Case Study


Cracking the Code for Appointment-Setting Success

PBSI was struggling to see continued success in their in-house appointment setting program after three decades of growth. The company was looking for a way to infuse new energy into their appointment setting and help them bring in more leads and sales. 

By adding an outsourced ­quarter-time business development representative (BDR) to their team, PBSI was able to dig into the needs and pain points of prospective customers, which led to an increase in leads generated and qualified. Upgrading to a half-time BDR increased results even more.

The PBSI sales team is now able to deliver the same level of fantastic results as their service team. Within the first five months of this calling plan, PBSI had 20 scheduled technology surveys and closed six new accounts.