CallingAgency

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.