Discovery Call Booking for an AI Decision Intelligence Platform

Client Profile

Our client provides an advanced, AI-powered decision intelligence tool built specifically for service operations. Designed to streamline operational efficiency and optimise complex decision-making, the platform enables large organisations to improve service delivery, reduce operational friction, and make data-driven decisions in real time.

The Challenge:

Due to the highly technical nature of the software, the client’s internal sales team had their highly skilled closing Account Executives split between cold prospect research, top-of-funnel outbound calling, and high-level deal closing.

To accelerate growth, they required a dedicated, strategic outbound campaign to raise brand awareness, identify key decision-makers across mid-market and enterprise organisations, qualify prospects on technical alignment, and consistently book qualified discovery calls. The objective was to free up internal Account Executives to focus entirely on progressing and closing sales opportunities.

Key Project Details:

  • Duration: 6-Month Project
  • Target Sectors: Banking, Insurance, Healthcare (Private), and Business Process Outsourcing (BPO)
  • Company Size: Turnovers between £50m – £500m
  • Target Decision-Makers: Chief Operating Officers (COOs), Chief Technology Officers (CTOs), Operations Directors, Heads of Transformation, and Heads of Contact Centres (in larger organisations)

Our Approach:

Bee Connected Marketing executed a multi-channel outbound strategy combining targeted telemarketing with supporting email outreach.

Strategic Targeting & Profiling: We mapped target organisations across the specified turnover bracket and identified senior decision-makers across operations, technology, and transformation functions.

Multi-Channel Outreach: Email was deployed as a supporting channel to track initial engagement, identify potential interest, and provide data-driven insights into which job functions responded best within each sector. These metrics directly supported the client’s internal content generation strategy.

Phone-First Engagement & Qualification: Using email engagement to prioritise calling lists, our telemarketing specialists conducted direct conversations to explore operational pain points, build brand awareness, and qualify prospects against strict technical criteria to book qualified discovery calls.

Discovery Call Booking:

Owing to the technical complexity of the platform, prospects matching the agreed criteria were booked directly into qualified discovery calls. This gave the client the opportunity to thoroughly explore sales opportunities prior to scheduling formal software demonstrations.

The Results

The campaign delivered consistent, high-quality pipeline volume throughout the 6-month engagement:

1 Qualified Discovery Call booked per 1.5 days of outreach activity.

2.5 Nurture Pipeline Opportunities identified and added per 1 day of outreach activity.

Actionable Sector Insights: Email response data clearly highlighted the top-performing job roles per sector, enabling the client to refine their internal marketing collaterals and messaging.

Accelerated Sales Cycles: Offloading prospect research and cold calling from internal Account Executives allowed them to dedicate full attention to active leads, resulting in faster pipeline movement and higher deal conversion rates.

Success Stories

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By taking away the task of early-stage research and cold calling that my team dreaded, they were better able to focus on relationship building and converting revenue more quickly than we’d seen before outsourcing.

Director of Sales

Ready to buzz with new business?

We're ready are you? At Bee Connected Marketing, we're built for businesses that are serious about growth. We'll connect you with the right decision-makers, fill your pipeline with qualified opportunities, and keep your sales team busy doing what they do best, closing deals.

Don't let your competitors reach key decision-makers first. Every day without a strategic outbound marketing approach is a day of missed opportunities. Let's change that.