Case studies
B2B Appointment Setting Case Studies and Client Results
We are committed to changing the industry one call at a time. These B2B appointment setting case studies show what that focus looks like in practice: the problem each client brought to us, how the calling campaign was built and adjusted, and the results the client reported. Each one covers a different industry, buyer and starting point.
- 1405% ROI Reported on a $37K segment of a hospital consulting campaign.
- $520K annualized revenue Generated for a hospital consulting firm targeting 1750 hospitals.
- Seven industries covered Healthcare, telecom, cyber security, food products, medical equipment and digital marketing.
Browse the work
Seven campaigns, seven different problems
No two clients came to us with the same goal. One needed to prove an inside sales model before hiring. Another needed a replacement for a large incumbent vendor whose appointments had slipped. Others needed survey data from hospitals, a fresh contact list, or a way to add email to a trade show follow-up campaign. Pick the story closest to your own situation.
60% Incremental Sales
See how a healthcare appointment setting campaign helped an HSA provider prove its inside sales model before hiring. Read the case study and plan your own.
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Cold Calling and Email
How integrated cold calling and email improved trade show follow-up for a cyber security provider: more qualified leads and clearer ROI. Read the full story.
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Astronomical ROI
A hospital consulting firm targeted 1750 hospitals and reported $520K annualized revenue. Read this healthcare lead generation case study and plan yours.
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Beating the Big Guys
One of the largest private U.S. companies tested us against its big incumbent vendor. See how we won with better appointments, then plan your own test.
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Teligistics
Teligistics needed a steady pipeline its in-house staff couldn’t fill. See how better data and focused calling helped it reach more clients. Read the story.
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Medical Equipment
How a multi-step survey campaign reached busy hospital staff for a top medical device maker and uncovered critical service issues. Read the case study.
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Digital Marketing Franchisor
A digital marketing franchisee struggled to find qualified prospects. See how new calling tactics lifted lead quality within 6 months. Read the case study.
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At a glance
Who we worked with and what we did
Healthcare (HSA)
Appointment setting, email support and market intelligence to prove an inside sales model before hiring.
Cyber security
Trade show follow-up calls combined with an email step, plus lead generation and qualification.
Hospital consulting
Appointment setting and sales intelligence for a VP of Business Development who was cold calling alone.
Food products
A head to head appointment setting test against a large incumbent supplier.
Telecom and medical equipment
Lead generation, qualification, data collection and multi-step market surveys with hospitals and surgical centers.
Digital marketing franchisor
Appointment setting and list acquisition for franchisees meeting local small and medium businesses.
How to read them
What each case study covers
Every case study follows the same structure, so you can compare them easily. We describe the service engagement, the client’s challenges and goals, the solutions we put in place, the results, the highlights, and what set the campaign apart. Where the client gave us a quote, we include it word for word.
- Service engagement: which services the campaign used, from appointment setting to data work and surveys.
- Challenges and goals: what was not working and what the client needed to prove or achieve.
- Solutions: the onboarding steps, the team assigned and the changes made along the way.
- Results: only the outcomes the client reported, stated as they were reported.
Common threads
What the strongest campaigns had in common
Looking across these projects, a few patterns repeat. Clients got the most out of their campaigns when they worked closely with our callers, shared honest feedback about lead quality, and stayed open to new tactics when the market changed. In several cases the turning point was not more dialing but a better list, a sharper message, or an extra follow-up step.
Experienced callers
Mature, seasoned agents, often with working knowledge of the client’s industry.
Clean data
When results dipped, the cause was sometimes the list, not the pitch.
Ongoing refinement
Call reviews, team meetings and client feedback shaped each campaign over time.
Your campaign
Turning these lessons into your own campaign
A case study shows what is possible, not what is promised. Your results will depend on your offer, your market and your sales process. The best next step is a conversation about your goals. We will ask who you sell to, what a qualified meeting looks like for your team, and where your pipeline is thin today.
If you want to understand the services behind these results first, start with our overview of B2B services or read about our approach and results. When you are ready, request a consultation and tell us which case study sounds most like you.
Are these case studies based on real client campaigns?
Yes. Each one describes a real engagement, the services used and the outcomes the client reported. Some clients are named, such as Teligistics, while others are described by industry to respect their privacy. We have not added results that clients did not report, and quotes appear as they were given to us.
Why are some clients described only by industry?
Many businesses prefer not to be named when they discuss their sales and marketing programs. Describing them by industry and role, such as a hospital consulting firm or a medical equipment manufacturer, lets us share the lessons of the campaign while keeping sensitive details private.
Can I expect the same results as the clients in these stories?
Every campaign is different. Results depend on your offer, your target market, the quality of your data, and how your team follows up on the meetings we set. These case studies show the kind of approach we take and the outcomes other clients reported, not a guarantee of specific numbers.
Which case study should I read first?
Start with the one closest to your situation. If you are testing whether outsourced calling can work before hiring, read the HSA story. If you are replacing an existing vendor, read the food products case. If your list or data is the problem, read the Teligistics case study.
Do you work only in the industries shown here?
No. These seven campaigns cover healthcare, telecom, cyber security, food products, medical equipment and digital marketing, but the same planning, calling and qualification process applies to many business-to-business markets. During a consultation we discuss your audience and whether our approach fits.
What services do these case studies involve?
Most involve appointment setting. Others add lead generation, lead qualification, sales intelligence, email support, list acquisition, data collection and updating, and market research surveys. The service engagement section at the top of each case study lists exactly what that campaign included.
Keep exploring
Related services and results
See how the pieces fit together, or talk to us about the campaign you have in mind.
B2B Appointment Setting
B2B appointment setting that turns outreach into qualified sales meetings. See how campaigns work, what you receive, and how to choose a partner. Talk to us.
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Our Results
See appointment setting results for F-Secure, Healthios, Mars, Inc. and WSI, from trade show follow-up to franchise lead generation. Plan your own campaign.
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What Our Clients Say
Read appointment setting reviews from B2B clients in healthcare, software, supply chain and more, in their own words. Then talk with us about your own campaign.
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Request a consultation
Write your own success story
Tell us about your market and your sales goals. We’ll show you how a tailored calling campaign could work for your team.