Demo request in. Discovery call booked before lunch.
Inbound B2B buyers usually contact a shortlist at once. Sellsmark calls each request within minutes, qualifies company size, need and timing, and books a discovery call with the account executive who owns that segment.
Logistics firm · 40 seats · switching vendor this quarter
Discovery call booked: Wed 3 pm with Karan
Student project · not a buyer
Closed politely · resources emailed
Wants a quote for 3 locations
Patched to sales now
Your SDRs are busy dialling the wrong people.
Unqualified demo requests
Students, competitors and tiny accounts fill the calendar. The agent screens them before an AE gives up an hour.
Slow first response
Requests sit in a shared inbox until someone triages them. The buyer has met two vendors by then.
Wrong owner
Enterprise leads land with SMB reps and the other way round. Routing rules fix this on the first call.
Fit, need, timing.
The playbook checks company size and industry, the problem they want solved, who else is involved and when they plan to decide, then books the right account executive.
What does your company do, and roughly how many people?
RequiredWhat prompted you to reach out now?
RequiredWhat are you using today?
OptionalWho else is involved in the decision?
OptionalWhen do you expect to decide?
RequiredAsks for contract or custom pricing terms
Hand to AEHow the playbook runs.
Request arrives
From demo forms, ad forms, partner referrals or the API.
Called in minutes
With the company name and the page they requested from.
Qualified
Size, need, stakeholders and timeline scored in the CRM.
Call booked
With the AE for that segment, invite sent with agenda.
DIAL
Pick a line