1. Introduction

This proposal outlines a targeted B2B lead generation campaign for PagarBook, focusing on small and medium business owners, retailers, and merchants through outbound telecalling. Your call center will leverage a dedicated team of agents to connect with business owners, present PagarBook’s staff management and payroll solutions, and convert their interest into qualified leads or app demonstrations 

2. Project Objective

• The primary objective of this project is to generate a high volume of verified B2B leads for PagarBook. We aim to connect with business owners who face challenges managing staff attendance, advances, salary calculations, and payroll, and successfully convert their interest into qualified sales opportunities. 

3. Target Audience

The target audience for this campaign will be business owners, merchants, manufacturers, and SMB employers across India. The outreach will utilize specific data sets categorized by:

• Industry type (Retail, Manufacturing, BPOs, Logistics, Construction, etc.)
• Estimated employee size (typically businesses with 5 to 50+ employees)
• Geographic location and commercial hubs

4. Call Center Services

Your call center will provide the following essential services for this campaign:

• Outbound B2B Calling: A dedicated team of professional agents will initiate outbound calls to the provided merchant/business data set.
• Lead Qualification: Agents will pitch PagarBook’s value proposition, assess the business owner’s current staff management pain points, and verify key details (e.g., total staff count, current payroll method).

• Lead Conversion: Upon confirming genuine interest, agents will convert the interaction into a qualified lead by scheduling a product demo or initiating a premium subscription trial for PagarBook.

5. Resources and Training

• Training: We will provide comprehensive training to your agents covering PagarBook’s features (Smart Attendance, Biometric/Selfie punch-in, Payroll calculation, WhatsApp slip generation), standard objection handling, and effective B2B communication strategies.
• Infrastructure: All hardware and software infrastructure required to run the campaign—including workstations, CRM access, dialers, and telephony equipment—will be provided by our call center at cost.

6. Payment Structure

To ensure flexibility, the campaign can operate under one of the following mutual agreements:

• Fixed Payout Per Seat: A fixed monthly payout ranging from ₹40,000/seat/month up to ₹1,200,000/seat/month, scaled dynamically against standard conversion baselines and business performance milestones. 

OR

• Commission on Premium Subscriptions: A competitive, fixed percentage commission ranging from 15% to 35% of the annualized premium subscription value sold through the outbound channel.

• Payment Schedule: Payments will be processed on a monthly cycle and deposited directly via bank transfer to the call center’s designated business account.

7. Project Timeline

• Proposal Acceptance: Upon formal acceptance of this proposal by PagarBook, we will immediately initiate the agent selection and recruitment process.
• Training & Development: An intensive multi-day training program will be conducted to align selected agents with PagarBook’s brand voice and software details.
• Campaign Launch: The outbound B2B campaign will go live immediately following successful agent assessment and mock-call clearance.

8. Key Performance Indicators (KPIs)

• Total B2B Outbound Calls Answered
• Lead/Demo Conversion Rate (Connected Calls to Qualified Leads)
• Cost Per Lead (CPL)
• Merchant Retention / Trial Activation Rate

9. Additional points to be considered 

• B2B Sales Expertise: Your team must consist of seasoned agents specialized in communicating with business owners and pitching software-as-a-service (SaaS) utility products.
• Scalability: Your call centre should have a flexible infrastructure capable of scaling up the seat count quickly to match PagarBook’s pan-India growth velocity.
• Quality Assurance (QA): You should implement strict daily call monitoring and compliance checks to maintain professional interactions with premium business prospects.
• Transparent Reporting: You should deliver regular performance dashboards, detailed call disposition reports, and transparent conversion metrics directly to the PagarBook management team.

10. Conclusion

We are confident that your call center’s experience in corporate lead generation will drive substantial user acquisition and premium conversions for PagarBook. This structured campaign promises to establish a highly profitable partnership, helping PagarBook capture a larger market share of the Indian SMB sector.

We look forward to discussing the operational details, scripts, and daily call targets at your earliest convenience.

Center On Boarding Process: 

We follow a simple onboarding process for new call centers. Usually, a new call center gets started within 3-5 days. The steps involved in onboarding are as follows : 

1. Signing the Letter of Intent (LOI)
2. Signing the Master Service Contract
3. Scheduling Training Sessions
4. Product & Pitch Training
5. Team Assessment & Mock-Call Sign-off
6. Going Live

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