Outsource your Sales
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Outsource your Sales

Find the best low-cost salespeople. Quickly build a sales infrastructure for your company. Blow away your competition.
4.4 (25 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
979 students enrolled
Created by Evan Wainberg
Last updated 1/2015
Current price: $12 Original price: $30 Discount: 60% off
3 days left at this price!
30-Day Money-Back Guarantee
  • 2 hours on-demand video
  • 2 Articles
  • 16 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Find and hire low-cost freelance salespeople
  • Set up a CRM system to manage leads and client accounts
  • Run a scalable virtual phone system for any size team
  • Build cheap sales lead lists for your database
  • Manage a low-overhead outsourced sales team with the software infrastructure to make things simple and efficient
View Curriculum
  • No specific software or tools are needed at the beginning of the course. As we go through, I'll recommend options for software (CRM, cloud storage, virtual phone systems, etc.) - all of which is either free to use or has free trial periods.
  • I would recommend a computer headset to use for test calls and setting up your virtual voice mail, etc., but it's not mandatory.

Are you a business owner that is too busy running your business to find any time to grow your business? I have spent over 10 years as a sales person in many different industries implementing many different strategies; from door to door sales to integrated multinational campaigns employing staff in many time zones.

In this course I will teach you to use the same tools I use for my clients to move business processes offshore quickly and reliably. By learning to leverage global labour markets you will be able to grow your business faster than you ever thought possible.

All you need are the RIGHT TOOLS and the RIGHT PEOPLE

The truth is:

  • You DON'T have to be a big company to do this - even a single-person business can do this
  • You DON'T need a big office or a bunch of phones, computers, and desks
  • You DON'T need to know anything special before starting this course - this is start-to-finish EVERYTHING you need

Whether you're in a real-world service business, an online company, or you're selling products, this strategy can work for you.

Do what the big boys do: build a sales team to do your sales for you. Even if it's just you right now, you can use this system and:

  • Use an easy-to-manage CRM system to track leads and salespeople from all over the world
  • Hire low-cost overseas labor from a massive pool of hungry and ambitious freelancers
  • Set up a virtual phone system so your salespeople can call from anywhere around the globe and look like they're sitting beside you in your office
  • Use cloud file storage to keep your team up-to-date and easily retrieve important files
  • Build cheap lead lists of the right prospects, so your callers can get on the phone as soon as possible
  • Create effective training material to easily add new people to your team and quickly get them up to speed
  • Scale endlessly - it's SO easy to add more people to your team
  • Avoid hassles and auxiliary costs of domestic employees

The tools are easy to use. Take this easy-to-follow course now - and build a sales team for your business now!

Who is the target audience?
  • For business owners who want to focus on growing their business while sales are done by others
  • For anyone who wants someone ELSE to be making the calls they're supposed to be making
Compare to Other Sales Skills Courses
Curriculum For This Course
49 Lectures
9 Lectures 22:50

The goal of this course is to teach you to build an outsourced sales team to increase your bottom line.

In this opening lecture I'll cover why this strategy works even if you're a small company, as well as introducing the four components of the strategy:

  • A CRM system
  • A virtual phone system
  • A file repository
  • A way to find and hire freelance salespeople
Preview 02:37

A brief introduction to who I am and how I've used this strategy in the past. I briefly discuss 3 business types I've had success with so you can start to see how this program will work for you.

Preview 02:20

The first of several case studies that will give you a good idea of how the system works alongside your business and other marketing efforts.

The first business type we'll look at is a Building Services Company. This was a long-term, relationship-building project that generated over $1 Million in revenue for the company.

Preview 03:03

The second case study is for an online event listing social media pre-launch campaign. The site wasn't finished being built, and we generated over 500 business sign-ups before they went live.

Preview 03:36

This case study uses a hypothetical new product and I'll show you how you could use our calling strategy to get this product into as many hands as possible. By mixing our sales strategy with email marketing and a product sample, we can really make our prospects pay attention to us.

Case Study #3 - How to use cold-calling to launch a new product

In this lecture we'll cover:

  1. Why outsourcing your sales is a great option for the overwhelmed small business owner
  2. Why the size of your company doesn't matter for this strategy
  3. What a sales funnel is and how a standard sales process will let your freelance salespeople reach more people than you could alone
Benefits of outsourcing, being a one-man-show, and building a sales funnel.

An introduction to the 4 main tools you'll need to make this strategy work:

  1. A CRM system to manage leads and log everything
  2. A file repository (cloud storage) to store training documents, marketing material, and recorded calls
  3. A phone system to add and remove salespeople as needed
  4. An infrastructure to find, interview, hire, and train your sales team
Tools you'll need (CRM, File Repository, Phone System, Salespeople)

A summary of Section 1 - you should now know where we're going with all of this

Summary - You now understand how the strategy works and what tools you'll need.
1 page

This section 1 assignment will help you start thinking about your specific business situation and imagining how this strategy could work for you.

Section 1 - Assignment
2 pages
Tools - CRM - An in-depth look at CRMs and why they're the core of this strategy
11 Lectures 36:27

In the next several lectures we'll go in-depth into CRM (Customer Relationship Management) systems - the cornerstone of this strategy. We'll cover the advantages of using a CRM and what you should look for to make sure you pick the one that's best for you.

You'll learn why a simple spreadsheet just won't work and my personal choice for a functional, easy-to-use, cheap to run CRM.

I also cover some other considerations you'll want to make when choosing the right CRM for you.

An Introduction to Tools - What you need, why you need it, and a must-have list.

A Screencast of my CRM of choice. If you've never seen a CRM before, this will be a quick way to familiarize yourself with what they are and how we'll be using them.

If you HAVE used a CRM before, this will be a quick way to see how another option works and compare features.

We'll go through how the CRM is organized (contacts, organizations, etc.).

Insightly - An introduction to my CRM of choice

Every CRM organizes and categorizes leads differently. We'll look at how Insightly uses organizations (companies) and contacts (people in those companies) - how they're linked in your CRM and why having good data to start with is crucial to your success.

By understanding the relationship between organizations and contacts, you'll be able to start planning out your own sales campaign as it relates to the type of leads you have.

Insightly - Organizations & Contacts - A closer look at managing leads in a CRM

To import a large number of leads into a CRM you need a properly formatted lead import template. Insightly has some available to use, linked here.

Note: Every CRM imports leads differently. If you're using a different CRM, find a template made specifically for that system to make your life easier.

Insightly Organization & Contact Import Template

This PDF compares 40 of the top CRM software options. Use it to compare offerings and help narrow your choices down.

Comparison of the 40 most popular CRM systems

Use the lead template provided above. This lecture will show you exactly how to:

  • Get your data ready for import
  • Link fields (organizations and contacts)
  • Import your whole list in one go
Insightly - Importing Leads into your CRM

No client database is every "finished". You'll be constantly getting new information and updating records. This lecture will show you how to edit contact and organization records so you're always up to date.

Insightly - Editing Imported Records and Adding New Records

Tags are a CRMs best way of organizing, grouping, and monitoring your leads. I'll show you how to add, edit, and bulk-change your tags.

I'll also discuss some of the tagging strategies I've used in the past, including tags for:

  • Date a lead was imported
  • Which freelancer is assigned to the lead
  • What stage of the sales process the lead is at
  • To-do list like sending bulk emails
Insightly - Using Tags to categorize and monitor your leads and freelancers

Tasks are the ONLY way to make sure nothing falls through the cracks. Every call-back, follow-up action, or any other part of your sales process needs a task to remind the right person to do the right job at the right time. We'll go through how tasks are linked to the rest of your prospect information and how best to use them.

Insightly - Tasks - Use Tasks to keep you and your team in control of every lead

A summary of CRMs and some final thoughts before moving on.

CRM Summary
1 page

This assignment will help you start looking into CRMs and focusing on your specific needs.

Section 2 - Assignment
1 page
Tools - File Repository (Cloud Storage) - How online docs make management easy
4 Lectures 08:26

In this first lecture about file repositories, we'll talk about how a good cloud storage solution is one of the fundamental tools for this strategy. You'll learn about how creating 'living' documents that automatically sync with your team means they're always up to date.

You'll also learn how to keep track of your freelancer's work by gathering call recordings.

Introduction to File Repositories - You may already be using everything you need

We'll go into detail with my two favorite options: Dropbox and Google Drive.

We'll cover:

  • File syncing
  • File sharing
  • Real-time document editing
Dropbox & Google Drive - Probably all you need

A quick summary for the section before we move on.

File Repository Summary - Time to get your cloud storage set up
1 page

For our file repository assignment you'll set up both Dropbox and Drive accounts and get everything ready for your first contractors.

Section 3 - Assignment
2 pages
Tools - Phone System - Use a virtual phone system for effortless expansion
4 Lectures 06:53

A virtual phone system will let you add phone numbers instantly with no equipment required. The benefits of a virtual phone system (one that doesn't require actual phones, simply an internet connection and a headset) are:

  • Adding and removing staff as needed (no wasted hardware costs)
  • Callers can be anywhere in the world
  • Recording calls digitally
  • Setting up call routing and phone tree systems to mimic a large office
Understanding Virtual Phone Systems

We'll go into detail with my phone system of choice and compare it to one you're probably already familiar with: Skype.

Skype is quick, cheap, and easy to use, but is also seriously limited when you're looking at expanding your team.

My choice, Line2, is affordable, expandable, and does everything you need.

Skype and Line2 - Two options for your phone system

A list of alternate phone systems for you to compare.

Phone System Summary - A list of phone system alternatives
1 page

For this section's assignment you'll research available phone systems and choose the one that's best for you.

Section 4 - Assignment
2 pages
Tools - oDesk - An online community of eager salespeople ready to get started
6 Lectures 21:07

oDesk is one of the largest online portals for matching freelancers with clients like you.

In this introductory lecture we'll cover:

  • Hourly and flat-rate hiring
  • The perils of hiring the lowest-cost labor
  • How your job description works to attract freelancers
oDesk - Introduction - First look at the crazy world of online freelancers

We'll use a specific project (designing new business cards) to go through how to:

  • Search for appropriate freelancers
  • Filter by skill, experience, feedback, and pricing
oDesk - Using search, filters, and screening to find the best freelancers

In this lecture we'll go through the process of posting your first job. We'll cover different posting strategies and I'll discuss what I've tried and what worked best for me.

By the end of this lecture you will be ready to post your first job.

oDesk - Posting you first job - Attract the best freelancers for the job

Once you've posted your job, it's time to interview applicants. We'll go through actual job applicants and review their profiles, previous job feedback, and more to determine who deserves an interview.

oDesk - Interviewing Candidates - Use oDesk's tools to narrow it down

Some thoughts on relationship building on oDesk and how to act in general.

I also discuss oDesk's feedback system and how to deal with bad hires.

oDesk - Summary - How to treat freelancers and some final suggestions

In this section's assignment you'll post your first job to oDesk and hire someone to do it!

Section 5 - Assignment
1 page
Lead Generation - Outsource your lead list building for next to nothing
3 Lectures 03:17

I'll show you exactly how I build cheap lead lists by making it as easy as possible for my freelancers.

You'll learn two ways to get your lead list built:

  1. Telling your freelancer what you're looking for and hoping for the best
  2. Personally finding a good list of leads and having your freelancer compile them into a spreadsheet for import into your CRM (hint: this way is better)
Lead List Building - See exactly how I built a list for a recent campaign

A quick summary of the course as a whole up to this point.

Lead List Building - Summary
1 page

You'll create an oDesk job posting for lead research. You'll hire someone to do the work and end up with a filled out import spreadsheet ready for your CRM.

Section 6 - Assignment
1 page
Salespeople - Hiring the best (or: How to make this whole thing work)
4 Lectures 09:34

We've already looked at a bunch of freelancer profiles in the last section. Now we'll do the same but focusing on salespeople.

Many people who advertise phone sales experience on oDesk are misrepresenting themselves, so we'll cover how to watch out for that to make sure you're hiring the best.

Hiring Salespeople - Setting clear expectations and get the best value ($/hr)

Learn some of the hiring strategies I've used and how to narrow your search down to the best salespeople.

We'll discuss:

  • Bonus compensation
  • Being explicit about this being a cold-calling project
  • Creating very detailed job postings vs. general ones
  • Audio recordings as part of the application process
  • Asking customized interview questions

We'll then start going through the filtering/interview process, including:

  • Phone interview
  • Test calls
  • Technology test
  • How they respond to feedback
Find the best salespeople - split testing, tough questions, test calls and more

Summary for this section.

Salespeople Summary
1 page

For this assignment, start browsing salespeople on oDesk and, if you're ready, create a job posting to start interviewing.

Section 7 - Assignment
1 page
Training - Get the most from your freelancers with consistent improvement
6 Lectures 13:18

An introduction to the 4 areas of training you'll be focusing on.

The 4 areas are:

  1. Sales process
  2. Call script
  3. Training materials
  4. Ongoing training

In this lecture we focus on #1. You'll learn how to map out your sales process so that you're ready for the next step (writing your call script)

Training Intro - 4 sections: Process, Script, Resources, and Ongoing Training

With your process mapped out, you're now ready to write your call script. You'll learn how to listen to recordings to be constantly updating and modifying your script so every day is more effective than the last.

Your Script - Create a living script and use ongoing updates to succeed

Your training documentation will determine how much work you have to do down the road and how long it will take for new freelancers to get up to speed. I'll outline what your training material should include so you know what you have to do. This includes:

  • Company information
  • Products/Services you offer
  • CRM/Phone system/File repository
Training Materials - Create better documentation and get them up to speed faster

You'll learn the single most important training strategy I've ever used to constantly improve your team and your process.

The idea is to identify one MAJOR aspect of a freelancer's call that can be fixed for the biggest improvement.

I also briefly discuss team training.

Ongoing Training - Train early, train often. Daily improvement for the win!

The end of our training section (and most of the course!)

Training Summary
1 page

Time to get started creating your training materials.

Section 8 - Assignment
1 page
2 Lectures 01:28

Our last lecture and a final summary of the course.

Full Course Summary

This blueprint is a start-to-finish checklist so you can make sure you've taken every step necessary to launch your first outbound sales campaign.

PROJECT BLUEPRINT - A complete start-to-finish outline to build your sales team
6 pages
About the Instructor
Evan Wainberg
4.4 Average rating
25 Reviews
979 Students
1 Course
Sales Team Builder

I've been working in sales for over 10 years - everything from door-to-door to call centers to being a one-person sales and marketing department for a wide variety of companies.

I've personally sold millions in revenue, and run a company that builds customized outsourced sales teams for small businesses - Dragonfish Sales Solutions.

Some of Dragonfish’s successes include:

  1. Generated over a million dollars in sales for a construction company, cold-calling over 1000 people and building lasting relationships in multiple cities
  2. Quadrupling a home-service businesses’ revenue by building an inbound and outbound sales team
  3. Signing up 500 businesses to a social media event platform as part of their pre-launch campaign using nothing but cold-calls and development screenshots of the system

My passion is using the right tools to quickly and cheaply build systems to help smaller businesses develop a competitive advantage.

I’ve done it for my clients, now I’m doing it for you.