Your outsourced sales team

Build pipeline without building the entire team.

We hire the reps, train them, manage them, and make sure the work gets done. You get more qualified conversations without taking on another recruiting and management job.

Reps dedicated to you Real conversations Hands on management Reporting you can use
Dedicated repsSales managementData operationsClient successPower BI visibility

Where do you need help?

Start with the part of sales that needs more attention.

We can help you create more conversations, move more opportunities, or run both together.

Pipeline generation

Outsourced SDR teams

We handle the targeting, outreach, qualification, scheduling, and follow up needed to create more meetings.

  • Phone, email, and LinkedIn outreach
  • Qualified meetings for your team
  • Management and clear reporting
See how this team works
Sales execution

Outsourced AE teams

We add a dedicated seller to run discovery, follow up, and opportunity movement inside your process.

  • Fits your sales process
  • Owns the follow up
  • Keeps the pipeline moving
See how this team works
Connected coverage

Full sales teams

We connect SDR and AE work so the handoffs are clear and the whole motion is managed together.

  • Clear SDR and AE handoffs
  • One management rhythm
  • Visibility from first touch onward
See how this team works

The team behind the rep

More Than an SDR

Every engagement includes a dedicated seller supported by a broader operating team. You get the people, process, data, and support needed to keep the work moving.

ClientYou get an entire team behind the results.

SDR Manager

Leads. Coaches. Holds accountable.

Dedicated SDR(s)Executes outreach and books qualified meetings.
Training and coaching
Accountability
What you get
  • Daily accountability
  • Training and coaching
  • Call reviews and feedback

Client Success

Strategy. Execution. Improvement.

Strategy
Copy and templates
Campaign management
Reporting
What you get
  • Strategy that stays active
  • Proactive updates and continuous improvement

Data

Data. Systems. Automation.

Custom Power BI dashboard
CRM and API integrations
Custom workflow support
What you get
  • Custom visibility
  • Clean data and connected systems

Administrative Support

Operations. Support. Whatever it takes.

Invoicing
Ad Hoc Support
What you get
  • Smooth operations
  • Ad hoc support when something comes up
This is more than an SDR.It is a managed team, a proven process, and the systems to drive results.
PeopleThe right people in the right roles.
ProcessA repeatable process that drives results.
PerformanceMeasured, managed, and improved.
OutcomesMore conversations. More pipeline. More revenue.

How we get to work

We learn your business, then run the work.

We agree on who to target, build the list and message, prepare the team, start conversations, and keep improving based on what the market tells us.

01

Align

We get clear on what you sell, who should buy it, and what a good meeting looks like.

02

Build

We build the target accounts, contacts, message, and workflow the team will use.

03

Deploy

We assign the rep and the people who will manage, support, and report on the work.

04

Engage

The team starts real conversations and follows up in the channels that fit your buyers.

05

Improve

We listen to calls, review results, and change the target, message, or approach when needed.

Visibility built in

You should never have to guess what the team is doing.

We use Outreach to run the work and Power BI to show you the activity, conversations, meetings, and patterns that matter.

  • Who the team is reaching and what happens
  • Meetings scheduled, held, canceled, and missed
  • Which markets and segments are responding
  • How conversion changes over time
See the reporting and results
Client performance dashboard
Reporting view
ActivityVisibleCalls, emails, tasks
ContactabilityTrackedBy segment and period
MeetingsQualifiedScheduled, held, outcomes
Performance trendIllustrative
Outreach outcomesBy period
Meeting outcomesCurrent view
ScheduledTracked
HeldTracked
RescheduledTracked
No showTracked
Illustrative dashboard layout. Actual reporting is configured to each engagement.

Selected client outcomes

The numbers should mean something.

We care about meetings that happen, conversations with the right people, and pipeline that actually moves. These are anonymized results from selected client work.

600% increase in meetings held

Achieved by month three in one education engagement.

internal meeting output

Scheduled more meetings than the internal SDR team in a selected engagement.

200+ meetings scheduled

Generated during the first half of 2023 for one client.

$3.5M pipeline generated

Reported during 2023 in a selected education engagement.

Education sales expertise

Education sales takes context, not just a contact list.

We have spent years helping education companies reach district, school, academic, technology, special education, finance, and student success leaders.

See our education experience

Frequently asked

Questions before we talk?

Straight answers about how we work.

Is Capital Generations a staffing company or a lead generation agency?

We are not simply a staffing firm or a lead generation shop. We hire and manage dedicated sellers, then support them with training, client success, data, and reporting.

Are the representatives dedicated to our company?

Yes. The rep works on your program and learns your market, message, goals, and process. Our managers, data team, and client success team stay involved so you are not managing the rep alone.

Do you only work with education companies?

No. We work with growing B2B companies across industries. Education is one area where we have especially deep experience.

How is outreach different from automated appointment setting?

We do not hand a rep a generic script and ask for volume. Calls and follow up are shaped around the account, buyer, market, and what happens in the conversation.

What can we see in reporting?

You can see outreach activity, contact results, meetings, conversion trends, target market performance, and where we think the program should adjust.

Let’s talk

Want to talk through your pipeline?

Tell us what you are trying to fix or build. We will give you a straight answer about whether our team can help.

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