Scaling an outbound team from 14 reps to 150 reps. My 12 lessons from Checkr's journey. Carrie Bosworth, SVP of Sales at Checkr, shared how they did it on the Science of Scaling podcast. Here are my 12 key takeaways from the episode: 1) Scaling with Inbound Leads Only • Rarely do companies hit massive revenue through inbound alone. • When Carrie joined Checkr, they were scaling fast but knew inbound would dry up. • They diversified by adding outbound selling to maintain growth. 2) Transition Challenges • Moving from inbound to outbound is hard. • Different profiles and skill sets are needed. • How you hire, create books, and approach the market changes. 3) Preparation Time • It took Checkr 6-9 months to get ready for outbound. 4) Executive Involvement • Executives should also engage in outbound. • Reps write notes for execs, who adjust them to sound authentic. • Execs don't run long sequences but help break into top accounts. 5) Deep Research for Enterprise AEs • AEs with public company accounts spend 2 months on research. • They buy the prospect's product, use the app, and create detailed reports. • This deep dive helps them secure meetings and close deals faster. 6) Inbound to Outbound Transition • Initial reps were order takers with no BDR experience. • Given a chance to switch, many opted out or moved to other teams. 7) Hiring and Expectations • AEs with outbound experience only. • Enterprise AEs need more experience. • BDRs require 1 year of previous BDR experience from top companies. • SDRs are often college athletes for their motivation and work ethic. 8) Territory Management • Started with 14 reps using Round Robin. • Grew to 150 reps with balanced territories based on company size and location. 9) ICP Definition • Focus on LTV, retention, and CAC. • Targeting accounts with high LTV and reasonable CAC. 10) Territory Alignment Post-Covid • Shifted focus from geography to best ICP. • Created extra territories to accommodate growth. 11) Outbound Playbook • Inbound is reactionary; outbound requires operational rigor. • Dedicated time for outbound activities is crucial. 12) Accountability Measures • Monthly scorecards with more weight on outbound activities. • Comp plans, daily dashboards, and pipeline meetings ensure focus. Outbound sales require strategy, preparation, and the right team. --- P.S. What's the biggest challenge when transitioning from inbound to outbound?
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👨🍳 Elric, great insights, thanks for sharing! In addition to the transition challenges, it's crucial to align marketing and sales for a seamless outbound strategy. Regular cross-functional meetings can help ensure consistent messaging and optimize lead nurturing processes. Curious, how did Checkr manage lead quality between marketing and sales during the shift?
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7moListen to the episode here: https://lnkd.in/ejmTEu7S