client review

They spent time working with us to build a relationship and understand our business.

Bill Elliot Avatar
Bill Elliot
Marketing and Digital Strategy
client industry
Economic Dev Marketing Co
project summary
Callbox serves as the digital marketing partner to a consultancy firm. They are working on a proactive marketing campaign, identifying target markets and developing content.

Opportunity / Challenge

For what projects/services did your company hire Callbox?

We wanted to implement a proactive marketing campaign, especially given how greatly economic development agencies, cities, and municipalities have been affected by COVID-19. We decided to reach out to an external team to run the campaign targeted at our key sectors.

What were your goals for this project?


How did you select Callbox?

We did a Google search and researched potential firms that could provide the size of the campaign we were looking for. It was important to find a company that could handle massive amounts of contacts because we knew this would be a large-scale effort. They were able to integrate with our internal platforms, including HubSpot. We felt that the plan they provided was economical. They scheduled the engagement over a 12-month period, inviting us to renew our contract on a quarterly basis.

Describe the project in detail

Initially, we spent some time identifying who our targets were. At the beginning of the process, it was important to educate them on who our real customers were. Economic development has targets at regional, municipal, state, provincial, and even federal levels. They collected that information and did some list building to make the project run as smoothly as possible. We also supplied them with more targeted lists and parameters around who we were looking to connect with through the campaign.

Then, they proceeded to develop content for the marketing campaign, which was going to be a direct email and calling program. We’re currently up to about 10,000 contacts in the campaign program.

What was the team composition?

We have several members of the team handling the calling program. Most of the communication runs through two team members.

Results and Feedback

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

They’ve done everything exactly as we’ve anticipated, reaching out to organizations and targeted individuals. They’ve been great at appointment setting, which has generated some good sales calls and appointments on our end. We’re happy with their work. There’s a little bit of a learning curve for our industry, but once they got up to speed, they’ve been fantastic.

On a weekly basis, we review the number of calls, number of successful contacts, and number of appointments. In our industry, we have a long sales cycle, so it’s a little early to discuss metrics. We haven’t won a contract, but we’re very close on closing a couple. Their team is providing tons of information regarding prospects and succeeding in their work.

How effective was the workflow between your team and theirs?

They hold very professional meetings on a weekly basis. Our great project manager is able to address any question we have or issues that need to be dealt with. She’s always right on it. They’ve been good about meeting deadlines and accommodating when we wanted to suspend certain aspects of the project. For instance, we didn’t foresee any success by continuing the program during the week of Thanksgiving and Christmas. They were understanding and added extra time to the end of our contract.

What did you find most impressive about this company?

They spent time working with us to build a relationship and understand our business. I remember the day when everything clicked for them, and they understood what we were all about. From there, it was off to the races for them. They weren’t a typical marketing agency that just wanted to get a list from us and immediately get going. They took time to understand us.

Are there any areas for improvement?

The reporting and work ethic have been great. Going into the next phase, we’ll see how they are with follow-up and tasks of that nature. We haven’t worked with them in that capacity, so we’ll see if they can take their services to the next level. Based on what they’ve demonstrated so far, I’m confident they will.

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