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Case Study

Callbox Revs Up Tax Consulting Firm’s Sales Efforts

Client

  • Tax and Accounting, Tax Consulting
  • Dallas, TX, United States
  • HQ: Dallas, TX, United States

Target Market

  • New York, California, Illinois, Pennsylvania, Massachusetts, Texas, USA
  • SME, Small to medium businesses
  • CFO, Finance Manager, Finance and Accounting
100+
Sales Appointments
250+
MQLs
400+
Net New Prospects

The Client

The Client is an independent property tax consulting firm specializing exclusively in providing taxpayers of commercial, industrial, multi-residential, and special purpose properties with full-range property assessment and tax management services.

The Challenge

The Client needed a way to help all their Managing Consultants who head each regional office across the country in bulking up their sales pipeline.

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