Outbound Dialling Lead Generation
Blue Shore Accountants employs TBG Group to deliver a client sales pipeline for their Bookkeeping service
Blue Shore Accountants are a small business accounting firm specialising in Annual Accounts, Tax, VAT, Bookkeeping, Payroll, CIS and more. Founded by Julian Gillett, an experienced accountant for over 30 years.
Campaign Objective and Project Background
Blue Shore Accountants approached TBG Group with a view to engage in telemarketing services to support their vision and help increase their B2B sales pipeline, in promoting their Bookkeeping service.
The aim of the campaign is to create awareness of Blue Shore’s offering, whilst profiling small business companies, which includes confirming the company is operating/ having a need for their solutions.
It was key to understand who key influencers and decision makers are, their individual situations and attempt to delve deeper into understanding the dynamics of customers which have a need for any form of financial accounting services.
Project execution
Working with Blue Shore’s UK Practice Manager, Jessica Peart, TBG Group agreed to commence the outbound dialling campaign.
Using a mix of new and existing small business data, a portion of time was used re-visiting companies from the previous campaign we ran in 2015, with a view to targeting any that we would have classed as “closed” due to them being marketable but not in the right point in the buying cycle. In addition to this, TBG Group worked with new data that Blue Shore had sourced for use during the campaign.
This data will be mixed vertical with companies with a head count between 1 and 100 employees.
TBG Group continued to provide continuous updates back to the client. These weekly conferences were held at the close of business each Friday. These meetings allowed TBG Group to discuss and report back key analytics, including:
• Current size of database
• Total calls made on the campaign
• Number of companies engaged with
• Decision makers spoken to
• Of those, what are the outcomes
• If the client wanted emails sent – how many are sent
• Any patterns of responses (either positive or negative)
• Any call backs of interest
• Any other market intelligence
TBG Group are very open about how things are going and are always happy to ask questions and receive feedback from our clients.
Results
Over the course of the campaign, working closely with the team at Blue Shore and with the assistance of their Director, Julian Gillett, TBG managed to secure multiple appointments for their sales team, allowing them to showcase their fleet of services talk in detail about how they can help each individual business manage their finances better.
While also securing appointments, TBG also provided new marketing intelligence back to their client, allowing them to better understand trends in the market space, and helping Blue Shore Accountants in building a future pipeline of opportunities within the small business sector.
Achived success using:
Lead Generation
Engage with the correct decision maker at their level to establish opportunities within your chosen sector. We use intelligent non-scripted conversations to maximise your success rate and dramatically increase ROI.
Data Build
Gathering data specific to the target audience of a business and employ various criteria such as demographics, industry, location, and interests to create highly targeted contact lists.
“The campaign executed by TBG Group has been a game-changer for our growing our bookkeeping service.
We’ve seen an incredible influx of interested prospects in our pipeline, thanks to this campaign. What’s even more remarkable is that they enriched the data we purchased with specific decision-maker contacts and valuable market intelligence related to bookkeeping service providers, so we are getting visibility of some of our main competitors in this space.
It’s not just about numbers; it’s about meaningful connections, and TBG Group has delivered on this front. Their efforts have opened doors to businesses we didn’t even know existed!”
What We Do - Our Services
We understand that not every financial services firm is the same and not everyone will require the same type of services. However our mission doesn’t change; which is to help you grow. This means that our range of services is necessarily wide. Whether you are looking to build trust and loyalty among your existing clients, bring on new mortgage or protection leads or grow your online presence and brand awareness, we design specific campaigns for you that match your business goals.
Inbound/Outbound Customer Service
Flexible inbound and outbound phone-based customer service solutions that address customer demand and manage response for your firm,
Lead Generation
Delivering prospective clients to you making sure that all leads we provide are of value to your business
Appointment Setting
Quality, qualified appointments that will fill your advisers diaries with genuine, interested prospects.
Data Cleansing & Enrichment
We have extensive experience in conducting telephone-based legacy data cleansing, profiling and enrichment projects
Email Marketing
Creation and distribution of consistent, intent-driven e-mails to existing clients or new prospects accompanied by user actions and detailed reporting
Social Media Marketing
Working with you to create the perfect, tailored social media marketing campaign that aligns with your end-goal objectives
Text Message Marketing
We will work with you to engage customers and boost retention with tailored messaging and easy-to-launch campaigns.
Compliance Checks
A robust Treating Customers Fairly (TCF) and Consumer Duty Compliance Program that assists financial firms in maintaining demonstrable evidence of putting customers first.
Website Build & Management
From initial wireframing and domain setup all the way to ongoing management, we can help at any stage
Surveying
Open dialogue in a polite, professional, and efficient manner to go through your survey in the volumes you want. Full reporting back with MI, any patterns, and further relevant information.
Paid Advertising
We can manage an existing paid ad campaign or create new campaigns that suit your budget, goals and timescales
Design, Print & Direct Mail
We can manage all of your design, print and direct mail for letters, brochures and other business literature indepently or part of a broader client campaign
Call, Email or Meet Us
Take your financial services business to another level with help from our telemarketing and digital marketing specialists at TBG Group . Specialising in everything from lead generation and appointment setting to email marketing and pay-per-click advertising, we’ve got the team, the technology, and the experience to deliver those results and help your business succeed.