B2C Appointment Setting Case Study for Salata Restaurant Brand

Campaign Snapshot

Company: Salata
Industry: Food & Beverage / Fast‑Casual Restaurant
Target Location: Houston, Texas, United States
Target Prospects: Existing customers interested in placing new orders
Service Provided: B2C Appointment Setting
Campaign Goal: 10–50 customer appointments per month
Campaign Duration: 3 months
Channels Used: Cold Calling
Total Appointments: 93 customer appointments

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 7,200+
• Total Conversations: 980+
• Average Monthly Calls: 2,400+

Company Overview: Salata

Salata is a Houston, Texas based fast food and casual dining restaurant brand. They specialize in made to order salads and wraps. They offer customizable meals with several bases toppings, and dressings. Also allow customers to build their own healthy meal options.

The Challenge

Salata needed a fast and cost‑effective way to re‑engage existing customers and generate new orders without building an in‑house outbound team.

The company faced several challenges:

• Need for faster campaign launch
• Higher cost of hiring and managing internal callers
• Limited internal resources for outbound follow‑ups
• Need for consistent appointment volume

They required a simple, scalable outbound calling solution to set B2C appointments focused on existing customer engagement.

Campaign Objectives

The primary goals of the campaign were:

1. Re‑engage existing customers
2. Book appointments or order calls with interested customers
3. Achieve 10–50 appointments per month
4. Reduce operational cost compared to an in‑house team

Outbound Outreach Strategy

Existing Customer Call Lists

We worked with pre‑qualified customer lists including:

• Past order customers
• Loyalty program contacts
• Previous catering or bulk‑order clients

We verified and segmented each and every contact by their engagement history.

Cold Calling Campaign

• Direct calls to existing customers
• Friendly, service‑oriented scripts
• Focus on convenience, promotions, and new orders
• Real‑time appointment or order scheduling

Qualification Criteria

Before booking any appointment, customers were screened for:

• Previous purchase or engagement history
• Interest in placing a new order
• Availability for scheduled call or order time

Only interested customers were scheduled.

Booking Method

High quality appointments were scheduled directly with the client’s ordering or service team.

• Direct booking into internal scheduling system
• Phone confirmations with customers
• Reminder calls to reduce no‑shows

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 7,200+
• Total Conversations: 980+
• Average Monthly Calls: 2,400+

Campaign Results

The campaign delivered a consistent flow of customer appointments.

Appointment Outcomes

• Total appointments booked: 93
• Average monthly appointments: 31
• Goal range achieved: 10–50 per month

Impact

• Reduced outbound staffing costs
• Faster campaign launch compared to internal hiring
• Consistent monthly appointment volume
• Improved customer re‑engagement

Why the Campaign Worked

Existing Customer Targeting:  We reached people who were already familiar with the Salata brand name.

Simple, Friendly Messaging: Outreach script was focused on convenience, promotion and quick ordering.

Cost‑Effective Outbound Model: The campaign removed the need for an in‑house calling team.

Fast Deployment: Our outbound campaign was launched quickly without internal hiring delays.

Sample Outreach Workflow

1. Segment existing customer database
2. Launch outbound calling campaign
3. Re‑introduce promotions or ordering options
4. Confirm interest in new orders
5. Schedule appointment or order call
6. Send reminders before scheduled time
7. Client team completes order or service

Key Performance Summary

• Campaign Duration: 3 months
• Total Appointments: 93
• Monthly Average: 31
• Target Goal: 10–50 per month
• Primary Benefit: Lower cost and faster launch