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                  Back to case studies

                  Impressive Results in the First Week of Outreach for a Financial Platform – 5 Appointments Scheduled

                  3000 Contacts Researched
                  16 Appointment Scheduled
                  20% Close Rate

                  Client Overview

                  OnPlan is a modular financial platform that empowers businesses to perform budgeting, forecasting, KPI tracking, dashboarding, benchmarking, and more. The platform enables better visibility, greater transparency with teams, and more effective benchmarking.

                  Challenges

                  1. Generate qualified leads within SaaS, Manufacturing, Business Services, and Non-profit industries to grow OnPlan’s pipeline;
                  2. Schedule appointments with appropriate decision-makers in the US and UK;
                  3. Utilize email and LinkedIn for content strategy;
                  4. Achieve 15 appointments per month.

                  SalesAR’s Approach

                  The research team aimed to find at least 1,000 ICP-compliant contacts, while the outreach team managed all communication using targeted templates, comprehensive content strategy, and case studies.

                  Responsible team

                  The Solution

                  SalesAR’s research team successfully identified ICP-compliant contacts and created a comprehensive database, allowing the outreach team to engage potential clients with tailored content efficiently.

                  How We Did It

                  The research team met its target within the first two weeks of the campaign launch. The outreach efforts exceeded expectations, scheduling 5 appointments in the first week and an additional 2 by the end of the month. The SaaS industry was the most successful, with an impressive total conversion rate.

                  Results

                  3,000
                  Contacts Reached out
                  16
                  Appointment Booked
                  20%
                  Close Rate

                  SalesAR’s focused approach resulted in an impressive number of appointments, demonstrating their ability to generate valuable leads and engage potential clients effectively.

                  Conclusion

                  SalesAR’s performance in generating appointments and leads for OnPlan showcases its expertise in crafting targeted content strategies and engaging with potential clients efficiently. As a result, OnPlan found a reliable and effective partner in SalesAR, highlighting the potential for even greater success in future collaborations.

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