. We’ve had dedicated sales and contracts teams, and a couple of us have been focused on marketing. We’ve run marketing campaigns and received inquiries from people who’ve expressed interest in our business. As a result, we needed help following up on emails, phone calls, and LinkedIn connections — and that was why we turned to EBQuickstart. 

**SOLUTION**
What was the scope of their involvement?

In the beginning, we set up a kickoff meeting with EBQ’s senior manager and one of their consultants who helped us with the calls and outreach. We set expectations and figured out what success would look like, how many meetings we needed per week, how many leads we were going to provide them, what our messaging would be, and what type of campaigns we were going to run.

At that time, we wanted to focus on DR in the southeast. I ran a webinar, built some marketing collateral, obtained leads, and turned those leads over to EBQ. Then, we helped them create a script of what the outreach would look like, what the emails and phone calls would be, and at what point it made sense to bring someone in from Enquizit to continue the discussion. 

We did that on DR for about 3–4 months. Then, we started working on cloud migrations, and that was what we worked on with EBQ for the last 2–3 months. 

What is the team composition?

We worked with Paul (Client Success Manager) and Symone (Business Development Manager). I worked with Symone on drafting the content and scripting the calls. Then, our marketing team worked with her on delivering the leads. 

How did you come to work with EBQuickstart?

EBQ was referred to us by Amazon. We asked them for the best company if we were going to outsource inside sales, and they said we should talk to EBQ. 

How much have you invested with them?

We invested around $20,000–$70,000. 

What is the status of this engagement? 

This engagement lasted from October 2020–March 2021. 

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement? 

Our goal was to have a regular cadence of between 2–4 meetings with clients each week, and for the most part, EBQ kept up with that, except during the holidays. There were fits and starts; there were weeks when we had four meetings, and then there were weeks when we only had one.

Anecdotally, the EBQ team was true professionals, and we felt they were a part of our internal team. They very quickly integrated into our Salesforce system and Office 365, had access to all our leads and data, and sounded very convincing when they introduced themselves as part of Enquizit. In other words, they integrated so tightly into our company that we felt like we were one organization — I didn’t feel like they were outsourced. They also weren’t super expensive. 

How did EBQuickstart perform from a project management standpoint?

They were complete professionals throughout the entire experience. Every time the EBQ team had calls, they’d show me the people they’d talked to, their role in their organizations, and the services they asked for. Then, EBQ would ask me whether they met my expectations and what they could do differently. I’d give them my feedback, and they’d take it and get on the phone to re-script. 

We used ZoomInfo to pull some of the leads we needed, but Salesforce was our main collaboration tool. Then, we had a lot of Zoom meetings. I had regular calls with Paul and Symone every Wednesday.

What did you find most impressive about them?

Their professionalism and ability to represent themselves as an extension of our company distinguished them from other providers. It didn’t feel like we were dealing with EBQ; it felt like we were dealing with actual Enquizit employees.

Are there any areas they could improve?

No, there weren’t any. We did have turnover, but I think everyone’s had turnover, and the EBQ team handled themselves pretty well. We could hope for more consistency, but that wouldn’t be fair because we had the same senior manager during the entire time. 

Do you have any advice for potential customers?

We had some quick results, but I had unrealistic expectations in terms of delivering revenue rapidly. As such, my advice is to not judge EBQ in their first three months; judge them after 6–12 months, because it takes time to close business.

On top of that, make sure that you have qualified interest. There were some meetings scheduled with the same individual who repeatedly didn’t show up. In this case, my advice is to double- or triple-check whether that individual is really interested in the business and they’re not simply blocking their calendar so their boss thinks they’re working. 


---

#### Lead Generation for Insurance Agency
**The Project**
- Services: Market Research, Other Digital Marketing
- Project size: $10,000 to $49,999
- Project length: June 2020 - Ongoing

**Project Summary**: EBQuickstart provides lead generation efforts to an insurance company, assisting them with their marketing and advertising strategy. Their annual goal is to generate 5,000 qualified leads and close at least 4.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
EVP, Brush Creek Partners
- Industry: Financial services

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 2, 2021

**Feedback Summary**: EBQuickstart's performance is impressive. By already generating over 4,000 leads, the client has decided to expand the project, helping the in-house team surgically focus on leads that have the highest chance of closing. The workflow is collaborative, and the team's professionalism is admirable.
""There is no distinction between "them" and "us" — it's just "we"."
"

**BACKGROUND**
Please describe your company and your position there.

We are an independent P&C insurance agency located in Kansas City. I am the Executive Vice President for Strategy.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

Lead generation to assist us with our M&A strategy.

What were your goals for this project?

Annually generate 5,000 qualified leads; make initial contact with 100; complete discovery with 15 - close 4.

**SOLUTION**
How did you select EBQuickstart?

We went through an extensive interview process with 15 firms. We selected two firms as finalists. The decision came down to my relationship with Donte and the quality of the generated leads.

Describe the project in detail.

The project is simple - EBQ provides qualified domestic leads based on my ideal customer profile for M&A activity and we solicit the lead to determine interest.

What was the team composition?

The team is also simple - Donte is my main contact, Chris manages Karim who researches all the perspective leads. It's a close knit team, we meet weekly to discuss progress, expectations, quality and overall status.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We have generated over 4,000 qualified leads and we're concluding our due diligence with 2. These will hopefully close over the next few months. We're expanding the project to now include a scoring model to prioritize the leads on a standardized scale. This will help my team surgically focus on the leads with the highest close probability.

How effective was the workflow between your team and theirs?

There is no distinction between "them" and "us" — it's just "we". All the work is collaborative. In fact, an outsider listening in to one of our calls would believe we all work for the same company.

What did you find most impressive about this company?

Professional People
	Quality of Work
	Value Proposition
Are there any areas for improvement?

None.


---

#### Lead Generation & Appt Setting for Enterprise Software Co
**The Project**
- Services: Advertising, Business Consulting
- Project size: $10,000 to $49,999
- Project length: Mar. 2020 - Ongoing

**Project Summary**: EBQuickstart schedules meetings with key organizations within a target market. The process entails building a contact list, creating written and verbal scripts, and implementing an outreach campaign.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
CMO, Software Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Aug 18, 2020

**Feedback Summary**: EBQuickstart has proven capable of scheduling qualified meetings, ultimately providing the software company with several top of the funnel opportunities. The results-oriented team often proposes new ways of reaching the target market. Their focus on both email and phone outreach sets them apart.
"“They proactively come forth with ideas on how they feel they can get better results for us.”
"

**BACKGROUND**
Introduce your business and what you do there.

I’m the CMO of a software company. We provide software that helps enterprises find information within their organizations and space.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We were trying to find ways to fill our pipeline with top of the funnel opportunities.

**SOLUTION**
What was the scope of their involvement?

EBQuickstart has done a few things for us. They built out a contact list using our target market criteria. Then, they helped develop scripts — both written and verbal — to reach out to the contacts with. They also implemented an outreach campaign and reached out to the contact list they’d built, via both voice and email. The key deliverable is scheduling meetings with key contacts at companies within our target market.

What is the team composition?

We work with three people: an overall strategy manager, an operations manager, and a BDR (business development representative), who is actually doing the outreach every day. 

How did you come to work with EBQuickstart?

Initially, they reached out to us. They did exactly what they do for their customers: they sent us a soliciting email. The timing worked out because we were considering outsourcing some business development. I responded to the email and scheduled a meeting with them. We had a number of conversations and then decided to give them a try.

How much have you invested with them?

We’ve spent about $25,000.

What is the status of this engagement?

We started working together in mid-March 2020, and it’s ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

One key metric is that they’ve handed a number of opportunities to us that have made it to our pipeline. One of those opportunities is on our forecast for next year, and then five others have potential. We plan to keep working on and nurturing those.

Another key metric is that they’re getting us meetings with the right people at the right companies. Now, it’s just a matter of whether or not these organizations are willing to move forward with or have an initiative, but it’s really up to us by that point.

How did EBQuickstart perform from a project management standpoint?

They perform really well. One thing that I really like about EBQ is that they’re proactive in coming forth with ideas on how they feel they could better impact the business, get more qualified meetings, and reach our market. They try to come up with different ideas, whether it’s focusing on a particular segment, trying different messaging, or finding different contacts. 

The other thing I really like about them is that they do a good job qualifying the opportunity, so we have really good notes about an organization’s needs and challenges, as well as a little background on the contact that they scheduled the meeting with. This helps us to be better prepared going into these meetings. 

What did you find most impressive about them?

They proactively come forth with ideas on how they feel they can get better results for us. Not a lot of organizations do that, so that’s something that differentiates EBQ. I also feel that they do a lot of phone outreach, whereas many of these firms tend to focus on email. EBQ is very phone-centric, and I think that also sets them apart.

Are there any areas they could improve?

We have a very wide audience and a lot of potential industries we could go after. With only one rep, it is challenging to cover it all, but they could perhaps do a bit of a better job balancing breadth versus depth of our audience segments to see if opportunities exist in places they haven’t explored deeply.

Any advice for potential customers?

Training is key. Make sure you give them plenty of examples because they really absorb the information. Keep in close contact and do a lot of information sharing, whether that be customer wins you’ve had in the past or examples of the types of contacts you’re targeting and why. They really leverage any information that you provide in their day-to-day activities. Work very closely with them and treat them as if they’re an extension of your team. The more information you give them, the more successful they will be.


---

#### Lead Generation for Computer & Network Security Firm
**The Project**
- Services: Advertising
- Project size: Less than $10,000
- Project length: Mar. 2020 - Ongoing

**Project Summary**: EBQuickstart generates sales opportunities and increases the profit margins of the computer and network security business efficiently, without having to deplete the company's internal sales resources.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Vice President of Marketing, Centripetal
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 5, 2020

**Feedback Summary**: EBQuickstart supplied the target list and immediately kicked off the calling and email process. The team helped in finding qualified prospects and immediately releases them to the concerned sales manager. With their work, they significantly enabled the company to close many deals.
""Their team is easy to work with and ensure that we are satisfied."
"

**BACKGROUND**
Please describe your company and your position there.

I am the Vice President of Centripetal. My responsibilities include all global marketing and PR functions as well as spearheading the lead generation programs to create awareness, qualified leads, and expand the sales pipeline.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We were looking for a multi-faceted lead generation program that included outbound calling and email. The EBQuickstart offering met all our needs.

What were your goals for this project?

Our goals were to create sales opportunities and grow the sales pipeline without placing a burden on internal sales resources.

**SOLUTION**
How did you select this vendor?

I knew of EBQuickstart for years and decided to use their services.

Describe the scope of their work in detail.

They create a target list based on our criteria and start the calling/email process. We also supply them with an additional intent list that they work on as well. Once the prospect agrees to a call/meeting, they will contact the respective internal sales manager and make the introduction to move forward.

What was the team composition?

We work directly with the team leads to determine targets and have bi-weekly calls to share any issues, updates, etc.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We have had great success with EBQuickstart and they have booked several meetings that have lead to POCs and eventually closed deals.

How effective was the workflow between your team and theirs?

They are excellent, our calls address any concerns, etc. to which there were very few and minor. They are extremely proactive.

What did you find most impressive about this company?

Their team is easy to work with and ensure that we are satisfied.

Are there any areas for improvement?

Not at the moment, they are one of the best lead generation firms I have worked with.


---

#### Lead Generation Contact List Creation for Web Services Co
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: May - June 2020

**Project Summary**: EBQuickstart generated a contact list for lead generation campaigns. The contact list was specific to a public sector vertical for a partner’s solution.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Partner Development Manager, Web Services Company
- Industry: Other industries

- Client size: 5,001-10,000 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Jul 31, 2020

**Feedback Summary**: EBQuickstart’s involvement helped to generate 300 contacts with a 95% accuracy rate in less than a month, and internal stakeholders are confident that their work will produce promising leads. The team worked incredibly quickly while adhering to internal processes and keeping the project on track.
"“They were beyond exceptional. I’ve never worked with a company that was so on top of their game.”
"

**BACKGROUND**
Introduce your business and what you do there.

I work at a web services company. I’m a partner development manager.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

I was working on a lead generation program for partners that I work with in Canada. The specific challenge was generating quality contact lists for lead generation campaigns. 

**SOLUTION**
What was the scope of their involvement?

EBQ provided us with a contact list specific to a particular vertical in public sector for our partner’s solution.

What is the team composition?

We worked with three people. Paul C. (Client Success Manager) was our primary contact and liaison with EBQ. We also worked with Chris V. (Director of Data Operations), our project manager, as well as someone who did the work gathering the contacts. 

How much have you invested with them?

It was approximately $2,500.

What is the status of this engagement?

The project was from May–June 2020.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

We’re in progress with lead generation campaigns, so the metric we have is how many warm leads will come back to a specific partner based upon that contact list. It’s still early, but I can tell you that one of the contacts we called asked us to present on the specific solution to their membership, which includes over 400 active members. We gathered about 300 contacts with a 95% accuracy rate in under 30 days.

How did EBQuickstart perform from a project management standpoint?

They were beyond exceptional. I’ve never worked with a company that was so on top of their game yet non-irritating. They maintained regular cadence and kept everybody on task from our company, the partner company, and their side. They adhered to the very strict format of contact gathering that we required. They were just a pleasure to work with. We communicated through a web conference platform.

What did you find most impressive about them?

Their speed was impressive. They not only turned around quotes for getting the work done very quickly, but the actual completion of the work was incredibly quick. 

Are there any areas they could improve?

I honestly can’t think of anything they could’ve done better. 

Any advice for potential customers?

Just do it. It was the single most effective thing that I’ve done in my current role.


---

#### Inside Sales Support for E-Commerce Product
**The Project**
- Services: Call Center Services, Other Digital Marketing
- Project size: Confidential
- Project length: Jan. 2020 - Ongoing

**Project Summary**: EBQuickstart manages outbound marketing activities, seeking to schedule product demos for the internal sales team. They've completed discovery calls to discuss buyer profiles as well as potential challenges.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Head of Sales & Marketing, Zenda
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jul 29, 2020

**Feedback Summary**: EBQuickstart allows the internal team to focus on growth strategy, ensuring that their sales target the right people in the right way. They're readily available as needed and stay in contact throughout.
""Their collaborative approach to being an extension of our organization is impressive."
"

**BACKGROUND**
Please describe your company and your position there.

E-commerce leader in international shipping. Head of Sales and Marketing.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

Manage outbound inside sales team to schedule demonstrations of our technology and solutions to prospects.

What were your goals for this project?

Increase the number clients through the prospecting efforts.

**SOLUTION**
How did you select this vendor?

RFQ with several organization that provide similar solutions.

Describe the project in detail.

Once we select EBQ we set up discovery calls to discuss the typical buyer profile as well as challenges in closing the deal. We also provided leads via SFDC integration for easy access and tracking.

What was the team composition?

Inside Sales Rep, Inside Sales Supervisor, Project Manager.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Our organization is in a growth strategy. With EBQ, we are able to focus our efforts so that our prospecting and sales strategy is messaged to the right people, the right way, and at the right cadence.

How effective was the workflow between your team and theirs?

Worklow has been great. They believe in high touch and being readily available when needed.

What did you find most impressive about this company?

Their collaborative approach to being an extension of our organization is impressive.

Are there any areas for improvement?

I can't think of any.


---

#### Marketing & Sales CRM Consulting for Technology Startup
**The Project**
- Services: Content Marketing, Market Research
- Project size: $10,000 to $49,999
- Project length: Feb. 2020 - Ongoing

**Project Summary**: EBQuickstart works from a list to call leads and send follow-up emails to them. The team also schedules appointments if the individuals are interested in going through a demo.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 4.0

**The Reviewer**
Co-Founder, Mixtroz
- Industry: Arts, entertainment & music

- Client size: 1-10 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Jul 28, 2020

**Feedback Summary**: EBQuickstart's efforts have resulted in an increase in demo appointments. The team possesses exceptional project management skills, working methodically and over-communicating when necessary. Not only are they experts in their field, but they also mesh well with the internal team.
""We can tell that they’ve been doing this for a long time because they’re a well-oiled machine."
"

**BACKGROUND**
Introduce your business and what you do there.

I’m a co-founder of an early-stage technology startup called Mixtroz.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We needed to drive more qualified leads into our funnel so that we could get more demos booked in our calendar.

**SOLUTION**
What was the scope of their involvement?

We gave EBQuickstart a target list of leads, which they called methodically and followed up with on with emails. They’re taking all sorts of day-to-day actions that we, as founders, don’t have time to do. 

Once they get someone interested in a demo, they’ll set up an appointment and hand it over to me. I’m actually the one performing the demos, and I give them feedback through our Slack channel, letting them know whether that was a good lead or not.

What is the team composition?

I’m working with three people from EBQuickstart, including a day-to-day point of contact.

How did you come to work with EBQuickstart?

They reached out to us and happened to have really good timing.

How much have you invested with them?

We’ve paid them around $25,000 so far.

What is the status of this engagement?

We started working with EBQuickstart in February 2020, and our engagement is ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

EBQuickstart has increased our demo appointments, and that’s what we were looking for.

How did EBQuickstart perform from a project management standpoint?

We mainly communicate with their team through email and Slack, and they’re also onboarded on our HubSpot to record the demos as they’re setting them up. They’re very buttoned up in terms of project management. 

The process is methodical, and their project manager is there to give us advice, guide us, and report on what’s going on. All of that is above expectations. They over-communicate about where they are on things and about any challenges they may be facing. 

The team is very easy to get in touch with. I’ve never had to spend an inordinate amount of time getting in touch with them when I needed quick feedback on something. Being early-stage isn’t cheap, and we would’ve cut the deal with EBQuickstart a long time ago if it hadn’t worked.

What did you find most impressive about them?

It’s their know-how in what they do. We can tell that they’ve been doing this for a long time because they’re a well-oiled machine. The benefit of doing something like this as an early-stage startup is cost because we don’t have to take on in-house employees. 

Secondly, we’re getting a well-oiled machine with good processes in place. EBQuickstart feels like an extension of my team, and it’s been a really seamless process. They definitely don’t feel like a third party calling on our behalf.

Are there any areas they could improve?

No, there are no areas of improvement. Like any business, we want our conversions to speed up, but that really doesn’t have to do with them. In fact, we’re raising another round of funding right now. When that happens, it’s our plan to expand the collaboration with EBQuickstart. I’d spend more with them if I could.

Do you have any advice for future clients of theirs?

If the client company isn’t buttoned up and doesn’t have materials for them to work with, it might be difficult to work with an agency like EBQuickstart. Had they come to us in 2019 instead of 2020, it would’ve been too early.

We were still in the building phase, making sure we had collateral and case studies that an agency like theirs could direct an interested party to.


---

#### Sales Lead Generation for Security Company
**The Project**

- Project size: Confidential
- Project length: Jan. 2017 - Ongoing

**Project Summary**: A security company hired EBQuickstart to generate qualified leads to feed their sales funnel. They do 100% of the lead generation, making them an integral part of the team.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Marketing Manager, Security Company
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Jul 9, 2020

**Feedback Summary**: The process is seamless, as the team at EBQuickstart are responsive, communicative, adaptable, knowledgeable, and flexible Salesforce experts. They're easy to do business with and deliver high-quality results — generating an ROI of 10+.
""They understand our product and our audience very well, know how to pitch our product, and are very Salesforce savvy."
"

**BACKGROUND**
Introduce your business and what you do there.

I’m a marketing manager for a security company.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We hired them to generate qualified sales leads to feed our sales funnel.

**SOLUTION**
What was the scope of their involvement?

They have a team of development reps that call on our target audience, qualify them, and find interested prospects who are interested in purchasing our product to send over to us. They work with our sales reps to find qualified leads. They do 100% of our lead generation each quarter and are an integral part of our team.

What is the team composition?

Michael (VP) is my main contact, but I’ve worked with a few others.

How did you come to work with EBQuickstart?

When I started, the process was already in motion. I’ve worked with other similar groups and they’re the best.

What is the status of this engagement?

We began work in January 2017, and the work is ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?

The process was seamless. They’re experts on Salesforce, the CRM we use, call lists, and more. They’re the subject matter experts and are very easy to do business with. We’ve grown with them, generating an ROI of 10+.

How did EBQuickstart perform from a project management standpoint?

They’re very responsive. We’d have weekly meetings, and if we ever needed to get in touch with them they’d respond incredibly quickly. They actually adopted an email on our domain which made them fully integrated with our team.

What did you find most impressive about them?

They understand our product and our audience very well, know how to pitch our product, and are very Salesforce savvy.

Are there any areas they could improve?

No, they’re very good overall.


---

#### Sales Dev Services for Enterprise Cloud Platform
**The Project**

- Project size: $50,000 to $199,999
- Project length: Jan. 2020 - Ongoing

**Project Summary**: EBQuickstart provides staff augmentation services, working as a business development representative for an enterprise cloud platform.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Head of Business Development, Liveoak Technologies, Inc.
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Jun 25, 2020

**Feedback Summary**: EBQuickstart has leveraged their strong industry knowledge to reduce the sales cycle and acquire twice as many qualified leads in a short timeframe. Not only do they have superb project management skills, but the team also possesses a unique and scalable formula that allows them to ramp up quickly.
""They bring to the table a proven process and the ability to start small, hire fractional support, and scale as needed."
"

**BACKGROUND**
Introduce your business and what you do there.

I’m the head of business development and marketing at Liveoak Technologies, Inc. an enterprise cloud platform that creates new ways for financial institutions to do business with their customers without having to do so in person.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQuickstart?

We’re a very small nimble group, so we don’t have a giant sales team or a large number of prospective customers. We brought EBQuickstart on to augment our personal prospecting and up-funnel activities.

**SOLUTION**
What was the scope of their involvement?

The EBQuickstart team serves as our business development representative. 

What is the team composition?

We work with account managers and sales leads. 

How did you come to work with EBQuickstart?

We had a job rec out and we were struggling to find someone who wasn’t entry-level. Another company told us that we should talk to EBQuickstart. The second we finished our conversation with them, we knew that they would solve our problem. 

How much have you invested with them?

So far, we’ve spent around $50,000.

What is the status of this engagement?

We began working with EBQuickstart in January 2020, and our engagement is ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement? 

They bring to the table a proven process and the ability to start small, hire fractional support, and scale as needed. I’ve been impressed with EBQuickstart’s level of industry knowledge and how quickly they’ve been able to set appointments with qualified leads.

In a matter of months, we doubled our qualified leads. We have a long sales cycle, about 18 months, but EBQuickstart shortened our cycle to about six months for one of our leads. 

How did EBQuickstart perform from a project management standpoint?

Their project management is fantastic. We have weekly touchpoints with account management and sales leadership. When we add them to Salesforce, they drop in their process right away. With EBQuickstart, you get the process with the people. 

What did you find most impressive about them?

The team has a unique formula that works and is scalable. Their speed of ramping up and the effectiveness of their formula is impressive. 

Are there any areas they could improve?

No, not that I can think of. 

Do you have any advice for potential customers?

Invest time in the weekly call to give them feedback, because they take it and apply it.


---

#### Market Research for Library Nonprofit
**The Project**
- Services: Market Research
- Project size: $10,000 to $49,999
- Project length: May 2019 - Ongoing

**Project Summary**: EBQuickstart provided market research and business development services for a library nonprofit. The team was responsible lead generation, contact and account management


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Sr. Director of Outreach & Engagement, LYRASIS
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Oct 18, 2019

**Feedback Summary**: EBQuickstart met all goals set forth by the internal team. The team is process-oriented and professional, doing research into the industry at hand to provide the best support. EBQuickstart is communicative and accommodating. 
""Their process and professionalism set them apart."
"

**BACKGROUND**
Please describe your company and your position there.

LYRASIS is a non-profit organization that serves libraries, archives and museums in the United States

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

EBQ was a recommendation from another not-for-profit organization that LYRASIS is partnered with. LYRASIS was in need of some market research and business development in the museum field for an open source collection management software

What were your goals for this project?

Increase awareness of the software, increase awareness of the benefits of open source vs closed/proprietary software that is prevalent in the field and ultimately to increase adoption.

**SOLUTION**
How did you select this vendor?

EBQ was referred to us by another organization that had used the EBQ services for projects in the past for similar work with museums. After interviewing leadership at EQB and receiving a comprehensive proposal, we moved forward.

Describe the scope of their work in detail.

EBQ provided lead generation, contact, and account management and turned over active conversations to our in-house interviews and opportunity development.

What was the team composition?

The EBQ team was comprised of a success Specialist and a Project/Success Manager

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

I would highly recommend EBQ as a partner, both long term project-based and short-term. The organization is very process-oriented, professional and I was very impressed with how quickly our EBQ team - from top to bottom - picked up the nuances of a complex industry and service need. This is likely an indication that this organization can tackle projects in many industries, as a result of their methodology.

While we came with contact lists, EBQ used our business case requirements to also build out a universe of prospective contacts. Communication was open, transparent and frequent. Success metrics are part of the deliverables. EBQ helped us achieve all goals we set out to accomplish on a project-based deadline and I hope that another project comes along that allows me to engage EBQ again. Highly recommend.

How effective was the workflow between your team and theirs?

Excellent process, excellent communication, flexible platforms - theirs, yours - they will accommodate or adapt.

What did you find most impressive about this company?

Their process and professionalism set them apart.

Are there any areas for improvement?

None at all.


---

#### Lead Gen. & Appointment Setting for Savings Marketplace
**The Project**
- Services: IT Staff Augmentation
- Project size: $10,000 to $49,999
- Project length: May - Aug. 2019

**Project Summary**: EBQuickstart sourced employees to provide lead generation and appointment setting services. Their team booked meetings using provided resources and messaging. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
VP of Client Sales, Beneplace
- Industry: Financial services

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 29, 2019

**Feedback Summary**: EBQuickstart exceeded expectations, delivering an effective service. Their professionalism was noteworthy. They work fast with any task. Customers can expect an easy-going engagement. 
""They crushed it."
"

**BACKGROUND**
Please describe your company and your position there.

I'm the head of new client sales and marketing. In that capacity, I oversee our efforts to create and convert leads for our discount marketplaces and voluntary employee benefits.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We had some effective BDRs who had received great promotions to other companies, and replacing them was a challenge in the Austin market. We couldn't get interviewees in fast enough before they took other jobs. We began looking to an outsourced firm to see if they could do the work of staffing the role and managing the resources better than we could.

What were your goals for this project?

We actually ran them against another group to see which of the two would perform better in a head to head competition on setting meetings. I was hoping to see approximately 8 appointments per month from each group for the summer months.

**SOLUTION**
How did you select this vendor?

I selected EBQ after starting with a list of 10 highly rated groups. I narrowed it to two finalists we decided to run in a bakeoff. It was actually EBQ's suggestion to run a bakeoff, as they are so confident in their ability to perform. What's more, they bill month to month and don't require longer contracts: all the risk is on them to get it done. The other groups didn't have that confidence.

Describe the project in detail.

The project was simple: we'd help them with messaging, and provide them with lists of prospects, including contact info. We just wanted them to book meetings. Both groups got the same amount of information and we equally split the list among the two groups.

What was the team composition?

They assigned, effectively, an SDR, a project manager, and a team lead.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

They crushed it. Let me say this: they dominated the other team, and the other team insisted on having weekly calls with 4 people from their team every time. It wasn't even close. EBQ got started faster, required less of us, and put 3 times the meetings up. When EBQ's meetings didn't show, they tracked the prospects down and rescheduled. The other group had 1 out of 7 show. And we had to tell them to go reschedule the meetings. The worst part about it was the other team's sales guy was pushing my accounting department to get him a check the next day so he could get his commission. My fault for not cutting bait there.

How effective was the workflow between your team and theirs?

It was great. No point in saying a lot because Liz and Jordan there made it so easy on us.

What did you find most impressive about this company?

Their professionalism. Like I said, the other team had a pushy sales guy who would drag his feet on answering questions; their project manager blamed us about taking too long for them to send emails; when we said we didn't want to work together anymore, they pointed to a contract that insisted on more notice even though they weren't performing at all. EBQ kept rescheduling meetings that needed to move things around AFTER the project ended. They provided great handoffs.

Are there any areas for improvement?

None.


---

#### Lead Generation & Appointment Setting for Software Company
**The Project**
- Services: Custom Software Development
- Project size: Less than $10,000
- Project length: Jan. 2019 - Ongoing

**Project Summary**: EBQuickstart calls potential clients and schedules appointments for a software development company. They make several hundred calls per week and provide detailed reports of their progress.


**Review Rating**: 5.0
- Quality: 4.5
- Schedule: 5.0
- Cost: 3.5
- Willing to Refer: 5.0

**The Reviewer**
Marketing Coordinator, Software Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — May 14, 2019

**Feedback Summary**: EBQuickstart’s efforts have fostered increased opportunities to make sales and earn new business. The team succeeds because of a stable account management group with a positive attitude. They are responsive and organized, making them an ideal vendor.
""We have a very complex product, and they do a good job of explaining it and getting people interested."
"

**BACKGROUND**
Please describe your company and your position there.

I'm the marketing coordinator of a company that develops software for banking technology.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We hired EBQuickstart to reach out to tradeshow visitors who have expiring contracts with competitive vendors.  

What were your goals for this project?

We hoped to improve our sales and pipeline management.

**SOLUTION**
How did you select this vendor?

We learned of EBQuickstart through a referral.

Describe the project and the services they provided in detail.

EBQuickstart makes weekly calls and schedules appointments for us. They call well over 100 people each week and will make follow-up calls if people do not answer the first time. They provide us with detailed reports that outline their results.

What was the team composition?

Our team includes Mindy (Success Manager, EBQuickstart), Heather (Business Development Manager, EBQuickstart), and Shahanna (Business Development Specialist, EBQuickstart).

**RESULTS & FEEDBACK**
Can you share any information that demonstrates the impact that this project has had on your business?

Since the start of the engagement, we’ve seen an increase in leads and developments. We receive weekly scheduled appointments connecting us with new opportunities because of EBQuickstart.

How was project management arranged and how effective was it?

They are responsive and mindful of our deadlines. We have weekly phone calls with them to strategize, and they are always prepared. The staff that handles our account has not changed, which speaks to the stability of their firm.

What did you find most impressive about this company?

I find their eagerness most impressive. For example, we have given them multiple lists of more than 1,000 people, and they seem to always get through them with a positive attitude and are asking for more people to call. Also, their attention to detail and deadlines is notable. We have a very complex product, and they do a good job of explaining it and getting people interested. They are always on time for scheduled meetings and calls. They have always put our needs first.

Are there any areas for improvement?

No, we’ve worked very well together.


---

#### Lead Generation for Business Communications Firm
**The Project**
- Services: Call Center Services
- Project size: $10,000 to $49,999
- Project length: Nov. 2018 - Ongoing

**Project Summary**: EBQuickstart collaborates with an internal sales team to follow up with potential leads over the phone.


**Review Rating**: 4.5
- Quality: 4.0
- Schedule: 5.0
- Cost: 3.5
- Willing to Refer: 5.0

**The Reviewer**
Managing Director, Introtel Communications Inc.
- Industry: Telecommunications

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Apr 25, 2019

**Feedback Summary**: The project immediately began generating profitable leads. EBQuickstart is an extremely capable, knowledgeable partner. They report on progress frequently, follow a structured workflow, and make smart suggestions for improvement.
""Our sales team is pleased with the number of appointments they set." 
"

**BACKGROUND**
Please describe your company and your position there.

Introtel Communicatons Inc. is a leading business communications systems integrator. As managing director, I provide clients with a positive purchase experience and beneficial ongoing relationship.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We wanted to augment our business development capabilities without hiring new staff.

What were your goals for this project?

We were looking for sales leads who were qualified against our acceptance criteria, which specifies geographic location, company size, and timing of purchase horizon.

**SOLUTION**
How did you select this vendor?

This was a simple referral from our principal equipment manufacturer. Their other clients who had experienced positive results with EBQuickstart.

Describe the project in detail.

This is a lead generation project. Representatives from EBQuickstart act as members of our staff to enhance buy-in from prospects. We both contribute to the call list, which they comb through thoroughly.

What was the team composition?

Two managers and one staff member complete all the calls. We review their performance through regular conference calls and shared database summaries.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Our sales team is pleased with the number of appointments they set. Many of these appointments have led to a short- or medium-term opportunity.

How effective was the workflow between your team and theirs?

Their managers make it easy to stay in touch and on top of their progress. They're also responsive, often offering suggestions to improve efficiency or performance.

What did you find most impressive about this company?

We're extremely impressed with how easy it was to undertake this project. They have experience launching a lead generation campaign, so we started receiving leads right away.

Are there any areas for improvement?

We don't have any significant suggestions for improvement. They quickly digest and implement any suggestions we make. 


---

#### Pitch Meeting Setup for Cloud Software Solution
**The Project**
- Services: Business Consulting
- Project size: $50,000 to $199,999
- Project length: Mar. 2019 - Ongoing

**Project Summary**: EBQuickstart set up C-suite meetings to pitch cloud-based software to decision-makers within in the life insurance and financial service industries.


**Review Rating**: 5.0
- Quality: 4.5
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Chief Marketing Officer, iPipeline
- Industry: Information technology

- Client size: 501-1,000 Employees
- Review Type: Online Review
- Verified

**The Review** — Apr 11, 2019

**Feedback Summary**: They set up meetings that proved valuable internally. EBQuickstart has generated positive feedback focused on its fast integration with the process. They’re a well-managed team with an effective pitching method who can deliver quickly.
""My apprehension about engaging a new company in a new process has completely gone away."
"

**BACKGROUND**
Please describe your company and your position there.

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We needed them to take over a decade-long effort to pursue set C-suite meetings for my company. The meetings are with the top individuals within the life insurance and financial service industries.

What were your goals for this project?

The goal was more qualitative than quantitative with regard to the volume of meetings set. I wanted meetings with the decision-making individuals who have the authorization to buy.

**SOLUTION**
How did you select this vendor?

I evaluated a host of firms and was most impressed with EBQ's methodology and management. It was clear from the beginning of our discussions that they "got it."

Describe the project in detail.

They executed our meeting campaign successfully.

What was the team composition?

Their supervisors are briefed on the specifics, and they then educate the resources who pursue the appointments.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

While it has only been a month of pursuit on their part, I am extremely pleased with their ability to learn, ramp up internally, and engage at some of the highest levels within the targeted companies and to produce excellent, high-value meetings. My apprehension about engaging a new company in a new process has completely gone away.

How effective was the workflow between your team and theirs?

I’m fairly satisfied with our workflow so far, and I am expecting it to improve further in the weeks ahead, with a few minor tweaks to the process. Their methodology works extremely well.

What did you find most impressive about this company?

Their execution, management, and results have stood out.

Are there any areas for improvement?

No, I’m very satisfied.


---

#### Sales Outsourcing Services for Software Company
**The Project**
- Services: Sales Outsourcing
- Project size: Confidential
- Project length: May 2024 - Ongoing

**Project Summary**: EBQ provides sales outsourcing services for a software company. The team has sourced new leads, created calling lists, and run first-person sales campaigns to generate high-quality sales leads.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
VP Business Strategy, Drivosity
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 6, 2026

**Feedback Summary**: EBQ has confirmed and booked sales meetings, resulting in a 50% conversion rate. The team delivers on time and communicates effectively via virtual meetings, emails, and messaging apps. EBQ's great response time and value for money are key elements of the project's success.
""EBQ's great response time and quality of communication are impressive.""

**BACKGROUND**
Introduce your business and what you do there.I'm the VP of business strategy at Drivosity, a software company that provides telematics for last-mile delivery.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with EBQ?We needed help scaling our business and generating high-quality sales leads.

**SOLUTION**
What was the scope of their involvement?EBQ provides us with data and calling lists, first-person sales campaigns, and account ownership. The team has sourced new leads and follow-ups to get qualified leads in the pipeline and through the funnel.What is the team composition?We work with 2–5 teammates from EBQ.How did you come to work with EBQ?We found EBQ through an online search. We chose them over other options because they were a great culture fit, offered good value for the cost, and had company values that aligned with ours.What is the status of this engagement?We started working with EBQ in May 2024, and our engagement is ongoing.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?EBQ has confirmed and booked sales meetings, which have led to closed deals. The team has also delivered high-quality leads and pipeline growth, resulting in a 50% conversion rate.How did EBQ perform from a project management standpoint?EBQ's project management is good. The team delivers on time. We communicate via virtual meetings, emails, and messaging apps.What did you find most impressive about them?EBQ's great response time and quality of communication are impressive.Are there any areas they could improve?There's nothing EBQ could improve on. They are a great team and I highly recommend them.


---

#### Lead Generation for Software Co
**The Project**
- Services: Sales Outsourcing
- Project size: Confidential
- Project length: Jan. 2022 - Jan. 2025

**Project Summary**: EBQ provided lead generation services for a software company. The team helped with data and provided warm leads.

**Review Rating**: 4.0
- Quality: 4.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 4.0

**The Reviewer**
VP of Sales, Software Co
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 28, 2025

**Feedback Summary**: EBQ's efforts generated a pipeline that was 3-5 times the cost of the service. Furthermore, the team managed the project excellently, delivered the project on time, and responded to the client's needs. Overall, the team's leadership consistency was outstanding.
""Their human element, consistency of leadership, and the fact that they listened to us stood out.""

**BACKGROUND**
Please describe your company and position.I am the VP of Sales of a software company. Describe what your company does in a single sentence.We are a video security and analytics platform

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Leads

**SOLUTION**
How did you find EBQ?Online SearchWhy did you select EBQ over others?no termHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ worked with us on targeted lists, helped with data, and provided us with warm leads based on their efforts.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Amount of pipeline generated would be 3-5x the cost of the serviceDescribe their project management. Did they deliver items on time? How did they respond to your needs?Excellent.What was your primary form of communication with EBQ?Virtual MeetingWhat did you find most impressive or unique about this company?Their human element, consistency of leadership, and the fact that they listened to us stood out.Are there any areas for improvement or something EBQ could have done differently?Results can be challenging but the playbook is the playbook regardless of the results, this ultimately lead to us brining this inhouse to customize and align with other efforts.


---

#### B2B Sales Calls & Scheduling for Mortage Platform
**The Project**
- Services: Call Center Services, Email Marketing, Sales Outsourcing
- Project size: $50,000 to $199,999
- Project length: Jan. 2023 - Jan. 2025

**Project Summary**: EBQ provided outbound B2B sales calls and scheduling services for a mortgage platform. The team was tasked with scheduling meetings for the client's account executives.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Head of Marketing, Floify
- Industry: Information technology

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 21, 2025

**Feedback Summary**: EBQ successfully set a good number of meetings, including those for conferences the client attended. The team delivered on time and communicated through in-person meetings. Their industry experience and willingness to conduct regular check-ins for feedback were key to the engagement's success.
"“I really like that they had other clients in the same industry as us.”"

**BACKGROUND**
Please describe your company and position.I am the Head of Marketing of FloifyDescribe what your company does in a single sentence.Floify is a mortgage point of sale platform

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Schedule meetings for our AEs

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?High ratingsPricing fit our budgetReferred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We used EBQ for our outbound B2B sales calls/scheduling rather than use an in house BDR/SDR.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Number of meetings set. We also used them to set meetings for conferences we were attendingDescribe their project management. Did they deliver items on time? How did they respond to your needs?They did deliver items on timeWhat was your primary form of communication with EBQ?In-Person MeetingWhat did you find most impressive or unique about this company?I really like that they had other clients in the same industry as us and that they were willing to do regular ride alongs to gather feedback for improvementAre there any areas for improvement or something EBQ could have done differently?None. 


---

#### Lead Outreaching for Tax Advisory Firm
**The Project**
- Services: Email Marketing, Sales Outsourcing
- Project size: $10,000 to $49,999
- Project length: Apr. - Sep. 2024

**Project Summary**: EBQ provided lead generation services for a tax advisory firm. The team helped the client scale and refine their outreach practices to put their product in front of more potential clients.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Head of Business Development, Harness Wealth
- Industry: Financial services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Oct 7, 2024

**Feedback Summary**: EBQ was able to set 55 meetings with leads between April and October. The team was responsive, thoughtful, and proactive, and their deliverables were always on time and fully complete. The client was impressed with the team's high-quality team members, holistic support, and data-driven approach.
""The team at EBQ was always responsive, thoughtful, and proactive.""

**BACKGROUND**
Please describe your company and position.I am the Head of Business Development of Harness WealthDescribe what your company does in a single sentence.We connect top tax experts to clients with complicated needs through an intuitive digital portal that makes the tax season easier and more insightful for all.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Increase top of funnel opportunities with prospective tax advisory firms.

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Close to my geographic locationReferred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ helped us scale and refine our outreach practices in order to put our product in front of more potential clients. We aimed for 6-7 appointments a month, and they hit or exceeded those goals every month with a part time resource.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?The team set 55 meetings between April on OctoberDescribe their project management. Did they deliver items on time? How did they respond to your needs?The team at EBQ was always responsive, thoughtful, and proactive. All deliverables were on time and fully complete. What feedback we did have was repsonded to quickly.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?High quality team members. Holistic support. Attentive. Data-driven.Are there any areas for improvement or something EBQ could have done differently?Nope!


---

#### Call Center & Sales Outsourcing Services for SaaS Company
**The Project**
- Services: Call Center Services, Sales Outsourcing
- Project size: $10,000 to $49,999
- Project length: Apr. - July 2024

**Project Summary**: EBQ provided call center and sales outsourcing services for a SaaS company. The team was responsible for booking meetings with the client's cold leads.

**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 4.5
- Cost: 4.5
- Willing to Refer: 4.5

**The Reviewer**
SVP of Marketing, SaaS Company
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Jul 17, 2024

**Feedback Summary**: EBQ booked eight meetings for the client, which resulted in $180,000 in the pipeline. The team provided a straightforward setup, reported constantly, and was flexible to changes. They had a short turnaround time and quickly booked meetings. EBQ communicated via virtual meetings, email, and messages.
""They are quick to turn up and get rolling on projects and were able to get meetings our team was not able to.""

**BACKGROUND**
Please describe your company and position. I am the SVP of Marketing of an SaaS company Describe what your company does in a single sentence.We provide a customer service platform for school districts. 

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Book meetings with cold leads

**SOLUTION**
How did you find EBQ?Previously Worked TogetherWhy did you select EBQ over others?High ratingsPricing fit our budgetGood value for costHow many teammates from EBQ were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We provided a long-tail list of ABM targets for them to call on and obtain meetings. We were able to be 4x more effective with EBQ calling than previous efforts at obtaining booked meetings. 

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?8 meetings booked, $180K in pipeline. Describe their project management. Did they deliver items on time? How did they respond to your needs?Straight forward set up, bi-weekly reporting and very flexible to list changes. What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They are quick to turn up and get rolling on projects and were able to get meetings our team was not able to. Are there any areas for improvement or something EBQ could have done differently?Our only challenge was rescheduling meetings that went cold, which could be a combination of the time of year for our prospects and calling people who may have been very cold. 


---

#### Lead Generation & Cold-Calling for Financial Health Org
**The Project**
- Services: Sales Outsourcing
- Project size: $10,000 to $49,999
- Project length: Feb. - July 2024

**Project Summary**: EBQ offers lead generation and cold-calling services for a financial health organization. The team offers strategic thinking to tackle the market through outbounding.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Head of Sales, Nav.it
- Industry: Financial services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 11, 2024

**Feedback Summary**: EBQ has delivered nine confirmed and qualified sales calls scheduled. The team's outbounding efforts and work culture are incredible, demonstrating impressive care for the work. EBQ is great to work with, extremely organized, and constantly sends updates to the client via email and virtual meetings.
""EBQ is great to work with.""

**BACKGROUND**
Please describe your company and position.I am the Head of Sales of Nav.itDescribe what your company does in a single sentence.Nav.it works with organizations to bring a financial health benefit to their workforce

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Lead generation

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Great culture fitGood value for costReferred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Lead generation Cold callingOutbounding Strategic thinking about how to tackle the market

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?9 confirmed and qualified sales calls scheduledDescribe their project management. Did they deliver items on time? How did they respond to your needs?EBQ is great to work with.Extremely organizedThey felt like thought partnersPassionate about what they were doingConstantly checking in and sending updatesWhat was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The outbounding effort is incredible - cold calling, emailing, endless follow upsTheir cultureHow much they care about what they do Are there any areas for improvement or something EBQ could have done differently?Nothing I can think of at the moment


---

#### Sales Outsourcing & Email Mktg for Health Benefits Company
**The Project**
- Services: Call Center Services, Email Marketing, Sales Outsourcing
- Project size: Confidential
- Project length: Jan. 2022 - Dec. 2023

**Project Summary**: EBQ provided sales outsourcing and email marketing services for a health benefits company. The team worked on lead generation and helped the client secure insurance broker meetings.

**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 4.5

**The Reviewer**
Director of Marketing, Elan Benefits Services
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review


**The Review** — Dec 14, 2023

**Feedback Summary**: The client was satisfied with EBQ's work and performance; the team consistently delivered high-quality leads and made improvements to deliver the best results. Moreover, they were efficient, timely, open to feedback, and responsive. They stood out for their expertise and proactive approach.
""Their desire to improve processes and procedures was impressive. They continually drove for improvements.""

**BACKGROUND**
Please describe your company and position.I am the Director of Marketing of Elan Benefits ServicesDescribe what your company does in a single sentence.ELAN is a group of companies headquartered in Miami collaborating to bring competitive, cutting-edge health benefit products to the marketplace.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Lead GenProspect Lists

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?High ratingsHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.They helped us get Insurance broker meetings

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?We were extremely satisfied with the support provided by EBQ. The EBQ team has proven to be the most exceptional lead gen team I have ever collaborated with. They consistently deliver high-quality leads and are always eager to receive feedback and make improvements. Moreover, their proactive approach and expertise in setting up our CRM (HubSpot) and tracking opportunities were truly impressive. I wholeheartedly recommend their services and expertise.Describe their project management. Did they deliver items on time? How did they respond to your needs?They were highly efficient and drove us to make sure we delivered on time as well.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their desire to improve processes and procedures was impressive. They continually drove for improvements.Are there any areas for improvement or something EBQ could have done differently?None, they were great!


---

#### Sales Outsourcing for Parking Operator Software Company
**The Project**
- Services: Sales Outsourcing
- Project size: $50,000 to $199,999
- Project length: Nov. 2021 - Ongoing

**Project Summary**: EBQ provides outsourced SDR services for a parking operator software and services company. The team sets up appointments, provide reports in the client's CRM, and reaches out fo prospects in key verticals.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
VP of Marketing, Parker Technology
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 22, 2023

**Feedback Summary**: The client is satisfied with the engagement; EBQ's efforts have improved the pipeline and closed revenue from meetings. The team is responsive, adaptable, and easy to work with. Moreover, they're outstandingly meticulous and adept at their work; there's nothing to improve.
""They leverage the talk-track to set appointments.""

**BACKGROUND**
Please describe your company and position.I am the VP of Marketing of Parker TechnologyDescribe what your company does in a single sentence.Provide software and services for parking operators.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Increase sales qualified leadsSet appointments with qualified prospectsBridge the gap between marketing campaigns and sales

**SOLUTION**
How did you find EBQ?ReferralWhy did you select EBQ over others?Great culture fitGood value for costReferred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Outsourced SDR services. EBQ sets at least 3-5 appointments per month with qualified leads. Additionally, they provide reporting in our CRM, update notes and lead records and reach out to prospects in key verticals and from target-rich conferences and events.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Pipeline and closed revenue from meetings that EBQ set, as well as prospects that EBQ nurtured.Describe their project management. Did they deliver items on time? How did they respond to your needs?Great communication and adaptability to our needs. Very responsive and on top of things. Incredibly easy to work with. We're really happy with the service EBQ has provided over the years.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They're meticulous at using our CRM to log information and adept at speaking with prospects about what we do. They leverage the talk-track to set appointments.Are there any areas for improvement or something EBQ could have done differently?Not that I can think of.


---

#### Lead Generation for Marketing & Media Company
**The Project**
- Services: Call Center Services
- Project size: $10,000 to $49,999
- Project length: July 2023

**Project Summary**: EBQ provided lead generation services for a marketing and media company. The team pursued digital leads to nurture and cultivate them on behalf of the client.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Executive, The Channel Company
- Industry: Advertising & marketing

- Client size: 501-1,000 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 18, 2023

**Feedback Summary**: EBQ successfully provided 50 qualified leads and improved data accuracy. They excelled in delivering regular and timely updates while streamlining the reporting process. Their agility and adaptability in project management were commendable.
""They are always ready to pivot when needed on projects.""

**BACKGROUND**
Please describe your company and position.I am an executive at The Channel CompanyDescribe what your company does in a single sentence.Global marketing services, media, and community in the IT Channel.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Telenurture support for lead generation campaignsEvent audience recruitment support

**SOLUTION**
How did you find EBQ?Purchased our business from our previous vendorWhy did you select EBQ over others?Referred to meHow many teammates from EBQ were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.EBQ followed up on digital leads to nurture and warm leads for clients.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?50 warmed leads delivered. And cleaning incorrect data.Describe their project management. Did they deliver items on time? How did they respond to your needs?EBQ was great at delivering timely and frequent updates as well as helping to streamline reporting process. They are always ready to pivot when needed on projects.What was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The personal touch is so important in the industry we serve as we work to develop and build relationships with leads. EBQ is phenomenal on providing a dedicated team for our needs that understand our business needs.Are there any areas for improvement or something EBQ could have done differently?None


---

#### Call Center Services for Cloud-Based SCADA System Company
**The Project**
- Services: Call Center Services, Sales Outsourcing
- Project size: $10,000 to $49,999
- Project length: Apr. 2023 - Ongoing

**Project Summary**: EBQ was hired by a cloud-based SCADA system company to install a base for 1,800 customers. The goal is to use call center services to seek out new potential business.

**Review Rating**: 4.5
- Quality: 4.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 4.0

**The Reviewer**
Chief Revenue Officer, Cloud-Based SCADA System Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 28, 2023

**Feedback Summary**: EBQ has met the client's expectations and generated new business. The team manages the project seamlessly and communicates effectively through bi-weekly meetings. Moreover, they're flexible, quick to adapt, and efficient. Customers can expect a great service.
""EBQ has adapted very quickly to my niche industry, needs, and lingo, implementing them into their plan.""

**BACKGROUND**
Please describe your company and position.I am the Chief Revenue Officer of an utilities companyDescribe what your company does in a single sentence.We're an end-to-end cloud-based SCADA system for clients primarily in the water & wastewater municipal market.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire EBQ to accomplish?Call our entire installed base of 1,800 customers

**SOLUTION**
How did you find EBQ?cold emailWhy did you select EBQ over others?Pricing fit our budgetGood value for costHow many teammates from EBQ were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We had a BDR call our install base to seek out new potential business

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Meetings generated by EBQ and closed-won businessDescribe their project management. Did they deliver items on time? How did they respond to your needs?We conduct bi-weekly continuous improvement meetings and that has shown to be very successfulWhat was your primary form of communication with EBQ?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?EBQ has adapted very quickly to my niche industry, needs, and lingo, implementing them into their planAre there any areas for improvement or something EBQ could have done differently?.


---

#### Outbound Marketing for Aviation Solutions Company
**The Project**
- Services: Advertising
- Project size: $10,000 to $49,999
- Project length: Jan. 2017 - Ongoing

**Project Summary**: EBQuickstart handles lead generation for an aviation solutions company. The team is responsible for outbound calls and emails to improve global reach. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Director of Sales, Aviation Solutions Company
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 16, 2022

**Feedback Summary**: Though there are no measurable outcomes available, EBQuickstart seamlessly manages the project with their responsiveness and excellent customer service. During the process, the team sets biweekly status meetings. 
""Their great customer service and constant eagerness to learn more about our business are impressive.""

**BACKGROUND**
Please describe your company and your position there.

Head of marketing and sales at an aviation solutions company. 

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart, and what were your goals??

Outbound lead generation.

**SOLUTION**
How did you select this vendor and what were the deciding factors?

Very detail oriented and detailed strategy for growing leads.

Describe the project in detail and walk through their service package, including any calling tools used.

EBQ uses outbound calling and emails, combined with good market research and excellent communication with us to generate leads and help us grow our global footprint.

Who did you work with and what was the feedback process like?

Tim and Symone ad they are great communicators and help grow the effectiveness of the project together

**RESULTS & FEEDBACK**
Can you share any measurable outcomes of the project or general feedback about the service?

N/A due to confidentiality

Describe their project management style, including communication tools and timeliness.

Status meetings every two weeks and very quick response on any email questions or feedback needed.

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

Their great customer service and constant eagerness to learn more about our business are impressive.

Are there any areas for improvement or something they could have done differently?

Continuity of staff from the person gathering and calling on the prospects. This is normal for an outbound calling agency though.


---

#### Outreach Marketing for SaaS Company
**The Project**
- Services: Advertising, Business Consulting, Call Center Services
- Project size: $10,000 to $49,999
- Project length: Dec. 2021 - Feb. 2022

**Project Summary**: EBQuickstart was hired by a SaaS company to help with their outreach marketing. The partners targeted about 12 sales meetings per month for the client with cold calls and email marketing.


**Review Rating**: 1.5
- Quality: 2.0
- Schedule: 0.5
- Cost: 2.0
- Willing to Refer: 0.5

**The Reviewer**
Sales Director, SaaS Company
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 25, 2022

**Feedback Summary**: EBQuickstart ultimately managed to book only one meeting per month. Although their calls mostly entailed how hard they were working, they could manage to share the success of their work. Moreover, they charged full price for their underwhelming service.
""They claimed an estimate of 12 meetings per month with the resources they offered. They booked 1 meeting per month.""

**BACKGROUND**
Please describe your company and your position there.

We are a SaaS company and I am the Sales Director.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

We partnered with EBQ to help with our sales efforts. EBQ claimed that for the resources we requested they could target approximately 12 sales meetings per month.

**SOLUTION**
How did you select this firm and what were the deciding factors?

We considered a number of different firms with the intention to compare different services and see which performed best. They were one of our candidates.

Describe the project in detail and walk through their service package.

We provide a list of leads and they run the leads through their process of cold calls and emails. Once they book meetings they put it on our schedule and hand off the lead during the meeting.

How many resources from the vendor's team worked with you, and what were their positions?

Total of 4 resources including 2 people for the outreach efforts, a project manager, and a success manager.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

They claimed an estimate of 12 meetings per month with the resources they offered. They booked 1 meeting per month.

How effective was the workflow between your team and theirs?

We had weekly Zoom calls to go over their progress and discuss success cases. Unfortunately because there were so few booked calls most of the call was just talking about how hard they were working.

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

They agreed to adjust their pricing based on the results so I am reflecting that information in the review.

Are there any areas for improvement or something they could have done differently?

They should adjust their pricing based on their sucecss.


---

#### Custom Design & Software Development for Consultancy Firm
**The Project**
- Services: Custom Software Development
- Project size: $50,000 to $199,999
- Project length: Oct. 2020 - Ongoing

**Project Summary**: A consultancy firm hired EBQuickstart to help develop and build the frontend of the pipeline. The goal was to establish meeting and lead goals that focused on the UX/UI persona in their target market segments.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 4.5

**The Reviewer**
VP of Sales, Integrated Computer Solutions
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 25, 2021

**Feedback Summary**: The EBQuickstart team met and even exceeded their metric goals in the first ten months of their partnership with the company. The company appreciated the team took an active role in establishing healthy communication with them and was impressed with the approach they took for their support model.
""I appreciate the team approach to their support model and their active and transparent communication.""

**BACKGROUND**
Please describe your company and your position there.

I am the VP of Sales for a consultancy which helps companies design, develop, and deploy Medical products

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart, and what were your goals?

We hired EBQ to help develop and build the front end of the pipeline and established meeting and lead goals focused on the UX/UI persona's in our target market segments

**SOLUTION**
How did you select this vendor and what were the deciding factors?

We did a search of lead development companies and selected EBQ based on approach, professionalism, and business model

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Lead development and data cleansing

How many people from the vendor's team worked with you, and what were their positions?

Three people on the core team - a Customer Success Manager, Project Manager, and Lead Development Representative

**RESULTS & FEEDBACK**
Can you share any measurable outcomes of the project or general feedback about the deliverables?

Met or exceeded the monthly lead/meeting goal in each of the first 10 months of the engagement

Describe their project management style, including communication tools and timeliness.

Bi weekly review meetings

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

I appreciate the team approach to their support model, and their active and transparent communication

Are there any areas for improvement or something they could have done differently?

Additional visibility on the data service


---

#### Email Marketing and SI for Payment Software Company
**The Project**
- Services: Other IT Consulting and SI
- Project size: $10,000 to $49,999
- Project length: Apr. 2019 - Ongoing

**Project Summary**: EBQuickstart offers Salesforce consulting to help a SaaS company implement email marketing campaigns.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Chief Marketing Officer, DadeSystems
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Oct 21, 2019

**Feedback Summary**: Using the revamped system, the client was able to clear a queue of leads that were waiting to be contacted. EBQuickstart's dedication, professionalism, and transparency make them a valuable partner.
""They will seek to find the answer if they don't know it."
"

**BACKGROUND**
Please describe your company and your position there.

DadeSystems provides software to help companies and banks process payments, using advanced AI delivered in as s SaaS solution.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire EBQuickstart?

Hire EBQuickstart initially a couple of years ago to set- up our Pardot environment. Hired them again this year to help with email Campaigns and integration with Salesforce.

What were your goals for this project?

Create a repeatable process to manage campaigns for tradeshows, general nurture, and other segmented events.

**SOLUTION**
How did you select this vendor?

Prior experience with the firm.

Describe the scope of their work in detail.

Provides maintenance of the Pardot solution, building advanced campaigns we can use today and in the future.

What was the team composition?

Project manager and consultants.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Early progress generated leads and led to one closing. This was the result of multiple campaigns where we cleansed the Salesforce db after 7 years of leads being entered, without regular follow-up.

How effective was the workflow between your team and theirs?

Excellent, great communication and uses Basecamp to converse on projects

What did you find most impressive about this company?

Excellent people with good skills. They will seek to find the answer if they don't know it.


---



## Portfolio & Awards


### Appointment Setting for Network Security Company
“EBQ is very flexible. We can literally change campaigns on a dime. It’s not like other lead gen companies where you have to jump through hoops. You guys do most of the work for us.”
 
Challenge:
Centripetal Networks needed a dedicated SDR team to reach out to targeted accounts to provide high-quality, pre-qualified leads. They didn’t want to burden their internal sales reps with prospecting and time-consuming cycles to confirm prospect meetings.
 
Solution:
EBQ’s SDR team pre-qualifies leads so Centripetal’s sales team can focus on their 30-day trials with these prospects. The SDR team coordinates with Centripetal’s marketing tactics to align their outbound messaging with Centripetal’s content marketing schedule. EBQ’s Data team helps build contacts for Centripetal’s target accounts lists to ensure the quality of their lead data.
 
Results:
EBQ has been able to identify leads that have the right budget and timeline, and can still add leads who don’t meet these criteria right now to the pipeline for later follow-up.
 
“It’s been very successful for us. We have good SDRs and a team that works with us that understands our offering, and we work very closely with them.”
 
Read more: https://ebq.com/case-studies/centripetal-networks/


### Marketing & Lead Generation for DevOps Company
“Their understanding of the ecosystem that we work in was more extensive than we thought it would be. We didn’t know it would be a long-term relationship initially, but their quick pivots right off the bat gave us confidence that we could grow with them.”
 
Challenge: 
Copado was looking to increase demand for their DevOps software, and didn’t have a full in-house marketing team to execute the go-to-market initiatives they had planned. They also needed sales support, hoping to generate genuine opportunities from upcoming trade show events they were attending.
 
Solution:
Copado hired EBQ’s marketers to help with web design, development, and Pardot email automation administration. Meanwhile, EBQ’s sales development reps called on prospective Copado end users and channel partners.
 
Results: 
With the help of EBQ marketing, Copado launched their new redesigned website and successfully executed Pardot email marketing campaigns for their upcoming events and webinars. For the SDR team, Copado provided a goal of 90% rate of sales-accepted leads, and EBQ regularly maintained a 81-82% SAL rate, beating expectation each time.
 
“EBQ allowed us to run 3x the number of Pardot campaigns we would have been able to otherwise. Their knowledge of Salesforce and help with integrating it with Pardot has been key.”
 
View the marketing project: https://ebq.com/ebq-marketing-portfolio/copado
 
Read the lead generation case study: https://ebq.com/case-studies/copado-lead-gen/ 


### Salesforce & Pardot Implementation for Nonprofit
“Our main challenge was our limited knowledge of the Salesforce platform. EBQ helped fill those gaps.”
 
Challenge:
Chesapeake Church needed to migrate to the Salesforce Nonprofit Success Pack to streamline donation management for multiple initiatives. They also needed to implement Pardot marketing automation to automate nurture campaigns for their constituents.
 
Solution:
EBQ helped Chesapeake Church prepare their data and build a thoughtful campaign hierarchy to ensure donor contributions would be allocated to the correct accounting units. On the Pardot side, EBQ’s implementation program provided guidance and training for their marketing team to build landing pages, forms, and emails.
 
Results:
Chesapeake Church has a fully customized Salesforce CRM and a functional marketing automation platform that has launched the organization on a strategic path towards success. Chesapeake Church now has the Salesforce knowledge they need to scale their use of the customized platforms to effectively manage donor gifts and outbound communications to constituents.
 
Read more: https://ebq.com/case-studies/chesapeake-church 


### Content & HubSpot Marketing for Wellness Company
“For a company that doesn’t have the time, the wherewithal, I think this is a fantastic alternative to going out and hiring your own team.”
 
Challenge:
Wellview needed to add to their one-person marketing team to allow them to scale, expand leads, or further their goals.
 
Solution:
Wellview sought to fill gaps in their organization by leveraging the skills and expertise of EBQ’s marketing team to help with HubSpot email marketing, content marketing, web development, visual design, and search engine marketing. 
 
Results:
Wellview now has a regular content cadence with monthly newsletters and email campaigns in addition to blog content housed in a B2B Resource Hub built out by EBQ’s web development team that will be used to inform and strengthen SEO and SEM strategy.
 
View marketing project: https://ebq.com/ebq-marketing-portfolio/wellview 


### Salesforce CRM Training & Migration for Nonprofit
“EBQ met every expectation I had as a customer. I want to feel like I’m the only customer that matters, and that’s how we’ve been treated. They were timely with their responses, met our deadlines, and provided an overall very positive experience.”
 
Challenge:
Good Shepherd Center needed to migrate from a legacy donor management platform to Salesforce and needed help with database migration and training. 
 
Solution:
EBQ helped the nonprofit migrate around 10,000 records to its new Salesforce database, enabling the nonprofit to implement a new platform without worrying about the “how.” EBQ’s Salesforce training allowed their users to engage one-on-one with their trainer and learn best practices based on their roles. 
 
Results:
Recruiting EBQ to perform the database migration and train their users on the platform allowed GSC to feel confident about maintaining the integrity of their data. Whether they need to send out 100 donor letters or manually enter new gifts into the database, Good Shepherd Center’s Salesforce users can quickly complete tasks and continue to the next one on their long list of responsibilities.
 
Read more: https://ebq.com/case-studies/good-shepherd-center/


### SDR Services for Automation Manufacturing Company
“EBQ was able to have more meaningful conversations with the right customer. It would have taken us a lot longer to be able to get there, but by leveraging EBQ, we’re building up our pipeline.”
 
Challenge:
PAR Systems had recently built a new commercial team of account executives and needed help re-engaging existing customers, as well as breaking into new target accounts. 
 
Solution:
PAR Systems brought on 4 Sales Development Reps from EBQ to initiate conversations with their existing install base and start pursuing new target accounts. EBQ’s Data team scrubbed their contact lists to ensure they were clean before migrating it to Salesforce. Then, EBQ’s SDRs were able to use that clean data to call on those accounts and build out additional contacts through their outreach.
 
Results:
Through their partnership with EBQ, PAR System was able to build a demand generation engine without having to hire internally and can use their account executive team more efficiently. PAR Systems can now focus on being proactive about re-engaging their current customer base and bringing their solutions back to forethought.
 
“I think we’ve got great communication. We have our monthly touchpoints, and there’s good follow-up. They’re constantly looking for feedback as we’re honing in our messaging. We get to experiment really quickly and pivot for results.”
 
Read more: https://ebq.com/case-studies/par-systems/




### Industry Recognitions

- Inc. 5000 Regionals: Texas

- Inc. 5000 Regionals: Southwest

- Best Midsize Companies to Work For in Austin

- Top Workplaces by Austin American-Statesman

- 8x Honoree on Inc. 5000 Fastest Growing Companies

- Austin's fastest-growing companies; 2019 Fast 50 rankings





## Packages



## About the Team

### Our Story
In 2006, we started our company out of a small garage with one mission: How do we help businesses execute their business plans?
15+ years later, we’re the only company in the market to provide full-service support for the entire buyer’s journey from discovery to brand advocacy. A business owner always has a plan, but they need a team of experts to execute it effectively.



### Quick Facts

- 42 Verified Clutch Clients

- 20 years in business



### Tools and Technology

- Asana

- RingCentral

- Google Meet

- Zoom

- Monday.com

- Basecamp

- Google Drive

- Salesforce

- HubSpot






## Locations (1)

### Austin, TX (Headquarters)
- 13341 West U.S. 290
- Austin, TX 78737
- United States
- 301 - 400 employees
- Phone: 512-637-9696



## Connections

- Christina Arthur (Drivosity)


## Contact EBQ
[Send a message](https://clutch.co/profile/ebq)

### Connect on Social
- [LinkedIn](https://www.linkedin.com/company/ebquickstart)
- [Facebook](https://www.facebook.com/ebquickstart/)
- [X](https://twitter.com/ebquickstart)

