success stories

Lead Generation for a Financial Consulting Firm

Marketing Objective:

Develop a lead generation program that encompasses the following key tactical components: market research, prospect identification, outbound calling, direct mail and sales collateral fulfillment.

Personal Touch:

  • Conducted primary research to determine whether or not the prospect company was a fit for the services delivered by the client.
  • Performed outbound calling to prospects confirming all contact info which was then entered into database.
  • Collaborated with the client to identify which prospects were to be promoted to the next stage of the sales process.
  • Sent a series of direct mail packages to targeted CEO’s highlighting the client’s service offering.
  • Mailed a marketing package to CFO’s of the same companies complete with marketing message and proposing a face-to-face meeting with our client.
  • Followed up each stage with complete report, debriefing, and consultation with the client.

Business Impact:

  • A successful, integrated, multi-faceted campaign that consistently produced positive results for the client.
  • Peace of mind for the client as MMG managed the lead generation process from prospecting to literature fulfillment and proposed appointment setting.
  • Process has been employed on a repeated basis to refill pipeline with new leads and build an ongoing potential client database.
  • Quality maintenance of all database records, as well as inventory for direct mail package fulfillment.