Lead Generation Case Study for Barbs’ Angel Investing in the Trucking Industry

Campaign Snapshot

Company: Barbs’ Angel Investing (BAI)
Industry: Angel Investing (Trucking & Logistics)
Target Location: United States
Target Prospects: Trucking company owners and transportation entrepreneurs
Service Provided: Logistics Lead Generation & Appointment Setting
Campaign Goal: Generate qualified leads and book appointments with trucking entrepreneurs seeking investment and strategic partnerships
Campaign Duration: 4 months
Channels Used: B2B Telemarketing, Email Marketing
Total Appointments: 47 qualified appointments

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 18,600+
• Emails Sent: 11,000+
• Total Conversations: 2,600+
• Average Monthly Calls: 4,650+

Company Overview

Barbs’ Angel Investing (BAI) is an investment firm focused on supporting entrepreneurs in the freight trucking industry. They partner with logistics business owners to help them improve operations, build sustainable companies, and reduce the high failure rate common in the transportation industry.

The Challenge

BAI relied severely on traditional networks to find investment opportunities, which resulted in an inconsistent pipeline of qualified logistics entrepreneurs.

The firm faced several challenges:

• Inconsistent flow of investment‑ready prospects
• Difficulty reaching trucking business owners directly
• Limited outbound prospecting structure
• Heavy reliance on referrals and industry contacts

They required a targeted B2B lead generation and appointment setting campaign to consistently reach trucking entrepreneurs seeking growth capital and strategic support.

Campaign Objectives

The primary goals of the campaign were:

1. Identify trucking business owners seeking capital or partnerships
2. Reach decision‑makers in small and mid‑size trucking companies
3. Book qualified investment discovery appointments
4. Build a predictable pipeline of trucking investment opportunities

Outbound Outreach Strategy

Targeted Trucking Prospect Lists

We built focused prospect lists including:

• Owner‑operator trucking companies
• Small and mid‑size fleet operators
• Regional freight carriers
• Logistics and transportation businesses

As part of our B2B list building services, every contact was verified and segmented by role, company size, and operational status.

Multi‑Channel Outreach

B2B Telemarketing

• Direct conversations with trucking company owners
• Messaging focused on growth, capital access, and operational support
• Real‑time appointment booking

Email Marketing

• Follow‑up emails after calls
• Overview of investment and partnership benefits
• Links to schedule consultations

Qualification Criteria

Before booking any meeting, prospects were qualified to guarantee strong fit:

• Active trucking or logistics business
• Owner or key decision‑maker role
• Interest in investment, scaling, or operational improvements
• Availability for a discovery call

Only qualified and ideal customer profiles  were scheduled for appointments.

Booking Method

We schedule qualified prospects directly into the clients calendar.

• Direct calendar booking with the investment team
• Confirmations via phone or email
• Reminder messages to reduce no‑shows

Campaign Results

The campaign delivered a consistent flow of qualified trucking investment opportunities.

Appointment Outcomes

• Total appointments booked: 47
• Average monthly appointments: 11–12
• Estimated contact‑to‑appointment conversion: 5–7%

Pipeline Impact

• Qualified opportunities created: 31+
• Estimated partnership deals: 9+
• Average investment size: Not disclosed
• Estimated pipeline generated: $3M+
• Appointment consistency improvement: 210%+

Why the Campaign Worked

Industry‑Specific Targeting: Each prospect list was filled with high quality logistics business likely to require capital and strategic support.

Direct Owner Conversations: Our telemarketing connected the client directly with business owners making investment decisions.

Growth‑Focused Messaging: Multichannel outreach highlighted scaling, sustainability, and reduced business risk.

Predictable Outbound Model: Lead gen campaign replaced referral‑based sourcing with a structured lead pipeline.

Sample Outreach Workflow

1. Identify trucking businesses in target markets
2. Launch telemarketing to reach owners and operators
3. Introduce BAI’s investment partnership model
4. Qualify interest in scaling or capital support
5. Send follow‑up email with investment overview
6. Schedule qualified discovery appointment
7. Client team conducts evaluation and partnership discussion

Key Performance Summary

• Campaign Duration: 4 months
• Total Appointments: 47
• Monthly Average: 11–12
• Qualified Opportunities: 31+
• Estimated Partnerships: 9+
• Pipeline Generated: $3M+
• Consistency Improvement: 210%+