What OutboundView does

OutboundView is a Franklin, Tennessee–based B2B sales development agency that delivers phone-first outsourced appointment setting and lead generation services to mid-market and enterprise clients across 10+ verticals including asset management, SaaS, HR technology, healthcare, manufacturing, commercial insurance, and government technology. Founded in 2014 by Blake Johnston, the company operates on a dedicated-SDR model in which U.S.-based calling teams are assigned exclusively to each client account rather than rotating across multiple clients, producing claimed output of roughly 2x the average internal SDR with 20,000+ outreach touches per resource per month. The core revenue engine is a portfolio of subscription and hybrid-priced offerings — including Outsourced Appointment Setting, the Dialworks cold calling system, BuyerMovement (warm-lead re-engagement), Buyer Intent Data, Data Team cleansing services, and the TalentView HR-focused database — supplemented by consulting and training programs.

Beyond labor-led services, OutboundView has built an AI Sales Intelligence Platform that connects client CRMs (HubSpot, Pipedrive, Salesforce), call recording systems (Gong, Chorus, Fathom), and collaboration tools (Slack, Notion, Google Drive) through an Anthropic Claude-powered layer. The platform delivers natural-language pipeline queries, deal health scoring, rep performance benchmarking, competitive intelligence, and look-alike audience generation derived from closed-won patterns. The technology stack is fundamentally an orchestration layer over third-party foundation models, with proprietary data assets (the 550,000+ TalentView HR contact database, the AdvizorPro RIA partnership with 750,000+ profiles, and the proprietary BuyerMovement tracking system) serving as the differentiated input layer.

The go-to-market is sales-led via direct discovery calls, with 90-day pilot programs and month-to-month contract flexibility (some enterprise offerings like Dialworks and Launch require 12-month terms). Pricing is varied by service: Dialworks approximately $1,500/month per user on 12-month contracts; BuyerMovement $2,500/month base plus $500 per meeting; Buyer Intent Data $1,000/month; Launch a $14,500 implementation fee plus $2,500/month ongoing; EventPro per-event tiered pricing; and usage-based DataTeam services scaling from $75 per 500-contact list cleanse to $2,500/month for full-time operations. OutboundView remains privately held and bootstrapped under founder Blake Johnston, with no disclosed external funding.

Name

OutboundView

Legal name

OutboundView, LLC

Website

https://outboundview.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

OutboundView is a Franklin, Tennessee–based B2B sales development agency that delivers phone-first outsourced appointment setting, lead generation, and AI-augmented sales intelligence to mid-market and enterprise clients across 10+ verticals.

Ownership category

akta.pro rank

Product category

B2B Outsourced Sales Development & Lead Generation

NAICS

Telemarketing Bureaus and Other Contact Centers (561422), Telephone Call Centers (56142)

SIC

Services-Help Supply Services (7363), Services-Management Consulting Services (8742)

akta.pro primary industry

B2B Appointment Setting & SDR/BDR Outsourcing (BPAAADAA)

akta.pro secondary industries

Appointment Setting & Sales Development (SDR/BDR) Services (BPAFAKAD), Telesales & Inside Sales Outsourcing (B2B/B2C) (BPAAADAE), Outbound Lead Generation & Prospecting (BPAAADAB), B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)

Keywords

• B2B appointment setting
• Outsourced sales development
• Lead generation services
• Cold calling services
• Sales pipeline outsourcing

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Outsourced Appointment Setting: Dedicated team of inside salespeople who book qualified meetings for clients. Revenue generated through monthly service fees based on resources/reps assigned to client accounts.
2. Sales Process Consulting: Consulting services to help clients close meetings, including sales process design, messaging refinement, and conversion optimization. Includes 30-day guaranteed results model.
3. Dialworks Cold Calling System: Done-for-you cold calling system built inside client business. Monthly subscription per user plus setup fees. Includes technology, processes, scripts, integrations, and custom lead data.
4. Buyer Intent Data: Daily/weekly delivery of leads showing buyer intent. Provided as validated leads in CSV format or CRM integration.
5. AI Sales Intelligence: One-time setup fee for infrastructure connecting CRM, call recordings, email, and internal tools with ongoing Claude-powered intelligence layer.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

OutboundView provides outsourced B2B appointment setting, delivering dedicated teams of inside salespeople who execute phone-first cold calling, email, and LinkedIn outreach to book qualified meetings directly on client calendars. The core service is supplemented by AI-powered sales intelligence, sales process consulting, buyer intent data, done-for-you cold calling systems, and dedicated data cleansing teams. Services operate on subscription-based monthly fees with 90-day pilots and month-to-month flexibility after initial pilots.

Product overview

OutboundView is a B2B appointment setting and sales development platform offering a portfolio of interconnected services. The core offering is Outsourced Appointment Setting (Scale), where dedicated SDR teams execute phone-focused cold calling, email, and LinkedIn outreach to book qualified meetings on client calendars. This core service is supplemented by AI Sales Intelligence Platform (connecting CRM, call recordings, and communication tools to provide predictive pipeline analytics), Sales Process Consulting (AI-powered close rate improvement), BuyerMovement (warm lead identification from past client movement), Buyer Intent Data (daily intent signal leads), Dialworks (cold calling system setup), Data Team (contact validation and cleansing), and EventPro (event promotion). Specialized verticals include GovTech appointment setting and TalentView/AdvizorPro for HR and RIA targeting. The company also offers training programs like the 8-Week Filling the Funnel Sales Bootcamp and Launch consulting for inside sales implementation. Services operate on a no long-term contract basis with 90-day pilots, month-to-month flexibility, and results typically within 30 days.

Differentiator

Problem solved

Functional benefit

Brands

• AdvizorPro: Joint venture brand with partner for RIA (Registered Investment Advisor) outbound playbook and data intelligence for asset managers
• TalentView
• BuyerMovement
• DemandGen Engine
• Dialworks
• 2-Week Trial
• DataTeams

Products and services

• Outsourced Appointment Setting (Scale) Phone-focused B2B appointment setting and lead generation service where a dedicated team of inside salespeople handles prospecting, cold calling, email, and LinkedIn outreach to schedule qualified meetings directly on the client's calendar.
• Sales Process Consulting AI-powered sales system that diagnoses where reps lose deals and fixes process issues, targeting 10-30% close rate improvement within 30 days, with a no-pay-if-not-improved guarantee.
• AI Sales Intelligence Platform Connected AI platform that integrates CRM, call recordings, email, calendar, and internal tools (Slack, Google Drive, Notion) to provide sales intelligence through natural-language queries about pipeline, rep performance, and competitive intel.
• BuyerMovement Service that tracks buyers who have moved from existing client companies and identifies opportunities to re-engage past contacts at new organizations as warm leads.
• Buyer Intent Data Daily/weekly list of B2B leads showing intent to buy based on web content consumption, competitor keyword searches, hiring signals, LinkedIn activity, and event attendance.
• Dialworks Done-for-you cold calling system built inside the client's business including technology setup, custom lead lists with mobile phones, scripts, integrations, and monthly coaching to consistently book meetings.
• DataTeam Dedicated research and data cleansing team that validates contact information, verifies job titles, confirms employment status, checks email deliverability, and validates phone numbers for inside sales teams.
• EventPro Personalized event promotion service using dedicated inside sales teams to drive attendance to client events, webinars, and conferences through email, calling, social touches, and mailers.
• Case Study Distribution Service that distributes case studies and whitepapers to prospects via cold outreach, leading with value content rather than direct meeting requests to improve conversion rates.
• Filling the Funnel Sales Bootcamp 8-week sales training bootcamp covering territory analysis, buyer personas, messaging, campaign execution, and ongoing e-learning to help salespeople predictably generate pipeline.
• Launch Inside Sales Implementation 6-week inside sales implementation program covering technology and data setup, process design, and sales training to effectively launch an inside sales team.
• TalentView HR-focused appointment setting and database service targeting 550,000+ HR leaders with done-for-you outreach programs, including the TalentView DemandGen Engine and TalentView Content Connect.
• AdvizorPro RIA-focused outbound playbook and data tool with 750,000+ verified RIA profiles, ETF holdings intelligence, TrafficIQ intent data, and CRM integrations for asset managers.
• GovTech Appointment Setting Specialized appointment setting service targeting local government buyers using LinkedIn, Power Almanac, Zoominfo, and DiscoverOrg for validated list building.
• B2B Inbound Marketing Strategy & Consulting Inbound marketing strategy design and implementation services focused on driving qualified sales opportunities through content, SEO, and conversion optimization.
• B2B Outbound Marketing Consulting & Appointment Setting End-to-end outbound marketing program design and execution including list building, messaging, technology implementation, and sales training.

Quantifiable outcome

• 1,000+ meetings booked per month across client base
• +6 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability9 records

Feature3 records

Partnerships

One partnership is on record.

• AdvizorProcoreStrategic or Co-development PartnerJoint partnership creating 'The Modern RIA Outbound Playbook' combining AdvizorPro's RIA data (750K+ verified profiles, ETF holdings intelligence, TrafficIQ intent) with OutboundView's outbound execution capabilities. Together they offer asset managers 200-300+ meetings per month through coordinated targeting, multi-channel sequences, and CRM reporting.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• SalesRoads: SalesRoads provides B2B appointment setting, outsourced SDR teams, and inside sales services with US-based callers, directly comparable to OutboundView's outsourced engagement model.
• SalesHive: SalesHive provides outsourced B2B cold calling and appointment setting with US-based callers, overlapping directly with OutboundView's Dialworks and Scale offerings and serving similar SaaS and tech verticals.
• Belkins: Belkins is a B2B appointment setting and lead generation agency offering dedicated SDR teams, email outreach, and cold calling services to mid-market and enterprise clients across similar verticals to OutboundView.
• MemoryBlue: MemoryBlue is a sales development outsourcing firm providing dedicated SDR teams, lead generation, and appointment setting to B2B technology companies, closely mirroring OutboundView's delivery model and client base.
• UserGems: UserGems is a buyer-tracking and pipeline generation platform that turns job changes and past customer signals into warm leads, directly overlapping with OutboundView's BuyerMovement product and Salesforce integration.
• Leadium: Leadium is an outsourced SDR and B2B appointment setting agency offering dedicated inside sales teams, cold calling, and email outreach to mid-market and enterprise technology buyers.
• Martal Group: Martal Group is a B2B lead generation and outsourced SDR agency serving SaaS and tech companies with appointment setting, multi-channel outbound, and dedicated sales teams comparable to OutboundView's core service.

Emerging players

• Artisan (Artisan AI): Artisan provides an AI SDR platform (Ava) that automates B2B outbound, lead research, and email outreach, representing the AI-native alternative to OutboundView's human-delivered services.
• 11x.ai: 11x.ai offers an AI-powered digital SDR that automates outbound prospecting and meeting booking, competing for the same outcomes as OutboundView's outsourced appointment setting but via autonomous software rather than human teams.
• Regie.ai: Regie.ai is an AI-driven sales platform for outbound messaging, sequence generation, and prospecting workflows, overlapping with OutboundView's AI Sales Intelligence and outreach capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/outboundview
• LinkedInlinkedin.com/company/outboundview
• Xx.com/outboundview

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OutboundView