We provide dedicated virtual assistants to startups and enterprise teams worldwide. Whether you need help with administrative tasks, customer support, or specialized projects, our virtual assistants are here to make your life easier.
REAL-LIFE COLD CALLING & SALES DEVELOPMENT USE CASE
We provide dedicated virtual assistants to startups and enterprise teams worldwide. Whether you need help with administrative tasks, customer support, or specialized projects, our virtual assistants are here to make your life easier.
CASE 1: COLD CALLING FOR A FINTECH STARTUP
Problem:
A newly launched fintech startup offering small business loans wanted to rapidly acquire borrowers but lacked the internal headcount to sustain large-scale cold calling. Marketing budgets were tight, and quick lead generation was critical to meeting early funding milestones.
Our Approach
Our Approach
- Target Market Profiling
- Identified small business owners, entrepreneurs, and mid-income earners as the ideal audience segments.
- Created buyer personas highlighting their financial pain points (e.g., bridging cash flow gaps or consolidating expensive debts).
- Scripting & Training
- Drafted empathetic yet persuasive call scripts that thoroughly explained interest rates, repayment terms, and the company’s commitment to responsible lending.
- Trained a Cold Calling Virtual Surfer to ensure the brand’s ethical values and “we care” tone came across in every conversation.
- Data & Analytics
- Leveraged real-time dashboards showing call volumes, conversion rates, and reasons for rejection or deferral.
- Used daily metrics to refine the approach—adapting rebuttal scripts and customizing interest rate offers where feasible.
Solution
- High-Frequency Outreach
- The Virtual Surfer made hundreds of calls each day, focusing on pre-screened lists to optimize results.
- Tactically integrated texting and emailing for people who preferred asynchronous communication.
- Lead Qualification
- Gathered basic financial information during calls to ensure the leads passed initial credit or revenue thresholds.
- Warm leads were then transferred to in-house loan officers for deeper discussions.
- Cost-Efficient Growth
- By using a dedicated Cold Calling Virtual Surfer, the startup avoided heavy ad spends and complex in-house hiring.
- Funds were channeled into improved lending products and streamlined application processes, reinforcing a community-driven brand ethos.
Result
- 150 qualified leads emerged in just six weeks, translating into a 20% rise in loan applications.
- Acquisition costs declined by 30% compared to traditional digital marketing channels.
- The fintech startup scaled outreach rapidly while maintaining a personal, conscientious approach in line with their 2025 vision.
CASE STUDY
How can we help you?
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
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- +1 (647) 360-9313
- Support@luxlegacy.com
- 1235 Queensway E Unit 18, Mississauga, Ontario L4Y 0G4
