2 min read

FormSwift: Outbound Orchestration

Introduction

FormSwift is a SaaS company that provides businesses with a modern solution to their paperwork. This product offering allows business owners to take advantage of its technology to use for their own in-house forms and documents.

Scope of Work

The name of the game was to find either small accounts or self-employed people that needed optimization with red-tape work and document flow itself.

We’ve decided on splits between verticals, sending 50% of quota to property management accounts, 25% to events, and 25% to immigration attorneys accordingly.

As soon as the program was scaled – Funnel Bakers added further verticals: construction, staffing, advertising/marketing agencies, charter schools, small universities, school districts, and small municipalities.

Hi {{first name}},

I’ve been assisting a handful of {{Industry Persona}} in {{State full}} quite similar to {{Company Name}}, all having similar frustrations chasing {{recipients}} to fill out and sign forms like {{document 1}} and {{document 2}}. I’m eager to learn if you and {{2nd contact}} share any of these at {{Company Name}}?

At FormSwift, we help clients like {{Client1}} and {{Client2}} solve these challenges by turning your own custom forms into unique questionnaire flows that help {{Recipients}} fill out and sign faster while reducing errors and friction.

You can test out the product by creating an account with this {{demo type}} or by uploading your own documents.

Do you have 10 min {{=bday+2}} or {{=bday+3}} to evaluate our platform and share some insights we have gained in the {{Industry}} space?

{{Signoff}},
{{Sender first name}}

Results

The campaign was scaled from 100 to 400 leads per day in just two months. Immigration, DayCare, and Property Management performed extremely well:

  • ~60% open rate;
  • 11–14% reply rate (depending on the campaign);
  • 1.4–1.8% booking rate.

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