All Case Studies
Strategy & Market Entry

From Zero North American Presence
to 10 New Clients in 3 Months

EdTech / Financial Technology  ·  Australia  ·  20–50 Employees

Industry EdTech / FinTech
Company Size 20–50 Employees
Target Market North American Universities & Student Orgs
Channel Cold Calling
Engagement Full System Build

A strong product in the wrong
geography.

This niche EdTech company had built a genuinely useful product: a streamlined financial hub for student clubs and societies, combining accounting, transactions, and an online banking platform for student purchases.

They had strong traction in Australia. But their target market, North American universities and student organizations, was entirely untouched. Every company representative was based in Australia. They had no foothold, no contacts, no understanding of how the North American market worked.

They came to BitWide with a clear ask: build the entire cold calling campaign from scratch, including market research, list building, script development, and daily execution. The product was strong. They just needed someone who understood the market they were trying to enter.

No North American Market Knowledge
The team was entirely Australia-based with no experience in how North American universities buy, who the decision-makers are, or what the relevant sales cycle looks like.
No Existing Infrastructure
There was no prospect list, no script, no contact data, no dialing setup. The campaign needed to be built from zero before a single call could go out.
A Niche, Difficult-to-Find Buyer
Student club treasurers and university finance administrators are not easy to find in standard databases. Manual research was required to identify and verify the right contacts.

The complete outbound system,
built from scratch.

Before a single call went out, BitWide spent the first weeks building the infrastructure and strategy the campaign needed to work.

01
ICP Definition and Market Research
BitWide worked with the client to define exactly who the right buyer was in North America: which universities, which roles, what size of student body, and what the trigger for interest would be. This shaped every other decision in the campaign.
02
Manual List Building and Contact Discovery
Because the buyer profile was highly specific and not easily found in standard data sources, BitWide manually researched and verified contact information for decision-makers at target institutions across the US and Canada.
03
Script Development and Caller Preparation
The caller assigned to the campaign attended strategy sessions directly with the client to understand the product, the buyer's context, and the most common objections. The script was designed to guide conversation naturally rather than follow a rigid structure, allowing the caller to respond to real responses rather than read from a page.
04
Campaign Execution and Weekly Optimization
Month one focused on execution and learning. After analyzing what was resonating with prospects, BitWide refined both the targeting and the messaging in month two. The result was a meaningful lift in every metric from month one to month two, including pickup rate, conversations, information requests, and meetings scheduled.

Month one was learning.
Month two was momentum.

The campaign ran two tracked months before the results below were recorded. Every metric improved from month one to month two as the system refined itself.

28
Meetings Scheduled
Across the two-month tracked period
10+
New Clients Signed
Within the first 3 months of the campaign
40%
Pickup Rate (Month 2)
Up from 38% in month one
150+
Conversations (Month 2)
Up from 38 in month one

The jump from month one to month two tells the real story. Month one established the foundation: 100 targeted prospects, 38 conversations, 7 meetings scheduled, and 13 information requests. Every metric was positive. But the real value was in what BitWide learned from those 38 conversations about how the buyer thought and what moved them to act.

Month two applied those learnings. Targeted prospects tripled to 300+. Conversations quadrupled to 150+. Information requests jumped from 13 to 48. Meetings scheduled went from 7 to 28. That compounding effect — where the system gets better as it runs — is exactly what BitWide is designed to produce.

By the end of month three, the client had signed 10+ new North American clients. A market they had zero presence in before the engagement began.

"We hired BitWide to reach out to our defined target audience within the Canadian and UK markets to set up appointments for our Campus Engagement Advisors through telemarketing. We worked collaboratively to tweak the script and campaign objectives, which elevated overall metrics. BitWide provided their best work to deliver solutions in a relatively unfamiliar and niche market."
Sam Lee
QPay

A new market.
A system that worked from month one.

If you have a real product and a market you're not reaching, book a call. We'll assess the fit and show you what the engagement would look like specifically for your situation.