client review

They are responsive and act as though they are an extended part of our company.

Steve Moisoff Avatar
Steve Moisoff
Director of Business Development
Appointment Scheduling
client industry
Managed IT Services Provider
project summary
Callbox is the partner of a managed IT services provider in scheduling appointments with prospective clients. The goal of the project is to schedule up to 20 appointments monthly and close a percentage of them.

Opportunity / Challenge

For what projects/services did your company hire Callbox?

To identify prospects who have understaffed IT services and need to run IT Best Practices and add complimentary IT resources at a fraction of the cost of additional IT staffing.

What were your goals for this project?

To identify 10-20 appointments per month and to convert these appointments into ongoing opportunities and close a percentage of these opportunities.


How did you select Callbox?

In large part based on previous social media write ups and based on Callbox’s flexibility to allow me to run a campaign that was based on a cost per qualified me as determined by me.

Describe the project in detail

We explained our business model in detail and then co-jointly developed a calling script that has been modified over time. We meet weekly to discuss the results of the campaign. I provide feedback to Callbox on every appointment as they occur, including follow up appointments with the prospects.

Also provide feedback on no shows or appointments that are not on target so collectively we can continue to refine the search process.

What was the team composition?

Our Callbox team composition includes our Account Manage/ Team Leader, a campaign manager responsible for communicating the appointments and statistics to us, a dedicated telemarketer, and a shared team that works on mailings and linked in.

Results and Feedback

Can you share any outcomes from the project that demonstrate progress or success?

Given that these are longer sales cycles we continue to wait for our initial closed deal. The appointments have been consistently of very good quality. The process has become very refined so that we have gradually had fewer and fewer “no shows”.

I continue to be in contact with the majority of leads uncovered throughout this process. I have submitted a number of proposals and anticipate that in the next 4-8 weeks we will have closed business. Those closings will be the initial ROI that we are seeking.

How effective was the workflow between your team and theirs?

Workflow has been very positive. They are responsive and act as though they are an extended part of our company which is exactly the model we convey in our business to our clients.

What did you find most impressive about this company?

They over exceeded expectations in the delivery of committed qualified leads during the initial period and have been very consistent throughout this process.

Are there any areas for improvement?

I always think it is valuable to get to meet all the members of the team you are working with. I believe it makes for better relationships even if they are virtual meetings.

There are members of the team we have never been introduced to. I also think the quality is very team dependent and that we have had been paired with a very competent and committed Team Leader and Campaign Manager.

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