CallingAgency

BACKGROUND

Please describe your company and position.

I am the President | COO of Netspend

Describe what your company does in a single sentence.

Netspend offers a prepaid debit card number, integrated payment solutions, and digital financial services to help consumers and businesses move money more efficiently. Our solutions enable card issuing, payment processing, direct deposits and other financial services to make secure, accessible and convenience transaction at scale.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• We book qualified appointments with decision-makers from our ICP through constant multi-channel outbound outreach (Cold Calling, Cold Email, LinkedIn Prospecting).
• Make sure our internal sales team do not waste their time chasing the meeting and instead with the proper flow of weekly meetings.
• Ensures consistent meetings directly with budget owners who have purchasing authority within the organizations.

SOLUTION

How did you find CallingAgency?

• Online Search
• Clutch Site

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

When we started looking for an outbound partner, the name of CallingAgency came up in our search. After reviewing their case studies and client feedback, we spent time understanding their approach to the outbound program. After talking to their team, it became clear that they understood B2B appointment scheduling and could implement a program exactly as we wanted. So we decided to move forward.

This strategy was built around a complete outbound strategy based on cold calling, cold email, and LinkedIn prospecting. At the beginning of the work, we worked together to define our ICP (Individual Customer Program) and further refine the messages. Since then, CallingAgency has regularly conducted daily outreach and optimized campaigns based on those that have yielded results.

Objectives included in the work.

• Cold calling to target accounts and reaching the right decision maker.
• Creating and sending specially designed email series.
• Finding customers through LinkedIn and networking with them.
• Before scheduling a meeting, we ensure that potential customers are eligible according to our ICP.
• Schedule your appointment directly on our calendar.
• Weekly updates and continuous improvement of the campaign.

They never worked in a mysterious way. They communicated frequently, provided regular updates, and whenever we changed our priorities or goals, they quickly adapted. It was more like working with our internal sales team than working with an external vendor.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The results began to show up sooner than expected. And within a few months, we were reliably achieving between 18 – 22 ideal appointments per month, most of the meetings taking place directly with decision-makers. Since only qualif ied opportunities were booked, we had a great attendance rate and our sales team spent far less time in bad meetings. Quantity meant far less than consistency. The pipeline was so predictable month after month, and as targeting got tighter, every month the quality of opportunity only increased.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They managed the project well and can be depended upon. This was also a bi-weekly catch-up on how the campaign was going, what were we thinkingof doing next and suggested modifications as required. Between meetings, the team was always quick to respond and easy to talk with. They met every deadline, and kept us updated regularly, also any time we needed to change copy or targeting they were quick to action it without fuss.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What amazed us most was how they operated like our team rather than a supplier.  In appointment setting, it is easy to generate a huge list of contacts but it is not worth much in the grand scheme of things. Qualified meetings that can turn into revenue are where the real value is. CallingAgency laid emphasis on quality. They arranged meetings with real decision-makers, qualified opportunities before scheduling, and consistently delivered appointments month after month. That combination of predictable pipeline generation and ownership over results is not something we see often.

Are there any areas for improvement or something CallingAgency could have done differently?

Honestly, not much. The only point to mention is that, of course, it takes time to dial the ICP and messaging in together. The first few weeks was slower, as expected compared to the following months. After those foundations were laid out, execution was more frequent and the process went without a hitch! It was just the typical type of learning that you go through when hosting a new outbound partner →

BACKGROUND

Please describe your company and position.

I am the EVP & Global Head of Sales of 73 String

Describe what your company does in a single sentence.

The best software is a name for specific investment firms and funds that use automated analytics for the software deploys, which you can access using the market data or alternatively load data with your business-style statements. 73 Strings is the best valuation software for portfolio monitoring and financial reporting.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Our Secondary Goal is to make sure our internal sales team is busy with meetings instead of chasing meetings.
• We want to set up qualified appointments with decision-makers who fit our ICP through regular multichannel outbound outreach (Cold Call, Cold Email and LinkedIn Prospecting).
• The third goal is booking consistent meetings directly with decision-makers who have actual power over the budget and not more lowly subordinates.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Other

How many teammates from CallingAgency were assigned to this project?

3

Describe the scope of work in detail. Please include a summary of key deliverables.

When we began looking for an outbound partner, we came across CallingAgency within our search. To gain insight into the business, we initially focused on case studies and reviews before exploring the website for more information. After a call with their team, it became evident that they were well aware of B2B appointment setting and could get things done the way we needed, so we moved forward. 

The entire outbound program consisted of cold calling, cold email and LinkedIn prospecting. We collaborated with CallingAgency from the beginning to define our ICP and message. They managed the day-to-day outreach from then on and kept the campaigns rolling, adapting as we learnt what landed.

The work items have been included.

1. Cold calling target accounts and getting through to the right people.
2. Writing and sending personalized email sequences.
3. Finding and connecting with buyers on LinkedIn.
4. Qualifying leads against our ICP before any booking.
5. Setting meetings straight onto our calendar.
6. Weekly reporting and campaign optimization.

They never functioned like a black box. They remained in constant touch with us, keeping us updated, and shifted quickly as our targeting priorities changed. It didn’t feel like an outside vendor; we felt like they were an extension of our sales team.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The results came in quickly. In the first few months, we began receiving a monthly average of 15 to 20 qualified appointments, with relevant decision-makers. As the lead was pre-qualified before the booking, we were able to maintain a high show rate and our closers weren’t wasting time with bad-fit meetings.

We never had a predictable pipeline before, and as they tightened the targeting the quality kept improving, held month over month and volume kept going up.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was robust and well-organized. We used to meet every two weeks to review the accounts and plan the next steps, and they were available for communication even in between. The work, along with regular updates, was always delivered on time.

The best part was their ability to respond quickly; whenever we needed to change the message or targeting, they would do it quickly without any lengthy discussions.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most remarkable thing was that they acted not like an outside vendor, but like a member of our own team. When it comes to setting B2B appointments, the key is qualified meetings that actually take place and lead to deals, not a bunch of leads that don't result in anything. Most agencies just dump contacts on you and disappear.

This team focused on quality, scheduled appointments for us only with actual decision-makers, pre-verified each lead to ensure a high appointment rate, and consistently delivered appointments each month. This combination of a predictable pipeline and genuine accountability for results is rare.

Are there any areas for improvement or something CallingAgency could have done differently?

Not very much. If I had to pick one thing, the early ramp-up took a bit of time as we dialed in the ICP and messaging together so the first couple of weeks were slower than the months that followed. After that, it all went very smoothly. It was nothing that mattered to the results, just the regular learning curve any new partner has.

BACKGROUND

Please describe your company and position.

I am the Business Analyst of a financial services company

Describe what your company does in a single sentence.

Ours is a banking and financial services provider offering savings accounts, mortgage solutions and a range of financial products to individuals and communities. We deliver secure, customer-focused financial services, fostering relationships with members and clients while minimizing reputational and financial loss.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance our customer outreach and lead generation activities.
• Increase Qualified Opportunities and Appointments.
• Improve efficiency in sales and customer engagement activities.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Trustpilot Rating is too good

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our organization was engaged by CallingAgency to improve customer outreach and business development efforts through their call centre and sales outsourcing services. To efficiently engage prospects, qualify leads further, and schedule appointments, their team built out a process.

Key Outcomes:

1. Business-to-business lead generation.
2. Client booking service.
3. Making phone calls and talking with customers.
4. Continuous management and improvement of campaigns.
5. Support for performance reporting and communication.

Thanks to their services, we were able to improve our outreach activity.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement yielded good results and improved our outreach process.

Main Results:

• More qualified leads to converse.
• Speedier scheduling.
• More interaction with potential clients.
• Greater level of sales activity.

In general, CallingAgency made business development performance better and helped us reach our goals.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The initiative was handled in a professional manner by the CallingAgency and they always delivered on time. They communicated clearly and responsively when we had any questions or changes to ask.

Summary:

1. Submitted work on time.
2. Kept clear lines.
3. Quickly answered to feedback and request.
4. Showed adaptability and competence.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their responsiveness and dedication to producing quality results were what stood out most.

Most Impactful Features:

1. Well-versed in sales outsourcing and lead generation
2. Reach out.
3. Dependable Implementation and Quick Delivery.
4. Client-centric approach.

Are there any areas for improvement or something CallingAgency could have done differently?

We found their services satisfactory and did not find any major area of improvement.

Small suggestion.

• Help enhance the quality of the message.

BACKGROUND

Please describe your company and position.

I am the Senior People Operations Manager of a dental software firm.

Describe what your company does in a single sentence.

Our company, which provides software to dental practices and dental service organizations that streamlines procurement, inventory management and vendor purchasing. Our solution digitizes purchasing workflows to optimize operational efficiency, enhance spend visibility and reduce the administrative burden across dispersed locations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Get qualified appointments with decision-makers that matched our ICP from a systematic outbound program run by heavy-hitters across cold calling, cold email, and LinkedIn prospecting.
• We had to build a system that could reliably churn out sales meetings, so our internal team could devote more of their time selling than prospecting.
• Have conversations with the actual stakeholders that had purchasing authority and were actively looking for solutions.

SOLUTION

How did you find CallingAgency?

• Online Search
• Clutch Site

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from CallingAgency were assigned to this project?

5

Describe the scope of work in detail. Please include a summary of key deliverables.

While searching on the internet for various outbound sales providers, we discovered CallingAgency for the first time. After looking up their company website, we carried on with our research work on Clutch where their clients’ feedback and project experience further instilled additional confidence. After the first discussion with their team, we decided to go ahead with it.

The aim of this project will be to build a structured outbound program using cold calling, cold email and LinkedIn prospecting. In the onboarding phase, we collaborated on identifying our ICP, refining messaging for outreach, and setting qualification criteria. When setup was done, CallingAgency executed on a day-to-day basis while optimizing campaigns.

Included tasks.

• Reaching the right people.
• Outreach for cold email personalization.
• Contacting and engaging LinkedIn users.
• Lead qualification criteria that is ICP based.
• Setting up appointments with qualified leads.
• Optimizing campaigns and reporting each week.

They were always in touch with us, keeping us informed and constantly adapting to any changing priorities during the engagement. Their team blended seamlessly into our sales process and worked like an extension of our internal organization.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The effect was felt a short time after it was launched. As the campaigns matured, our outbound program became increasingly consistent, and the quality of meetings improved.

In a few months, CallingAgency had started booking 18–24 qualified appointments on a monthly basis, giving our sales team consistent, reliable conversations with the right decision-makers.

Throughout the engagement, our qualified appointment volume improved by around 30% and allowed for a healthier and more predictable pipeline. Since meetings were pre-qualified, our team spent more time speaking with relevant decision-makers and less time following up cold opportunities.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are well organized & manage the project nicely. Once in two weeks, we did a comprehensive meeting to review how the campaigns were doing and if any updates were needed. The engagement was communicated well and deliverables were timely.

Every time we asked to change messaging or targeting, the team adhered immediately and made changes without delay.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most exciting thing to us was they focus on quality vs quantity. They went beyond just giving us long lists of contacts but connected with qualified decision-makers that were in line with our ICP.

Instead of a long, unsatisfactory sales cycle, they developed a more reliable pipeline through structured qualification, consistent communi­cation and ongoing campaign optimization. Rather than acting like a classic outsourced vendor, they rapidly integrated with us as an extension of the internal sales team.

Are there any areas for improvement or something CallingAgency could have done differently?

In summary, we had a very good experience. As with most outbound engagements, the first few months were spent optimizing both our ICP and messaging before campaigns really hit full speed.

After those foundations were done, every execution followed an established pattern with results. Although it was higher than what we wanted, we saw that initial ramp-up as a standard step of getting an outbound partnership off the ground rather than cause for alarm.

BACKGROUND

Please describe your company and position.

I am the Head of Global Sales of Bites

Describe what your company does in a single sentence.

Bites creates software that helps organizations to create, organize and share knowledge more engagingly and efficiently. Our platform aims to enhance communication within the organization, empower employees, and improve retention of knowledge while decreasing time taken to access data.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Set qualified appointments with decision-makers through outbound prospecting.
• Increase response rates in emails and LinkedIn messaging.
• Create a consistent stream of qualified sales prospects for our internal sales staff.

SOLUTION

How did you find CallingAgency?

• Online Search
• g2.com, Trustpilot.com

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

3

Describe the scope of work in detail. Please include a summary of key deliverables.

While assessing various lead generation providers, we discovered CallingAgency. We saw their positive reputation on Trustpilot first, but then went online to their G2 profile and the company website. Following a conversation with their team, we felt their process and methods of communication aligned well with what we were looking for.

The engaged terms development of a structured out bound programme constituting cold calling, email outreach, and LinkedIn prospecting. We worked closely with CallingAgency to develop our ideal customer profile and improve messaging as well as manage campaigns over time.

Work items included.

• Reaching out to quality prospects via cold calls.

• Custom email communication.

• Finding and engaging prospects on LinkedIn.

• Evaluating Company Leads

• Setting up a meeting.

• Reporting and optimization for campaigns.

Instead of working autonomously, they functioned as a part of our sales team through ongoing communication and flexibility to quickly adapt when campaign priorities shifted.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Building a more consistent pipeline of qualified meetings for the sales team is one of our key objectives, and CallingAgency’s help was the first step towards achieving it.

During this engagement, they booked a total of ~50 qualified meetings. We were pleased to see that our outreach campaigns maintained a response rate of over 10%.  Most importantly, however, the opportunities entering our pipeline were relevant and allowed our sales team to have stronger follow-up conversations.

Outcomes included.

• Generated around 50 qualified appointments
• Reply rate consistent above 10%
• Higher quality sales chances.
• More predictable manufacturer pipeline.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project’s structure was very transparent and well-managed. Every second week, we met to review campaigns, feedback and opportunities. While the meetings were planned, contact was maintained and the team responded quickly to changes that were required.

Deliverables were sent on time, regularly shared updates on campaigns. The project progressed effectively because they were open to changing the message and target audience.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing was their disciplined outbound-prospecting approach. They trusted the data from their campaigns and not the assumptions, while they were willing to refine messaging whenever performance allowed them to.

The outreach templates made for our target audience fit well, along with communications during the engagement. Our clear visibility of progress made collaborating easy and efficient.

Are there any areas for improvement or something CallingAgency could have done differently?

Generally, our experience with CallingAgency has a positive one. There are areas that could improve the service, but one especially stands out. Deeper CRM integration would make it even stronger. Currently, there is still some lead information that has to be transferred manually.  The handoff would become even more efficient if you could automate that workflow.

BACKGROUND

Please describe your company and position.

I am the Customer Operations Project Manager of a bank

Describe what your company does in a single sentence.

We are a fintech firm that simplifies the onboarding and compliance of businesses. We offer services in KYC/KYB verification, AML, operational processes and customer onboarding to help clients onboard customers securely and cost-effectively.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance outbound sales via prospecting is a key goal.
• Engage decision-makers by approaching them via email and LinkedIn.
• Create a steady stream of legitimate business opportunities that make money for the company.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinkedIn

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from CallingAgency were assigned to this project?

2

Describe the scope of work in detail. Please include a summary of key deliverables.

While looking for high-rated outsourcing provider, we found CallingAgency. We noticed their excellent client reviews and good reputation and then we had a look at their site and set up a call. Since our first conversation, their team showed a strong understanding of our goals and came up with an outreach strategy to suit our business’ needs.

The project focused around cold calling, personalized emails, and using LinkedIn as channels for outreach to qualified prospects. They took the lead qualification and appointment scheduling so our in-house team could focus on impactful conversations.

Main Outcomes:

• Campaigns of cold calling.
• Sending e-mails.
• Scouting on LinkedIn.
• Generate Leads to get Benefits.
• Appointment setting.
• Campaign report and optimization. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

What are the measurable outcomes from the project that show progress or success?**.

Our outreach performance and business development activities got constant improvement from the engagement.

outcomes:

• Response rates across outreach channels improved.
• Sales meetings of higher quality.
• A better flow of prospects.
• Better consistency in prospect engagement.
• A better quality lead overall.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team stayed coordinated. It consistently adhered to agreed deadlines. Talking to you is easy. They were always available to talk about progress or changes to campaign priorities.

They were very easy to work with because they were flexible and responsive.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

CallingAgency quickly grasped who we were trying to reach and translated that into effective outreach campaigns.  By organizing several communication channels in a mutually coordinated strategy, they produced reliable results.

Highlights:

• Expertise in engaging on various platforms.
• An approach to lead generation at the strategic level.
• Communication responsiveness
• You can depend on it.
• Quality always trumps quantity in our view.

Are there any areas for improvement or something CallingAgency could have done differently?

I can’t think of anything. Since the start up until the given time, the team communication has been professional and responsive. As the partnership develops, we would greatly appreciate additional insight around the campaign and benchmarking experience but overall happy with everything.

BACKGROUND

Please describe your company and position.

I am the Business Onboarding Improvement Analyst of a fintech company

Describe what your company does in a single sentence.

We are offering fintech services which include the onboarding of businesses, KYC KYB verifications, AML verifications and improving operational processes.  Through adoption of a human-centric approach, we want to ease the onboarding journeys of business clients. At the same time, we ensure regulatory compliance (understanding your business perspective) and an optimal customer experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• A boost in qualified sales opportunities from cold calling.
• Increase response rates through personalised email outreach
• Develop a stronger relationship with decision-makers using LinkedIn.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

While reading reviews on Trustpilot, we first found CallingAgency to have a great reputation. We searched on the internet to find more information about this company, and we came across their great profile on G2.  After visiting their website, we booked a consultation, and their team reached out to us the next day. The ease with which we decided to work with them was due to their professionalism and clear understanding of our needs.

Ever since then, CallingAgency has been helping us with our outbound growth by cold calling, emailing, and LinkedIn outreach. They ran campaigns for specific prospects, interacted professionally with prospects, and improved their tactics to make it better.

Main Deliverables:

• Campaigns for cold calling.
• Customized email outreach.
• Engaging with prospects on LinkedIn.
• Generating and qualifying B2B Leads.
• Setting up appointments.
• Reports setup and campaign performance optimization.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ever since the engagement began, we have seeing positive results, and this kind of performance has continued.

Primary Outcomes:

• Response rates across outreach channels increased
• * Meetings with decision makers are more qualified
• * Expecting constant growth in our sales pipeline
• * Improved B2B lead quality.
• * Enhanced Efficiency in Outbound Prospecting

From the initiation of the collaboration, the project/practice has been generating steady value and continues to aid us in our business development efforts.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The CallingAgency's best qualities include communication. They communicated with us at every moment, met the agreed deadlines, and were quick to adapt to our requested adjustments to campaigns.

Their team were easy to reach, engaged and active in ensuring the project kept moving without delay.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The primary difference we noticed was the quickness with which they translated our needs into a viable outreach plan. By integrating cold calling, email campaigns and LinkedIn outreach into one process, they had consistent results.

What captured attention:

• Skilled in multi-channel outreach.
• * Effective communication and follow-through.
• * Execution of campaign quickly.
• * Engaging with prospective clients.
• * Results-oriented mentality.

Are there any areas for improvement or something CallingAgency could have done differently?

Overall, we have had a great time. If there is one area to build on it would be where even greater campaign benchmarking against various industry trends is made.  While that would provide an additional layer of strategic insight, it does not take away anything from the quality of service they have offered.

BACKGROUND

Please describe your company and position.

I am the Sales and Business Development Manager of a consulting firm.

Describe what your company does in a single sentence.

Our firm aids Mid-Market Enterprises companies with consulting and growth advisory services.  Our custom consulting and business development support will help you improve operational performance, develop sales strategies and pursue new market entry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Make outbound prospecting more effective.
• Help our internal sales team with appointments and qualifying leads is the goal.
• Develop a steady stream of B2B leads qualified.

SOLUTION

How did you find CallingAgency?

• Online Search
• Their online reputation is good.

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned
• G2 and Trustpilot ORM Too High

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Through extensive evaluation of multiple outsourcing vendors for several months, we selected CallingAgency as our partner for consistent B2B prospecting support with minimal management overhead internally. The team quickly understood our target market which helped their integration with the existing sales process. 

Their team took on prospect outreach including setting appointments and qualifying the leads. Generated reports on weekly and monthly basis to close sourced opportunities of sales rep.

Main Deliverable

•  B2B prospecting and lead generation 
•  Lead qualification 
•  Appointment scheduling 
•  Outbound calling campaigns 
•  CRM updates 
•  Weekly performance reporting * 
•  Continuous campaign optimization

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Due to CallingAgency we have achieved measurable improvement in business development. We are receiving a consistent flow of qualified potential customers and improving our outreach campaign effectiveness.

Main Findings

Consequently, we have accomplished the following.

1. Leads of B2B qualified.
2. Higher booking rates for appointments.
3. More effective communication with prospects.
4. Make more efficient use of our internal sales team’s time.
5. We steadily increased the amount of sales funnel.

As a result, improved business development performance helped us create more meaningful sales opportunites.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CallingAgency worked on the project professionally and consistently. They satisfied deadlines and maintained consistent communication with us, keeping us informed the whole way.

Their team was always quick to reply and adjust to our needs whenever we requested a change or extra support.

Features

• Delivering milestones at the right time.
• Effective and timely communication.
• Timely feedback with a quick turnaround.
• They are easy to work with.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing about CallingAgency was that they always managed to get results even when things were changing. Their robust communication and practical, results-oriented approach made us feel like an extension of our internal team, rather than an external provider. 

Most Remarkable Features.

• Regular provision of quality leads.
• Communication takes place when required.
• Willing to work with changing needs.
• Competitively-priced with excellent value.
• Reliable and Trustworthy Team

Are there any areas for improvement or something CallingAgency could have done differently?

Based on our experience, we wouldn’t ask CallingAgency to change very much. This might be tough already but try my best

For the duration of the engagement, the delivery and communication were consistent, and there were no surprises, which was in line with what we expected from the beginning.

As we continue to work with our current team, it would be great if they weighed in with additional strategic recommendations and/or trend analysis.

Having said or even more valuable that would be a surefire winner.

In general, we have been satisfied with partnering with them and would feel confident continuing to work with them.

BACKGROUND

Please describe your company and position.

I am the CIO and CEO of Numen Capital LLP

Describe what your company does in a single sentence.

Numen Capital LLP is a financial service firm specializing in investment management as well as capital advisory and strategic financial advisory services. We assist companies and investors in discovering opportunities for growth, asset management, and financial advice.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance efforts in generating and developing leads.
• We need a boost in qualified leads entering our pipeline.
• Assists with appointment setting, and helps clients reach out better.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

4

Describe the scope of work in detail. Please include a summary of key deliverables.

Through the CallingAgency, we got more efficient call center outsourcing and sales outsourcing which helped in business development. They helped us reach out to prospects, qualify leads, and schedule appointments. Meanwhile, our internal team was able to focus on more valuable opportunities.

Main Outcomes

DIT provides quality B2B lead generation campaigns, including lead qualification to screen out cold callers, appointment-setting support, outbound calling, CRM, and lead tracking through lead generation services. Furthermore, tracking and continual enhancement.

We offer unique essay writing help on different subjects like Humanities, Management, Media, History, and Health.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement provided tangible enhancements to our outreach and lead management activities.

Primary Findings

• Higher volume of quality leads.
• * There are more appointments with prospective clients.
• * Enhanced activities in sales pipeline.
• * Greater interaction with target audience.
• * Revved up business development efficiency.

As a whole, the project helped us create more opportunities and improve our sales process effectiveness.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was handled by CallingAgency with professionalism and communication throughout.  They always completed work on time and were quick to respond to any changes or additional help.

Key Features:

• Work delivered on time.
• Had regular conversations.
• I acted on feedback rapidly. 
• Adjusted quickly to altering situations.

Their team was dependable, organized and easy to deal with.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What left us most impressed was their enthusiasm and seriousness to deliver quality output. They rapidly grasped our vision and always kept an eye on creating real business.

Best features

• Well versed in lead generation and sales outsourcing.
• Constant communication
• You can depend on it.
• Centre around lead quality and business outcomes.
• work together in a professional manner

Are there any areas for improvement or something CallingAgency could have done differently?

We found that the engagement was very good with no major areas for improvements identified.

Less important tip.

• Having access to further performance analytics could enhance campaign insights even more.

Overall, CallingAgency has performed well and met our expectations.

BACKGROUND

Please describe your company and position.

I am the Senior Operations Manager

Describe what your company does in a single sentence.

We have a presence in the digital banking sector that provides tech-backed financial services to help the customers manage banking needs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance our outreach for potential leads.
• Enhance Interaction with Future Clients via Email Outreach.
• Back our expansion efforts by putting in place a more uniform outreach strategy.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Great culture fit
• Good value for cost
• ORM TOO GOOD

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired the team to assist in cold calls and email outreach. Reaching out to prospects, qualifying leads, following-up, and assisting with overall business development process.

Our engagement has been on for the last eight months and they keep changing their approach as per our changing needs. Their team maintains consistent contact and provides assistance throughout the entire project.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We now have a cleaner outreach process because of the work done in the project. Better organization in prospect communications and more consistent approach to business development activity has improved. Given that the engagement is still live, we are tracking longer-term progress. However, the feedback has been nice thus far. 

Main results include.

• Increased activities of outreach.
• Improved management of potential client communications.
• Better assistance for business development activities.
• Trustworthy continuous cooperation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their organization and dependability make their project management reliable. Communication is clear. They respond quickly to adjust for any changes.  They are giving updates frequently. Furthermore, they adapted well to our needs during the engagement.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Prior to reaching out to them, we located them on G2 and noticed positive feedback from audiences; they were all over the reviews including G2 and Trustpilot. We are happy to say our experience has been on cue. The communication, response time, and practical approach have made them easy and effective to work with.

Are there any areas for improvement or something CallingAgency could have done differently?

All in all, we have been quite pleased with the engagement. As the project develops, added reporting insights and period performance reviews can add even more visibility.