Resource topic

BDC

The Weekly Meeting Where Your BDC and Your Sales Floor Look at the Same Six Appointments

You'll be able to run a 30-minute weekly debrief that puts your BDC and your salespeople in the same room over six real appointments and finds exactly where the handoff broke. You'll leave each one with one change per team, an owner, and a date.

How to Audit an Outsourced BDC Without Taking the Vendor's Word for It

You'll leave with a 20-call sampling method, a four-point appointment quality rubric, and a two-minute test for CRM notes that exposes gaps before your salespeople hit them. You'll also know exactly what to ask the vendor to change and how to verify it in 30 days.

When Your Automated Follow-Up Should Shut Up and Hand the Lead to a Person

You'll leave with four written if/then rules that decide when automated lead follow-up stops and a named human takes over — with response clocks, owners, and the exact first sentence to send. Plus a five-conversation weekly audit to catch handoffs that never fired.