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Telemarketing Consultancy

Table of Contents
      • Business Overview
      • Purpose of Funds
      • Team Overview
      • Mission and Vision Statements
      • Marketing
      • Loan Request
      • Repayment
      • Projected Revenue, Expenses and Cash Flows

Business Overview

It is the mission of Telemarketing Professionals, Inc to provide comprehensive telemarketing consultation and creation of telemarketing advertising campaigns for our clients in the Indian region. It is our long-term goal to become the preferred business-to-business telemarketing agency for the East Coast area. Our firm is not interested in simply producing a service for our clients. We believe in creating a long-term relationship with them so that the delivery of their message can reach the right people, at the right moment to insure effective communication with their market.

The company’s potential clients will initially be all the companies in the Cawleweton area. We can service both small and large companies and provide virtually any consultation services in regards to telephone communications with clients.


offers a complete, custom telemarketing campaign. The most common telemarketing campaigns are for the following purposes:

      • Generate sales leads
      • Set appointments
      • Market research
      • Surveys (including statistical analysis and political surveys)
      • Driving eyeballs to websites
      • Trial subscriptions
      • Database or mailing list information
      • Business development
      • Point-of-sale product promotion
      • Seminar and conference invitations.

Purpose of Funds

The business plan looking fund of .The loan will be in two parts, the first of which is for equipment, furnishings, and initial promotional efforts. That loan is to be amortized monthly for four years and collateralized by initial and hereinafter-acquired equipment and furnishings. The balance, , is to be a revolving line of credit collateralized by all other assets of the firm and necessary personal assets held outside the firm.

Team Overview

The company will have four officers: President ; Head of Operations, plus two telemarketing consultants. We will also hire an office manager, and someone to do cold calls. The company plans to hire additional consultants and administrative personnel as we begin to get large numbers of contracts.

who has a Bachelors degree in marketing, worked for Ford Motor Company from 1978-1988 as an advertising executive. In 1989 she went to work for Anderson Consulting in their marketing and advertising division. Four years later went to work as information campaign consultant for Senator Offenbaughten of Bigstate.

a former marketing executive with General Foods. has brought together a highly respected group of marketing, development, and telemarketing specialists who, combined, have a total of 25 years of experience in this industry.

Mission and Vision Statements

It is the mission of Telemarketing Professionals, Inc. to provide comprehensive telemarketing consultation, and creation of telemarketing advertising campaigns for our clients in the Cawleweton region. Keeping close contact with clients and establishing a well functioning long-term relationship with them to generate repeat business and a top notch reputation.

Establish a comprehensive service experience for our clients that includes consultation, analysis of telemarketing campaign goals and target markets, creation of streamlined and custom advertising campaigns based on needs, expectations, implementation, and follow-up analysis.

In order to create the maximum effect for our clients, we provide a comprehensive program for them that may include some of the following services:

      • Identification of Program Objectives and Expectations
      • Creation of customized lists of leads
      • Market research
      • Consultation and training of telemarketing personnel
      • Script writing for programs
      • Creation of follow-up programs for successful calls.

This is only a partial list of our services as each project is customized to our client and its scope, length, depth, reach, and cost are unique.


The telemarketing industry is, at the moment, a growing industry with most companies having an annual growth between 6.5% and 8%. This is due to businesses that are becoming increasingly aware of the need for market information and the desire to reduce customer turnover rates in a hard hit economy. However, long-term analysis of growth rates in this industry shows a cyclical pattern and R&C does not expect this high growth rate to continue.

The telemarketing industry is quite fragmented with companies that vary greatly in size, scope, services offered, and market share. Many companies are general advertising agencies that offer telemarketing services along with a wide range of other consulting services. In addition, many companies, not realizing the potential advantages of outsourcing, choose to develop their own telemarketing services.

believes that the greatest threat at the moment is in new entrants to the market who perceive an opportunity in a “high” growth industry. The most likely entrants will be existing advertising agencies wishing to horizontally integrate and enter new sub-markets. However, the one major disadvantage to new entrants is that all firms engaged in contracting to telemarketing agencies face significant switching costs when bringing on a new partner. Furthermore, understands that in this industry there is a significant learning curve that creates declining “unit” costs as a firm gains more cumulative experience in the field itself and with long-term clients specifically.


Our total projected budget for the is

# Expense Budgeted Cost
1 Lease
2 Construction/Renovation
3 License fee
4 Equipment


We are asking for an amount of as a loan. It will be repaid over at a rate of interest, making payments of .


Other Documentation attached to this request includes income and cash flow projections for the Cosmetics Manufacturing and alternative operational structures in the event our projections.

CA Vikas Jain - Chief Advisor

Mr. Vikas Jain is a reputed Chartered Accountant possessing in-depth understand...

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CA Vikas Jain

CA Vikas Jain - Chief Advisor

Mr. Vikas Jain is a reputed Chartered Accountant possessing in-depth understand...

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