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 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 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 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 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.