Vetted SDR support
Match the role to a trained professional with relevant communication, organization, prospecting, and CRM capabilities.
Sales Development Outsourcing
Vitalis helps growing companies create a structured prospecting and qualification function without hiring a full local SDR team. Your Executive Partner supports approved outreach, lead qualification, appointment booking, CRM discipline, and reporting.
The managed SDR model
Sales Development Outsourcing works when strategy, execution, systems, and accountability share one operating plan. Vitalis helps define the role, match a vetted Executive Partner, train the workflow, and support ongoing performance management.
Match the role to a trained professional with relevant communication, organization, prospecting, and CRM capabilities.
Define ICP, lists, offers, scripts, sequences, qualification rules, handoffs, and escalation boundaries.
Use agreed activity, quality, pipeline, attendance, and coaching measures to guide continuous improvement.
Why pipeline becomes inconsistent
Founders and closers often prospect only when the pipeline slows. Lists age, replies wait, follow-up stops, CRM records become incomplete, and qualified conversations never reach a calendar.
An SDR Virtual Assistant gives recurring top-of-funnel work a trained owner while sales leaders retain control over positioning, offers, pricing, qualification, compliance, and closing.
Outsourced SDR services
The exact scope is built around your market, offer, sales cycle, approved channels, systems, capacity, and internal sales ownership.
Document target industries, account size, geography, roles, needs, buying signals, exclusions, and priority segments.
Clean, organize, enrich, segment, deduplicate, and prioritize client-provided or approved prospect data.
Run approved cold calling, email, direct-message, social, and follow-up workflows according to defined rules.
Capture fit, need, timing, interest, decision process, objections, and other client-defined qualification details.
Schedule the correct sales conversation, confirm expectations, send reminders, and support approved no-show recovery.
Maintain contacts, accounts, sources, stages, notes, activities, dispositions, tasks, appointments, and next actions.
The operating process
Vitalis aligns the Executive Partner’s daily execution with client-approved messaging, boundaries, tools, and success measures.
Clarify audience, offer, channels, activity expectations, qualification, capacity, and success measures.
Organize lists, scripts, sequences, CRM fields, calendar rules, handoffs, and escalation paths.
Match a vetted Executive Partner and train against real accounts, objections, tools, and scenarios.
Begin outreach, qualification, booking, follow-up, documentation, and daily reporting.
Review activity, quality, replies, appointments, show rates, acceptance, and pipeline outcomes.
Management and reporting
Accounts researched, records prepared, calls, emails, messages, follow-ups, and completed tasks.
Connections, replies, conversations, positive responses, objections, opt-outs, and disposition trends.
Qualified leads, meetings booked, confirmations, show rates, accepted handoffs, and opportunities created.
ICP fit, message adherence, CRM completeness, handoff accuracy, escalation, coaching, and feedback.
Channels and compliance
The Executive Partner follows the client’s approved lists, scripts, channels, sending accounts, hours, suppression records, consent rules, CRM procedures, and escalation requirements.
The client is responsible for the lawful basis, data sources, claims, offers, disclosures, consent requirements, do-not-contact handling, platform policies, industry restrictions, and jurisdiction-specific legal review.
Scope note: Vitalis provides managed operational support, not legal advice or a guarantee of replies, appointments, pipeline, or revenue. Results depend on market, offer, data, deliverability, scripts, capacity, sales follow-up, and execution.
Sales handoff and proof
Account, contact, role, source, segment, fit indicators, and relevant research.
Need, interest, timing, objections, questions, commitments, and approved qualification notes.
Calendar, participants, purpose, expectations, reminders, owner, and next action.
Stage, status, follow-up date, disposition, activity history, and reporting fields.
Case studies, testimonials, booking rates, and revenue claims should only be published with documented results and client permission. Vitalis can establish baseline and agreed reporting definitions before execution begins.
Frequently asked questions
An Outsourced SDR can support account research, list handling, approved outreach, follow-up, lead qualification, appointment booking, CRM updates, handoffs, and reporting while your sales team owns strategy and closing.
Vitalis helps define the role, matches a vetted Executive Partner, supports workflow training, and can provide ongoing visibility, coaching, issue escalation, and performance management around agreed KPIs.
The engagement may include phone, email, direct messaging, social outreach, and follow-up. Exact channels, accounts, hours, scripts, permissions, and compliance procedures must be approved before launch.
Yes. The SDR can apply client-defined qualification rules, document context, schedule the correct meeting, send approved reminders, and support no-show recovery.
The client may provide approved lists and data sources, or the scope may include research and list preparation. Data sourcing, permitted use, accuracy standards, and compliance responsibilities are defined in advance.
Reporting can include activity, connections, replies, conversations, qualified leads, appointments, show rates, accepted handoffs, CRM quality, and coaching topics based on agreed definitions and available systems.
Define the market, workflow, channels, qualification, booking, CRM, reporting, and management model your sales team needs.