Outbound sales

How to build an outbound sales team: hire, equip and measure it

Most outbound teams struggle for reasons that were set before the first call: the wrong people, no written standard, and targets the salespeople cannot control.

By Iain Swanston, Founder, Klozers

Chart: the strongest predictors of sales performance in studies from 1982 to 2008, and what an employer can do about each. Source: Verbeke, Dietz and Verwaal, 2011.
In short
How to build an outbound sales team comes down to four decisions. Hire for mindset and values, because selling skills can be taught. Give the team a clear role and a written standard for first contact. Decide whether to build it in-house or outsource it. Then measure each salesperson on what they control, and review progress every 30 days.

Key takeaways

  • Hire for mindset and values. Selling skills and product knowledge can be taught after the person joins.
  • Give every new hire a clear role. Research across studies from 1982 to 2008 links an unclear role with lower sales performance.
  • Build the playbook from your best people if you have them, and from a written standard if you do not.
  • Measure outbound salespeople on what is inside their control, not on revenue they cannot yet influence.

How to build an outbound sales team: what comes first?

Four things come before the first hire: a confirmed reason to buy, the right words, a clear role and a capable manager. An outbound team contacts companies that have not contacted you. Inbound depends on marketing to bring enquiries in. Outbound depends on the team to start the conversation. 

The rules on unsolicited calls, emails and LinkedIn messages differ by country. In some countries, including Germany, an advertising email to a new business contact needs prior consent. Check the rules in each country your team sells into before it starts.

Who should you hire for an outbound sales team?

Hire for mindset and values. Selling skills can be taught after the person joins. Mindset and values are what they bring with them.

The research supports teaching the skills. A meta-analysis by Verbeke, Dietz and Verwaal was published in a peer-reviewed marketing journal in 2011. It reviewed sales performance studies from 1982 to 2008. Selling-related knowledge was the strongest predictor of performance, and knowledge can be taught. Adaptiveness and work engagement were close behind. An unclear role was linked with lower performance by almost as much.

Look for these qualities of mindset:

And these values: honesty with buyers, including saying “this is not right for you” when it is true, and respect for the buyer’s time. No need, no meeting.

To test for them, ask each candidate to make a short first call to a colleague playing the buyer. Give feedback, then ask them to make the call again. The second attempt tells you more than the first. Ask about the longest run of refusals they have had and what they did next. Record what you see against the same criteria for every candidate, so the decision rests on evidence rather than a general impression.

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Should you build the team in-house or outsource it?

Outsourcing gives you experienced people quickly and keeps costs flexible. An in-house team builds product knowledge, and you control how it presents your company. That control matters, because badly run outbound damages your reputation with the accounts you most want. Outsourcing can test whether outbound works in your market. A team that will sell your product for years is usually better built in-house.

What does an outbound salesperson do?

In many teams, one group makes first contact and tests the need. Other salespeople take over once a need is found. Decide where that handover happens and write it down. An unclear handover produces the role ambiguity the research links with lower performance.

Where does an outbound team's playbook come from?

From your best people if you have them, and from a written standard if you do not. 

A script read aloud sounds like a script. Use the standard to prepare each call, not as words to read. Our page on cold calling training for outbound teams covers the phone. A go-to-market strategy decides which markets the team works.

How should you measure an outbound sales team?

Measure each salesperson on what is inside their control. In the first months, a new salesperson controls their research, first contacts and conversations. They also control the needs they find and the next steps they agree. Revenue depends on the buyer’s timing and comes later.

Chart: set targets on the measures a new salesperson controls, and track the rest without targets in the first 90 days.

Set targets for rolling 30, 60 and 90 day periods as well as the quarter. A slow first month is then visible while there is still time to correct it. In a 2024 engagement with CAEM, a team working 102 target accounts had 19 additional enterprise accounts in active conversation within 90 days. It won £167,000 from three new customers in the same period.

If the team needs support while it settles in, see our outbound sales coaching for your team.

Do this on Monday
Check that you are ready to go outbound.

Four tasks, one week, no supplier needed.

  • Write one paragraph describing the outbound role, including where its work ends.
  • Ask three customers why they bought from you, and write down their words.
  • List the mindset and values you will hire for, and one interview task that tests each.
  • Choose three measures each salesperson controls, and set a 30 day target for each.

Common questions about building an outbound sales team

How long before an outbound team produces results?

It depends on your sales cycle. Conversations and needs found should be visible within the first 30 days. New customers usually take longer. In the CAEM engagement described above, the first new customers came within 90 days.

Use a written standard to prepare each call, not a script to read aloud. The standard sets who to call, the reason for calling and the question to ask. The salesperson then says it in their own words.
They can, but in our experience outbound work is the first thing to stop when the team is busy. If finding new customers matters, give it protected time each week or a dedicated person.
Founder & Lead Trainer Klozers · London, Dortmund, Austin, Melbourne

Iain has trained and coached B2B sales teams since 2008. He was Lead Trainer and Coach at Microsoft Scotland. Before that he sold capital equipment and managed sales teams in the UK and North America. He served as an Associate at Strathclyde University Business School, where he delivered the sales content for the Masters in Entrepreneurship from 2015 to 2019.

Connect with Iain on LinkedIn

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