📞 Strategic Outbound Calling & Lead Generation Partnership for Indian Software Client

📌 Subject: Proposal for a Dedicated Outbound Calling Team to Generate High-Quality Sales Qualified Leads (SQLs)

1. 📄 Executive Summary

This proposal outlines a strategic partnership between Indian Software Client and [Your BPO Company]. We aim to establish a dedicated, highly trained outbound calling team to serve as an extension of your sales pipeline.

🎯 Goal: Systematically engage potential business clients, educate them on the value of Indian Software Client’s platform, and generate a consistent flow of high-quality, demo-ready leads.

🚀 Outcome: Help Indian Software Client accelerate customer acquisition, increase market share, and drive revenue growth. A dedicated team of 10 agents is projected to generate 10–15 qualified demos per day.

2. 🧠 Understanding of Indian Software Client’s Business & Needs

🔹 Indian Software Client provides a scalable, AI-driven platform to support businesses in marketing automation and customer engagement via WhatsApp.

🔹 Your target market includes startups, SMEs, and large enterprises.

🔹 Your biggest growth challenge lies in scaling outreach to potential customers who need but are unaware of your solution.

✅ We propose taking ownership of the top-of-the-funnel activities — identifying, connecting with, and qualifying prospects — so your sales team focuses only on high-intent leads.

3. 🛠️ Scope of Services

[Your BPO Company] will provide an end-to-end outbound calling solution:

Service Component	Description
📞 Dedicated Agents	Full-time agents working only for Indian Software Client’s campaign
🔍 Lead Prospecting	Targeting decision-makers like CMOs, Directors, Owners
💬 Pitch Delivery	Clear articulation of the Indian Software Client’s platform benefits
🧩 Lead Qualification	Based on BANT criteria or other frameworks
🛡 Objection Handling	Scripted responses to common barriers
📅 Appointment Setting	Confirming demos or calls with your sales team
🗂 CRM Documentation	Accurate, real-time call logging and lead status updates

4. 🧾 Prerequisites & Setup

Category	Item	Responsibility
Technology	CRM Access & Training	Indian Software Client
	Dialer Software (Predictive/Progressive)	[Your BPO Company]
	VoIP Headsets & Infra	[Your BPO Company]
	Slack/Teams for Real-Time Communication	Joint
Data	Targeted Lead Database	Joint / Add-on service
Knowledge	Product & Sales Training	Indian Software Client
	Ideal Customer Profile (ICP)	Indian Software Client
	Call Scripts, FAQ Repository	Joint (Draft + Approve)
Infra	Calling Floor + Connectivity + Backup	[Your BPO Company]

 

5. 👥 Agent Responsibilities

Agents will act as brand representatives of Indian Software Client:

• ☎ 150–200 dials/day

   

• 👥 Navigate org charts to reach decision-makers

   

• 🎯 Pitch the Indian Software Client’s USP

   

• 📋 Pre-qualify using agreed framework (BANT)

   

• 📆 Schedule 1–2 demos/day

   

• 🗒 Update CRM accurately after each call

   

• 🔄 Attend huddles and submit performance reviews weekly

   

6. 📊 Performance & Lead Generation Projections

Metric	Expected Value
Total Dials per Agent	175
Connection Rate	20% (~35 connections)
DM Contact Rate	30% of connections
Qualified Lead Rate	10–15% of DMs
Qualified Leads/Day/Agent	1–2
Total (10 Agents)	10–15/day

📈 KPIs Tracked:

• Dials/hour

   

• Lead conversion rate

   

• CPL (Cost per Lead)

   

• Demo scheduled rate

   

• Show-up & close rates (tracked by Indian Software Client)

   

7. 📢 Reporting & Communication Plan

Report Type	Frequency	Purpose
📆 Daily Report	Daily	Track dial volume, connects, leads
📈 Weekly Review	Weekly	Performance summary + feedback
📊 Monthly Business Review	Monthly	Strategic insights + optimization recommendations
📊 Live Dashboard	Real-Time	Access to all active campaign KPIs

8. 💰 Commercial Model (Indicative)

We propose a hybrid model:

• 💼 Fixed Monthly Fee: ₹50,000–₹90,000 per dedicated agent

   

• 📈 Performance Incentives: Customizable based on lead benchmarks and conversion KPIs

   

📃 Detailed pricing breakdown to be shared separately.

9. 🚀 Next Steps

Let’s get started with:

1. 📞 Discovery Call: Align goals, resolve queries

    

2. 📄 SOW & MSA: Sign legal and operational framework

    

3. 📚 Training: Product, script, CRM onboarding

    

4. 🚀 Go Live: Launch campaign within 1 week of signing

    

🤝 We look forward to partnering with your esteemed company to build a scalable, results-driven lead generation engine.

Thank You 🙏

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