Average $30K
Annual Recurring Revenue per Deal
Referrals had fueled vitaltech solutions for years, but they weren’t enough to support the company’s next stage of growth. To create a reliable pipeline of qualified sales opportunities, vitaltech needed a strong outbound strategy. That meant moving from a reactive sales model to a proactive one – and building a clear, structured process to support it.
CHALLENGE
No Formal Sales Structure or Process
vitaltech’s goal was to generate 8-10 qualified first-time appointments per month. But with most new business coming through existing relationships, it didn’t have a structured approach to guide, scale, or track outbound sales efforts.
SOLUTION
Establish a Clear, Scalable Sales Foundation
We helped establish vitaltech’s first true outbound motion. Working together, we developed a detailed sales playbook tailored to its market – defining messaging, ideal customer profiles, qualification criteria for first-time appointments, and the workflows a business development representative (BDR) would follow each day. This gave vitaltech a repeatable outbound framework.
To support visibility and performance management, we also implemented a CRM system for monitoring activity, pipeline creation, and outcomes in real time. With a solid foundation in place, new BDRs could ramp quickly, and vitaltech had a system it could refine and scale over time.
CHALLENGE
The Cost and Complexity of Building an Internal Team
Building and managing an internal sales function requires time, resources, and risk. From sourcing and onboarding to training, coaching, and daily performance oversight, the vitaltech team didn’t have the bandwidth or expertise to take on those responsibilities.
SOLUTION
Full Process, Talent, and Performance Management
vitaltech turned to our outsourced sales talent services to quickly find and ramp the right people. We recruited candidates, evaluated their fit, and trained them through a structured bootcamp, equipping each hire with the skills, company background, and outbound fundamentals needed to start booking calls quickly. With managers who already understood vitaltech’s market and qualification criteria, every BDR received targeted coaching on what a strong first-time appointment should look like.
We also employed the BDRs on our payroll and managed every aspect of daily performance, from goals and activity to coaching and improvement. By offloading the full sourcing and development process to our experts, vitaltech secured sales talent without the time, cost, or uncertainty of building an internal team on its own.
CHALLENGE
Navigating Changes on a Moment’s Notice
As the business evolved, vitaltech needed support it could count on. Rep transitions or urgent shifts risked slowing momentum, making it essential to have a partner that could step in quickly and keep outbound activity on track.
SOLUTION
Responsive Support and Reliable Action
Acting as a true extension of the team, we remained a steady partner through every change in staffing and strategy. When one BDR left unexpectedly, our team acted immediately. Guided by a deep understanding of vitaltech’s needs and a structured playbook we built together, we sourced new talent, trained them quickly, and had them booking appointments within two months.
Throughout the partnership, vitaltech had direct access to leaders who remained responsive, hands-on, and proactive. Whether refining strategy, troubleshooting issues, or identifying new candidates, we worked to ensure vitaltech continued moving forward.
“What truly distinguishes SEG is the strength of the relationship I’ve built with their team. They take the time to understand my business and demonstrate a genuine commitment to its growth. On multiple occasions, we’ve faced challenges, and they have always answered my calls and worked through solutions with me.”
Sean Vitale, Partner and Founder, vitaltech solutions