Lead Generation and Appointment Setting for U.S. Fintech Platform Grazzee

Campaign Snapshot

Company Name: Grazzee
Industry: Financial Technology (Fintech) / Digital Payments
Target Location: United States
Target Prospects: Property Managers, Building Owners, School Administrators, Hospitality Managers, Camp Directors, Operations Managers
Service Provided: B2B Lead Generation & Appointment Setting
Campaign Goal: Generate a consistent flow of qualified discovery calls with organizations needing group digital payment and gifting solutions
Campaign Duration: 6 Months
Channels Used: Cold Calling, Email Marketing
Total Appointments: 87

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 14,600+
• Emails Sent: 8,400+
• Total Conversations: 1,980+
• Average Monthly Calls: 2,450+

Company Overview: Grazzee

Grazzee is a United States based company that operates in the fintech industry. Their platform helps users to send cash gifts digitally to multiple recipients in a single transaction. Also simplify group tipping and appreciation payments across residential, education, hospitality and service based environments.

The Challenge

Grazzee needed an expandable outbound system to reach decision-makers across various service industries.

• Difficulty reaching hard-to-access decision-makers
• Inconsistent flow of qualified appointments
• High cost of building an internal SDR team
• Need for performance-driven, measurable outreach

Campaign Objectives

The goal was to build a constant pipeline of qualified fintech opportunities through quality lead generation and appointment setting.

• Reach managers responsible for staff payments or appreciation programs
• Introduce Grazzee’s group digital gifting platform
• Generate qualified discovery appointments
• Reduce reliance on expensive in-house prospecting

Outbound Outreach Strategy

A combination of B2B cold calling and email follow-ups improved engagement with decision-makers.

Cold Calling Campaign

Direct phone outreach connected with operational leaders.

• Introduced the digital gifting platform
• Identified current tipping or bonus processes
• Qualified prospects for discovery meetings

Email Follow-Up

Email communication reinforced the value proposition after calls.

• Sent platform overviews and use-case examples
• Highlighted ease of group payments
• Provided booking links for appointments

Qualification Criteria

Prospects were screened to ensure only high-fit opportunities were scheduled.

• Organization with staff tipping or appreciation programs
• Role in operational or financial decision-making
• Interest in simplifying group payment processes
• Availability for a discovery call

Only qualified prospects were scheduled for appointments.

Booking Method

We scheduled qualified prospect directly into clients calder

• Direct calendar booking with the sales team
• Confirmed meetings via phone or email

Campaign Results

The campaign produced a consistent flow of qualified fintech opportunities.

Appointment Outcomes

Summary of meeting volume and engagement metrics.

• Total appointments booked: 87
• Average monthly appointments: 14–15
• Estimated contact-to-appointment conversion: 4.6%

Sales Impact

The client converted a portion of meetings into new accounts.

• Qualified opportunities created: 58+
• New accounts activated: 19
• Average annual account value: $12,800

Pipeline & Revenue Impact

The campaign generated measurable revenue opportunities.

• Total estimated sales pipeline: $1.1M+
• Annualized revenue from new accounts: $243,200+
• Appointment consistency improvement: 240% increase

Why the Campaign Worked

Several strategic factors contributed to consistent appointment flow.

Industry-Specific Targeting: Our lead generation and meeting scheduling was focused on organizations with group tipping or appreciation needs.

Direct Decision-Maker Conversations: Expert cold calling teams allowed real time discussion with operational managers.

Clear Operational Value Proposition: Clear messaging improved simplicity, speed and reduced administrative effort.

Cost-Effective Prospecting Model: Removed the need for an internal SDR team through our affordable outsourced outreach.

Sample Outreach Workflow

A simple, repeatable process ensured consistent results.

1. Identify organizations with staff appreciation programs
2. Initiate cold calling outreach
3. Introduce Grazzee’s digital gifting platform
4. Qualify operational needs and decision-maker role
5. Send follow-up email with platform overview
6. Schedule qualified discovery appointment
7. Client team conducts demo and onboarding

Key Performance Summary

A quick overview of the main campaign results.

• Campaign Duration: 6 Months
• Total Leads & Appointments: 87
• Monthly Average: 14–15
• New Accounts Activated: 19
• Pipeline Generated: $1.1M+
• Revenue Impact: $243,200+ annually
• Appointment Consistency Growth: 240% increase