Case Study
Mergers & Acquisitions
Finance - Venture Capital & Private Equity
To
Consumer Services - Repair Services
Calls Made
0
Conversations
0
Appointments Set
0
Total Leads
0
Company Profile
This client is an operator-led private equity firm that invests in and partners with closely held private businesses. They take a unique approach and partner with highly talented Entrepreneurs-in-Residence (EIR) to acquire businesses with growth potential. Once an investment is made, an EIR assumes a full-time management role within the business.
Scope of Work
This client engaged SHP in 2024 to cold-call business owners in Plumbing, Heating, Ventilation, Air Conditioning, and Refrigeration (HVAC). With a smaller campaign of 500 dials monthly, we combined email outreach (Inside Sales Support) with cold calls with the goal of generating leads and appointments. While successful early on, a change in messaging for Month 3, allowed results to improve dramatically, providing higher quality opportunities.
Decision-Makers Targeted
Our primary target decision-makers are owners of businesses within Plumbing, Heating, Ventilation, Air Conditioning, and Refrigeration (HVAC).
Campaign Metrics
Finance - Venture Capital & Private Equity
Calls Made
0
Conversations
0
Appointments Set
0
Total Leads
0
DM Conversation Rate
0
%
Appointments Setting Rate
0
%
Lead Setting Rate
0
%
