Skip to content

How It Works

Whether You Work With CloudTask or Decide To Go It Alone, You Will Minimize Risks and Maximize Accountability For The Outcomes You Achieve With Your Outsourced Sales Agencies By Following The Standardized Workflow Below

CloudTask Globe Imagery
Conversation - Lead Generation Campaign

#1 | Create Request For Proposal

 

The More Clear You Are About Your Needs, The Higher The Probability You'll Hire An Agency That Can Really Deliver For You. That's Why We Work With You To Create A Request For Proposal Containing All Of The Key Information Every Agency Wants From You On A Discovery Call. 

Our Team Will Provide You With A List Of Up To 3 Agencies That Appear To Be The Best Match For Your Sales Campaign Requirements. You Decide Whether You'd Like To Get Proposals Presented By One Or All Three Shortlisted Agencies.

New Imagery-06

#2 | Shortlist Agencies

 

New Imagery-05

#3 | Review Proposals

 

We'll Invite Your Selected Agencies To Present Their Plans For Achieving The Goals Outlined In Your Campaign Brief: How They'll Build Your Prospect Lists, Sales Sequences, And Performance Reports, And How Much All That Will Cost.

You'll Negotiate Pricing And Terms Then Select The Agencies You Think Are The Best Fit For Your Needs. If Your Criteria Changed During The Process, We'll Work With You To Revise Your RFP And Create A New Shortlist.

New Imagery-07

#4 | Negotiate Contracts

 

New Imagery-08

#5 | Manage Payments

 

Manage your payments for multiple agencies in one centralized platform. Pay with credit card WITHOUT “convenience” fees. No markups from us and no hidden fees.

You'll work directly with the agencies you've selected providing them with all the necessary information, training, tools, and permissions they need to successfully execute your campaigns

Onboard - Lead Generation Company

#6 | Onboard Your New Teams

 

Ready To Build Your Request For Proposal?

Get Bids,  Negotiate Terms, and Hire Your Best Agency!

thepointco.com-logo
connect5000 logo
salesgig.com-logo
mutare.com-logo
salesscience.com-logo
Concept Services Logo Square-1
leadium logo square
VSA Square logo-1
Purple Sales Logo-1