client review

They are extremely organized and methodical.

Ann Fields Avatar
Ann Fields
Vice President
Outbound Sales and Marketing Calls
client industry
IT Services Provider
project summary
Callbox was engaged by a business IT services provider for outbound sales and marketing solutions. The team's main task is to qualified leads and schedule appointments to increase the client's revenue.

Opportunity / Challenge

For what projects/services did your company hire Callbox?

IT-HenHouse faced two challenges. We are a new company and we are competing in a crowded marketplace. We have a lot of technical experience and very minimal sales experience. In addition, we have a small staff wearing many hats.

We had an opportunity for Callbox to help generate qualified leads for IT-Henhouse and be among the first to Introduce IT-Henhouse to the marketplace.

What were your goals for this project?

Our main objectives were to develop qualified leads that would be nurtured and get appointments scheduled that would allow us to introduce IT-HenHouse and present our services. We anticipate leads that would increase our revenue by at least 100%. We are starting at ground zero.


How did you select Callbox?

We started with an internet search. We tried other types of inbound marketing with absolutely no success. We looked at a couple of outbound marketing companies that were very good, but extremely expensive for us at the time. Callbox was out of reach for us financially at the beginning of our journey.

But we eventually positioned ourselves to make the investment. Our sales rep. was sooooo patient. Gary Sia. He followed up and it took us 3 years before we finally closed on the deal.

Describe the project in detail

The initial meeting was amazing with the sales and marketing team. They are extremely organized and methodical. I was impressed and felt at ease immediately. The began with establishing the target audience and developing an understanding of our company tone, voice, and brand identity.

CallBox took the time to learn about our services. They collaborated with me on scripts and email templates being careful to strike a balance between my words and what they know works well. The package is a complete sales solution. A combination of emails, social media, and phone calls. We signed up for a 6-month package and we paid upfront.

What was the team composition?

There are at least 5 or 6 people involved on the team. Most of them work in the background but 3 of the team members interact with me directly on a daily/ weekly basis. The responsibilities of the team were encompassing. Callbox has every aspect of the project covered.

Results and Feedback

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

Callbox is like having a sales and marketing team. We have at least 4-6 appointments scheduled per week. We capture at least 4-6 Market qualified leads per week. I have time to work on other aspects of our newly started company. And there are alot of aspects.

CallBox is very professional and has a respected name in the marketplace, so that takes a weight off of my shoulder knowing that they take my business very seriously and that they are committed to the success of IT-HenHouse.

How effective was the workflow between your team and theirs?

The workflow between CallBox and IT-HenHouse is great. I am amazed at how thorough they are. They schedule appointments, send out invites to the leads and follow up with reminders on the day of the meeting. During the scheduled appointment Callbox gets on the call to provide a warm hand-off. One of the software tools that CallBox uses is HubSpot.

In HubSpot the lead information is captured and synced to my Zoho CRM. In my Zoho CRM, I am able to nurture the leads through to close. We meet weekly to go over the metrics of contacts made, no answers, appointments made etc.

What did you find most impressive about this company?

The most impressive thing about Callbox is that they are kind. They are very patient and IT-HenHouse can be a handful. So they are really patient. They are extremely organized and methodical. Process is important to me. I believe that a sound proccess leads to a sound product.

They listen to my ideas but make recommendations when they see the need and I like that because every idea that a customer has is not a good idea. And that is the truth.

Are there any areas for improvement?

I wonder if there is a method to engage leads that are not interested.

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