By Appointment Only (BAO Inc.)

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Overview

$5,000+

Min Project Size

250 - 999

Employees

1997

Year Founded

ABOUT BY APPOINTMENT ONLY (BAO INC.)

Cold Calls, Warm Leads, Hot Opportunities

The market recognizes us as the top provider of appointment setting services, but our clients understand that there's much more to our role. BAO serves as a vital partner for sales and marketing teams within the high-tech sector, helping to create effective and lucrative go-to-market strategies. We offer organizations tailored, scalable, and real-time assistance that enhances sales productivity, streamlines marketing efforts, and helps secure key accounts.

Languages Spoken

English

HIGHLIGHTS

$5,000+

Min Project Size

250 - 999

Employees

1997

Year Founded

Services

Focus

Industries

Clients

Services Provided

100% Outbound Lead Generation

About the Team

OUR STORY

At BAO, we understand the challenges B2B tech sales teams face, especially as 61% of leaders anticipate needing larger pipelines in 2025 due to increased deal dropouts. Recognizing that securing an introductory meeting demands an average of 130 calls, we've developed SmartLeads to revolutionize inside sales efficiency. Our solution removes the burden of cold calling, enabling Sales Development Representatives (SDRs) to focus deeper into the sales process. By delivering qualified introductions, BAO broadens sales coverage and ensures SDRs engage more meaningfully with prospects and customers. Dedicated exclusively to prospecting—the most time-intensive SDR task—we consistently initiate valuable conversations, helping clients unlock new accounts and expand their sales reach effectively.

Portfolio

Automation Anywhere + BAO Customer Success Story

Automation Anywhere

How Automation Anywhere Developed an Effective Pipeline Generation System with BAO Automation Anywhere sought to accelerate its pipeline growth and needed a skilled partner capable of articulating the complexities of its value proposition while delivering tangible results. “We aimed to create a significantly more efficient pipeline generation system, which led us to collaborate with BAO for their appointment setting services,” explained David Morrison, Director of Global Lead Generation. - **Expert ISRs Capable of Communicating Complex Ideas**: Like many top B2B tech companies, Automation Anywhere's messaging is intricate. BAO's Inside Sales Representatives (ISRs) often engage with prospects first, necessitating that they convey the message accurately and effectively. "I’m impressed by the BAO ISRs’ ability to represent us in the prospecting process. Their deep understanding of our messaging and its benefits to prospects is truly remarkable," remarked David Morrison. - **In-Depth Data for Strategic Targeting**: BAO collaborated with Automation Anywhere to refine their target list, focusing on the personas that yielded the highest pipeline returns. “BAO possesses a unique ability to navigate organizations and connect with the right individuals. Their understanding of nosso target audience is quite impressive,” said Morrison. - **Appointment Setting for Regular Engagement**: Building an effective pipeline requires consistent interactions with prospects. BAO provides the scalability necessary to meet Automation Anywhere’s evolving needs. **Results**: - BAO has facilitated over 1,400 introductory meetings for more than 74 sales executives throughout their five-year partnership. - 50% of appointments set by BAO are considered likely to lead to opportunities. - The cost to pipeline for this program—the company's main metric—is 60% lower than their target.

BAO Appointment Setting + InOutsource

InOutsource Consulting

How BAO’s Appointment Setting Aided InOutsource in Overcoming Bandwidth Limitations and Boosting Pipeline Growth InOutsource, a legal solutions firm, faced constraints in its growth due to the limited bandwidth of its business development team. By collaborating with BAO, the company has increased its interactions with prospects and generated more pipeline opportunities. Introduction to BAO Appointment Setting InOutsource was introduced to BAO through a partner program, having never considered outsourced appointment setting before this experience. Nancy Beauchemin, President of InOutsource, remarked, “They took the time to understand our business and quickly communicated our value proposition. Their approach was focused and clear, demonstrating professionalism that made them feel like an extension of our team, which resulted in securing appointments.” “From the onset of our first campaign, I was impressed by the BAO team’s comprehension of not only our solution but also the potential challenges clients might face. They were able to uncover these issues through strategic and thoughtful questioning, which was key to securing appointments and proved to be highly effective,” shared Tom Streeper, Director of Business Development at InOutsource. A Genuine Partnership for Sales Growth BAO works closely as an extension of InOutsource's team, holding weekly meetings to fine-tune strategies, including targeting new clients and adjusting messaging. Streeper noted, “I always emphasize that achieving success requires genuine partnership and mutual investment, and BAO is truly committed to our growth.” Results The program's primary goal is straightforward: to secure appointments that enable the InOutsource team to engage with potential clients. The results have been promising, as the program has generated increased pipeline opportunities that have led to closed deals for InOutsource.

BAO's Opportunity Ident Interana

Interana

How BAO's OppID Assisted Interana in Identifying Ideal Prospects This analytics company understood the traits that define an optimal prospect. With the profiles provided by BAO, they were able to identify which companies matched those criteria perfectly. For a burgeoning technology firm experiencing rapid growth, swiftly enhancing the sales pipeline is essential, but this comes with its own set of obstacles, including prolonged sales cycles and a small sales and marketing team with limited resources. Establishing a Solid Account-based Marketing Foundation Interana devised a comprehensive strategy to concentrate their limited sales and marketing efforts on the most promising prospects. The sales and marketing teams collaborated to create a tiered account-based marketing list, identifying target accounts and relevant titles. They also formulated a discovery roadmap aimed at pinpointing suitable prospects while avoiding time lost on companies that weren't a match. A New Approach to Discovery This was when Interana sought the assistance of BAO’s Opportunity Identification (OppID™) service. OppID provides valuable insights about prospects, such as their IT infrastructure status, specific trigger events like contract renewals, challenges they face, competitive products in use, and key decision-makers. BAO partnered with Interana to create a customized profile that delivered the necessary details for their discovery process. “Disrupting a two-decade market as an underdog isn’t simple. We can’t afford to waste cycles pursuing poor leads or even well-meaning wrong ones. BAO examined our market closely and helped us grasp not only the target persona but also the critical engagement points.” - Scott Leatherman, CMO at Interana

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Projects & Clients

Project Size & Rate

Minimum Project Size

$5,000+

Pricing Snapshot

Min Project Size

$5,000+

Avg Hourly Rate

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Cost Rating

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What Clients Have Said

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Outbound Lead Generation

Locations

Headquarters

300 Apollo Drive 2nd Floor

Chelmsford, Massachusetts, United States 01824

+19787637500

Headquarters

1 Edgewater Drive Suite 106 United States 02062

Massachusetts, United States 02062

+19787637500

Headquarters

1640 South Stapley Drive Suite 251 United States 85204

Arizona, United States 85204

+19787637500

Headquarters

670 N Commercial Street Suite 106 United States 03101

New Hampshire, United States 03101

+19787637500

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