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Case Study | 2025

Engage Financial Solutions

Transforming Lead Generation with Garner
– A Success Story of Engage Financial Solutions.

Project Details
Date

2025

Industry

Professional Services

Location

Gold Coast

Services Used
B2B Lead Generation
B2B Appointment Setting
B2B Lead Nurturing
Business Challenge
Creating a consistent pipeline of qualified business opportunities while reducing reliance on referrals and strengthening long-term business development.
Results Achieved
  • Generated qualified meetings with prospective clients
  • Expanded the pipeline of commercial opportunities
  • Created a more predictable business development process
Our company connected with Jeremy from Garner Collective a few months ago to drive our cold-email marketing campaign. Jeremy and his team are professional, no-nonsense, clear communicators, and they get results! Jeremy's hard work on our campaign has allowed us to reach new clientele that we otherwise would not have connected with, leading to some truly remarkable outcomes for our business. If you are looking to take your business to the next stage in marketing, I can highly recommend Jeremy and his services.
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Adrian W
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Overview

Engage Financial is a business operations partner for financial services firms, helping practices scale through paraplanning, admin, and strategic operations support. With strong word-of-mouth traction and a growing portfolio, the team engaged Garner to introduce a more proactive, outbound-driven growth strategy.

The Challenge

Engage had traditionally relied on referrals, events, and personal networks to build their client base. While effective, this approach was inconsistent and difficult to scale. They were looking for a way to build a broader pipeline of opportunities with firms outside their existing ecosystem.

The Approach

Garner launched a targeted business development campaign designed to complement Engage’s existing efforts, including:
  • Outbound engagement across key decision-makers in financial services
  • Tailored messaging to align with Engage’s value proposition
  • Weekly reporting to track progress and ensure transparency
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The Results

Within weeks, the campaign had opened new conversations with firms previously out of reach:
  • New opportunities with target clients that weren’t part of existing networks
  • Faster-than-expected traction building the sales pipeline
  • Positive collaboration and clear communication from the Garner team

“Garner have generated leads with target clients that we haven’t had an existing relationship with — but can now start one. The weekly activity reporting is fantastic.”

— Charles Blake, Engage Financial

Feedback & Learning

Charles noted Garner’s adaptability, professionalism, and innovative approach as standout qualities. The team felt supported, aligned, and energised by the results — with a shared confidence in the campaign’s continued evolution and impact.

Summary

The partnership with Garner allowed Engage Financial to scale outreach beyond traditional channels, complementing internal efforts and generating qualified leads in record time. It’s a relationship the team sees growing long into the future.

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