Our Process

Working together to build your sales.

We have the experience to customize a successful program for your business.

Throughout the process, we’ll be asking to work together to achieve the best results.

We’ll assess your goals. Are you looking for leads or appointments? How can we identify the best prospects?

We’ll develop a list of key prospects. We’ll work together to determine the best company size based upon number of employees and the best business types. We want to assemble a list of the most likely candidates for you.

We’ll work with you to define the approach. We will represent your company with concise key talking points that will pique their interest.

We’ll ask the right questions. We will ask the prospect key questions to determine if they are a good fit for you. We’ll work with you to determine the best questions to ask and how to phrase questions with key industry lingo.

We’ll turn over leads and appointments to your sales team and we will keep you posted every step of the way with daily reporting, weekly reporting, and solid communication.

For more information regarding our services, please contact us.
  • Are you ready to start an inside sales campaign?
  • Are you ready for qualified leads and additional sales appointments?
Mechanical Inside Sales Segments inforgraphic for greater success rates. Contact Mechanical Inside Sales for more.

Mechanical Inside Sales has developed an efficient and streamlined process for defining your campaign, learning about your specialized needs, developing a contact list, and rolling out the program.


Complete the new client questionnaire. The questionnaire is a document with a series of questions designed to gather the information that we need to formulate the program. It should take about 15 minutes for you to complete.  Complete the questionnaire now

Review the program outline. Based upon your questionnaire, your favorite sales letters and brochures, and your website, we will begin to formulate the campaign strategic plan in the form of a program outline. The outline is the foundational document that defines the program. It includes the approach, list parameters, frequently asked questions, objections and rebuttals. We will present this document to you for your review and feedback.

Return the service agreement. The agreement also allows you to select the program options and payment options that work best for you and your budget.

Define contact list parameters. We will work with you to strategize and determine the best contact list criteria. We will also provide that list directly to you for your review and feedback prior to rolling out.

Kick-off conference. Just prior to launch, we will schedule a conference call to talk through the last remaining details of the program and answer any questions. The kickoff conference is also a good time to bring all parties together, so that we can get better acquainted and learn more about your expectations.

Feedback. Throughout the process and throughout the campaign, your feedback is essential. We need your input and we value your feedback as we move forward. Your feedback allows us to refine the program and achieve solid success rates.

Contact us today to establish your program kickoff date.



"The single biggest challenge in my practice is consistently getting in front of new qualified leads. Rich Enterprises has significantly helped me open doors, and get in front of the right people.




Once we start achieving results, you will need to be prepared to:

  • Review daily reporting. All clients receive specialized daily reporting for all calls made on behalf of their campaign. We provide daily all calls and lead reports for all leads generated and appointments set.  View sample daily report here.

  • Conduct sales appointments. Once we have opened the door, your team will be conducting sales appointments and presenting to new prospects.  View sample appointment report here.

  • Continually provide feedback. Letting us know how appointments are going will provide us the feedback we need to continually refine the program as we move forward.

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