The Client

The Client, a UK-based revenue-based finance startup established in 2017, provides financing to online and offline businesses without equity requirements, opting for repayment based on a percentage of the business’s revenue. Their lending platform facilitates point-of-sale financing and serves as an alternative investment platform, focusing on venture capital funds and bank loans. This platform allows users to invest in diverse sectors such as eCommerce, SaaS, and retail. The Client operates in the fintech and financial services market, catering to both B2C and B2B industries.

The Challenge

The Client plans to extend their funding services to Australian businesses and is seeking a reputable lead generation services provider. They intend to implement a targeted digital marketing strategy focusing on social
media, SEO, content marketing, and advertising campaigns to increase brand visibility and generate leads, enabling efficient growth and effective communication of its unique financing model.

With this, they aim to partner with a lead generation services provider with an in-depth understanding of the Australian market. Callbox emerged as the Client’s top choice in this case.

The Callbox Solution

Callbox designed a plan for a Lead Generation & Appointment Setting Program, which consisted of:

Account-Based Multi-Channel Lead Management via Voice, Email, Chat, Web, Social Media, and Webinar
Sales Enablement & Support which included Product Training, Account Setup, and Back Office Sales Support
Tools & Subscriptions to the Callbox Pipeline Account Management with Strategy Building, Regular Reporting, and Product Knowledge

The Goals

The Callbox Team was to help the Client identify potential leads.
Drive prospects to sign-up in their applink for funding.
Schedule phone or online meetings with potential leads and the Client’s representatives for an exploratory discussion.

Account Research and Selection

The Client specified their target industries, location, and decision-makers.
Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
Callbox came up with a list of potential contacts to target, which was reviewed and approved by the Client.

Account and Prospect Profiling

The Client provided buyer persona profiles of the prospects they wanted the outbound program to target. The profiles consisted of detailed demographic and firmographic segmentations.
Buyer personas identified as the program’s primary targets were the CEOs, Founders, Owners, Directors, and Accountants.
The master contact list was segmented based on these personas and grouped according to industry type.

Multi-touch, Multi-channel Outreach

The Callbox team developed a unique lead nurturing approach, tailoring messages to align with different decisionmaker groups.

Employing an AI-assisted approach, they crafted nurture paths integrating phone, email, web, and LinkedIn engagements, all within an adaptive outreach system.

With Callbox’s proprietary CRM, Smart Engage, all outreach activities were smoothly coordinated, keeping the Client updated on the program’s progress.

Results

The 6-month Lead Generation and Program generated a total of 32 Appointments, 28 Sign-Ups, and 7 Opt-Ins.

Financing Services Firm Leverages Callbox for Seamless AU Expansion

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