Case Study: Leading Accounting & Bookkeeping Firm achieves 39 appointments and 747 verified contacts in 12 weeks with Callbox

Callbox Aced Appointment Setting for Accounting Expert

Leading Accounting & Bookkeeping Firm, an Australia-headquartered provider serving AU, NZ, SG and MY, was losing differentiation as competitors adopted stronger branding and offers. To promote a new FREE TRIAL and secure meetings with qualified prospects, the firm engaged Callbox for Appointment Setting and Customer Profiling services.

Callbox ran targeted email outreach, Customer Profiling and Appointment Setting using its Pipeline Lead Nurture Tool and SMART Calling system, plus calendar invites to confirm meetings. Over 12 weeks Callbox verified/updated 747 contacts, set 39 appointments and generated 21 warm follow-ups (11 in weeks 1–4, 13 in weeks 5–8, 15 in weeks 9–12), producing measurable pipeline growth and increased trial engagement.