Effective outreach can be the difference between a lead that converts and one that slips through the cracks. In today’s digital-first world, capturing attention and establishing credibility right from the first touchpoint is critical. One powerful way we’re helping our clients achieve this is through Branded Calling. Here’s a deep dive into how this tool has transformed our lead outreach strategy and boosted engagement rates.
The Challenge: Diminishing Reach Rates
For many firms, a typical digital lead journey starts online. Potential clients fill out a form, submit their information, and expect to be contacted. But even with all the right steps, reaching these leads can be a challenge. For instance, when our team reaches out on behalf of our clients, we assign a leased phone number that’s used specifically for call and text outreach. This ensures a consistent and dedicated contact line for each client.
Yet, despite this setup, we started to notice a trend that’s all too familiar for many in the industry: reach rates were falling. Specifically, our reach rate had dipped to about 50%, affecting overall lead conversion. When calling, we found that leads were increasingly ignoring or avoiding calls from unrecognized numbers. We knew something had to change if we wanted to improve engagement and secure more conversions for our clients.
The Solution: Introducing Branded Calling
Our answer? Branded Calling—a simple yet highly effective addition to our outreach approach. With Branded Calling, when we reach out to leads on behalf of a firm, we’re able to display not just the phone number but also the firm’s name on the caller ID. This instantly boosts familiarity and credibility, helping leads feel more at ease picking up the phone.
We implemented this approach with three firms over a three-month test period. The goal was to see if Branded Calling would make a measurable difference in reach and engagement rates. Here’s what happened.
The Results: Measurable Increases in Reach and Conversions
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Doubling of Lead Sign-ups
After Branded Calling was implemented, the number of leads doubled in the following three months—a remarkable improvement that showcased the strategy’s effectiveness.
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Significant Reach Rate Improvement
One of the most impressive results was the improvement in our reach rate. With Branded Calling, we saw our rate increase 75%, a clear indication that leads are more likely to pick up when they see a recognized firm name on caller ID.
The Big Picture: Enhanced Client Success and Engagement
The results of our Branded Calling test went beyond improved numbers. For our clients, the higher reach and sign-up rates mean more potential clients secured and higher chances of closed deals. For our team, the benefits include an increase in the minutes spent actively engaging with leads and more signed retainers, helping us strengthen client relationships and improve overall outcomes.
Looking Forward
As we continue to refine our lead engagement strategies, tools like Branded Calling are becoming central to our outreach approach. By building trust from the very first call, we’re setting the stage for more successful client relationships. It’s a win-win for both our clients and us—and we’re excited to roll out this strategy to more firms in the coming months.
For firms that are eager to convert leads into clients, consider the impact of your first contact with each lead. With branded calling, you’ll gain a critical advantage in a crowded digital landscape.
