BitWide|Call Out Campaign: Philadelphia Financing Business
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All Case Studies
Strategy & Market Entry

Taking a Regional Financing Business
National

Equipment Financing & Leasing  ·  Philadelphia, PA  ·  11–50 Employees

IndustryFinancing & Leasing
Company Size11–50 Employees
Target MarketSmall Businesses, Manufacturers, Distributors
ChannelCold Calling
EngagementFull System Build
The Situation

A strong regional business
ready to expand.

This established equipment financing and leasing company had built a strong reputation over many years serving small businesses, manufacturers, and distributors across Pennsylvania and surrounding states. They were good at what they did. Their problem was reach.

In 2021, the company's founders decided the business was ready to go national. But all of their new business to that point had come through referrals and word of mouth. There was no outbound function, no contact list, and no experience running a proactive sales campaign at scale.

They had also tried offshore calling before, without success. They came to BitWide specifically because they needed North American-based callers who understood the market they were entering.

Entirely Referral-Dependent
The business had never run proactive outbound. There were no processes, no lists, and no playbook for reaching prospects who didn't already know them.
Failed Offshore Experience
A previous engagement with an offshore call centre had not worked. The client came to BitWide requiring North American-based callers who could represent the business credibly in the US market.
Complex, Relationship-Driven Sale
Equipment financing is not a transactional purchase. The outreach needed to open a conversation, not close a deal, which required callers who could build rapport quickly and qualify meaningfully.
What We Built

Outbound from scratch,
built for national reach.

BitWide designed and ran the entire campaign, from data to dialer, with North American callers and three-touch persistence built in from the start.

01
Market Definition and List Building
BitWide worked with the client to define the target profile: small business owners, manufacturers, and equipment dealers outside their existing Pennsylvania footprint. Contact lists were built and verified for national reach across the US.
02
North American Callers and Script Development
The client's previous offshore experience meant caller quality was a priority. BitWide assigned North American-based callers who understood the equipment financing space and could have genuine conversations about business needs rather than reading from a script.
03
Three-Touch Call Cadence
The client specified 300 calls per month with three call attempts per number, building persistence into the system. This meant prospects who missed the first call had two further opportunities to connect, significantly increasing overall reach within the same contact list.
04
Weekly Reporting and Ongoing Optimization
Full analytical reporting tracked call volumes, connection rates, conversations, and outcomes on a weekly basis. The campaign was refined continuously based on what was resonating across different industries and geographies.
What the System Produced

56 conversations.
10 new clients. 3 months.

The campaign moved the business from referral-only to active national pipeline in a single quarter.

56
Meetings Scheduled
Over the first 3 months
10+
New Clients Signed
Across new US geographies
300
Calls Per Month
With 3-touch persistence
0
Prior Outbound History
Built entirely from scratch

The engagement replaced a referral-only model with a functioning national outbound engine in three months. The three-touch cadence meant the campaign reached a higher proportion of the contact list than a single-attempt approach would have, and the quality of North American callers addressed the credibility gap the client had experienced with offshore alternatives.

56 qualified conversations produced 10+ new clients in markets the business had never previously reached. What had been a regional business with national ambitions became a business actively working new markets across the US.

Regional business.
National pipeline.

If you have a proven business model and an untapped geography, book a call. We'll assess the fit and show you what a BitWide campaign would look like for your market.

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