Cold Call Me

BACKGROUND

Please describe your company and position.

I am the Owner of Clearbridge Consulting

Describe what your company does in a single sentence.

Management Consulting, Executive Coaching & Advisory

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find Cold Call Me?

AI Search

Why did you select Cold Call Me over others?

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

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

2-5 Employees

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

Outbound cold call outreach and HubSpot pipeline management

RESULTS & FEEDBACK

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

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

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

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

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

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

• Virtual Meeting
• Email or Messaging App

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

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

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

Nothing to add here, they were great

BACKGROUND

Introduce your business and what you do there.

I work in overseas sales. Our company provides international trade and IT solutions, leveraging blockchain technology and multicultural expertise to help businesses expand into both emerging and established markets worldwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cold Call Me?

We hired Cold Call Me for meeting generation and North American market expansion.

SOLUTION

What was the scope of their involvement?

They ran cold call and email campaigns for us using lists of leads in the USA and Canada that we provided. They were responsible for outreach and reporting on campaign activity.

How did you find Cold Call Me?

Online search.

Why did you select Cold Call Me over others?

Their pricing fit our budget.

What is the status of this engagement?

The project started in April 2026 and ended in July 2026.

How much have you invested with them?

$10,000 to $49,999.

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

2-5 people were assigned to our project.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our experience was very disappointing. After nearly three months and a significant financial investment, we did not complete a single customer meeting or generate any tangible business opportunities. Meetings were placed on our calendar, but almost all resulted in no-shows or rescheduling, with no completed conversations, sample requests, or meaningful pipeline development. The quality of meeting qualification was poor, with prospects often showing little interest and not agreeing to meetings, yet meetings were still scheduled. Despite our efforts to support the campaign by refining messaging, improving lead quality, and providing new lead lists, there were no measurable business results. Outbound activity often fell below the 150–200 daily touches outlined in the Statement of Work, and reporting was vague, lacking meaningful KPIs. Ultimately, there was no commercial outcome from the engagement.

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

Email or messaging app.

How did Cold Call Me perform from a project management standpoint?

Project management was poor, with often late replies and poor communication. Simple questions sent through Slack often went unanswered for days, and we had to follow up multiple times for basic updates. Reporting was inconsistent and lacked objective performance metrics. Account management was unclear, with most activity relying on a single SDR despite multiple people being assigned. Technical issues on their side repeatedly disrupted the campaign.

What did you find most impressive about them?

I cannot say there was anything impressive about the engagement.

Are there any areas they could improve?

There are several areas for improvement: 

• Delivering on the agreed number of daily outreach activities.
• Improving the quality and transparency of meeting qualification and reporting.
• Ensuring timely and consistent communication.
• Providing clear account management and support from the assigned team.
• Focusing on achieving results before offering additional services.

Overall, the engagement did not meet expectations for execution, communication, or measurable sales results.

Company Responses

The service provider responded on August 13, 2026.

We welcome honest feedback, but this review does not reflect the documented facts of the engagement.

Reporting and activity were transparent from day one. Our signed scope of work included a live HubSpot dashboard in the client's own account tracking daily activity by channel, call connection rates, meetings booked, email engagement, and pipeline, with every meeting logged and visible in real time. The client had continuous, independent visibility into all of it throughout the campaign, so the claim that activity was insufficient or that reporting lacked KPIs is contradicted by data in their own system.

The campaign also generated verified, qualified meetings with on-profile buyers, contrary to the claim that none were produced. Where meetings resulted in no-shows, the primary cause was scheduling-page settings on the client's side, which we flagged in writing and which were corrected during the engagement.

On targeting, the prospect data was provided by the client, and a portion of it could not be dialed as delivered due to import errors in that data. The campaign was also restructured mid-stream, at the client's direction and against our written advice, from a focused sequential rollout to a concurrent multi-product rotation, which lengthened ramp and created product and list mismatch.

Clients are entitled to their view on outcomes, and outbound results vary. But the specific claims about our activity, reporting, and results are contradicted by the client's own records and by the signed scope of work. We hold a high standard on transparency and qualification, and we're glad to walk any prospective client through exactly how we operate before a campaign begins.

BACKGROUND

Introduce your business and what you do there.

I’m a partner at SelfHostedERP, a business services company. We develop custom, self-hosted ERP, invoicing, inventory, and accounting systems deployed on clients' servers, offering full source code ownership with a one-time license and no ongoing fees.

OPPORTUNITY / CHALLENGE

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

We hired Cold Call Me to blast through a test list to do a proof of concept on a warm call campaign.

SOLUTION

What was the scope of their involvement?

Cold Call Me provided a list of almost 1,000 warm leads to call. The team also provided reports, call recordings, and summaries after completing the calls.

What is the team composition?

We worked with 2–5 teammates from Cold Call Me.

How did you come to work with Cold Call Me?

We found them through an online search. Their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We saw the business performance we were expecting. We also saw a 400% increase in website traffic and 12 form submissions compared to the three we had before the campaign.

How did Cold Call Me perform from a project management standpoint?

They delivered on time and had good communication. We primarily communicated via email and messaging apps.

What did you find most impressive about them?

The simplicity of their process was impressive. I gave them the list and script, and they delivered a report and the outcomes.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the President of Smith Associates Inc.

Describe what your company does in a single sentence.

We represent fastener manufacturers and call on distributors on the east coast.

OPPORTUNITY / CHALLENGE

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

• Smith Associates, a manufacturers' rep firm, wanted to add consistent top-of-funnel activity without hiring and training an in-house SDR. The goal was to keep a steady flow of qualified conversations with prospective accounts while their reps stayed focused on closing.

SOLUTION

How did you find Cold Call Me?

Online Search

Why did you select Cold Call Me over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

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

1 Employee

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

Outreach to past customers and to prospective customers getting an understanding of their business to determine if we are a good fit. Ideal candidates were passed on to nurture and close business. 

RESULTS & FEEDBACK

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

Cold Call Me stood up a dedicated outbound motion quickly and kept prospecting activity consistent throughout the engagement. Qualified conversations were delivered directly to Smith's reps, giving them a reliable, low-overhead source of top-of-funnel pipeline they didn't have to manage day to day.

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

Everything was done on time, professionally, and above expectations. Any needs I did have were responded to immediately and implemented in the outreach. 

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

Virtual Meeting

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

Their ability to quickly learn our business and perform the assigned duties. They were very personable on the phone with customers and were detail-oriented. 

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

Nothing. Very impressed. 

BACKGROUND

Please describe your company and position.

I am the Sales Director of Gatherer's Granola

Describe what your company does in a single sentence.

Granola and nuts

OPPORTUNITY / CHALLENGE

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

• Grow retail and wholesale distribution for Gatherer's Granola by reaching grocery, natural-foods, and specialty category buyers, booking qualified buyer meetings, and getting product samples into the right hands to open new accounts.

SOLUTION

How did you find Cold Call Me?

Online Search

Why did you select Cold Call Me over others?

High ratings

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

2-5 Employees

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

• cold outreach by phone
• email outreach

RESULTS & FEEDBACK

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

180+ qualified outcomes since launch (booked buyer meetings plus product samples delivered). In a recent June–August window: 35.8% contact rate, 88.8% ICP precision, and a 37.4% conversation-to-outcome rate across 1,143 dials and 222 conversations.

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

They were prompt and responsive on the sales side.

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

• Virtual Meeting
• Email or Messaging App

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

They were willing to adjust their team to meet our needs.

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

Be more transparent regarding cost of the project, billing cycle and when billing starts.  Also, automatic billing notification.  In sum, the charging for services was ofputting.

Company Responses

The service provider responded on September 18, 2026.

Thank you, Antoine. We appreciate you highlighting our flexibility, because adapting to a client's needs is how we like to operate, especially in food and beverage where the buying cycle and the seasonality are unlike anything else. We know the program is on hold while your team works through the backlog, and that is completely understood on our end. The door is wide open whenever you are ready to pick things back up, and we would love the chance to build on what we started and earn those last stars. Grateful for the partnership with Gatherer's Granola.

Lloyd and the Cold Call Me team