Firms often implement great marketing activities (direct mail, sponsorships, trade shows) but don't do the follow-up necessary to actually get a return on their investment.  The Whetstone Group's telephone lead generation team will set appointments for you with interested prospects to help you transition your marketing activities into sales opportunities.  Your end result:  higher ROI on your marketing investments and a consistent pipeline of qualified sales leads.

How We Help

Once you contact Whetstone to discuss your objectives, we agree on the best timing and approach to your calling effort.  After a brief conference call with our representatives to discuss your firm, services, target market and objectives, our callers develop their approach and start having conversations with your targets.  There is no minimum campaign size and no set up fee.  Leads are emailed to you as they are set and you get daily updates. If adjustments are needed, we contact you right away to discuss how to proceed.  Utilize our team to:

  • Recruit attendees for webinars or seminars
  • Follow up with attendees after events to set sales appointments
  • Contact leads collected at a trade show or conference to meet face-to-face
  • Meet with prospects who have indicated interest by clicking on e-newsletter articles or banner ads
  • Set sales appointments with interested prospects as follow-up to direct mail or email campaigns
  • Generate leads to grow your employee benefit plan audit practice