5 Common Lead Generation Mistakes In-house Marketers Make

At this point, you must have read countless articles on how to do lead generation; what strategies work and which don’t. But what about the worst lead generation practices? If there is a right way of doing it, there is also a wrong way of doing it.

Many bigger and more established companies leave their lead generation activities to a lead generation company. It’s a much faster way of generating leads since you have a whole separate team solely focused on that while you can focus on running your company and improving your services. However, there are just as many startups and SMBs who don’t have the means to branch out into outsourcing just yet and have to do lead generation internally. So, we want to shed some light on what some of the most common mistakes in in-house lead generation are to spare you from committing these mistakes. 


Email on Full Blast

We’re not saying that you shouldn’t generate leads using the email method. In fact, we highly recommend it. However, constantly blasting them with emails about your products is just a mere invitation for them to get annoyed by you. Instead of attracting or delighting your prospects, you shoo them away with content that is irrelevant and considered spam. 

Stick to content that is going to be relevant to your potential clients. If your clients or prospects subscribed to your newsletter or email course, keep sending them those and sneak in a little sales talk here and there, but avoid sending them things they didn’t ask for. 


Error: CTA Not Found

There have been one too many incidents where websites look cool, fun, and engaging and yet the only most important thing is missing – Call-To-Action. It doesn’t matter how wonderful your website may look, if there is no CTA option, you are just merely sending your possible clients to a site without leading them through a sales process and that will make them feel as if their time has been wasted. 

If you do have a CTA, make sure they’re not invisible. Make them clear and visible with a simple “Next Step” or “Get Started” CTA buttons on your front page. Guide and tell them what it is that you want them to do so they won’t tap around in the dark. 


Ditch Link Farms 

It’s in human nature that we want everything in an instance; with just one click. It’s very easy to just go into Google and search for “buy bulk backlinks” and voila! Link Farms for days. You can submit your link into a directory and then have them parade your website address everywhere including websites that have absolutely nothing to do with your industry and are most likely unsafe websites as well. This can hurt your brand’s credibility because fewer people will trust a company that advertises itself on sites that have no relevance to their own services. 

Another downside to using link farms is that Google won’t like it once they track down that you are part of multiple websites at once, and as a result, Google will rank your website lower instead. The best solution here is for you to make and develop relationships with other people who are in the same industry as you are and ask if maybe they could let you be featured as a guest blogger or let them include you into their content as a source or anchor text. This approach is a much safer, smarter, and more organic way of acquiring links. 


All Post, No Talk

This is another common mistake that many companies do. They set up a social media page and just use it as a place where they can dump all their blogs and website links but do not initiate any interaction with their audiences. There should always be a good balance between promoting your business and talking with the people you want to get involved with your business. 

The most effective way of using your social media platform is to spend 50% of your time interacting with others and the other 50% talking about your product or service. Don’t let them perceive you as untouchable. Like, share, re-tweet, comment on other’s posts and contents. The more they feel how engaged you are with them, the smoother and authentic your lead generation will be. 


One vs. Many

Most of the time, it’s a no-brainer to target the decision-maker of the company when it comes to marketing your services and products. Makes sense, right? They’re the ones who either give the red or green light. This is a very common mistake because the correct way to approach this is to appeal to multiple people in the company. Now, with that, we don’t mean that you should just pick anybody in the company. Instead, try to find out who else is a core decision-maker. The CEO might be the one with the last say, but when it comes to the process, it is a collective of people within the company who consider the different points. While the CEO is more concerned with vendor relationships, the CFO might focus more on the pricing and a technical manager might be more concerned about product specifications.

It is best to look into account-based marketing because it can help you address and overcome everyone’s individual concerns. Account-based marketing also gives you multiple entry points into an organization as you connect with different contacts within the company, building up your credibility as a brand as well as your relationship with them. 


There you have them. As crucial as lead generation is to every business, the how is also just as important. It’s important for us to be aware of the common lead generation mistakes so that we don’t make them ourselves.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

How to Build an Outbound Lead Generation Strategy from Scratch

We all know that an outbound lead generation strategy is quintessential to any marketing campaign, but isn’t starting one from scratch a little daunting?

However, there’s nothing to fear, the lead generation services experts are here. In this article, we help you examine the benefits of starting a lead generation strategy from scratch using something we like to call “The Callbox Method.”

So grab a notebook, whether you’re in the middle of strategizing or looking for something new to explore, we’ve got you covered!


The Ultimate Lead Generation Kit eBook Cover

The Ultimate Lead Generation Kit!

Jumpstart your business using the best and latest techniques in Lead Generation.



The Research

Callbox believes that research is the best foundation for success and being able to properly conduct this in a systematic way will help you with your planning process. It may be surprising to note that research does even start with getting to know the customer but rather your own business itself.

  • What is our value proposition?
  • How are we better than our competitor(s)?
  • If we’re not, what sets us apart?
  • What kind of customers do we want to have?
  • How can we adapt to the growing needs of our prospects?

Asking questions like this will help determine if you can move on to the next step.


Your Foundation: The Customer Profile Selection Process

Each buyer has a unique persona, but we like to follow the ABM process because if you were to assign an individual persona and customized marketing for each buyer, we wouldn’t have enough time in the world to do anything else.

Before you even start building a master list of people you want to reach out to, you should first be able to qualify which personas will you be targeting. It is through this process that you can then start building your list out and categorizing where clients fit into.


Equipping Your Team

It is imperative that your team is on board with your lead generation strategy and that they have S.M.A.R.T. objectives laid out for them. A lot of smiles when S.M.A.R.T. is mentioned but even if it’s a foundational strategy, it’s still one of the best ways to goal set with your team.

Apart from having the right mindset heading into the battle for sales dominance, you also have to make sure that they are fully equipped for the war. This means getting them familiarized with the tactics that you will be using, the tools, and the feedback processes.

Make sure that they are familiar with the software and the buyer personas, too!

All of this has to be unified in order for them to do some “figurative” damage in the marketplace.


Customized Targeted Messaging

Once your team is equipped and your master list is slowly being built, it’s time for you to examine the buyer personas that you have and decide how you will tackle each. You have to note that personalization is key here and you may optionally group certain personas under one category if they tend to react or behave slightly the same as one another. Once you’ve sorted this out, take extra steps to ensure that your messaging for each persona group is distinct.

If you have the manpower for it, you can assign a point person for each buyer persona that you have. In this way, you’ve got specialization within your team which leads to efficiency in productivity.

Start laying down plans on how to leverage LinkedIn and other social media platforms, emails, and even a phone campaign. Check out how you can streamline the personas with the message that you want to bring forward.


Multi-touch Multi-channel Marketing

You cannot just stop at sending them an email. You have to be present wherever your prospects are present and allow your team to be able to deliver a message that is one and the same, but expressed in different forms depending on the outlet that you are using.

Your message has to be seamless whether they are in your physical store, your marketing event, an ad on Facebook or the content of the email that you have sent them.

But, wait.

Make sure that you do not flood them with constant badgering messages lest they find you annoying and never want to deal with you again. Keep it simple, but streamlined.


Lead Nurturing: Using Data

Almost everyone knows how to nurture, but you have to be able to do this using data. This keeps things accurate and clear cut. You do not want to be lead nurturing people who do not want to deal with you any longer nor do you want to launch a lead nurture campaign without having a proper feedback process.



Make sure that you have a feedback system to ensure that you are still up-to-date with the goals that you have.

There are a lot of ways to build up your lead generation strategy and looking at it from scratch is often the best way to do it. It clears your mind from distractions and lets you focus on your core competencies and the foundation that you have. When done right, proper lead nurturing can be your ticket to better revenue and customer relationships!


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

‘It’s Expensive’ and Other Myths About Lead Generation Outsourcing

Outsourcing is no stranger to businesses. Most of the time it’s something that companies either practice or don’t, while others are either for it or against it. While it’s deemed highly useful and even essential, still many seem to be very misinformed about it. Many people have misjudged outsourcing based on the myths they’ve read or heard from others. It is biased opinions that generate even more myths about how outsourcing is unadvisable.

So, to renew the false mindset, we are going to debunk some of the most popular lead generation outsourcing myths.


Targeted B2B Marketing Handbook: Guide, Checklists and Worksheets eBook Cover

Targeted B2B Marketing Handbook: Guide, Checklists and Worksheets

Find, engage and convert the right prospects with the right message.



#1 For Big Ones Only

Let’s get the biggest misconception out of the way first. Many companies think that only the bigger, well-established companies are entitled to outsourcing because they already have established finances to do so. This couldn’t be any farther from the truth. Outsourcing target markets are not solely dependent on a business’ existence.

It is in fact, small businesses that are in need of outsourcing companies. Since they are a small company, manpower tends to run on the low side, outsourcing is their best bet in being able to cover their responsibilities while the outsourcing team takes care of their leads.

Outsourcing to a lead generation company is a way of help as it re-aligns the interests of the individuals to the best interest of the company as a whole. Third-party lead generation companies can also help in fully assessing the status of the organization and suggest solutions to occurring problems that will be in the company’s best interest.

Rebecca suggests this visual guide: 5 Signs Your Business Needs Lead Generation


#2 Outsourcing Sales Force is No Bueno for Branding

People argue that no one can sell your products better than you can. Of course you, as the brand creator, know your brand inside and out, but that saying doesn’t always prove true. It is a common misunderstanding that if you let an outsource force handle your sales, it will negatively affect your brand, but that couldn’t be further from the truth.

By outsourcing, it helps you establish a solid and well-crafted marketing plan. The outsourcing company you work with will have data from your customer surveys in the past, and with this acquired knowledge, your previous clients aid you in forming better marketing solutions. Having just an in-house marketing team would mean that they would spend more time in concluding surveys, interviews, and research and less time converting that information into a marketing strategy.

So, as you can see, outsourcing doesn’t damage your brand, but rather, it builds it up.


#3 Outsourcing is Unsafe for A Company’s Security and Privacy

We know and understand all too well that privacy and security are the most important aspects of a company and it should be protected at all times and never compromised. That is very understandable. There have been many articles on outsourcing that mention privacy breeches when discussing outsourcing. It’s no wonder that most companies are on the fence about getting an outsourced team in fear that it will affect them greatly.

We want to shed light on this misconception. In any business, trust is the ultimate key to successful and lasting relationships between partners. So when outsourcing companies acquire your information, it is with the best interests to help your company instead of exposing essential information such as finances. According to Deloitte’s 2016 survey, there is only 23% of the respondents said that cybersecurity risks affect their outsourcing decisions. This result shows that more and more companies trust their outsourcing teams to keep their information safe and confidential. 


#4 Outsourcing Produces Low-quality Output

This is the exact opposite of what outsourcing is truly meant to accomplish. Your outsourcing team strives to provide you with only the best outputs that are of top quality. One might argue that you cannot control the quality of the output close-up when hiring an outsource team, however, the truth is that outsourcing companies will always touch base with the company and work closely together with them to make sure that what they are creating is approved by the company and that nothing is being compromised. 

There is a lot that is at stake when the output is not up to par with your company’s standards. So, rest assured that when hiring an outsource team, the quality will not be compromised as their main priority is to help you market your services and products excellently and without compromise. 



And there you have it. These are some of the most common misconceptions about outsourcing to a lead generation company. What are other misconceptions you’ve heard before and how has actually worked with an outsourced team changed your perspective on it? Sound them off in the comments.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

5 Rubbish Reasons Not to Invest in Lead Generation

The internet is filled with thousands of new content popping up each second. One of the most popular types of articles that crowd over our social media timelines are the ones that present you with a list of reasons why you should do this or why you should use a certain product. There are lists for different topics for every single business that you could think of. Yes, even for B2B lead generation.

You have probably already heard countless spiels about why you should be investing in lead generation, but today we are going to give you the common absurd excuses most businesses use on why they won’t invest in lead generation.


#1 Lead Generation is a Time-Intensive Task

Time consuming is the perfect term to describe this task and fairly so as preparation requires time. It takes a lot out of your energy, putting time contacting and evaluating your pool of prospects, following up on existing ones, and making sure that by the end of the day you have been able to turn the majority of them into sales-ready leads. Some people might even deem this task as a time waster and making too much fuss for what it’s worth.

However, investing in lead generation, even though it’s time-consuming, is your gateway to aligning how B2B clients start their road to buying nowadays. In addition, lead generation allows you to steer your attention into scaling your customer acquisition program. Other benefits of lead generation include shortening the sales cycle and improving your win rates. Moreover, lead generation helps you truly create a stepping stone to building stronger, more meaningful relationships with your clients based on trust and therefore it increases the return on your marketing investment.

It’s time to stop chasing the wrong prospects and running yourselves in circles and start investing in the right process of lead generation. Spare yourself from wasting time (and money) that could be spent more productively for your company.


#2 Lead Generation is Expensive

Imagine your average deal size is 10K, and your sales team’s average closing ratio is 30%. Now, let’s say you invest 20K per quarter on lead generation which is 80K in a year. This is a lot you might think and it would probably require a lot of leads to get your ROI. Truth be told, it’s not.

If you manage to generate 15 leads on the first quarter, and as you scale your lead generation process, you raise this number to 20 in the second quarter and then peak at 25 in the remaining Q3 and Q4, you’d have a total of 85 high-quality leads in a year. Not a lot on paper but if you convert 30%(remember, your close ratio) of the 85 leads you’ve accumulated, which is 26, you will end up with a Gross ROI of 260K and a Net ROI of 180K.

As you can see, even though you had to shell out a fair amount of money on lead generation, what you will receive in return is double or triple than what you initially paid for.

The bottom line here is that quality leads don’t come cheap. Granted, leads are leads, but are they qualified leads that you can convert into customers in the end?

Don’t hesitate in investing in a good lead generation strategy that guarantees you revenue and helps your company grow.

The Ultimate Lead Generation Kit eBook Cover

The Ultimate Lead Generation Kit!

Jumpstart your business using the best and latest techniques in Lead Generation.



#3 You’re A-okay!

Many mid to enterprise businesses share this same sentiment. Leads, either from referrals or word-of-mouth, come in easy-peasy, you don’t even need to stress about it. However, when your company reaches its peak, you can’t just be content with being stagnant. The next logical step is to tap into an alternative market (i.e.: mid-market), and that’s exactly when the need for lead generation comes in.

In most cases, businesses lack the talent, expertise and resources to run and follow an effective lead generation plan. They’d end up sticking with the marketing status quo – which is sufficient in the short term but is definitely unwise in the long run.


#4 You’re Too Small a Company and Don’t Have Enough Resources

You’re a small business, yes. You have very limited resources, yes. Granted, taking all this into consideration, lavishing on fancy marketing campaigns or purchasing the latest tools for marketing isn’t always in the cards. However, investing in lead generation is crucial to the survival of your business. Yes, it may cost more than you’re most likely to willing to shell out now, but you’re also going to greatly benefit from it in the long run. Don’t deny it. You know it’s true.


#5 You Already Have A Working Website

That’s great! That already shows that you’re serious with your business and ahead of the game than most other companies who don’t put enough weight into their own. The question is, is your website optimized for lead generation?

It’s not groundbreaking news anymore that people spend most – if not all of their time on the internet, lurking and stalking on social media. With thousands and possibly even millions of people visiting your website, you want to make sure that your website is optimized for lead generation. Make sure that it supports the integration of all the lead generating channels you use to be able to create seamless marketing campaigns to reel in quality and sales-ready leads.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

Survey: 7 Things that Set the Best Lead Generation Companies Apart

It’s easy to look up lists of the best lead generation companies, since there’s practically no shortage of rankings and reviews websites out there. But just because these agencies top the list doesn’t immediately mean they’re exactly what you’re looking for.

Rankings and ratings can vary from one source to another, and fluctuate from one period to the next. So, rather than making best lead generation companies lists as the be-all and end-all of your search for an outsourced marketing partner, use them as a starting point instead.

To help you with this, we analyzed dozens of top lead generation agencies lists from reputable sources, and identified the most common characteristics of best-performing providers.

But we didn’t stop there. We also dug up client-side surveys and research to find out whether these characteristics are really what customers want in a lead generation provider. Here’s what we learned.

Targeted B2B Marketing Handbook: Guide, Checklists and Worksheets eBook Cover

Targeted B2B Marketing Handbook: Guide, Checklists and Worksheets

Find, engage and convert the right prospects with the right message.



Targeted Data Resources

Data has always been the fuel that drives lead generation campaigns. With the rise of data-intensive marketing activities like ABM and predictive analytics, data’s role has become even more crucial for success.

A survey of more than 250 B2B professionals featured on reveals that marketers want lead generation agencies that can deliver both the right quantity and quality of data:

  • 89% of respondents believe that data quality determines the outcomes of sales lead generation campaigns.
  • Half of the respondents aren’t very confident in the quality of their own organization’s data, suggesting a need for third-party sources to fill the gap.


Industry/Domain Knowledge and Expertise

Another key characteristic that distinguishes the best lead generation companies from the rest is that they tend to have deep domain knowledge in their clients’ products and industry.

When the Agency Management Institute polled CMOs, marketing directors, and business owners about what they want from a partner agency, the results showed that:

  • The number-one response was “industry knowledge”.
  • The respondents also pointed out that industry expertise included having in-depth understanding of their business model, product specifics, and sales process.


Agility and Flexibility

Today’s marketing landscape is in a constant state of flux. Things change all the time; opportunities come and go very quickly. That’s why marketers gravitate toward lead generation agencies that can help them keep up.

SoDA and Forrester recently published the 2019 Global Digital Outlook, which surveyed both agency and client-side decision makers regarding the current state of marketing services. Among other things, the study found that:

  • 56% of top-performing agencies think that speed of delivery is becoming an important factor in winning new projects.
  • 63% of client-side respondents say that producing and deploying marketing assets quickly is a top priority.


Specialized Strategy

According to the 2019 Global Digital Outlook study, more than 50% of marketers partner with at least two agencies. In fact, for the past three years, the survey has found that an average of 70% of B2B organizations work with two or more partner vendors.

One of the main reasons why marketers farm out to multiple providers is to leverage specialized strategies and skill sets from different agencies. Marketers prefer specialists in an activity or area, especially now that lead generation has evolved into a more complex process.

A Forbes survey of North American marketers and agency leaders shows how much clients value a marketing provider’s strategic input:

  • More than half of client-side respondents want marketing agencies to offer substantial help with specific business strategy areas.
  • 35% of agency-side respondents also plan a bigger involvement in developing and executing business strategy for clients.

How would you choose the lead generation partner that best fits your needs? Here’s everything you need to ask when choosing a lead generation company.


Transparency and Accountability

The same Forbes survey also sheds light on a key factor that lets the best lead generation companies and agencies stand out: transparency and accountability. According to the study, only 30% of agencies think they do a good job of sharing information, while the rest admit there’s still room for improvement.

It’s not surprising that top-performing marketing providers also tend to be very open and transparent since, according to the 2019 Global Digital Outlook survey, these characteristics are among the main things that clients value:

  • 66% of client-side respondents are demanding greater detail on how their partner agencies track and report campaign activities and decisions.
  • Half of agency-side respondents point out that they’re also starting to notice the increased requirements for transparency from clients.


Robust Project Management and Campaign Tracking Tools

Speaking of accountability, best-in-class lead generation companies also tend to be those agencies which can leverage the right tools for managing projects and monitoring results.

As much as 71% of client-side marketers in a survey from Avidan Strategies complain that agencies still fall short of maintaining accountability, despite the fact that 55% of clients face increased pressure from CEOs and other executives to quantify results.

The 2018 HubSpot Agency Growth Report (which polled over 1,000 marketing agencies worldwide) clearly shows this unmet project management/tracking challenge among average marketing companies:

  • 80% of respondents say they use a project management software, but when asked which tool they need to improve services, these same agencies also cite the need to have a better project management tool.
  • Respondents also rank analytics/Reporting software as the second most important tool they need to better run their agencies.


Creative and technical talent

With the growing need to develop compelling content and mapping it to relevant audiences, having the right balance of creative and technical talent will be a critical factor that differentiates the best lead generation companies from the rest.

In the SoDA and Forrester survey, 66% of agency respondents say that competition in their space has intensified, while another 64% claim that the rising cost of talent continues to eat away at profits.

These trends are echoed among client-side marketers, according to the Avidan Strategies study. The report finds that:

  • 72% of client-side respondents think that most agencies are inconsistent and need to improve their ability to execute.
  • 90% of clients rank the quality of creative ideas and strategies as the number-one factor when evaluating potential marketing partners.


Again, best lead generation companies lists should be the starting point (not the end goal) of your search for a marketing agency. At the end of the day, the right lead generation partner for you will be the provider that has expertise in the services you need, proof of delivering success for past clients, and a high level of operational fit.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

Outsourced Marketing: 5 Activities Best Left to the Experts

Business owners, marketers and sales managers can’t do everything for themselves nor can they expect their team to do everything. In this day and age, it’s important that you be able to delegate to more specialized teams, it almost always leads to better results. In this short article, we discuss what marketing activities you should consider outsourcing!

Why Outsource?

Using specialized means to achieve a certain goal is always a primary option because specialization leads to excellent results and efficiencies in the business. Moreover, you have to understand that trying to do something you don’t specialize in doesn’t always yield the best results.

Time is wasted, skills have to be learned, and it is generally inefficient, to say the least.


1. Event Marketing and Planning

Have you ever tried to plan a family vacation with more than five people involved? Yes, you probably know where we are going with this.

Event marketing and planning is a specialized skill set that companies cannot properly pull off. It takes so many moving parts that event planning and marketing can be considered large and growing in the industry today.

People at event / trade show

For things like this, you’re better off hiring people that are specialized so that your team and yourself can attend your events and really be in the moment.

In addition, we’ve never heard of a party planning division in a traditional office, the best option is to leave it to HR, but even they do not specialize in it.


2. Customer Care and Support

Customer care is a tricky topic, but we’ll give you the benefits of allowing it to be outsourced.

Dealing with people requires a certain skill set and personality profile that you cannot just hire people off of the street and teach them to be truly altruistic or caring towards others. There are personality types involved and the hiring process is way too complex for an ordinary startup.

Although you could answer calls and emails as they come, once you to start to grow they soon become way too demanding for you to deal with. When you hire customer care, you know that the agents assigned to your company are already previously trained in customer service and you have to do make sure they are trained with the workings of your company.


3. Lead Generation and Data Profiling

Lead generation is one of the biggest roadblocks to a growing company but the good news is that there are companies that specialize in this. You get to take advantage of in-house algorithms and established databases, and you get industry expertise that can only be gained through experiences.

Data profiling is another large obstacle that you have to overcome because it deals with data management. This is not a small feat for any company.

If you feel as if you’re already spreading yourself too thin, there is no harm in taking advantage of resources that readily available to you through other B2B lead generation companies.


4. Appointment Setting

Appointment setting and lead verification is another service that you can outsource because it’s repetitive and needs to employ experienced people who know exactly what they are doing.

In fact, many companies have made savings in allowing business process outsourcing services to do this for them. It’s a more systemized approach that allows you to take advantage of the infrastructure that’s already in place.

Making appointments isn’t easy, not only do you require specialized personnel, but even the headsets that appointment setters use have to be procured at higher prices that it is easier to have someone else do it away from the company.

Get your FREE Cold Calling Scripts for Key Buyer Personas in Managed IT.


5. Customer Research/Phone Surveys

Just as the example with appointment setting, phone surveys, and customer research is a call based endeavor that does require specialized personnel and infrastructure. However, it also deals with data gathering and specific forms of data processing.

Meeting discussing research and survey results

Utilizing another company to do this for your frees up your time and resources to work on your own enterprise, plus it gives you the benefit of being more efficient with time as a resource. It will allow you to multitask and have the research ready for you to make actionable decisions on.

Another added benefit of this is allowing yourself distance from the data so you have unbiased results to make knowledgeable decisions on.


As you can see, there are numerous benefits in allowing some business activities to be outsourced to other people. You do not only get the savings in resources and time, but you take advantage of experience, skills, and expertise, that your company is not well versed in.

The goal of any enterprise is the excellence in its given field. If you want to do a better job, you have to make sure that you are also allowing yourself an avenue to find better people to do it for you.Want the easiest way to outsource your activities? Why don’t you try with the basics such as appointment setting.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.

Searching for an Appointment Setting Company? Here’s Something to Guide you Through

Updated: June 20, 2019

We’re bringing new life to this article with relevant and up-to-date information. Enjoy!

Facebook Messenger launched its appointment setting messenger bot lately. It’s the latest app released by the bigtime that could span adoption to its 40 million business users globally soon. Although the appointment booking messenger platform is still in invite-only beta, it will become fully ready to book appointments later this year.

Aside from the booking bot, a huge pile of technology innovations came out ahead like Dialogflow and Hubot which are now enjoyed by millions of users worldwide.

Will these apps put an end to appointment setting business providers soon?

Looking into the brighter side of things however, these technology breakthroughs can actually be used as additional or optional tools for appointment setting strategies. And appointment setting companies need not fear any of these tech tools given they have the core ideas, skills and tactics that bots don’t.  

Apps and tools can help along the process, but if you want the best solution for your problems and achieve your business targets, it is best to find an appointment setting company that could tailor a holistic approach based on your needs. Take this quick guide when you search for an Appointment Setting Company.


Search The Web

Search the web with keywords like appointment setting or appointment setting companies, and check each of the first five listed results as they are the ones most searched and visited. Remember, first page ranking websites grab 36.4% of the traffic, and is key to driving more traffic and leads to your business.


Browse Through The Company Website

You would know that a company provides holistic appointment setting approach when everything and anything you need to see and know about them and their products and services can be found on their website.

  • The Home page should contain several buttons like Services, Industries, Clients, Resources, About Us and Blog, that link to pages with detailed information. CTAs like Contact Us, Book A Free Consultation or Meeting and Send Message must be up on the home page, signifying the company’s readiness to serve and promptness to answer queries.
  • The Service page must not only contain a description of the “what” and “how” of their processes and tools, but must give a comprehensive content of what happens before, during and after the campaign.
  • The Industries tab must show you how broad the company’s market reach is, as well as their flexibility in engaging multiple clients of different insights across the globe.
  • The Clients space must contain feedback, reviews, and testimonials of clients they have served.
  • The Resources page must be like a portal to the company’s inner thoughts. Get to know them better and how their processes work through videos, demos, case studies, slides, infographics, ebooks, and brochures. There must be topics that raise awareness, impart knowledge and useful content that can help shape you up into a wiser decision maker.
  • The About Us tab is like the company’s official ID, containing the company’s history and profile.

The Ultimate Lead Generation Kit eBook Cover

The Ultimate Lead Generation Kit!

Jumpstart your business using the best and latest techniques in Lead Generation.



Track Their Tenure

How long have they been in service? 5, 10, 15 years? The longer they have been setting appointments, the stronger, trusted and credible they are as a business. This also means that they have clever nurturing skills, otherwise they could have closed down a couple of years after the launch.

It’s not wise to go after someone or something so techie and advanced all the time, but search for an appointment setting company who is able to answer all your questions and have the right tools and schemes to address your business needs.


Author Bio:

Rebecca Matias

Rebecca Matias is VP of Sales & Marketing at Callbox. A sales professional with an engineering background, she has more than 10 years of experience in the B2B marketing space and has spearheaded many of the innovations at Callbox. Follow Rebecca on Twitter and Facebook.