OutboundView

Tennessee outsourced appointment setting with asset management and insurance case work

4.4 (9 reviews)
Founded
2016
Team size
2-10
Headquarters
Franklin, TN
Hourly rate
$25–$49/hr

Overview

About OutboundView

OutboundView is a Franklin, Tennessee outsourced appointment-setting team that books B2B meetings by cold calling. Its site lists commercial insurance and asset management as industries, and a Clutch review from insurance navigator Honest Policy describes 10 partner meetings in month one. It reports 90-day pilots, then month to month.

OutboundView is a small outsourced appointment-setting company based in Franklin, Tennessee. Clutch lists it as founded in 2016 with 2 to 9 employees, and the site claims more than ten years in business, 50 active clients and over 1,000 meetings a month. Its own figures are unaudited.

The service is a dedicated inside sales team that prospects, cold calls and books meetings directly onto the client’s calendar, with an add-on for sales process audits and messaging. Campaigns typically go live within two weeks, according to the site. Clients usually start with a 90-day pilot and then move to month to month, with no long-term contract. No prices are published, but the FAQ says an in-house SDR costs $60,000 to $80,000 a year and most clients pay less than one hire. Clutch shows a minimum project of $1,000, a common project size of $10,000 to $49,999 and an average near $22,000.

Industry pages cover asset management, commercial insurance, IT services, digital marketing, HR and healthcare. Logos include BetterUp, 15Five and Dale Carnegie, and testimonials include one from Broadpoint Insurance Group. The clearest niche evidence is a Clutch review from Honest Policy, an insurance navigator, which set a goal of two meetings a week with 50 partner firms and reported 10 qualified meetings in the first month, and was still a client. On Clutch overall it holds 4.4 across nine reviews, with reviewers praising responsiveness, targeting of decision-makers and weekly reporting. One non-verified 0.5 review from a food company alleges a contract ended before calls began and a refund was refused; that is the reviewer’s claim only.

It suits small insurance, asset management and fintech sellers who want calling-led meetings on a modest budget. Buyers who need email and LinkedIn at scale, or a larger bench of callers, should look elsewhere.

What they do

Services

  • Outsourced appointment setting
  • Cold calling
  • B2B lead generation
  • Sales process consulting

Specializations

Industries served

Insurance Asset management IT and managed services Digital marketing SaaS Human resources Healthcare Manufacturing

Ideal client

Who they help

Best for small insurance, asset management and financial technology firms wanting cold-call meetings with partner firms. Less relevant for buyers wanting email or LinkedIn-led outbound.

Good fit for

SMB Mid-market B2B

Pros & cons

Pros

  • Insurance and asset management industry pages
  • Honest Policy review reports 10 qualified meetings in the first month
  • No long-term contracts after a 90-day pilot, per its site
  • Clutch reviewers praise responsiveness and weekly check-ins
  • Lower hourly rate band than most peers

Cons

  • Only 9 Clutch reviews, with one 0.5 rating alleging an unrefunded charge
  • Small team of 2 to 9
  • Calling-led, so limited multichannel capability

Pricing

Pricing modelMonthly retainer
Hourly rate$25–$49/hr
Minimum engagement$1,000+
Price bracket$

Notable clients

Honest Policy Outcome Studio allheart CUE Audio GMB Corporation

Common questions

FAQ

  • What services does OutboundView offer?

    OutboundView offers Outsourced appointment setting, Cold calling, B2B lead generation, Sales process consulting.

  • Where is OutboundView based?

    OutboundView is headquartered in Franklin, TN and works with clients remotely worldwide, with additional offices in Franklin, TN.

  • How much does OutboundView cost?

    OutboundView operates on a monthly retainer model, with an hourly rate of $25–$49/hr, a minimum engagement of $1,000+.

  • Who is OutboundView best for?

    Best for small insurance, asset management and financial technology firms wanting cold-call meetings with partner firms. Less relevant for buyers wanting email or LinkedIn-led outbound.

  • What industries does OutboundView serve?

    OutboundView serves clients in Insurance, Asset management, IT and managed services, Digital marketing, SaaS, Human resources, among others.

  • How big is OutboundView and when was it founded?

    OutboundView was founded in 2016 and has a team of 2-10 people.

  • How do I contact OutboundView?

    You can visit www.outboundview.com, or email sales@outboundview.com, or call 615.933.1533.

Editor’s take

A small, budget-friendly calling shop with some insurance relevance. Check the refund terms and ask for insurance references.