Sales (FSB)

📞 Case Study: Revolutionizing Appointment Setting with Multi-Channel Automation

Client Overview

Company: The Federation of Small Business
Industry: B2B Business Services
Size: 150+ Membership Advisors
Challenge: Low appointment setup conversion rates, high agent workload, and limited digital outreach capabilities.

The Challenge

The Federation of Small Business faced a common but critical issue: their membership advisors were spending too much time on manual outreach with limited visibility into lead behavior. Their marketing efforts were siloed, and they lacked the tools to scale personalized engagement across platforms like LinkedIn, Facebook, email, and SMS.

The Solution: All-in-One Automation Suite

The Federation of Small Business implemented the LeadHootz automation platform that transformed their operations across 4 key areas:

1. LinkedIn Automation

• Automated direct messaging and content posting.
• Result: 3x increase in B2B lead engagement and 40% more booked demos.
  
  

2. Email Marketing Automation

• Access to a database of over 600 million emails.
• Result: 5x increase in outbound email volume with a 22% open rate and 12% click-through rate.
  
  

3. SMS Marketing Automation

• Leveraged 400 million targeted phone numbers.
• Result: 35% response rate on SMS campaigns and a 20% boost in appointment bookings.
  
  

4. Real-Time Link Click Tracking

• Identified and tracked high-intent website visitors.
• Result: Enabled real-time follow-ups, increasing close rates by 28%.
  
  

The Results

Conclusion

By integrating the LeadHootz automation suite, The Federation of Small Business not only streamlined their outreach but also empowered their agents to focus on high-value conversations. The result was a dramatic increase in productivity, engagement, and revenue.