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Banking & Financial Services

Banking & Financial Services Case Study 3

Appointment Setting for a French Multinational Financial Services Firm Specializing in Tax Credits

  • 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.

  • 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.

  • 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.

Key Features

  • Dedicated appointment-setting team specialized in tax credits and financial incentives
  • Real-time CRM integration for seamless lead tracking and follow-up
  • Scripted qualification process to ensure only high-quality leads were converted into appointments
  • Personalized follow-up with each lead to nurture interest and answer initial questions

KPIs & Metrics:

  • Lead Conversion Rate: Increased lead-to-appointment conversion rate by 30%
  • Consultation Bookings: Scheduled over 450 appointments over the five-month period
  • Revenue Impact: Generated over $6 million in new revenue from closed deals originating from booked appointments
  • Follow-Up Efficiency: Reduced the average follow-up time from 48 hours to 12 hours after an inbound inquiry

Outcome

Corpshore Solutions’ appointment setting services resulted in over 450 appointments with highly qualified leads, leading to $6 million in revenue within five months. The financial services firm experienced a 30% improvement in lead conversion, allowing them to maximize the potential of their inbound leads and secure more deals. The streamlined appointment setting process also reduced follow-up time, ensuring timely engagement with prospects and increased satisfaction.

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  • Response within a few minutes to a maximum of 6 hours
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  • Fully outlined action plan with results guaranteed!

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Get a free quote now!

Save up to 75% on operations & payroll costs today. Leverage Corpshore’s world-class in-house & remote staff, and accelerate growth and tangible results via outsourcing.

What to expect with a free quote request? 

  • Response within a few minutes to a maximum of 6 hours
  • Cost efficient pricing option(s) with an immediate call to action
  • Optional invitation to proceed with a 5 minute to 1-hour thorough discovery call based on your business needs
  • Fully outlined action plan with results guaranteed!