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What is a Leadsheet?

Our leadsheets are a one-page summary that we provide to our clients for EACH appointment that we schedule. These leadsheets contain key insights into the prospect based upon metrics deemed valuable by each client and campaign. They also contain a summary of our calling history and detailed notes of all interactions that occurred before the appointment was scheduled. Our leadsheets provide a seamless transition for your sales representatives to pick up where our callers left off, and establish history and rapport with every appointment.

Select a Campaign Below to Review a Sample Leadsheet

B2B - Insurance - P&C

Our client is based in the Northeast and provides a wide array of insurance solutions. For this campaign, we sought businesses who might benefit from adjusting their P&C insurance (whether it be Workers Comp, P&C, Commercial Auto or other commercial insurance policies), with benefits such as strong communication and customer service. We targeted businesses located in New Jersey and New York, with a minimum of 20 covered employees.

B2B - Health Insurance

Our client is an Employee Benefits Brokerage Firm dedicated to delivering customized employee benefit packages. For this campaign, we aimed to sell services by educating businesses about partially self-funded health benefits programs. We targeted businesses with 25+ insured employees, who had received a mailer from the client in the last 30 days.

B2B - Medical Equipment

This client buys and sells used medical equipment, targeting hospitals and surgery centers. Having worked with MarketReach for nearly two years, this client recognizes the benefit of consistent prospect outreach, as he does not have any salesman besides himself.

B2B - Dental

Our client is an established Dental Laboratory that addresses both the manufacturing and creating of dental solutions. The target for this campaign were Doctors with dental practices within targeted geographic locations across the United States, that outsourced services for framework and maintained an -A- credit score rating.

B2B - Transportation

Our client is a Transportation Company that provides moving services and logistics, with 16 locations nationwide. For this campaign, our target audience was businesses within the metropolitan regions of Philadelphia, Chicago and Dallas (along with specified surrounding suburbs) that were scheduled to move within the third quarter.

B2B - Compliance and Safety

Our client is a national company that provides services for the comprehensive management of Federal and State compliance programs. For this campaign, our target audience was businesses within specific states that had a minimum of 5 drivers on staff for DOT and CHP compliance.

B2B - Printing

Our client is a regional Printing Company that provides printing and marketing services. For this account, we initiated a Reactivation Campaign to re-engage previous customers. Our target audience was customers who had no purchase history for the previous year, had a ``brick and mortar`` location and were still actively in business.

B2B - Vending, Micro-Markets and Technology

Our client is a Georgia-based company, specializing in vending, micro-markets and technology solutions. For this campaign, our target audience was businesses with 100+ employees on-site within Atlanta Georgia, and its surrounding suburbs. We targeted facilities that can introduce or replace their vending service providers.

B2B - Coffee Vending

Our client is a New York City-based Breakroom Provider, offering coffee, equipment and more. This campaign sought to engage offices with coffee vendors looking to change systems or were in the market to introduce new service. We targeted businesses located in Manhattan with 50+ employees on-site.

B2B - Food and Beverage

Our client is a cooperative of farmers producing award-winning dairy products, produce, healthy snacks & more. For this campaign, we aimed to identify new accounts for organic foods through an educational approach. We targeted restaurants located within a defined radius of metropolitan areas of the west coast, with 2+ locations.

B2B - Office Furniture & Moving Services

Our client is an Office Furniture Company that provides furniture and moving services, with 5 locations nationwide. For this campaign, our target audience was businesses within certain eastern states that were scheduled to move or expand within the next year.

B2B - Technology

Our client is a Technology Company that provides software for large businesses. For this campaign, our target audience was businesses in the eastern region with staff sizes of 500+ on-site.

B2B - Building Services & Janitorial

Our client is a Building Maintenance Company dedicated to delivering exemplary Janitorial services. For this campaign, we aimed to sell services by educating businesses about their competitive advantages. We targeted business with 25+ employees, as strategy dictates that within certain industries that employee count would translate into the amount of cleanable sq feet of space.

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