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Case Study: Outbound Calling Leads to Daily Appointment Setting

Jul 22, 2020 | Appointment Setting, Branding, Call Center, Healthcare

The following Q&A is taken from a client review VSA Prospecting received on Clutch:

Project Summary
VSA Prospecting provides ongoing support for outbound sales efforts. They reach out to potential customers, send email campaigns, and set appointments on behalf of the client.

“Overall, we’re just really satisfied with how they’re delivering on what they’ve sold us on.” -Company Account Executive

Background

Introduce your business and what you do there.
I’m in business development for a dietician service. We offer 1-1 nutrition counseling with a registered dietician.

Opportunity/Challenge

What challenge were you trying to address with VSA?
We were looking for more aggressive growth, so we hired them to help build out our sales pipeline.

Solution

What was the scope of their involvement?
We met at the offset of the project, looking through our background and getting to know each other. We went over a few lists of clients for them to call and focus on, creating a script and emails for the campaigns.
They handle all of our outbound sales for new business, representing us in calls with potential clients, sending emails, and setting up introductory calls with me. Their efforts focus on funneling new opportunities into our sales pipeline.

What is the team composition?
We work with five people from their team. This includes an account manager and different individuals who handle various parts of the process.

How did you come to work with VSA?
We’d worked with other agencies in the past, but what we really liked about VSA was their structure and operations. We like their reasonable rate, and they have a no-frills service, which we really like.

How much have you invested with them?
The annual cost is $85,000.

What is the status of this engagement?
We started working together in January 2020 and our engagement is ongoing.

Results & Feedback

What evidence can you share that demonstrates the impact of the engagement?
We get about one appointment set per day, which is right in line with our expectations. They’re delivering on what they’ve promised and do a good job.

How did VSA perform from a project management standpoint?
Their team is doing really well—we’re satisfied and have never had a problem. Having an account manager that actually makes sales calls too is great. We have a weekly call to review successes and opportunities, so there’s a high level of touch. They’re very communicative about where things are at any given time.

What did you find most impressive about them?
Overall, we’re just really satisfied with how they’re delivering on what they’ve sold us on.

Are there any areas they could improve?
No, I don’t think so.

Do you have any advice for potential customers?
Every business is unique, but we’re satisfied and I’ve referred people to them several times.