Case Study: Leading Property Tax Consulting Firm achieves 100+ qualified monthly appointments and higher conversion rates with Callbox appointment-setting and PipelineCRM

Callbox Revs Up Tax Consulting Firm’s Sales Efforts

Leading Property Tax Consulting Firm is an independent, national firm with 19 offices providing property assessment and tax management services for commercial, industrial, multi‑residential and special‑purpose properties. To bulk up the sales pipelines for its regional Managing Consultants, the firm engaged Callbox for an aggressive telemarketing appointment‑setting program and access to Callbox’s PipelineCRM appointment‑setting tool.

Callbox assigned dedicated appointment setters to each office, used client‑approved scripts and strict qualifying criteria, emailed prospects marketing collateral, and delivered appointments via PipelineCRM. As a result, Callbox now supports 14 of the firm’s 19 locations (including the Arizona head office) and delivers over 100 highly qualified appointments per month, driving higher conversion rates and providing coherent, single‑source market feedback so consultants can focus on core services.