Bodnar Investment Group is a renowned Family Office focusing on middle market acquisitions and investments.
Being involved in multiple projects with little time to allocate to deal sourcing and wanting to limit the involvement of intermediaries, their marketing efforts proved finding good data was challenging and qualifying prospects was also difficult.
Matt decided to outsource his efforts to Outflow to assist him with data, outreach, and the qualification process for his roll up initiatives via a private equity joint venture.
Outflow created large databases from a multitude of sources focusing on digital marketing agencies.
Headcount and revenues were meticulously filtered to ensure the target criteria was being met. Additional filters in the script and booking system were added.
A curated appointment setup system was also deployed to help manage Matt’s time – Outflow fully took responsibility for managing responses and converting them into appointments if they met the criteria.
171 appointments over 130 days with a 100% conversion rate from response to appointment. Matt was able to concentrate on high-priority acquisition targets.
Outflow now manages all queries and appointments for Matt to ensure his time is best spent on business development.