SMALL BUSINESS & STARTUP
RegIQ Solutions is a SaaS start-up company dedicated to changing the way medical devices are brought through the regulatory process by introducing MAGELLAN, the industry’s first Device Compliance Platform.
RegIQ engaged us to conduct an appointment-setting campaign for their product – 6 months before it was ready for the market. Despite having no software to demonstrate, no case studies or clients, and limited marketing materials, we rose to the challenge. The client couldn’t be happier with the high volume of qualified appointments booked and attended.
AwareBase is the leader in low cost web-enabled document and project management centric software and a provider of complementary IT and Business Process consulting services including Microsoft SharePoint implementations.
AwareBase had not previously outsourced their Lead Generation activities. LGI walked them through every step to ensure a successful campaign. LGI was able to generate a substantial number of qualified leads which is keeping the AwareBase Sales Team busy closing sales.
MDX Medical Inc. is a publicly traded medical technology company that has created AVID (Advanced Verification of Integrated Dose) software. AVID provides comprehensive visualization and analysis tools that allow medical physicists or dosimetrists to easily quantitatively compare planned and measured Intensity-Modulated Radiation Therapy dose distributions.
MDX’s question to LGI was simple – Could a telemarketer, untrained in medicine, really generate leads for a software solution used by highly trained medical physicists?
The answer was yes! LGI used a well targeted direct mail, phone, and appointment campaign to introduce AVID to new contacts. Of those prospects, more than 50 per cent converted to leads. This surpassed all of MDX’s expectations.
Power Sports Online is an online Canadian Power Sport (ATV’s, motorcycles, snowmobiles) classifieds resource. They currently dominate the Canadian search engines, mainly Google.ca, for top keywords as used motorcycles, motorcycles for sale, bike trader, motorcycles, motorcycle trader, used Honda motorcycles, used Harley Davidson, motorcycle dealers. The list goes on for every motorcycle and power sport related key phrases.
LGI was contracted to sell online advertising to Power Sport Dealers throughout the country, we weren’t generating leads we were closing advertising sales adding revenue and profits for our client.
At the conclusion of the campaign Power Sports Online was acquired. A large part of the acquisition was driven by the revenues that LGI had generated.
Blueline Safety was formed to help construction companies in Victoria, BC manage their safety programs. Since then they have created and refined a system that simplifies Safety Management, and can be implemented by any employer in any industry.
LGI was retained to generate appointments for the Principals of Blueline. At the conclusion of the campaign Blueline had invested $8,000 in LGI fees and netted $64,000 in new business. The $64,000 is considered high margin and mostly all gross profit.
Natural mineral cosmetics have become a new trend in the cosmetic industry and Accents Cosmetics by Cheri manufactures an exciting new product that is revolutionizing the industry. As a natural mineral cosmetic manufacturer, Accents was looking to increase their retail distribution when they turned to LGI to contact British Columbia spas and salons to introduce their product and set up appointments with the spas’ and salons’ purchasing managers.
LGI was able to deliver a high quantity of leads with prominent retail locations that Accents has secured as clients. In addition, Accents received extremely positive feedback from prospects about the professionalism of the LGI telephone calls.
Dutcher Developers is a startup small business sales training company. Being sales trainers they have access to some of the best sales talent on the planet. Even given their access to this talent they chose LGI for their Appointment Setting campaign.
Dutchers had no previous customers or case studies to support the LGI campaign. LGI was contracted to generate face-to-face meetings within Dutchers’ local geography. Our work with Dutchers has been a resounding success with a high quantity of quality face-to-face meetings booked and attended.
Monardo’s Services is a small business event staffing agency. They supply frontline staff in the field of hospitality; servers, cooks, housekeepers, concession workers, porters, and bartenders.
Monardo’s Services contracted LGI to book face-to-face meetings for their Executive team. Not only did LGI exceed the number of appointments guaranteed in the initial test pilot, but as usual, the appointments were very well qualified.
Royal Auto Marketing (RAM) is a Canadian automotive event sale, advertising, training and consulting company that is head and shoulders above all other alternatives currently in the market. This is a very unforgiving business and they needed a partner who could get to the right people and deliver their message in a compelling fashion.
LGI contacted automotive dealerships across Canada to introduce RAM and generate qualified leads of dealers interested in retaining RAM services. The LGI campaign generated a significant ROI (return on investment) for RAM and they couldn’t be happier with the results of the LGI campaign.
At SafetyTek, the goal is to reduce or eliminate the client’s safety paperwork through innovative software. The company has built an intuitive, easy-to-use platform that digitizes its client’s safety plan, thus eliminating paper processes to save clients time and greatly improve the accuracy of their safety documentation. SafetyTek believes its clients’ time is better spent on activities that build their company and enhance their safety culture.
SafetyTek contracted LGI to book demos of their SaaS software and couldn’t be happier with the results. Within the first 2 weeks of LGI’s calling campaign, SafetyTek closed their first sale from the leads that LGI generated. Even more exciting, LGI uncovered a prospect that represents the largest revenue opportunity SafetyTek has ever had in a single client (over 500 licenses/users). This is in addition to the dozens of demos and leads generated in 3 weeks of calling.
HIGH TECHNOLOGY & ADVANCED COMMUNICATIONS
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.
LGI performed lead generation services for several Microsoft Dynamics NAV Solution campaigns. They all required a lead generation firm that could understand Microsoft Dynamics NAV software, get past the gatekeeper, qualify the decision maker and convert to a lead.
Headquartered in Walldorf, Germany, SAP is the world’s largest inter-enterprise software company, and the world’s third-largest independent software supplier overall. They have a rich history of innovation and growth that has made them a true industry leader. Today, SAP employs nearly 30,000 people in more than 50 countries.
LGI performed lead generation services for SAP solution provider Coastal Range Systems (now known as Vision 33). This complex project involved a higher caliber of telesales professionals. LGI rose to the challenge generating over 162 leads in 4 months representing over $1,000,000 in potential revenues.
The ACCPAC brand is owned by Best Software. Best Software’s parent company, The Sage Group, plc. (London: SGE.L), reaches a global client base of 4.4 million SMB customers worldwide. It serves these businesses through more than 8,000 employees in operations in North America, the UK, France, Germany, Portugal, Spain, Switzerland, South Africa, Australia, and various countries in Asia.
LGI performed lead generation services for several ACCPAC solution providers, who required a lead generation firm that could understand ACCPAC Advantage and ACCPAC CRM software. These solution providers had utilized previous telemarketing companies in the past, with poor results. With LGI, in their words, we achieved “a very favourable return on investment”. The leads generated by LGI converted into a substantial volume of sales.
This client has agreed to provide a reference by telephone.
LGS Group (an IBM company) needed to increase attendance at their CRM seminars. LGI developed a marketing program and a solution that supported their direct mail campaign with successful results. A significant increase in attendees was attributed to the program.
Since its inception in 1986, Aptech (an HP reseller) has partnered itself with the industry leaders in computer and imaging systems, consumables, technical services and solutions.
From major vendors such as Compaq/Hewlett Packard, IBM, Microsoft, Toshiba, Tektronix/Xerox, Symantec and others, Aptech provides over 10,000 clients across Canada with a one stop solution for their consumable, equipment, software and accessory needs. Aptech is also an Authorized Service Centre for many of these brands as well as a service provider for Federal Warranty and VAC.
Aptech contracted LGI to generate leads for HP printers and consumables in the French speaking Montreal area of Quebec. A caller that had impeccable French was one of the main criteria. LGI delivered a significant quantity of qualified leads and received praise from prospects on the French speaking ability of our Lead Generation Specialist assigned to the project.
Working directly with Salesforce.com and a separate campaign for the POIM Consulting Group (a Salesforce.com Partner) LGI was contracted to generate qualified leads for the Salesforce.com CRM cloud platform as well as POIM’s sales 2.0 consulting services.
At the end of the campaigns LGI delivered several large and medium sized prospects for Salesforce.com and POIM to follow up on. Plans are already underway for the next campaign with LGI.
Epic Data Inc. shares trade on the Toronto Stock Exchange under the symbol “EKD”. Their company has been publicly traded since 1986. Epic Data has built their reputation on more than thirty years experience in implementing efficiency solutions for manufacturers in the Aerospace and Defense Industry.
Recently Epic Data hosted a UID webinar featuring well known presenters from the US Department of Defense and Key Defense contractors including Lockheed Martin and L3 Communications. It was critical that this effort be successful. To drive attendance to this webinar Epic turned to Lead Generators International (LGI).
LGI contacted aerospace defense contractors in Canada, the United States and the United Kingdom, including such companies as Raytheon, Northrop Grumman, Bombardier and General Dynamics. At the conclusion of our effort 153 companies registered and 106 companies logged on to view the webinar. LGI was successful in filling the Epic Data sales pipeline with more than 100 qualified prospects, including some of the largest aerospace contractors in the world.
Cronus Technologies Inc., core competencies includes Internet-based applications, enterprise portals, database development/administration and enterprise hosting services. Their clients include the Fortune 500 such as PepsiCo Inc., JC Penney Company Inc., Whirlpool Corporation, and Starbucks Corporation.
First and foremost, Cronus was looking for an extremely professional organization that could represent them and at the same time generate highly qualified leads for their content management software. In the words of Cronus, “LGI delivered highly qualified leads and made an excellent impression of our company with the prospects they spoke to.”
Alocet is a premier developer in the Intuit Developer Network and is at the forefront of management applications that integrate with QuickBooks. Alocet’s focus is to be the leading provider of scheduling software to the property service industry.
Based in Toronto, Ontario, Canada, Alocet could choose from several local telemarketing firms. Because they wanted a firm with a strong reputation for technology lead generation they chose Lead Generators International. At the conclusion of our lead generation campaign we produced a substantial amount of highly qualified leads for their QXpress software.
IP Applications Corp., provides comprehensive outsourcing solutions that enable service providers to deliver high quality Internet services and support. A leading provider in the industry, IP Applications has an enviable customer list, providing secure Internet business solutions to Sprint, TELUS, Excel Telecommunications, Skycable, AOL, and Navigata.
IP Applications wanted to expand its inside sales team. They choose LGI to implement a total turn key solution including; CRM selection and set-up, list sourcing, phone equipment purchase, interviews, screening, selection and training of staff. As a result, sales leads have increased 225% since the inception of the program.
Peerless Engineering Sales Inc. has been a provider of general industrial equipment, machinery, and innovative motion control solutions to the British Columbia and Alberta markets since 1947. They have earned a reputation for delivering state-of-the-art products and service to their customers.
Our Lead Generation campaigns for Peerless involved discussions of complex engineering products with a very knowledgeable and experienced target market (fellow Engineers). Our lead generation team had the necessary skills and expertise to represent Peerless and speak intelligently about their products with potential clients. The result? Peerless acquired several new high profile clients, including Mercedes-Benz, OEM Remanufacturing (owned by Finning Tractor), BCIT and the University of Alberta.
SeatAdvisor delivers a smarter ticketing and patron management solution to help venues worldwide nurture and grow their audiences. As a proven innovator since 1999, the company combines a powerful but easy-to-use ticketing system with integrated fundraising, analytics, marketing and CRM capabilities.
LGI’s performance matched the high caliber of SeatAdvisor’s in-house inside sales team, which has been in operation for several years. At all times, LGI maintained the highest standards, delivering quality appointment after quality appointment. Throughout the campaign, LGI was extremely professional and was conscious of representing the SeatAdvisor brand with integrity.
Ultrasonix Medical Corporation designs, manufactures and distributes innovative ultrasound imaging systems and solutions.
LGI was contracted to conduct a series of interviews with Ultrasonix customers to determine how good a job their product and customer support teams were doing.
The research data gathered was instrumental in drafting their strategic plans for sales and customer support.
This client has agreed to provide a reference by telephone.
Delfi Medical Innovations is a world leader in tourniquet technology, development and evaluation. Delfi’s patented products are designed to meet the unique needs of specialty patient groups, surgeons, operating room nurses, surgical technologists and pre-hospital medics. Members of the Delfi team have been extensively involved in tourniquet development and evaluation for more than 20 years.
LGI provided a double digit lead flow for the Delfi sales team to follow up on. The campaign involved targeting out patient care centers in the United States.
Pyng Medical, an award winning medical device company, partnered with LGI to boost their sales of the FAST1 Intraosseous Infusion System in the US marketplace. FAST1 is a cutting-edge resuscitation device specifically designed for demanding emergency environments and has been adopted by emergency medical services, hospitals and military medical units worldwide.
To strengthen Pyng’s foothold in the US marketplace, LGI implemented a two phase campaign. Phase I was a comprehensive market survey to assess the size and scope of the US market for FAST1. Results of the survey showed a clear unmet need for a device such as FAST1, but also revealed strong competitor pressure in the marketplace. LGI then moved onto Phase II, working to swiftly convert potential interest in the product into solid sales leads. LGI identified decision makers within the US hospitals, secured appointments with influencers and coordinated with Pyng sales teams to visit the hospital, demo the product and secure new sales.
The campaign resulted in more than 300 new sales targets for Pyng Medical, an impressive 30% conversion rate from prospects to leads.
For 25 years, Healthways has been innovating Health and Care Support solutions for hospitals, health plans, employers and healthcare providers to improve patients’ health, enhance the fundamental care experience and reduce the cost of care. They are the largest, most experienced health and care support company in the industry, providing services to more than two million people and the physicians who care for them.
In the words of Healthways; “LGI did cold calls for us in order to secure appointments for our sales staff to introduce a new health support product. Their work was impressive. In three months, as a result of LGI, we have $500,000 in sales opportunities in our sales pipeline and LGI uncovered an additional $4,000,000 in RFP opportunities.”
This client has agreed to supply a reference by telephone.
Vitality is the world’s longest-standing health enhancement program, covering more than 1.5 million members across the United States, United Kingdom and South Africa. Early adopters in the United States include Alcon, AOL, Aspirus, General Growth Properties and Lenovo. Clients in the UK and South Africa include Bloomberg, Citibank, Coca-Cola, Dell, Goldman Sachs, IBM, Kraft, McDonalds, Microsoft, MTV, Nike, Oracle and Samsung. The Vitality program is at work in companies of all sizes and in all industries, improving individuals’ health and employer and health plan bottom lines.
LGI was contracted to generate appointments for the Vitality National Sales Team. As a result of LGI’s efforts a significant amount of sales opportunities were added to the Vitality Sales Funnel. For more details please review the linked reference letter.
The Yellow Pages Group (YPG) is Canada’s largest telephone directories publisher and has been an industry leader since it published its first directory in 1908. YPG has announced the acquisition of Advertising Directory Solutions Holdings Inc. from an affiliate of Bain Capital for approximately CDN $2.55 billion.
LGI performed lead generation services for YPG’s authorized distributor KS2 Solutions who required leads of businesses that were qualified and interested in purchasing Yellow Pages online directory advertising for www.yellowpages.ca. KS2 had utilized previous telemarketing companies in the past with poor results. LGI was selected for the campaign due to our professional staff who were essential in representing the Yellow Pages brand. In the words of the client: “LGI delivered a substantial volume of leads in a short period of time.”
UNIGLOBE is a leading provider of travel management services in Western Canada that specializes in managing the diverse and changing travel needs of companies and travelers. As part of a large global organization with agencies in more than 60 countries across six continents, UNIGLOBE Travel is a recognized brand.
UNIGLOBE was particularly adamant that their brand must be represented with the highest standards. For their campaign, LGI completed a 3-week test pilot using one of our Lead Generation Specialists. The results have been outstanding: 23 appointments booked and attended by UNIGLOBE sales staff, in addition to 8 highly qualified leads generated.
Invention development and working with individual inventors require a unique skill set. Innovative Licensing & Promotion, Inc. works alongside inventors through the entire invention process to bring their dream to market reality. Innovative’s services range from early-stage idea development and patent application through to late-stage manufacturing, licensing, distribution and marketing consultation.
Since outsourcing their entire Licensing Department to Lead Generators International (LGI), LGI has completed over 40 individual call campaigns. These campaigns require careful handling of the individual inventors, negotiating with large corporations, and business savvy.
Top Drawer Media is a multi-disciplinary creative agency that spans all forms of media buying and media management, both digital and physical.
LGI contacted C Level (Chief Marketing Officer, VP Marketing, Director Marketing) Executives of the largest companies in Canada (based on their annual advertising spend and gross annual revenues a list LGI sourced). Generating Leads was no easy feat, with a mired of Gatekeepers, Executive Assistants, and voicemails to navigate passed, but LGI most certainly delivered on their guarantee of qualified leads with these C Level Executives!
ACETECH is a training organization for CEOs of technology, life sciences, and innovative companies looking to grow their revenue faster with less risk.
Tasked with multiple campaigns to exclusively cold call CEO’s and register them for CEO educational and networking events held by ACETECH. These Teleboosting campaigns required senior level Lead Generation Specialists that could connect with the Senior Executives on the ACETECH Prospect Cold Calling Lists. As a result of LGI’s work ACETECH’s events were sold out and booked to capacity.
For over 40 years The McQuaig Institute has been developing behavioural assessment tools servicing many Fortune 500 companies as well as smaller accounts globally. In the past, McQuaig had utilized another telemarketing company to generate leads with very poor results and understandably, McQuaig was very skeptical that LGI could achieve better results.
Not only did LGI deliver a large number of highly qualified leads, McQuaig reports that when they look back at all their marketing activities they have employed in recent years, the LGI program generated the most leads and to date, has provided the greatest ROI on marketing dollars.
Infosurv, Inc. is a market research firm based in Atlanta, Georgia and located in the heart of the Buckhead business district. Since its inception in 1998, Infosurv has established itself as a recognized leader in the field of online survey research. A privately held corporation, they have served clients in a wide variety of industries and geographies.
Their years of experience and expertise have made them the trusted online survey provider to 200+ Fortune 500 corporations, major government agencies, national associations, smaller companies and non-profit organizations.
LGI was tasked with setting appointments with Fortune 500 Executive Marketing VP’s. LGI was able to deliver meetings with a multitude of executive VP’s, which filled the Infosurv sales pipeline.
This client has agreed to provide a reference by telephone.
Wolfco Bailiffs has been a successful bailiff and collection operation since 1999 with over 20 years of combined industry experience and expertise. They have acted for some of Canada’s most reputable companies.
Wolfco Bailiffs wanted sales leads generated, new clients secured, and after sales support. LGI rose to the challenge and generated a significant volume of new business for their collection and bailiff divisions.
Polecom Manufacturing Inc. is a high end manufacturer of steel infrastructure poles and products. They also offer a complete product line which includes power transmission and distribution structures.
As with all businesses, their client relationships are critical to their success and rightfully so they are extremely protective of these relationships. They didn’t have the resources in-house to execute a Customer Survey Campaign, a Lead Generation Campaign, and Appointment Setting Campaign. They selected Lead Generators International (LGI) to perform these services in an extremely short period of time.
Pacific Safety Products Inc., is an established industry leader in the production, distribution and sale of high performance safety products such as: ballistic, stab and fragment protection vests; bomb and land mine retrieval suits; tactical clothing; emergency medical kits and rescue equipment. Founded in 1984, PSP has grown to include more than 130 employees at three Canadian facilities.
LGI was responsible for contacting government and private ambulance and fire stations introducing PSP’s product lines, gathering valuable marketing intelligence and generating sales leads from existing and prospective clients. Substantial quantities of qualified leads were generated by LGI.
As a business-to-business distributor, Janitors’ Warehouse serves the janitorial, carpet and fabric, fire and flood industries with both supplies and expertise. With eight locations throughout British Columbia, and a large equipment service department, their company continues to grow rapidly.
When Janitors’ Warehouse contracted Lead Generators International (LGI) to market to their former customers, they asked for the calls to be recorded so they could gauge the interest of those clients. LGI did just that, recording the calls and providing the client with indexed audio files. This allowed Janitors’ Warehouse to understand the nuances of LGI’s conversations with their former customers, and gave them even more information on what those clients wanted.
With a staff of more than one hundred people, and offices in cities ranging from Santiago, Chile, to Montreal, Quebec. Many of Rayton Packaging clients have been with them for more than twenty years because of their commitment to service and expertise in sales, films, printing, research and development, and manufacturing.
When Rayton Packaging contracted LGI to perform lead generation they wanted a professional telemarketing firm that would represent them very professionally and at the same time deliver a high quantity of highly qualified leads. In Rayton’s words, “Lead Generators International(LGI) delivered what we hoped for and more.”
Concord Pacific Group, one of North America’s largest property developers, needed the most professional telemarketing group they could find in Vancouver – they chose LGI. We generated leads for their sales staff who were selling one of Concord’s new premier developments; Quay West II. The project was a huge success with over 2,000 qualified prospects attending their launch event. Subsequently, Quay West II completely sold out in record time.
M Private Residences Inc. provides equity, shared ownership of a portfolio of luxury vacation homes around the world. With destination properties in British Columbia, Hawaii, Phoenix, Las Vegas, Palm Springs, New York, London, France, Barbados, and Mexico, their sales process requires a very focused and professional type of sales service.
LGI was contracted to generate attendees for a series of three webinars showcasing the shared ownership of the M Private Residences luxury properties. LGI was successful in generating a significant number of viewers of each webinar which resulted in over 100 sales leads for the M Private Residences sales team to follow up on.
BC Safety Authority (now known as Technical Safety BC) is an independent, self-funded organization mandated to oversee the safe installation and operation of technical systems and equipment. In addition to issuing permits, licences and certificates, they work with industry to reduce safety risks through assessment, education and outreach, enforcement, and research.
LGI was contracted for several campaigns, undertaking telephone surveys as well as updating their customer database. The campaigns required very detailed transcription and attention to detail and that’s exactly what LGI delivered.
Credit Valley Conservation (CVC) is a community-based environmental organization, dedicated to protecting, restoring and managing the natural resources of the Credit River Watershed. Established by the provincial government in 1954, CVC is one of 36 Conservation Authorities in Ontario. As the primary scientific authority for the watershed, CVC works in partnership with municipal governments, schools, businesses and community organizations to deliver locally-based programs.
CVC had never undertaken an outsourced Cold Calling Lead Generation Campaign for their Greening Corporate Grounds Program. The LGI campaign generated nearly triple the amount of Leads guaranteed under the contract. These Leads were not merely information requests, these were highly qualified clients interested in meeting with CVC to discuss engaging their services.
INSURANCE & FINANCIAL SERVICES
Royal & Sun Alliance Canada is part of the Royal & Sun Alliance Group plc. Dating back to 1710, they provide a comprehensive range of insurance and financial services to customers worldwide. They have leading or significant market positions in the UK, Scandinavia and Canada. Royal & Sun Alliance currently transacts business in 130 countries and has 20 million customers around the globe.
Expectations of Royal & Sun Alliance were that LGI would contact a segment of their brokers to collect information and determine their interest in a new product opportunity. Their expectations were exceeded with 36% of the database converting to qualified leads.
*Trade Mark owner: Royal & Sun Alliance Insurance Group plc. This trademark is used under license.
The Execxis Benefits team has been providing financial services to Edmonton and area corporations for over 25 years. When they required appointments set with key decision makers in the Alberta market for their Group Benefits Services they selected Lead Generators International (LGI). In the beginning, they were skeptical, as the LGI cost per appointment was significantly higher than competing lead generation firms. At the conclusion of the campaign LGI delivered appointments that represented very significant commissions to Execxis. Execxis felt they received excellent value for the fees paid to LGI.
For more than 10 years Ascension Benefits Inc. has been meeting the needs of companies, individuals and families for group benefits, individual insurance and investment products.
Ascension turned to Lead Generators International (LGI) to book appointments for their Group Benefits Consultants. In the first few weeks of the lead generation campaign, LGI acquired a lead that generated a $15,000 yearly commission for the Group Benefits Consultant. This was just one of dozens of leads generated in the first month of calling. In the first month alone LGI delivered over a 500% return on investment.
In 1945, a group of Saskatchewan wheat farmers decided to pool their collective resources to start an insurance co-operative. In those first years, many Saskatchewan Wheat Pool field men wore two hats: carrying out the business of the Wheat Pool and selling life insurance for the new company.
LGI was contracted for a series of campaigns focusing on their Group Benefits practice and General Commercial Liability Insurance.
Accutrac Capital provides trucking companies with a continuous source of operating capital through the purchase of their receivables. This practice is referred to as factoring.
LGI was contracted to set appointments for trucking companies interested in selling their receivables for immediate cash. In the words of the client; “When we contacted Lead Generators International (LGI) we needed to achieve results immediately (within one week). We needed qualified leads that were interested in using our service. We could not afford to waste valuable time following up on unqualified leads as is so common delivered among many low cost, low quality companies in the call center industry.”
LGI delivered on its promise generating a high quantity and quality of leads for Accutrac.
Their mission is to gain the confidence of people who are predisposed to comprehensive planning concerning business succession, retirement and estate issues. They strive to achieve this through the use of a financial planning process and information systems that will assist their clients in making financial decisions they can be confident in.
Not every campaign is perfect and we wanted to share with you a campaign that initially started off with results falling below expectations, however the LGI team worked diligently to turn things around. In the end the campaign was a complete success and in the words of the client; “The leads from LGI’s work have been very positive and productive. LGI achieved the milestones they promised to us, and we are pleased to recommend them.”
Investors Group, founded in 1926, is a national leader in delivering personalized financial solutions to Canadians through a network of approximately 4,500 Consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with approximately $125 billion in total assets under management as of June 30, 2013.
LGI was contracted to set appointments with companies in order to conduct Lunch n Learn sessions with their employees. The purpose in holding these sessions was to present information on individual insurance (critical illness, disability and life), portfolio review and investment services. LGI’s campaign generated a number of qualified leads for the client and the sessions led to new client commissions, giving our client a significant return on their investment in LGI’s services.