Callbox

Our decision to partner with this vendor was based on thorough research of available options. Their work involved conducting a series of training sessions followed by proactive outreach efforts through various channels such as social media and email. The team composition included direct collaboration with a senior manager and a project director.

The partnership has yielded positive results, leading to contract renewals. The workflow is efficient with timely follow-ups via email. The company’s genuine care for our business stands out as impressive.

No specific areas for improvement come to mind at this time.

Our partnership with this service provider has completely transformed our approach to appointment setting, ensuring accuracy and efficiency in storing crucial information with minimal errors.

It’s all positive for us, as we have not encountered any negatives while working with this service provider. The best part is seeing the program function seamlessly. We are extremely satisfied with their performance.

There are no areas for improvement that we can suggest, as we are very content with the service provided.

Our collaboration with Callbox involved providing weekday coverage for multiple countries in Southeast Asia, using email and LI campaigns to increase brand awareness. The team conducted a high volume of outbound calling to schedule meetings and educate our target audience. They also utilized their own tools, while we provided them with an email alias to present as part of our brand.

A dynamic partner, Callbox is not afraid to test new processes and strategies to deliver valuable results. They are collaborative, punctual, and always willing to go the extra mile for their clients.

No areas for improvement were identified during our partnership with Callbox. They consistently met and exceeded our expectations.

Our collaboration with Refetrust was a game-changer in expanding our reach and connecting with target clients. Their team delved deep into our business model and industry jargon to effectively engage with potential leads. They crafted personalized scripts and conducted thorough research to identify and reach out to prospective clients in the fee-only financial planning industry. Through a combination of phone calls, LinkedIn ads, and email campaigns, Refetrust helped us successfully market our services to the right audience.

The team at Refetrust showed a strong commitment to understanding our unique value proposition and industry-specific terminology, which was instrumental in the success of our marketing campaign. Their ability to identify previously unknown advisors and facilitate connections with them was truly impressive. The communication and collaboration between our teams were seamless, with regular updates and feedback sessions that kept us aligned and focused on our goals.

I cannot think of any areas where Refetrust could improve their services. Their dedication to learning about our business and industry set them apart from other marketing agencies, and their innovative approach yielded excellent results for our company.