EBQuickstart

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.

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.

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.

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.

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.

What challenge were you trying to address with EBQuickstart?

We needed to generate leads for our business.

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.

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.

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. 

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. 

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. 

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. 

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.

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.

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.

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.

Introduce your business and what you do there.

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

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. 

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.

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.

Introduce your business and what you do there.

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

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.

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.

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.

Introduce your business and what you do there.

I’m a marketing manager for a security company.

What challenge were you trying to address with EBQuickstart?

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

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.

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.

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.

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.

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.

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.

Please describe your company and your position there.

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

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.

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

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.

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.

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.

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.

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.