OutboundPilot

BACKGROUND

Please describe your company and position.

 I am the CFP of a financial services company 

Describe what your company does in a single sentence.

Lead generation for insurance services

OPPORTUNITY / CHALLENGE

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

• Generate leads

SOLUTION

How did you find OutboundPilot?

Referral

Why did you select OutboundPilot over others?

Great culture fit

How many teammates from OutboundPilot were assigned to this project?

2-5 Employees

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

We needed a way to generate leads and provide them to customers. We had the content and target market but didn't have an efficient way to reach them. Outbound solutions helped us do that at a very high level and is helping us rapidly grow 

RESULTS & FEEDBACK

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

Increasing production of leads by approximately 400%

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

Timelines are met, communication is constant, when problems arise, solutions are put in place quickly. 

What was your primary form of communication with OutboundPilot?

Virtual Meeting

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

I was impressed with how easy it was to communicate with and work with them.
Are there any areas for improvement or something OutboundPilot could have done differently?

I couldn't imagine a more seamlesss operation. I wouldn't change a thing