Case study · Investment Banking
Multi-Touch Lead Nurturing Reaches Valued Investment Decision-Makers

3
additional campaigns awarded

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.
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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
Medical Equipment$11Mnew equipment revenue in 90 days$11 Million in New Revenue in 90 DaysRead the story
Telecom Sourcing & Expense Management400%increase in qualified leadsCalling Campaign Increased Qualified Leads by 400%Read the story
Healthcare / Financial Services60%incremental businessCall Campaign Generates 60% Incremental SalesRead the story
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