Portfolio

Client: FinEdge Financial Services
Challenge: Launch a new wealth‑management platform in a crowded market on a tight budget, driving both awareness and demo sign‑ups.

Our Approach:

• Precision Targeting – Refined FinEdge’s Ideal Customer Profile, segmenting high‑net‑worth prospects by region and investment interests.
• Data‑Driven Messaging – Crafted two variants of personalized call scripts, A/B‑tested them on an initial sample, and rolled out the top performer across the campaign.
• Multi‑Touch Cadence – Executed a 4‑step outreach: cold call → voicemail drop → tailored email → follow‑up call, timing each touch to maximize engagement.
• Real‑Time Reporting – Integrated with Salesforce for live KPI dashboards, enabling on‑the‑fly adjustments.

Results & Impact:

• 220+ qualified demo appointments booked in just 6 weeks (30% faster than forecast)
• 7.2% conversion rate from first cold call to scheduled demo (vs. 2.5% industry benchmark)
• $92K incremental pipeline created—an ROI of 380% on telemarketing spend
• Expanded Partnership: FinEdge immediately renewed for 12 months and added customer‑retention outreach to the scope

Why It Worked:

• Targeted Lists ensured calls reached prospects primed for wealth solutions
• Refined Scripts maximized talk‑time and demo interest on every call
• Agile Reporting allowed rapid course corrections based on live data

Key Takeaway:A focused blend of precise prospect profiling, iterative script optimization, and a structured multi‑channel follow‑up cadence can turn telemarketing into a powerful engine for lead generation and sustainable revenue growth.