What We Have: Our Telemarketing Edge

When you choose Ledger Leads as your marketing partner, you’re not just hiring a telemarketing company, you’re gaining access to a full suite of B2B prospecting solutions that can make all the difference when marketing in the financial services sector.

Telemarketing Talent and Technology

Here at Ledger Leads, we have everything you need for a successful telemarketing campaign in your target market. Our team of professional telemarketers and appointment setters deliver qualified prospects sourced from our massive in-house B2B database of business and corporate contacts – accounting/bookkeeping leads, CPA leads, financial planning leads, tax advisory leads, financing leads, or insurance appointments. In addition, Ledger Leads uses the latest telemarketing and CRM technology to conduct and manage campaigns, so that you can effectively oversee and direct the entire project.

Our Process

Ledger Leads follows a b2b marketing process well-suited to meet the special needs of marketers in the financial services sector. This involves closely working with our clients and thoroughly qualifying prospects according to our customers’ requirements and our own set of quality assurance standards. Briefly, our process works as follows:

  1. Identifying your target market.
  2. Contacting key decision makers.
  3. Qualifying them based on B.A.N.T. (budget, authority, need, and timeline).
  4. Putting your solution in front of prospects that fit the qualifications set.

Our Philosophy

Ledger Leads generates b2b leads and sales appointments by building trust and credibility on behalf of our clients. We are keenly aware that these two elements form the foundation of the financial sector and should be developed and maintained at every level in our campaigns. We handle your reputation as our own, and we focus on building relationships and practicing consistency. We also see to it that we maintain security and confidentiality.

What You Get: The Advantage You Need

Having Ledger Leads as your partner is not just a marketing choice. It’s an investment decision as well. That’s why we focus on delivering results that translate into returns. We want you to have every marketing benefit you need to succeed and grow.

  • QA-verified financial leads and appointments.
  • Lower costs – no overheads.
  • Higher conversion rates.
  • Improved sales effectiveness and efficiency.
  • Enhanced revenue potential.
  • Better likelihood of repeat business and client retention.
  • Optimal ROI.

Ledger Leads focuses on both effort and results to come up with a balanced approach. We provide the added benefit of customizable service packages to match the unique needs that every customer has. Our lead generation and appointment setting packages are specifically designed for promoting your accounting/bookkeeping, financial planning, insurance, and financing products/services but are also made flexible enough to address whatever special marketing requirements you have.

To start experiencing the benefits that Ledger Leads offers, contact us now for a free quote.