---
title: B2B Customer Success & Lead Qualification Services | Tebs
description: "Outsourced B2B customer success: we call back inbound leads, qualify them, book meetings and check in with existing clients, with context briefs for your sales team."
---

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[Home](https://tebs.co?hsLang=en)›[Services](https://tebs.co/services?hsLang=en)›B2B customer success

For B2B companies

# B2B customer success and lead qualification

We call back inbound leads, check in with the clients you already have, and collect needs and requirements into tidy briefs. Your sales team gets prepared conversations, not lists of names.

[Let’s talk](https://tebs.co/contact?hsLang=en)[How we work](https://tebs.co/services/b2b-customer-success#metodo)

Context brief for a qualified lead✓ Qualified leadRCRossi Components Inc.Head of purchasingNeednew supplier by MarchCurrent setuptwo suppliers, long lead timesDecision makersowner + purchasingNext stepcall with your sales rep•First contact made✓Meeting booked

## When you need it

Usually the problem isn’t finding contacts, it’s following up on them with method.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/contact-in-target.svg)

### Leads called back late

Website enquiries wait for days: by the time you call, the contact has spoken to others.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/analysi.svg)

### Sales time on poor-fit contacts

Your team spends hours with people who have neither the need nor the timing.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/supporto.svg)

### Clients heard only when there’s a problem

Nobody asks how it’s going until a complaint arrives, or silence.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/copywriting.svg)

### Incomplete requests

Your project team gets half-formed requests, and questions start all over again.

## Inbound leads: from form to meeting

Every lead follows the same path and ends in one of three outcomes, always logged in the CRM with the reason.

From inbound lead to booked meetingWebsite formsCampaignsCold emailPhone and trade shows1First contactPhone and email, promptly:a lead called back dayslater goes cold.2QualificationQuestions agreed with yoursales team.QualifiedMeeting booked plus a contextbriefNot ready yetNewsletter and follow-up on theagreed dateNot a fitArchived in the CRM with thereasonFrom inbound lead to booked meetingWhere leads come fromWebsite formsCampaignsCold emailPhone and trade shows1First contactPhone and email, promptly: a lead calledback days later goes cold.2QualificationQuestions agreed with your sales team.QualifiedMeeting booked plus a context briefNot ready yetNewsletter and follow-up on the agreeddateNot a fitArchived in the CRM with the reason

Qualification questions and outcomes are defined at the start with your sales team.

## How a lead is qualified

Six questions the conversation has to answer before the contact reaches your team.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/contact-in-target.svg)

### Profile

Do industry, size and role match your ideal client?

![](https://tebs.co/hubfs/Tebs%20Website/Icons/consulenza.svg)

### Need

Is there a concrete problem to solve, in their own words?

![](https://tebs.co/hubfs/Tebs%20Website/Icons/piano.svg)

### Timing

When do they want to start, and what happens if they don’t?

![](https://tebs.co/hubfs/Tebs%20Website/Icons/analysi.svg)

### Current setup

What they use today, with which suppliers, and what isn’t working.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/supporto.svg)

### Decision makers

Who takes part in the decision, beyond the person we’re speaking to.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/chart-linear.svg)

### Next step

An agreed date: a meeting, a follow-up or archiving with the reason.

## Existing clients: regular check-ins

Your existing clients are contacted on a fixed cadence, set by tier: more often for key accounts, less for the rest. It isn’t a courtesy call: it has prepared questions and a written outcome.

What comes up reaches your team with a brief and a date. A risk signal caught early costs far less than a client who leaves in silence.

What regular client check-ins collectRegularcheck-inSatisfactionwhat works and whatdoesn’tNew needsprojects, volumes, timingRisk signalsfalling usage, complaintsInterestin services they don’t useyetEvery signal reaches your team with a brief and a dateWhat regular client check-ins collectREGULAR CHECK-INSatisfactionwhat works and what doesn’tNew needsprojects, volumes, timingRisk signalsfalling usage, complaintsInterestin services they don’t use yetEvery signal reaches your team with abrief and a date

## Needs gathering

When a client asks for a project, we gather their needs with a fixed template and pass them on to your team already organized.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Goal

What needs to change for the client, and how they’ll notice.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Scope

What’s in the request and what isn’t, in plain words.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Constraints

Timing, tools already in use, people involved.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Materials

Files, examples and references provided by the client, collected in one place.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Contacts

Who answers questions on the client’s side, and when.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/checkmark-green.svg)

### Open questions

The list of what your team still needs to clarify, already sorted.

## Support for your sales team

The work doesn’t end with the meeting: we set things up so the conversation starts well.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/copywriting.svg)

### Context brief

For every meeting: who they are, what they need, what they said, what to ask.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/consulenza.svg)

### Common questions

Opening questions and answers to the most common questions, updated on what comes up in calls.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/elenco%20di%20lettura.svg)

### Information materials

One-pagers, decks and case studies that match what clients ask.

![](https://tebs.co/hubfs/Tebs%20Website/Icons/chart-linear.svg)

### Lead analysis

At which stage contacts stall, and why.

## What we measure

Every month, a report with numbers read from the CRM, not estimated, plus notes on what came up in conversations.

- Time from lead to first contact
- Leads reached, qualified, nurtured and not a fit
- Meetings booked and meetings held
- Existing clients contacted and signals collected
- Conversion rates between pipeline stages

How we work

## Our process, month by month

One point of contact, a monthly call and a report with CRM numbers.

[Contact us](https://tebs.co/contact?hsLang=en)

1. ![](https://tebs.co/hubfs/Tebs%20Website/Icons/analysi.svg)Step 1
   
   ### Onboarding
   
   Ideal client profile, qualification questions, outcomes, client tiers and CRM access.
2. ![](https://tebs.co/hubfs/Tebs%20Website/Icons/consulenza.svg)Step 2
   
   ### Scripts and briefs
   
   Call scripts and brief templates approved by your team before the first call.
3. ![](https://tebs.co/hubfs/Tebs%20Website/Icons/supporto.svg)Step 3
   
   ### Monthly contact work
   
   Leads called back, clients contacted on cadence, needs gathered, all logged in the CRM.
4. ![](https://tebs.co/hubfs/Tebs%20Website/Icons/chart-linear.svg)Step 4
   
   ### Report and call
   
   The month’s numbers, client signals and what to change in scripts and criteria.

## B2B customer success FAQs

The questions we hear before we start.

How is this different from cold email?

Cold email looks for new contacts who don’t know you yet. Customer success works on people who have already contacted you and on existing clients: calling them back, listening, and preparing your team’s work.

Do you work in our CRM?

Yes: contacts, activities, notes and outcomes are logged in the CRM you use, so your team sees everything with no extra steps. If you don’t have one, we tell you what you need to start.

Who sets the qualification criteria?

We set them together at the start: ideal client profile, questions and outcomes. Then we review them every month based on what comes up in calls.

How often do you contact existing clients?

On a cadence by tier, agreed with you: more often for key accounts, less for the rest. Every contact has prepared questions and a written outcome.

What do I get after each booked meeting?

A context brief: who they are, what they need, their current setup, who decides and what came up in the conversation.

How much does it cost?

A custom monthly fee, based on how many leads and clients there are to follow up. Details on our [Pricing](https://tebs.co/pricing?hsLang=en) page.

## Other B2B services

### [![](https://tebs.co/hubfs/Tebs%20Website/Icons/via-email.svg) Cold email New contacts, reached with dedicated domains and sequences written company by company. Learn more →](https://tebs.co/services/cold-email?hsLang=en)

### [![](https://tebs.co/hubfs/Tebs%20Website/Icons/envelope.svg) Email marketing Newsletters to contacts with consent, staying present until they’re ready to talk. Learn more →](https://tebs.co/services/email-marketing?hsLang=en)

### [![](https://tebs.co/hubfs/Tebs%20Website/Icons/search.svg) SEO Pages that get found by people searching for your services. Learn more →](https://tebs.co/services/seo?hsLang=en)

## How many leads do you get each month, and how many get a call back?

We look at your leads, CRM and existing clients together and tell you where to start.

[Let’s talk](https://tebs.co/contact?hsLang=en)

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[Italiano](https://tebs.co/it/servizi/customer-success-b2b) [English](https://tebs.co/services/b2b-customer-success)

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