Callbox

BACKGROUND

Please describe your company and your position there.

AdvisorServe provides objective insurance resources for Fee-Only Financial Advisors. As Director of Operations, I oversee much of our firm's client experience, application processing, and business development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Callbox?

We hired Callbox to find and contact Fee-Only Advisors throughout the US to introduce our firm, share what we have to offer, and set introductory phone calls with us. This was done through direct phone marketing, email and LinkedIn marketing, and digital marketing.

What were your goals for this project?

We want to serve Advisors in every region of the US and expand our reach every year. The main goal of the project was to connect with Fee-Only Advisors for a half-hour introductory phone call or Zoom meeting.

SOLUTION

How did you select Callbox?

Callbox was unique in that they were willing to learn our business model and industry lingo to interact with our prospective clientele in a meaningful and winsome way. The capabilities of finding advisors we didn't know existed AND then putting us in touch with them was critical, and Callbox was the only operation that was able to so.

Describe the scope of their work in detail.

The Callbox team began their work by getting to know our business, our employees, our process, model, and objectives. They created a script for phone calls and some key phrases to communicate our value-add for digital marketing.

They researched the Fee-Only Financial Planning industry nationwide and assembled a list of prospective clients. Then their team marketed AdvisorServe to those advisors through phone calls, LinkedIn ads, and email campaigns.

What was the team composition?

Callbox worked as a team with several specialists on our project including the main marketing consultant (making phone calls, composing emails, etc.), a project leader to communicate with the team and AdvisorServe as a liaison, and a project operations facilitator, ensuring we collected accurate contact information for our database, etc.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We were able to connect with dozens of Advisors who are the exact people we want to work with. Each week, almost daily for most of the campaign, we would receive information and appointments for introductory phone calls with Advisors that are the exact kind of people we want to serve.

Callbox did a great job of discovering who we were and who we needed to connect with, and then connecting the dots to get us in conversation with those people.

How effective was the workflow between your team and theirs?

We received frequent communication via email and Zoom calls with the Callbox team to stay on the same page and maximize our efforts. The Callbox team received our feedback and suggestions, as well as creatively proposed excellent content and ideas to us so that we could all work together to execute a successful marketing campaign.

What did you find most impressive about this company?

The willingness to learn our company's value-add and our industry's lingo was critical to this campaign. Short of hiring someone in-house and bringing them up to speed for the better part of a year, I don't know how anyone else would have been able to do what Callbox did for us.

Are there any areas for improvement?

Nothing comes to mind.

BACKGROUND

Please describe your company and your position there.

Our specialty finance company operates nationally, providing liquidity to attorneys, executors, heirs, and other interested parties awaiting Inheritance money that is tied up in probate court proceedings.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Callbox?

The service we offer is relatively new. Our challenge is to build awareness among advisors and professionals. Our in-houseprofessionals on staff can explain the product and evangelize for our brand. But our in-house folks require a team of outbound callers to set-up their phone appointments with probate professionals around the country. This is where CallBox’ outsourced solution has been critical in allowing us to scale fast and cost-effectively.

What were your goals for this project?

We engaged CallBox to Identify thousands of B2B phone meeting prospect; reach out to each of them using email, linked in, and outbound telemarketing; and then set phone appointments for our in-house product specialists.

SOLUTION

How did you select Callbox?

We evaluated a number of appointment setting vendors. We gave CallBox a try for three months, believing that they offered tge right mix of expertise, attention, and technology at the right price.

Describe the project in detail.

They are sending emails, linked-in messages, and making phone calls to professionals across the United States during US business hours, setting snd calendar ing appointments for our in-house professionals every business day.

What was the team composition?

We have account reps. 

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

After our initial trial, we contracted for a full year and, after reviewing performance, extended for a second year. We have a dedicated team handling our account. They are well-trained professionals offering us the service we need at the price agreed to, with good results.

With CallBox help, we are able to reach out to wide audience of professionals at much lower cost than would be the case if we tried to do it all ourselves.

How effective was the workflow between your team and theirs?

There is good daily communication between the account managers at CallBox and our own in-house people — coordinating the scheduling of any frequent changes to the appointments they set for our in-house team. 

Our account reps are accessible and responsive. On the rare occasion we encounter an issue, they address it promptly and professionally.

What did you find most impressive about this company?

They are very professional and responsive. 

Are there any areas for improvement?

They only serve the outbound B2B appointment setting market. We would consider expanding our use of them to B2C if they offered it.

BACKGROUND

Please describe your company and your position there.

ARC is a specialty medical sales, marketing and distribution company focusing on respiratory and anesthesia products. I am the Founder and President.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Callbox?

Outbound telemarketing services with email and LinkedIn contacts.

What were your goals for this project?

Lead Generation

SOLUTION

How did you select Callbox?

We specialize in the outpatient surgery market and they provided references and data supporting their ability to get contacts we can follow up with.

Describe the project in detail.

We transitioned from a feet on the street sales operation to a virtual environment. CallBox reached out to potential customers and gained initial interest so that a Zoom meeting could be set up with one of our reps. CallBox provided all the background information on the potential client and set up the meetings for the reps. CallBox also monitors our chatbot on our website and forward informati0n to us.

What was the team composition?

We have contact with 3 people who coordinate the appointments. There have been no changes over time, but we are considering adding another person from CallBox to increase outreach.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

In 2020 we had inventory issues and were unable to follow up with the new contacts. We have begun that follow up this month. The leads have all been qualified and interested in our follow up. The cost savings from outside reps and managers has been terrific. In the medical sales area, I believe the days of in-person calling on hospitals and surgery centers to be limited. A virtual team will be in the forefront.

How effective was the workflow between your team and theirs?

They have an excellent workflow.

What did you find most impressive about this company?

Quality of the communications and the sincere desire on their part to help make ARC profitable.

Are there any areas for improvement?

The number of leads from LinkedIn could be added to the email and phone leads we are receiving.

BACKGROUND

Please describe your company and your position there.

We are a software healthcare company, We sell, support/service healthcare software for clients all across country. My position is Director of sales.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Callbox?

We use Callbox to market our software and services via Web campaigns and telemarketing campaigns.

What were your goals for this project?

To provide new business leads for the sales team.

SOLUTION

How did you select Callbox?

We researched several companies and were impressed with Callbox

Describe the scope of their work in detail.

The team created a website/Landing page Promoting our software and services and provided marketing campaigns through several sources such as LinkedIn. The team also provided telemarketing services across the country providing the sales team with new business opportunities.

What was the team composition?

I work closely with the telemarketing team who brought us new business leads.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The telemarketing team was very successful in providing us numerous appointments and leads to work. The team has been very responsive to all of our requests, emails, etc. That was very impressive.

How effective was the workflow between your team and theirs?

The workflow between our two companies was fantastic. When we made some changes or tweaks to the process they were able to implement it right away and communicate to their team.

What did you find most impressive about this company?

Their aggressiveness to bring in new business leads and extremely effective communication between us and Callbox

Are there any areas for improvement?

I really can't think of anything for areas of improvement except eventually exploring new markets such as start up businesses. And finding ways to target that area of need.

BACKGROUND

Introduce your business and what you do there.

I handle client strategy and development for LUX interactive, a custom and strategic software firm. We help organizations build applications, redesign their website, and develop mobile initiatives.  

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

In the past, we’ve relied on word-of-mouth referrals and have never had an inbound or outbound marketing campaign. Last year, we decided we were going to target specific audiences. We brought on Callbox to act as our sales and marketing entity. In partnering with them, our goal is to schedule appointments with qualified leads.

SOLUTION

What was the scope of their involvement?

At the beginning of the project, they spent a significant amount of time learning about our business. Then they created an outreach campaign that involves everything from LinkedIn messaging to phone calls and traditional emails.

They’re constantly sending out marketing materials to attract potential clients. They reach out to people through a wide variety of channels because they understand how different approaches resonate with different audiences.

Then they qualify leads and schedule calls with those who would be a good fit for our business. When they schedule an appointment, I get a calendar invite to a sales call.

Before I call the leads, Callbox is responsible for providing information that will help me be successful in our introduction calls. Usually, they compile 4-6 lines that summarize who the person is, what assistance they’re looking for, and what kind of organizations they have.  

What is the team composition?

There’s an account manager that I work hand-in-hand with and she has a few people working for her that I don’t interact with directly.

How did you come to work with Callbox?

They reached out to me.

How much have you invested with them?

We spend $12,000 each quarter (approximately $24,000 so far).

What is the status of this engagement?

We started working together in September 2020 and our partnership is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

They’re generating a few leads every week. They’re dedicated to learning about our business and have worked hard to educate themselves. They can navigate the language of our industry well, which allows them to have quality conversations that convert to scheduled appointments.

How did Callbox perform from a project management standpoint?

They’re very good at staying in touch and they follow a structured process. We meet every other week to discuss strategy, what they’ve produced, and new ideas. We also go over data to determine how many leads actually produced a quality conversation. We also communicate via phone and email.

What did you find most impressive about them?

They take the time to understand our business. Other companies I’ve worked with just dump lists of contacts into sequences and hope that it generates leads. In comparison, Callbox follows a multi-pronged approach. They don’t just make phone calls, but they’re also trying to generate traction through LinkedIn and emails at the same time.

Are there any areas they could improve?

I’d like to see a little more variety in their messaging. Right now, they’re working on making a video to include in our outreach emails. It was a great idea, and I’d love to see more of their ideas.

Do you have any advice for potential customers?

New clients have to be ready to dedicate themselves to the partnership as well. It’s not a set it and forget it experience. They need to participate and hold themselves accountable. For example, if they’re noticing a decrease in the number of scheduled appointments, it’s time to change the messaging or target audience. To do that, the client needs to be actively involved.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Capital Bankcard Option. We provide an online patient payment and reporting platform that utilizes key technologies to simplify the payment process for both patients and staff, making it more convenient and efficient.

Similar systems are designed for larger health care practices and are much more expensive, while our ideal customers are small to midsize medical practices.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

Our company needed marketing and sales support to grow our outreach and revenue.

SOLUTION

What was the scope of their involvement?

They provide a lead management program that includes outreach, qualifying buyers, and setting up appointments. They also manage PPC and social media marketing on LinkedIn.  

What is the team composition?

There are 4–5 people on the team, including an account manager, a campaign manager, appointment qualifiers, and callers.

How did you come to work with Callbox?

I was cold-called by one of their account representatives and he was able to answer a lot of my questions. After talking to him, I felt confident that they had the resources we needed to help my business.

What is the status of this engagement?

My engagements with Callbox began around mid-October 2020 and is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Healthcare isn’t an easy market, but they do an excellent job setting up appointments and qualifying potential buyers ahead of time. Once their team understood our business, they increased the number of appointments booked by 400%.

How did Callbox perform from a project management standpoint?

They use Hub Planner to manage the project.

What did you find most impressive about them?

They listen to and incorporating my feedback into their daily talk tracks and presentations. Callbox provides a comprehensive service that no other company I talked to offered.

Are there any areas they could improve?

There isn’t anything they specifically need to improve on.

Do you have any advice for potential customers?

Anybody working with Callbox should be able to provide enough information for them to do their jobs. At the beginning of the project, I could have done a better job of sharing content with them about my industry. They would have had better initial results had I been more prepared.

BACKGROUND

Introduce your business and what you do there.

I’m the former VP of Sales at Pulsecheck. We provided emergency department software for hospitals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We wanted to get back into the new account marketplace and establish a brand.

SOLUTION

What was the scope of their involvement?

At the start of the engagement, I gave Callbox a list of names to call and the script, and they would reach out to the contacts. Usually, those contacts were people in the managerial level of emergency departments in hospitals. 

What is the team composition?

Melissa was our account manager, and there were at least one or two other people involved.

How did you come to work with Callbox?

I received a call from them in 2014, and while I didn’t have the opportunity to work with them for awhile after that, I’d always thought of them. I figured if they were able to get me on the phone, they’d certainly be able to get the prospects. 

How much have you invested with them?

The cost was around $15,000 per month. 

What is the status of this engagement?

We worked together from June 2017–June 2018.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

With Callbox, we wanted to achieve two or three appointments per week, which is what we were aiming for. We filled up our sales pipeline with that. We were pleased with the amount of prospects that were coming to us. Callbox did their job as far as getting us qualified prospects.

How did Callbox perform from a project management standpoint?

They were very good. Melisa was excellent. They did special reports for us which included the information we requested from them. If there were ever any issues they were extremely supportive. Callbox did everything they could to support us.

What did you find most impressive about them?

The most impressive thing to me is how they got me on the phone. That’s what originally generated interest in me. 

Callbox has a desire to satisfy their customers’ needs. They were always there to do all they could do and to address whatever requirements we needed. 

Are there any areas they could improve?

There was a small issue with one of their reporting systems that made it a little bit tougher for me to get information.

Do you have any advice for potential customers?

You have to know who your target customers are: you’ve got to be able to tell Callbox who you want to reach. It will make the process a lot more effective.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Strategy Leaders, a business consulting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We needed to rebuild volume after experiencing losses in our clientele related to the COVID-19 pandemic.

SOLUTION

What was the scope of their involvement?

Callbox formulated a strategy for approaching owners of private, small businesses—our target audience. Their team developed and tested a calling approach. Their team is responsible for calling our target market. They provide a list of leads and note contact information in a database we provide. Their team then pursues those leads.

They also helped us develop a webinar series as a marketing strategy and continue to provide us with design and copy support as needed. Callbox also manages our Google Ads, LinkedIn profile, and website chatbot as well as sends outbound emails.

What is the team composition?

We have three main points of contact: a customer service relationship manager, a sales representative, and a team manager. In total, we directly work with 6–8 people.

How did you come to work with Callbox?

Callbox sent us emails, and we decided to look into them during the COVID-19 pandemic. After checking their references, we ultimately decided to hire them.

How much have you invested with them?

We spent about $12,500 per quarter.

What is the status of this engagement?

We began working together around October 2020, and it’s ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Their team helps fill our database with qualified companies and weeds out disqualified ones. Companies in the pipeline should generate enough revenue to cover the cost of Callbox’s services. We have several more prospects ready to process.

How did Callbox perform from a project management standpoint?

Callbox keeps us on track, provides weekly progress reports, and meets all deadlines. They’re willing to do any task we request of them. We communicate via email, phone, and weekly meetings.

What did you find most impressive about them?

Their quality assurance team is dedicated to meeting our qualified lead generation goals.

Are there any areas they could improve?

There’s nothing I would ask them to do differently.

Do you have any advice for potential customers?

Invest the time to ensure the project stays on track. Listen to Callbox. Also, communicate the project’s progress and how it lines up with what you want to see.

BACKGROUND

Introduce your business and what you do there.

I am the director of marketing for a bank security company. We specialize in physical security, but we’ve also expanded into electronic security.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We engaged Callbox to provide outbound voice services for our company.

SOLUTION

What was the scope of their involvement?

We’ve worked with Callbox for three separate initiatives—an initial agreement and then two more that ran concurrently. It was not difficult to introduce Callbox to our company. After the first instance, we had a better idea of what we needed to provide their team so that we can onboard them properly.

For each initiative, we provide Callbox with some target qualifications and some guidelines regarding the make-up of our audience. We worked together to develop a comprehensive list of companies that currently operate within and outside of our footprint. We’ve worked through extensive scripting processes so that we provide our team of callers with the appropriate responses to customer objections or challenges.

What is the team composition?

We work with less than a half-dozen people per campaign, and the team is different each time. We were initially assigned a talented project manager, but he, unfortunately, left the company. We are now splitting project management responsibilities between two people, which has been somewhat difficult to coordinate.

How did you come to work with Callbox?

In our research, we looked at a couple of different methods to outbound calling, and it seemed like Callbox featured a hybrid skill set that combined the best industry practices. Their price point was extremely competitive, and we learned that they had worked in our industry before. That experience was attractive to us because it meant that we wouldn’t have to start from Point A.

What is the status of this engagement?

Our engagement began in September 2018 and remains ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Overall, we’re pleased with the results gleaned from their efforts.

How did Callbox perform from a project management standpoint?

Callbox provides us with detailed reports ahead of our weekly update calls, and we also have access to a dashboard where we can view our results at all times.

What did you find most impressive about them?

I have nothing else to add to what I’ve already stated.

Are there any areas they could improve?

In reference to the changes in the project manager role, it’s important for every company to try to make every transition as smooth as possible.

Do you have any advice for potential customers?

I’d advise future clients to make sure they foster a collaborative partnership and follow Callbox’s results carefully so that you can identify opportunities for growth.

BACKGROUND

Introduce your business and what you do there.

Maus Software provides simplified, scalable exit planning solutions that help financial advisors deliver differentiated advice, strengthen client relationships, and grow their business with business owner clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We needed to create a new outbound sales effort to reach US-based financial advisors.

SOLUTION

What was the scope of their involvement?

Callbox runs an account-based lead generation program for us across voice, email, and social/instant messaging. The team also handles lead qualification, appointment setting, and sales handoff via Lead Handoff Briefs. We handle the actual customer presentation and software demos.

What is the team composition?

We work with 2–5 teammates from Callbox.

How did you come to work with Callbox?

We found them through an online search. We chose them over other options because they had high ratings, and their pricing fit our budget.

What is the status of this engagement?

We started working with them in January 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Callbox has booked appointments, and their work has led to an increase in qualified opportunities. Overall, their work has met our expectations.

How did Callbox perform from a project management standpoint?

They deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

They bring lots of sales experience to the table and have a well-defined process that they execute well.

Are there any areas they could improve?

There’s nothing they need to improve.