CallingAgency

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CIO of a software company. 

Describe what your company does in a single sentence.

Offers services to help modernize the operations of businesses, enhance the digital infrastructure and accelerate the software delivery. We partner with organizations to deploy scalable technology solutions, reinforce cybersecurity defenses, and enable long-term digital transformation.

OPPORTUNITY / CHALLENGE

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

• Create a steady outbound engine from cold calling, cold email, first- or second-degree LinkedIn outreach to land qualified meetings with decision-makers from the ideal customer profile.
• We made sure the sales team has all the qualified appointments they want to have customer conversation instead of prospecting.
• Get in touch with executives and technology leaders responsible for the evaluation and purchase of IT services.

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.

ws, case studies and process driven appro se our discovery sessions, we got the sense that they understood the target market, so we proceeded.

The strategy was a multi-channel outbound strategy combining cold calling, targeted emails as well as LinkedIn outreach. Both teams collaborated to identify our ideal customer profile (ICP), refine messaging, and prioritize accounts during onboarding. As the campaigns were launched, CallingAgency executed ongoing campaigns while optimizing based on the data. 

Main outputs comprised:

Reach out to target accounts cold calling.

Crafting and overseeing custom email campaigns.

Reach out via LinkedIn to key decision makers.

Screening leads before arranging meetings.

Scheduling appointments right into our calendar.

Constantly optimizing and reporting every week.

All through the engagement, we communicated at will and they quickly accommodated any refinements we made to targeting and messaging. They became a natural part of our internal sales process and an extension of our own team.

RESULTS & FEEDBACK

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

We noticed measurable progress in the first couple of months. The campaign performance was steadily improved through messaging targeting refinement.

Our qualified meeting volume increased by about 31% than our outbound work. CallingAgency has consistently delivered 19-25 qual appointments monthly. As each opportunity was qualified before scheduling, our sales team engaged more with decision makers and spent substantially less time filtering unqualified leads. This led to a more regular sales pipeline and a more efficient allocation of internal resources.

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

Their project management was solid and very organized. We conducted review meetings biweekly to assess campaign performance, identify optimization opportunities, and reprioritize as necessary. Deliverables were always on time, the communication was transparent and they jumped into action as soon as we needed to change the messaging or targeting.

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?

However what stood out to us most was their discipline with appointment quality. They did not quantify success based on how many outreaches they were able to throw at us but focused on qualifying decision-makers who fit our ICP.

Their constant feedback loop, frequency of communication and collaboration to optimize campaigns as we went yielded a reliable pipeline. In time, they became a reliable extension of our in-house sales team rather than simply an outsourced vendor.

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

A global engagement that lived up to our expectations. The initial part of the onboarding period was a little more collaborative, as both teams worked in tandem to hone and adjust ICP and outreach messaging. The campaign execution landed on that groundwork and continued to provide predictable results until the end of the engagement.

BACKGROUND

Please describe your company and position.

I am the Chief Executive Officer of an advertising and marketing consultancy

Describe what your company does in a single sentence.

We are an advertising and marketing consultancy that helps businesses strengthen their brand presence, improve customer acquisition, and accelerate growth through strategic marketing, digital campaigns, and business development solutions. We work with organizations across different industries to create measurable marketing and revenue opportunities.

OPPORTUNITY / CHALLENGE

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

• Develop a dependable outbound program generates targeted appointments with decision-makers who fit our ideal customer profile.
• Lowered the time our internal team spent in prospecting by having a good pipeline of sales meetings.
• Encourage conversations with executives and budget owners actively considering marketing and business growth solutions.

SOLUTION

How did you find CallingAgency?

• Online Search
• Their Online Reputation Is too Good

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• G2, Tustpilot ORM 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 decided that we need to ramp up our business development and started looking for an outbound sales partner. At the moment of our research, CallingAgency impressed us by client reviews and clear overview — case studies and process of B2B appointment setting. Following our early talks, we strongly believed that they had a grasp of our market and decided to engage them.

The project integrated cold calling, personalized cold email campaigns and LinkedIn Outreach into a structured outbound program. Each campaign required both team to define our ICP, target account selection and messaging together before launching. When everything was finally set up, CallingAgency handled the day-to-day outreach and kept track of campaign results to optimize performance over time.

Key deliverables included:

• Cold calling targeted prospects.
• Personalized email outreach campaigns.
• LinkedIn prospecting and engagement.
• Qualification of leads — Generic qualification of the lead based on ICP
• Qualified appointments directly scheduled with our team.
• Weekly campaign reporting and continuous optimization

Their comms remained on point through out the engagement, and they acted swiftly whenever we made adjustments to our targeting or campaign priorities. They operated as a natural extension of our internal sales organization.

RESULTS & FEEDBACK

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

Results of the engagement had positive momentum early on. Appointment quality as well as occurrence improved over time as the campaigns matured.

Throughout the campaign, CallingAgency consistently booked 17–23 qualified appointments every month, and overall qualified meeting volume increased by around 26%. By pre-qualifying every prospect before the meeting was booked, our sales team both met with more decision-makers and followed up far less on unqualified opportunities. This led to a more predictable pipeline and increased efficiency of our team.

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

The project was efficiently managed from beginning to end. Every other week, we reviewed the campaign’s performance, feedback and opportunities for improvement. The execution of deliverables was on schedule, with communication ahead of time. Any requested changes to the messaging or targeting was accommodated without interrupting the campaign flow.

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?

More than speed or outreach volume, we were impressed with how they focused their efforts on quality handover of opportunities. They took the time to get familiar with our business, qualified prospects before booking meetings and always placed us in front of relevant decision-makers.
The communication, the transparency and the ability to figure out how to squeeze optimal performance from campaigns during every step of our engagement made them feel like an extension of our own sales team rather than an outside agency.

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

So all in all our experience was a very positive one. Collaboration was needed to finalize our ICP and outreach messaging during the first onboarding phase, which meant some back-and-forth between both parties in those first few weeks than in the remainder of the engagement. Once those elements were in place, campaigns were effectively launched and returned predictable outcomes.

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 Head of Infrastructure, Development and Operations of Draw

Describe what your company does in a single sentence.

We’re an IT-based technology solution and service provider that supports business operation, infrastructure, development, and long-term operations requirement. Our work relies on effective technology systems and services to support our clients, so the maintenance of a healthy pipeline of relevant business opportunities is important to growth.

OPPORTUNITY / CHALLENGE

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

• We had an issue at that time where we did not have enough appointments that were matching our ideal customer profile. So, we wanted to generate qualified leads and set appointment with them. Moreover, we also wanted a more predictable sales pipeline, as well as manage our outbound outreach so our internal team could focus more on developing opportunities and converting relevant prospects into clients.

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?

2-5 Employees

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

When we started working with CallingAgency, our outbound lead generation was fairly ad hoc and it was challenging to ensure the consistent delivery of high-quality opportunities by our internal team. At first, we discovered CallingAgency via an online search and messaged them on May 11, 2026 using LinkedIn. We communicated what we needed, and after seeing their approach on a sample dataset; the engagement was formally initiated on 22nd May, 2026.

The project is a work in progress and has cost approximately $10,000 so far.

They had one big piece CallingAgency owned a part of our outbound process. Along the way, we defined our ideal customer profile and refined which types of companies and decision-maker profiles we wanted to target together. Willem and the rest of his team were then in charge of the outreach activity, qualification, and appointment-setting.

Key deliverables included:

1. Found and targeted prospects that fit our ICP.
2. Managing outbound outreach campaigns.
3. Developing outreach messaging and templates.
4. Identifying relevant decision-makers.
5. Qualifying interested prospects.
6. Building appointments for our sales team.
7. Delivering campaign report and performance update.
8. Assessing the results and refining follow_up to reflect insights.

The engagement has also enabled our internal team to step away from early-stage prospecting, allowing them to focus their time working with qualified opportunities.

RESULTS & FEEDBACK

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

This engagement helped create a relatively steady stream of qualified meetings into our sales pipeline. Over the past few months, CallingAgency booked about 50 meetings and a lot of those deals are going through our sales pipeline.

And this is where we got our first encouraging sign: we saw a campaign reply rate above 10% which has been an upwards movement for us as far as the audience we are trying to get in front of and the outreach technique used.

The most significant change was in the reliability of our outbound process. Whereas before we used to depend solely on our in-house team to play the prospecting game (researching prospects and kicking off initial conversations) now there is a much more streamlined pipeline of qualified appointments and contextual opportunities entering our funnel.

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

Their project management has been structured and transparent throughout our engagement. We participate in regular communication and monthly (mostly biweekly, but who knows?) conversations that go over performance of the campaign, quality of leads generated, targeting and recommendations for improvements.

The staff responds immediately to our inputs and have been willing to customize outreach and messaging as necessary based on our needs. Their report also provides us with an excellent perspective of activity and progress on the campaign.

On the whole they've been responsive and reliable, with a clear communication throughout the project.

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?

But perhaps the most impressive and important aspect has been their data-driven approach with continual communication. For example, the team monitors campaign performance and changes targeting and outreach as needed based on feedback rather than running the same tight set of campaigns regardless of whether or not they produce.

The outreach templates they created have also targeted our audience well. This also works well since we can communicate changes with them and get the adjustments we want without wasting time.

They focus on building you relevant meetings/qualified opportunities, not just a huge pile of raw data.

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

They provide open reports that give useful information about campaign performance. It would be great if they could add a function that transfers lead data to our CRM automatically.

Some lead information still requires manual upload by our team at the moment. A straightforward connection to our CRM or an automated syncing system will lessen the admin effort and allow for an easier transition from the outreach method to our internal follow-up method.

On the whole, we have been impressed with the engagement and the continued communication, responsiveness and quality of the opportunities.

BACKGROUND

Please describe your company and position.

I am the Head of Customer Success and Partnerships of AUDIENCE

Describe what your company does in a single sentence.

Our service and solution offerings enable businesses to engage better with their customers, foster engagement, and support long-term growth. Our team collaborates with clients and partners in order to continuously grow, which makes the importance of having a healthy pipeline of relevant business opportunities more important than ever.

OPPORTUNITY / CHALLENGE

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

• So that our internal team can concentrate more on developing opportunities and closing new clients, we want to generate qualified leads and meetings that match our ICP, produce a more consistent and predictable sales pipeline, and take charge of our outbound outreach.

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?

2-5 Employees

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

Our Outbound Lead Generation was not organized properly before CallingAgency. Finding prospects and creating opportunities took our internal team a lot of time, but ensuring a continuous flow of high-quality leads was difficult.

We contracted with CallingAgency to get more hands-on in amplifying our outbound. At the beginning of engagement, we partnered with to define ICP & audience and prospect profile that would bring value to his sales team.

They did the gunfire method on a larger outbound system, covering prospect research, targeted outreach, lead qualification and appointment setting. They also created outreach messaging and templates specified for our audience, and adapted the campaigns as that feedback came in.

The key deliverables included:

• Prospecting the specific prospects in our ICP.
• Managing outbound outreach campaigns.
• Developing and refining outreach templates.
• Qualifying interested prospects.
• Scheduling appointments with relevant contacts.
• Providing regular campaign reporting.
• Performance & strategy review in biweekly sessions.
• Adaptive targeting and messaging based on feedback

They have essentially become an extension of our business development team, and continue to fill our pipeline with viable opportunities.

RESULTS & FEEDBACK

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

This engagement made our outbound process a lot more consistent. Over the last few months, CallingAgency has organized approximately 50 appointments for us some of which have already evolved into potential work. Campaign reply rates have been more than 10% which we also deem a success as per our expectation plan of reach to the target audience. The biggest improvement has been the quality and consistency of opportunities coming into our pipeline. Instead of us relying too much on our internal team to source prospects, we are now getting a steadier stream of qualified conversations that they can use to spend more time developing opportunities and winning clients.

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

Their project management was organized and transparent. You will have slack and generally quarterly campaigns review calls that allow us to assess campaign results, quality of leads, targeting as well any changes we would like to make. This team listens to feedback and has been able (and willing) to adjust messaging and campaign direction quickly. Their record keeping is transparent and gives us insight into the extent of outreach effort to date. On the whole, they have been communicative and accommodating to our evolving needs.

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?

They consistently stand out in their data-driven, quick-timely manner of communication. The team continues to optimize their campaigns based on different metrics. They measure performance, analyze feedback and apply learning to future outreach efforts. The outreach templates they created were also quite good for our audience. Their steady communication and quick response to possible changes have made the partnership productive in the office, in addition to that. The fact that they are focused on appointment setting rather than just volume of contacts have also helped our sales team.

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

We would benefit if the process of delivering leads to the CRM is automated. Although it’s easy to obtain the information we require, we find their reporting to be quite transparent. However, we still need to manually enter some leads into our system. A more automated process to integrate our CRM or sync leads would prevent manual work for our team and make for a smooth handoff between outreach and internal follow-up. Other than that we have been happy with the engagement’s communication, transparency, and overall performance of the team.

BACKGROUND

Please describe your company and position.

I am the Owner of Zenith Capitals

Describe what your company does in a single sentence.

Financial services & business financing solutions to help your company find the appropriate funding sources, for operational and growth needs. We work with businesses to understand their need for financing, the opportunities that they may be facing due.

OPPORTUNITY / CHALLENGE

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

• Get exclusive appointments with business owners and decision-makers that matched our borrower profile.
• Build a predictable pipeline of hot, qualified borrower leads by doing targeted cold calling and outbound prospecting.
• Reach back out to the older leads, give us real-time conversations and transfers when a borrower expressed an actual need for financing.

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?

2-5 Employees

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

We needed more resources on the borrower acquisition and outbound biz dev front. Your engagement focused on finding prospective borrowers, discerning appropriate financing needs, and delivering qualified unqualified opportunities to the internal team.

Handling various aspects of the process such as B2B Appointment Setting, Cold Calling, generating pre-qualified borrower leads, custom list building, aged lead reactivation and live transfers were what CallingAgency catered to.

Key work included:

• Making a prospect list for us to call using our borrower criteria.
• Calling business owners and other people that may be in the decision-making process.
• Finding Potential Financing Needs in Companies
• They have a process for pre-qualifying prospects before they send them through to our team.
• Reengaging with ancient or previously inactive leads.
• Setting appointments with qualified prospects.
• A way to transfer prospects live when they are ready to chat with our team.

This method provided us not just a list of contacts. The work around the initial outreach and qualification was taken care of by the team so that our internal people only had to engage in conversations with leads who had much more engagement relevant financing needs.

RESULTS & FEEDBACK

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

When it came down to the nuts and bolts, the biggest improvement was a more reliable stream of qualified borrower conversations filtering into our pipeline. Where we used to do all of the prospect research, cold calling and qualification ourselves, CallingAgency took on much of that process for us.

It was an appointment and borrower opportunity machine, while also providing potential leads through our aged-lead reactivation work that would have otherwise sat dormant.

If the actual result within the conversion of a verified campaign was ~25–30 qualified appointments/mo, this chart can just be overlaid to show how tangible the outcome is:

While CallingAgency was always booking 25–30 qualified appointments per month, it allowed our team to have a more predictable pipeline of borrower conversations.

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

Their project management was structured and agile. On a more macro level, we had ongoing discussions about the quality of leads, what borrowers were looking for and where to allocate marketing budget first. And when we required any changes to the prospect lists or qualification conditions, the team was happy to adapt its outreach.

Constant communication also allowed us to track what was happening with the campaign without needing to run the day-to-day prospecting ourselves.

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?

It was a good mix of different services they could manage for you, all under one contracts to comment what stood out. They assisted with appointment setting, cold calling, borrower lead qualification, custom list building, aged lead reactivation & live transfers.

For a financial services business that combo was especially helpful because it provided multiple ways we could discover potential borrowers and drive qualified leads to start an appointment with our team.

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

The key opportunity is around the fact that as more data from campaigns becomes available, the borrower profile and prospect lists can be continually improved. Some segments lend themselves better to conversations than others, so as you improve your lists & targeting over time this only gets more efficient.

In general, the team has embraced comment and made modifications to the outreach as we determine which borrower profiles are best suited.

BACKGROUND

Please describe your company and position.

I am the Owner/President of Cloud Propeller, Inc.

Describe what your company does in a single sentence.

We are Network and IT security services that help businesses through infrastructure review, potential security vulnerability reports, backup & recovery proof maturity ensuring a reliable technology environment. We specialize in network and security assessments, continual technology support (to include remote IT Support as-needed), and services for organizations that need to keep their systems secure and operational.

OPPORTUNITY / CHALLENGE

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

• Create documents with qualified appointments from enterprises who would be open to network and security assessments.
• Establish a continual channel for cold calling and targeted outreach.
• Recognize new contract-renewal options, and re-engage the benefiting prospects that previously showed an interest in the same services.

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?

3

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

When we needed to improve how we set more appointments, we began searching online for an outbound partner. We bumped into CallingAgency through its G2 and Trustpilot reputation. We then found their profile on Clutch and read through their background before having an internal discussion about the opportunity. Based on discussions with their team, we chose to proceed in April 2026 and are well into the ongoing partnership.

This engagement is primarily around appointment setting for network and security assessments, cold calling, contract-renewal prospecting and custom list building.

Key work included:

1. Creating focused lists of prospects depending on who we are after.
2. Cold calling potential customers.
3. Recognizing businesses that have a need for networking and security
4. Prospecting for contract-renewal opportunities.
5. Identifying and qualifying prospects before handing them off to our team.
6. Scheduling relevant appointments.
7. Improving targeting and outreach by reviewing how the campaigns perform.

The team has continued to stay involved throughout the ongoing engagement and adjusted the approach based on our initial feedback and finding out what really worked as a prospect.

RESULTS & FEEDBACK

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

And it produced an early sign of life that the outbound approach was working. CallingAgency got us 12 leads in the first month and we estimated approximately a 14% increase was made with our lead-generation activity when compared to anything else that has been tried before.

The volume has then ebbed and flowed and improved as the campaigns progressed. Using both outreach for new prospecting and contract renewal has also created more opportunities to work with prospects that already have had a working relationship where further work would be beneficial.

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

The project management has been good throughout the continued engagement. We discuss lead quality, targeting and campaign priority on a regular basis. If we notice a change that needs to be made, their team is quick to modify the outreach as needed.

They have kept things rolling without our team having to pile on the daily prospecting grind.

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?

It was their cross functionality within our prospecting process that most impressed us. See, they did not just care about appointment setting; custom list building, cold calling & contract-renewal prospecting were also within their capability set. They've been especially useful in their ability to learn our target market and refine the campaigns with our feedback. It makes the partnership seem more collaborative rather than an arbitrarily outsourced calling service.

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

In this case, the only place to iterate is on the targeting as more campaign data comes in. Because some prospect segments just perform better than others, there's always an opportunity to refine lists and improve qualification.

Still, the team is open to feedback and makes tweaks as time goes on.

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.