Call Out Campaign:
56 Meetings and
10+ New Clients For A Reputable Finance Company In Three Months

Reading Length: 3 min

Industry: Financing & Leasing

Company Size: 11-50

Target: Small Businesses, Manufacturing, Distributors

Campaign Type: Lead Generating, Appointment Setting, Cold Calling


BitWide was approached by a prominent financial organization with origins in Philadelphia, PA, that assists small businesses by providing equipment financing and leasing alternatives. They specialize in assisting manufacturers, distributors, and equipment dealers in expanding their businesses. Before coming to BitWide this client used recommendations and word of mouth as a way to secure contracts with new customers. Since they wanted to expand their business and go national they needed better ways to reach prospective clients.


Reaching Target Market in Canada – This business sought to connect with potential customers all across Canada. Because of an earlier failed attempt with an overseas call center, they wanted the callers to be based in North America. 


Lead Generation – They needed help developing lists and finding new contacts, as well as a stronger sales script to help them connect with their targets.


Hard to Reach Clients – This company wanted to connect with small to medium-sized businesses, and since the majority of smaller businesses prefer to communicate by phone, BitWide needed to get in contact with clients that had little to no social media presence.


We were provided a preliminary list of 300 contacts to help us better grasp the target market for this financing company. BitWide spent the next two months creating new lists of connections to contact.


In order to reach potential clients BitWide created a whole new targeted sales script with its content writers that adhered to both the clients goals while addressing the target market and ensuring the approach to calls would be flexible and balanced.


We made sure to address and record the concerns of each prospective client. When new 

challenges or questions arose we would take notes and work through solutions with the company.


In only one month, BitWide gave this business all the tools and information it needed to find and meet with 19 new prospects. Averaging 3–4 prospects per week.


BitWide handled conversation management and lead nurturing, forwarding 56 qualified leads to the client and sending 150+ information packages.

Team Responsible

Lana Andreeva

Account Manager

Daniel Kostek

Daniel Kostek


Camila Ching

Camila Ching

Contact List Building

Email Marketing

Through strategic email campaigns, we help you create highly effective emails are promoting your brand and increase sales.

LinkedIn Services

From simply building your network to full conversation management and meeting set up, we are super connectors on LinkedIn for you.

Content Creation

The BitWide team builds constructive messaging to be used on the platform to receive the best results from prospects and designs the sales funnel best suited for that platform.

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