The client is a growing financial services firm serving individual and small business clients. Their internal sales team struggled to manage inbound and outbound leads while maintaining consistent follow-ups.
Business Challenge
The firm faced several operational issues:
- Low contact rates with potential clients
- Inconsistent follow-up on warm leads
- Sales representatives spending time on calls instead of closing deals
- Missed appointment opportunities during peak hours
These challenges directly impacted their conversion rate and revenue growth.
Solution Provided by AGT VA 360
AGT VA 360 deployed a trained appointment setting team dedicated to the client’s financial services workflow. The solution included:
- Lead qualification based on predefined criteria
- Outbound appointment setting calls
- Calendar scheduling and confirmation
- CRM updates and reporting
All agents followed the client’s scripts, compliance guidelines, and communication tone.
Implementation Process
- Call scripts and qualification rules were finalized
- Agents were trained on the client’s financial services offerings
- Appointment setting operations went live within days
- Weekly performance tracking and optimization followed
Results Achieved
Within the first 30 days, the client experienced:
- Increased booked appointments
- Improved lead response time
- Better sales team productivity
- More consistent follow-up across all leads
Sales representatives were able to focus entirely on closing deals rather than managing calls.
Key Takeaway
By outsourcing appointment setting to AGT VA 360, the client streamlined their sales process, improved lead conversion efficiency, and created a scalable appointment booking system without hiring additional in-house staff.
