Skip to content
Intelemark

Case study · Investment Banking

Multi-Touch Lead Nurturing Reaches Valued Investment Decision-Makers

Business professionals reviewing a folder outside a financial institution in New York

3

additional campaigns awarded

Business team reviewing deal documents together
20+years putting U.S.-based B2B callers in front of decision-makers

The full story

Healthios

Client
Healthios
Industry
Investment Banking
Calling Campaign
Appointment Setting

Client Challenge/Goal

Healthios’ sales staff struggled in their attempts to reach key investment strategy decision-makers at Hedge Funds, Limited Partnerships, and Emerging Growth Companies.

Read more

They decided to outsource B2B appointment setting and contacted Intelemark. Although their CEO was somewhat skeptical that we could accomplish Healthios’ objectives, they hired us.

The Intelemark Solution

Intelemark assigned agents to this campaign who had some prior experience in this field (as we always do, whenever possible). Intelemark worked closely with the client to develop a communications strategy and messaging. Then we quickly got to work.

How Intelemark Strategized to Achieve Results

As Intelemark worked on the B2B appointment setting campaign, we discovered that high-level, high-valued targets were not a “one call close.” We put on our thinking caps to develop and implement a multi-touch lead nurturing process. We used a combination of email and phone calls with the intention of developing relationships with these key decision-makers to help them better understand the Healthios offering and convert them to qualified leads.

Impact

After implementing a multi-touch nurturing process, Intelemark successfully generated a steady stream of qualified appointments with key decision-makers for Healthios who controlled investment portfolios that were measured in the billions of dollars. The initial skepticism of the Healthios CEO was overcome as the results of the successful campaign became evident. We’ve subsequently concluded three additional campaigns for Healthios.

Healthios

The Intelemark Difference

Intelemark works to develop a solid understanding of their client’s business model. Further, we gain in-depth knowledge of our client’s offering in order to develop the appropriate methodologies needed to understand the mindsets of the targets we are asked to contact. This allows Intelemark to design a successful outreach process that achieves higher results than most firms do.

Contact Intelemark today to understand how a customized appointment setting campaign can drive outstanding results for your company.

The challenge

Sales staff struggled to reach investment decision-makers at hedge funds, limited partnerships and emerging growth companies — and the CEO was skeptical.

The solution

Agents with investing and healthcare experience co-developed messaging and built a multi-touch email and phone nurturing process for targets who were never a one-call close.

The results

What the campaign delivered.

  • A steady stream of appointments with decision-makers controlling billions in assets
  • CEO skepticism overcome
  • Three additional campaigns

Start

Get results like these.

We put your sales team in front of qualified B2B decision-makers. No fluff, just results.

(602) 943-7111

Test campaign first. No long-term commitment.

Request a strategy call

Send us your details. Our team will contact you to arrange a time to discuss your buyers and campaign goals.

Your contact details
Your project requirements

We’ll use your details to respond to your enquiry. Read our privacy policy.