Case Study: Openwork achieves successful appointment setting with The Telemarketing Company

Openwork - Customer Case Study

Openwork, one of the UK’s largest financial advice networks, wanted support with a larger-scale appointment setting campaign to contact existing clients by phone and encourage them to book no-obligation reviews of their retirement plans and options. Openwork chose The Telemarketing Company (TTMC), an FCA authorised and regulated business, to help deliver the campaign and support its advisers with client engagement.

The Telemarketing Company implemented a structured appointment setting service, using best-practice calling windows such as weekends and weekday evenings to reach more working clients, and timing calls to follow up shortly after letters were sent. TTMC’s data expertise also helped streamline secure data sharing and uploads. The approach quickly improved both the level and quality of client engagement, and Openwork reported successful appointment bookings for its professional advisers, with plans to roll out further campaigns.

Openwork