EBQ

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.

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 Search

Why did you select EBQ over others?

no term

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 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 service

Describe 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 Meeting

What 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.

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?

.