CallingAgency

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 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.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Claranet

Describe what your company does in a single sentence.

We deliver network security and cybersecurity solutions to help organizations strengthen and secure their infrastructure, systems, and digital environment with our many security-related services.

OPPORTUNITY / CHALLENGE

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

• Support our lead generation efforts through cold calling.
• Improve outreach and communication with prospective clients through email campaigns.
• Build a more consistent and organized business development process.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinedIn

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.

For the last seven months, we have been working with the team on a continuous engagement for cold calling and email outreach. It is their job to get in touch with prospective buyers, help with outreach campaigns, qualification opportunity and assist with business development.

The team also helps ensure we follow a well-structured process for outreach. They do this by getting in touch regularly and changing the way they do things depending on what we require. The engagement remains ongoing, and they are still accommodating requirements that continue to evolve.

RESULTS & FEEDBACK

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

Our outreach process has become more organized and consistent thanks to the project. Our campaigns have shown consistent engagement and improved workflow that assists in communicating with prospects. Because this engagement is ongoing, we are following up over time but so far have had positive results.

Principle outcomes include:

• Frequent Outreach Activities
• Arrange prospect communication more effectively.
• Enhanced support for corporate development efforts.
• A trustworthy repetitive association.

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

They have organized and reliable project management. The communication is clear and they respond whenever changes are needed. They have been flexible adjusting to our need, and provide necessary updates on a regular basis.

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?

I have found them good communicators, responsive and practical. Easy to work with and maintain professionalism throughout the project. Along with the services, we appreciate how affordable they have continued to be to help us.

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

So far, we are satisfied with his service. As the project gets underway, periodic performance summaries   as well as further reporting   could boost already strong visibility.

BACKGROUND

Please describe your company and position.

I am the Network Security Engineer of Network Security Systems Plus, Inc.

Describe what your company does in a single sentence.

We provide cyber security and network security solutions to safeguard your organization’s infrastructure, systems and data through security tech and services

OPPORTUNITY / CHALLENGE

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

• Support our lead generation efforts through cold calling.
• Improve engagement with prospective clients through email outreach.
• Help create more opportunities for our business development team.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinkedIn and G2

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Good on g2.com

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 employed the support of the team for our outbound lead generation with cold calling and emailing. Getting in touch with prospects, qualifying leads, following up, and appointment-setting support. Since January 2026 the project is running and still going on. They remain in close collaboration with our group to enhance outreach strategies and assist in the development of the business.

RESULTS & FEEDBACK

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

The involvement has enabled us to have a consistent outreach process which helped us to reach the probable prospects. The outreach campaigns have received good engagement levels and there are continuous conversations with potential clients. Given that the project is currently underway, we follow up on long-term results.

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

Their​‍​‌‍​‍‌ project management style is very organized and they have been responsive to our needs. The team keeps in touch communicates regularly reports progress and seeks inputs. They have generally finished work on time and been flexible when we changed our ​‍​‌‍​‍‌minds.

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?

This project stands out for communication, responsiveness, and dedication. Before working with them, we did analyze their profile, including the positive feedback on G2, and our experience until now has been in line with it. They are very proactive and easy to deal with during the engagement.

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

Generally,​‍​‌‍​‍‌ we have a very good impression of the project so far. As the work goes on, adding extra campaign reports and performance analysis is something we would really ​‍​‌‍​‍‌appreciate.

BACKGROUND

Please describe your company and position.

I am the Operations of an industrial support services company.

Describe what your company does in a single sentence.

The industrial and operational support services support organizations to improve efficiency, maintenance operations, and project execution across an array of industries.

OPPORTUNITY / CHALLENGE

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

• Assist our lead generation through cold calling.
• Revamp Communication with Potential Prospects using Email Outreach
• Help with outreach to support our business development efforts.

SOLUTION

How did you find CallingAgency?

Referral

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

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 got the team involved for cold calling and for email outreach activities. The responsibilities of these skilled professionals include reaching out to potential clients, assisting with outreach campaigns, qualifying potential opportunities, and helping set up introductory calls where appropriate. The engagement is on-going, and they continue to support based on our needs.

RESULTS & FEEDBACK

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

This project has made our outreach process more structured and brought more consistency to our prospecting outreach. We have observed continuing engagement from prospective customers and continued outreach activity. Despite the ongoing project, the preliminary results have returned encouraging results.

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

In the course of the engagement, the team was organized and responsive. They communicate clearly, provide updates regularly, and are open to feedback. Jobs were mostly done within expected time and adapted well to changing requirements.

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 communication and willingness to adjust their approach based on feedback have been particularly valuable. They are easy to work with, responsive, and committed to supporting the project's objectives.

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

It has been especially useful how they communicate and change their approach when told to. The professionals are extremely easy to communicate with, responsive, and committed to our goals.

BACKGROUND

Please describe your company and position.

I am the Business Development Manager of a fintech company.

Describe what your company does in a single sentence.

We​‍​‌‍​‍‌ work as a fintech and a payment processing company that are offering safe as well as automated transactions for medium-to-large sized businesses who want to streamline their financial ​‍​‌‍​‍‌operations.

OPPORTUNITY / CHALLENGE

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

• To generate a consistent and predictable volume of qualified sales appointments in order to keep our pipeline full of people with high intent to purchase our payment processing solutions.
• To offload all manual, time-consuming outbound cold calling and prospecting to enable our internal account managers to just do technical discovery calls and close the deal.
• To penetrate into new business areas much faster than we could on our own by using their specialized SDR team to test and qualify leads in target industries.

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

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.

Task Overview

The scope of this engagement is high-volume outbound business development to support our Sales Pipeline for our Fintech solution. Calling Agency will act as an extension of our internal team focused on generating demand by identifying and qualifying prospects. This will be an ongoing engagement with continuous list building, cold outreach through telephone, script enhancement and initial qualification to ensure that only high-intent prospects are handed over to our account managers.

Key Deliverables.

• The Calling Agency has provided the following key outputs during his tenure with us.
• Sales Appointment: A consistent volume of pre-qualified appointments scheduled directly into our internal sales calendars on a monthly basis.
• Activity Reports: Daily activity report on the number of calls made, prospects contacted and status of lead.
• Call Recordings: Full audio recordings of every outbound call that we use for quality, script and team training.
• Lead Intelligence: Information collected during cold calls relating to pain points and feedback on service charges.
• Pipeline Updates: Updates on every contact made with prospects that helps us keep our CRM updated with the latest and accurate lead information.

RESULTS & FEEDBACK

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

We​‍​‌‍​‍‌ achieved three quantifiable results.

• Pipeline Growth: We regularly get up to 30% extra qualified sales appointments that are scheduled directly to our calendar every month.
• By working on closing deals and high-level strategy instead of manual prospecting, the productivity of our in-house team has significantly risen.
•  Pre-qualified leads have made the final discovery sessions' conversion rate ​‍​‌‍​‍‌higher.

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

CallingAgency has proactive project management approach.  The daily reports and call logs are always given on time making sure we are never out of the loop. They respond very well to our particular needs, for example when we want a script changed or an audience focus adjustment. Whenever we send them feedback based on call recordings, they get the changes done immediately. This aspect makes them very flexible. Moreover, the outreach strongly adheres to branding.

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?

I was impressed with their pace of onboarding and also their agility. Unlike other agencies that take weeks to scale up, CallingAgency understood our Ideal Customer Profile and technical brand nuances within days of starting things off. It is unique to them to adapt our complex fintech scripts for respective clients and modify their approach as per call recording feedbacks in real-time. More than a vendor, they feel like a member of our internal team. 

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

The key area of opportunity is data integration.  We are currently doing this manually as their report lead data is getting transferred to our CRM, which is quite lengthy and time-consuming as the volume increases. If CallingAgency could get direct or more automated integration with our CRM, it would save our administrative effort significantly. Looking beyond that, the service quality has been very consistent.

BACKGROUND

Please describe your company and position.

I am the Senior Executive of Qlik

Describe what your company does in a single sentence.

Software development, cloud integration software and data analytics

OPPORTUNITY / CHALLENGE

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

• Get qualified meetings with enterprise and mid-marke accounts
• Prioritize contacts with budget authority or direct influence over platform decisions

SOLUTION

How did you find CallingAgency?

Referral

Why did you select CallingAgency over others?

• Pricing fit our budget
• Referred to me

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.

ICP build for technical and commercial buyer personas across our core segment: BI and analytics, data integration, cloud and SaaS migrations, and dataops.
Outbound messaging tailored to each persona.
Prospect sourcing, outreach sequencing across phone and email, appointment setting, and weekly pipeline reporting against agreed targets.

RESULTS & FEEDBACK

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

Meeting volume was consistent week on week once the engagement was past ramp.
Over 60% of meetings booked converted to active pipeline opportunities. 
The engagement contributed directly to our new enterprise pipeline in the period we ran it

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

Weekly calls were always prepared. Response time outside of scheduled calls was same day, no chasing required.
Deadlines were not an issue at any point.

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 actually learned the product categories before touching the phones.
They also ran multi-product outreaches, different product lines, different buyer personas, different conversations.

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

The CRM integration took longer to set up than it should have. It got sorted, but cost us some days of clean data at the start.

BACKGROUND

Please describe your company and position.

I am the HR Compliance Portfolio Manager of Toronto-Dominion Bank

Describe what your company does in a single sentence.

Toronto Dominion Bank is one of the major banks in North America.

OPPORTUNITY / CHALLENGE

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

• To book qualified sales appointments with decision makers in our target accounts

SOLUTION

How did you find CallingAgency?

Referral

Why did you select CallingAgency over others?

Referred to me

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.

CallingAgency handled the full outbound funtion: list building, call script development, cold calling, email sequences, and linkedin outreach. We started with a 30-day pilot focused on one vertical, reviewed results together, then expanded to two additional industries in month two.
They managed all outreach and passed qualified leads directly into our CRM ahead of each booked meeting.

RESULTS & FEEDBACK

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

• 27 qualified meetings booked in the first 60 days.
• Show rate on those meetings was around 78 percent.
• 60 percent of those moved to secondary conversation.
• We closed three deals in that period.

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

The callers actually understood what they were selling. Their reports were prompt and very detailed.

What was your primary form of communication with CallingAgency?

Email or Messaging App

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

CallingAgency's callers were very good. They weren't just reading from a script, they could handle objections, explain our value proposition in plain language, and have a real conversation. The reporting was also genuinely useful.

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

The first week's lead were a little broad, a few meetings that didn't quite fit our ICP. It tightened up quickly once we gave feedback, but a more detailed qualification call before launch would have saved us a few wasted meetings early on.