EBQ

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of Floify

Describe 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?

Referral

Why did you select EBQ over others?

• High ratings
• Pricing fit our budget
• Referred to me

How many teammates from EBQ were assigned to this project?

2-5 Employees

Describe 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 attending

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

They did deliver items on time

What was your primary form of communication with EBQ?

In-Person Meeting

What 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 improvement

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

None. 

BACKGROUND

Please describe your company and position.

I am the Head of Business Development of Harness Wealth

Describe 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?

Referral

Why did you select EBQ over others?

• Close to my geographic location
• Referred to me

How many teammates from EBQ were assigned to this project?

2-5 Employees

Describe 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 October

Describe 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 Meeting
• Email or Messaging App

What 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!

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 Together

Why did you select EBQ over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from EBQ were assigned to this project?

1 Employee

Describe 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 Meeting
• Email or Messaging App

What 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. 

BACKGROUND

Please describe your company and position.

I am the Head of Sales of Nav.it

Describe 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?

Referral

Why did you select EBQ over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from EBQ were assigned to this project?

2-5 Employees

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

• Lead generation 
• Cold calling
• Outbounding 
• 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 scheduled

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

• EBQ is great to work with.
• Extremely organized
• They felt like thought partners
• Passionate about what they were doing
• Constantly checking in and sending updates

What was your primary form of communication with EBQ?

• Virtual Meeting
• Email or Messaging App

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

• The outbounding effort is incredible - cold calling, emailing, endless follow ups
• Their culture
• How 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

BACKGROUND

Please describe your company and position.

I am the Director of Marketing of Elan Benefits Services

Describe 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 Gen
• Prospect Lists

SOLUTION

How did you find EBQ?

Referral

Why did you select EBQ over others?

High ratings

How many teammates from EBQ were assigned to this project?

2-5 Employees

Describe 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 Meeting
• Email or Messaging App

What 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!

BACKGROUND

Please describe your company and position.

I am the VP of Marketing of Parker Technology

Describe 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 leads
• Set appointments with qualified prospects
• Bridge the gap between marketing campaigns and sales

SOLUTION

How did you find EBQ?

Referral

Why did you select EBQ over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from EBQ were assigned to this project?

2-5 Employees

Describe 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 Meeting
• Email or Messaging App

What 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.

BACKGROUND

Please describe your company and position.

I am an executive at The Channel Company

Describe 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 campaigns
• Event audience recruitment support

SOLUTION

How did you find EBQ?

Purchased our business from our previous vendor

Why did you select EBQ over others?

Referred to me

How many teammates from EBQ were assigned to this project?

2-5 Employees

Describe 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 Meeting
• Email or Messaging App

What 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

BACKGROUND

Please describe your company and position.

I am the Chief Revenue Officer of an utilities company

Describe 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 email

Why did you select EBQ over others?

• Pricing fit our budget
• Good value for cost

How many teammates from EBQ were assigned to this project?

1 Employee

Describe 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 business

Describe 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 successful

What was your primary form of communication with EBQ?

• Virtual Meeting
• Email or Messaging App

What 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 plan

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

.

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.

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.