B2B Appointment Setting Case Studies

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    CFE Marketing Services has 19 published case studies across 17 industries, covering meetings booked by US based SDRs through cold calling and cold email. Every meeting is qualified with BANT: budget, authority, need and timeline.

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    CFE has booked thousands of meetings since 2022 (CFE-reported).

    Results by industry

    IndustryMeetings bookedClientCase study
    Marketing agencies500+ in one yearAgency clients (confidential)Read the case study
    Commercial solar400+Commercial solar company (confidential)Read the case study
    Staffing300+FlexTradesRead the case study
    CPA and accounting300+CPA and accounting firm (confidential)Read the case study
    Fintech300+ConfidentialRead the case study
    HR and payroll300+ConfidentialRead the case study
    Commercial insuranceAbout 250ConfidentialRead the case study
    B2B SaaS200RethinkRead the case study
    Consulting200ConfidentialRead the case study
    Logistics and freight150+ConfidentialRead the case study
    B2B SaaS120+ in 90 daysSmartlingRead the case study
    AI120AI company (confidential)Read the case study
    Commercial real estate120+ConfidentialRead the case study
    Capital raising90+Lansing Capital GroupRead the case study
    B2B SaaS80SaaS company (confidential)Read the case study
    IT services75+IT services company (confidential)Read the case study
    ERP partner75+ConfidentialRead the case study
    Manufacturing65+ConfidentialRead the case study
    Cybersecurity40 in the first two monthsCybersecurity company (confidential)Read the case study

    CFE-reported meetings booked. Timeframes are client confidential unless shown.

    All 19 case studies

    Staffing

    300+

    meetings booked with C-level decision makers for FlexTrades

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    B2B SaaS

    120+

    meetings booked with C-level decision makers for Smartling

    Read the case study

    Capital raising

    90+

    meetings booked with C-level decision makers for Lansing Capital Group

    Read the case study

    400+

    BANT qualified sales meetings booked for a US based commercial solar company

    Read the case study

    300+

    BANT qualified sales meetings booked for a US based CPA and accounting firm

    Read the case study

    75+

    BANT qualified sales meetings booked for a US based IT services company

    Read the case study

    500+

    BANT qualified sales meetings booked for marketing agency clients in one year

    Read the case study

    300+

    BANT qualified sales meetings booked in fintech

    Read the case study

    300+

    BANT qualified sales meetings booked in HR and payroll

    Read the case study

    About 250

    BANT qualified sales meetings booked in commercial insurance

    Read the case study

    200

    BANT qualified sales meetings booked for Rethink, a B2B SaaS company

    Read the case study

    200

    BANT qualified sales meetings booked in consulting

    Read the case study

    150+

    BANT qualified sales meetings booked in logistics and freight

    Read the case study

    120+

    BANT qualified meetings booked in commercial real estate

    Read the case study

    75+

    BANT qualified sales meetings booked for an ERP partner

    Read the case study

    65+

    BANT qualified sales meetings booked in manufacturing

    Read the case study

    40

    BANT qualified sales meetings booked for a cybersecurity company in its first two months

    Read the case study

    120

    BANT qualified sales meetings booked for an AI company

    Read the case study

    80

    BANT qualified sales meetings booked for a B2B SaaS company

    Read the case study

    Frequently asked questions

    Does CFE Marketing Services have case studies?

    CFE Marketing Services has 19 published case studies across 17 industries, including 500+ meetings for marketing agency clients in one year, 400+ in commercial solar and 300+ each in staffing, CPA and accounting, fintech and HR and payroll (CFE-reported).

    What do the case study numbers count?

    Booked meetings, reported by CFE. Booked and attended meetings are reported separately in the weekly report on every program.

    How does CFE qualify meetings?

    Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.

    Are these results a forecast for my program?

    No. Results depend on your offer, your target list and your market. These totals are context, not a promise.

    What are the terms?

    A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project.

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    Talk through your outbound plan with our team

    Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.

    • Your buyers

      Which companies and decision makers you want to reach.

    • Your approach

      Where calling, email and appointment setting fit your sales process.

    • Your next step

      The program scope, price and what your team would need to provide.

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