Multilink Case Study

Background
‍

Please describe your company and position.
‍
I am the Operational Manager & Head of Medical Aid of Multilink Financial Services

‍

Describe what your company does in a single sentence.
‍
Brokerage specialising in investments, medical aid and gap cover as well as life insurance and short term insurance

‍

‍

Opportunity / Challenge

‍
‍

What specific goals or objectives did you hire AI bees to accomplish?
‍

• Get leads for B2B

‍

‍

Solutions
‍

‍

How did you find AI bees?
‍

Online Search

‍

Why did you select AI bees over others?
‍

• Good value for cost

‍

What was the size of AI bees’s team?
‍
2-5 Employees

‍

Describe the scope of work in detail. Please include a summary of key deliverables.
‍

Month 0:AI bees will complete the Strategy Report with the support of the Client, who will assist AI bees in providing the necessary information to their target market and customer base.

2. Month 1+:AI bees will perform prospecting campaigns with selected Target Accounts and Target Personas to develop the Clients' Sales Pipeline. The goal is to deliver Meet-Me-Leads identified by A/B testing the campaigns with the lowest Cost-Per-Lead.

3. AI bees shall provide the following scope of work and delivery on a monthly basis:

 a. Identifying B2B "lookalike" companies via AI bees technology.

 b. Enriching prospect profiles with personalised snippets via AI bees technology.

 c. Verifying prospect contact details using AI bees technology.

 d. Posting industry-specific. content on LinkedIn.

 e. Targeting up to 2000 prospects (in average per month) via Email and LinkedIn campaigns

4. Prospecting Campaigns start from Month 1 (after delivering the Strategy Report).

5. During the campaign preparation and ongoing campaign, the communication between AI bees and the Client goes via the AI bees Workspace on Click Up. For this purpose, AI bees will grant the Client access to Click Up, whereas there will be no additional costs for the Client.

‍

‍

‍

‍

Results & Feedbacks

‍
‍

What were the measurable outcomes from the project that demonstrate progress or success?
‍

Month 0:AI bees will complete the Strategy Report with the support of the Client, who will assist AI bees in providing the necessary information to their target market and customer base.

2. Month 1+:AI bees will perform prospecting campaigns with selected Target Accounts and Target Personas to develop the Clients' Sales Pipeline. The goal is to deliver Meet-Me-Leads identified by A/B testing the campaigns with the lowest Cost-Per-Lead.

3. AI bees shall provide the following scope of work and delivery on a monthly basis:

 a. Identifying B2B "lookalike" companies via AI bees technology.

 b. Enriching prospect profiles with personalised snippets via AI bees technology.

 c. Verifying prospect contact details using AI bees technology.

 d. Posting industry-specific. content on LinkedIn.

 e. Targeting up to 2000 prospects (in average per month) via Email and LinkedIn campaigns

4. Prospecting Campaigns start from Month 1 (after delivering the Strategy Report).

5. During the campaign preparation and ongoing campaign, the communication between AI bees and the Client goes via the AI bees Workspace on Click Up. For this purpose, AI bees will grant the Client access to Click Up, whereas there will be no additional costs for the Client.

‍

‍

Describe their project management. Did they deliver items on time? How did they respond to your needs?
‍

AI Bees are very approachable and helpful.  It is a pleasure to work with them.  They deliver on time and are open to suggestions.  They understand our needs completely.

What did you find most impressive or unique about this company?

They deliver what they promise on time.

‍

Are there any areas for improvement or something AI bees could have done differently?

none