Payment Processing Lead Generation Case Study for Pay With Cause

Campaign Snapshot

Company Name: Pay With Cause
Industry: Payment Processing & Fintech
Target Location: United States
Target Prospects: Small and mid‑size business owners
Service Provided: Merchant Services Lead Generation & Appointment Setting
Campaign Goal: Book qualified appointments with business owners interested in switching or upgrading payment processing
Campaign Duration: 6 months
Channels Used: B2B Cold Calling, Email Marketing
Total Appointments: 149 qualified appointments

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 27,300+
• Emails Sent: 16,100+
• Total Conversations: 3,860+
• Average Monthly Calls: 4,550+

Company Overview: Pay With Cause

Pay With Cause is a US based payment‑processing platform operating in the payment processing and fintech industry. They help businesses who accept card and digital payments. They also automatically direct a portion of each transaction toward charitable causes. Pay With Cause combines merchant services with built-in social impact. Allowing businesses to lower processing costs and contribute to community initiatives without changing their checkout process.

The Challenge

Pay With Cause required a consistent flow of quality lead and appointment setting system to reach business owners and introduce a new payment‑processing alternative.

Their team faced several challenges:

• Difficulty convincing businesses to switch payment processors
• Low response rates from traditional outreach
• Highly competitive merchant services market
• Inconsistent pipeline of qualified merchant leads

They needed a results‑driven outbound campaign to generate a consistent flow of appointment setting with business decision‑makers.

Campaign Objectives

The primary goals of the campaign were:

1. Identify businesses with active card processing needs
2. Reach owners and financial decision‑makers
3. Book qualified appointments for payment‑processing consultations
4. Build a predictable pipeline of merchant opportunities

Outbound Outreach Strategy

Targeted Merchant Prospect Lists

We built targeted prospect lists including:

• Retail stores
• Restaurants and hospitality businesses
• Service‑based companies
• Professional offices
• Local franchises and multi‑location businesses

Each contact was verified and filtered by demographic data, role, business size, and location.

Multi‑Channel Outreach

B2B Cold Calling

• Direct conversations with business owners and managers
• Cost‑savings and social‑impact messaging
• Real‑time appointment booking

Email Marketing

• Follow‑up emails after calls
• Simple comparisons of processing benefits
• Links to schedule consultations

Qualification Criteria

Before booking any meeting, prospects were screened to ensure strong fit:

• Active card or digital payment processing
• Owner or financial decision‑maker
• Interest in reducing fees or supporting charitable initiatives
• Availability for a discovery call

We only scheduled highly qualified prospects for appointments.

Booking Method

Qualified prospects were scheduled directly into the client’s calendar.

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

Campaign Results

The campaign produced a steady flow of qualified merchant opportunities.

Appointment Outcomes

• Total appointments booked: 149
• Average monthly appointments: 24–25
• Estimated contact‑to‑appointment conversion: 5–7%

Pipeline Impact

• Qualified opportunities created: 92+
• Estimated new merchant accounts: 34+
• Average merchant value: Not disclosed
• Estimated pipeline generated: $1.8M+
• Appointment consistency improvement: 210%+

Why the Campaign Worked

Clear Cost‑Savings Messaging: Every outreach was focused on reducing processing costs and improving value.

Social‑Impact Differentiator: Our strategic charitable contribution model helped the offer stand out in a competitive market.

Direct Owner Conversations: Our cold calling experts allowed immediate engagement with decision‑makers.

Consistent Follow‑Up: We strictly follow the value proposition after calls with reinforced email sequence.

Sample Outreach Workflow

1. Identify businesses with active card processing
2. Launch cold calling to reach owners and managers
3. Introduce Pay With Cause’s payment solution
4. Qualify interest in switching or reviewing rates
5. Send follow‑up email with offer details
6. Schedule qualified appointment
7. Client team conducts consultation and onboarding

Key Performance Summary

• Campaign Duration: 6 months
• Total Appointments: 149
• Monthly Average: 24–25
• Qualified Opportunities: 92+
• Estimated New Merchants: 34+
• Pipeline Generated: $1.8M+
• Consistency Improvement: 210%+