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SaaS / TechnologyNorth America Gated

Texas SaaS Breaks Into Professional Services with AI-Driven Pipeline Generation

A Texas SaaS company needed to enter North American Professional Services and Financial Services with a new product — no contacts, no presence. Callbox ran a 6-month multi-channel campaign. Result: 89 SQLs, 105 MQLs, 268 booth interactions.

89
SQLs
105
MQLs
268
Booth Interactions

Campaign Highlights

  • Successfully executed a 6-month pipeline generation program for a SaaS company entering Professional Services and Financial Services
  • Drove engagement across Email, Phone, LinkedIn, and Chat with law firms, consultancies, advisory businesses, and FinTech firms
  • Enabled PracticeEdge to connect with key decision-makers and hand off a closing-ready pipeline to their internal sales team
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Campaign Details

  • Client Industry
    SaaS / Technology
  • Client HQ
    Austin, TX
  • Client Location
    Texas, USA
  • Target Industry
    Legal, Accountancy, Management Consultancy,Business Advisory, Financial Services / FinTech
  • Target Location
    North America
  • Target Decision Maker
    Managing Partners, COOs, IT Directors, CFOs, VPs of Operations, Finance Directors
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