Flatworld Solutions Provided Appointment Setting Services to a Leading Financial Services Firm

Case Study On Appointment Setting Services to a Leading Financial Services Firm

The Client

The client is a leading financial services firm based in the US that helps debtors to understand their financial issues, resolve their debts, and refer them to an attorney whose primary goal is to protect and enforce their legal rights, in an attempt to get them to true financial freedom.

Client's Requirement

The requirement was for an outsourcing partner to set up appointments for the client's sales team to close. An additional requirement was to provide agents to cover all the US shifts.

Business Challenge

The client was looking for an outsourcing partner to call up prospects in a professional manner and set up appointments while still maintain high standards of courtesy so that the brand image would not be harmed. The client also wanted us to judge which leads were warm and send them to the sales team for closur. In addition, we had to to set up appointments for the sales team. Another mandate was to be able to scale up gradually and be flexible enough to accommodate various shifts across the United States of America.

FWS' Solution

Keeping in mind, the above-mentioned requirement Flatworld Phillipines was able to shortlist and onboard 5 resources within 7 business days who were able to produce the desired results right from the very first day.

The Result

The client is extremely pleased with the team and deliverables and hence, increased the team size to a team of 10 appointment setters. The client is also planning to add a team of sales closures as well in the near future.

Outsource Appointment Setting Services to Flatworld Solutions

Flatworld is the go-to service provider when it comes to appointment setting and lead generation services. With over 19 years of experience in providing a gamut of lead generation and appointment setting services, we dominate the sphere in local and international regions. If you too like out client require setting up appointments with warm leads, we can do so easily, saving you significant amounts of hassles and costs in the process.

If you have a requirement for appointment setting services, simply get in touch and we'll help you get started.

Contact Us


Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Read our Policy.

Info Email


Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000

Our Customers

  • Movement Mortgage
  • Alcon
  • ARI
  • Maximus
  • Redwood E-Learning Systems

Call Center Services in Philippines Hire Talented & Friendly Agents for your Call Center Read More