Banking & Financial Services Case Study 3
Appointment Setting for a French Multinational Financial Services Firm Specializing in Tax Credits
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Background
A French multinational financial services firm, specializing in securing tax credits and government financial incentives for businesses, was looking to convert a high volume of inbound leads into appointments with their consultants. Despite receiving numerous inquiries from potential clients, the firm struggled to manage lead follow-up and appointment setting efficiently. As a result, many qualified leads were slipping through the cracks, resulting in lost revenue opportunities.
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Objective
To provide dedicated appointment setting services for inbound leads, ensuring that qualified prospects are promptly contacted, booked for consultations, and guided through the process of securing tax credits and financial incentives.
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Solution
Corpshore Solutions launched a five-month appointment-setting campaign with a dedicated team focused on following up with inbound leads, qualifying them, and scheduling appointments with the firm’s financial consultants. The team employed a structured approach that prioritized lead nurturing and utilized real-time CRM integration for tracking lead status, follow-up actions, and appointment confirmations.