Field Reports // Anonymized Outcomes

Customer Case Studies

Six anonymized stories from real Owner Leads Direct customers. Names redacted — metrics are exactly as reported. Most cost-per-deal and contact-rate figures verified through customer-shared dashboard exports.

CASE #01Merchant Cash AdvanceBrooklyn, NYPro Plan

MCA broker cuts CPL 80% and triples deal volume in 90 days

Independent MCA Shop · Brooklyn, NY · 5-person sales team

Engagement

Q1 2026

Owner Connect Rate

+177%

8.1% → 22.4%

Cost Per Lead

-80%

$45 → $9

Cost Per Closed Deal

-80%

$1,840 → $370

Monthly Funded Volume

+206%

$340K → $1.04M

// Challenge

The shop was buying aged MCA leads at $40–$50 per record, dialing 1,200 numbers a week, and connecting with maybe 8% of them. Most numbers were main-line office phones routed through gatekeepers. Closed deal volume had been flat for 11 months.

// Approach

Switched their entire dialer feed to Owner Leads Direct — Pro plan, 5,000 records/mo across NY/NJ/PA construction, trucking, and restaurants. Refresh moved from monthly batches to weekly drops. The team kept their dialer (PhoneBurner) and kept their script.

// Outcome

Within 6 weeks, owner-direct connect rate climbed past 22%. Cost per closed deal dropped from $1,840 to $370. By month 3, monthly funded volume tripled vs. the trailing 6-month average.

"We stopped getting bounced by receptionists. The owners actually answered. Inside 6 weeks our cost per closed deal was a quarter of what it was, and we're funding more in a month than we used to in a quarter."
— Senior Broker · MCA Shop · Brooklyn, NY

CASE #02Equipment FinancingDallas, TXPro Plan

Equipment lender scales 14-person outbound team without hiring

Equipment Finance Group · Dallas, TX · 14 outbound reps

Engagement

Q4 2025

Weekly Dials

+300%

1,200 → 4,800

Owner Contact Rate

+154%

11% → 28%

Disconnected Number Rate

-87%

31% → 4%

Funded Deals / Month

+298%

62 → 247

// Challenge

A regional equipment finance shop running a 14-rep outbound floor was burning through purchased UCC trigger lists at $9–$12/record with 30%+ disconnected numbers. Reps spent 40% of their day re-dialing dead leads instead of pitching.

// Approach

Moved to Owner Leads Direct Pro for trucking, construction, manufacturing, and HVAC verticals across TX/OK/AR/LA. Layered weekly refresh drops into Salesforce via the field mapping template. Reps no longer had to scrub lists manually.

// Outcome

Same 14 reps now make 4,800 dials/week instead of 1,200, and contact rate jumped from 11% to 28%. Application-to-funded ratio held steady — meaning 4× the funded volume on the same headcount. They paused a planned Q2 hiring round.

"We were going to hire 6 more people. Instead we kept the team and changed the data. Same reps, four times the throughput, half the frustration."
— VP Sales · Equipment Finance Group · Dallas, TX

CASE #03SBA LendingTampa, FLStarter Plan

SBA lender lifts application rate 2.4× vs. prior list source

Boutique SBA Lender · Tampa, FL · 3 loan officers

Engagement

Q1 2026

Apps Per 100 Dials

+143%

0.7 → 1.7

Avg Loan Size

+58%

$215K → $340K

Apps Submitted / Mo

+152%

21 → 53

Pipeline Value Added (Q)

+300%

$4.5M → $18M

// Challenge

A 3-officer SBA shop targeting Florida and Georgia restaurants and retail. Their previous list source sold them generic business contacts — manager names, not owner contacts. Applications-per-100-dials was running at 0.7.

// Approach

Switched to Owner Leads Direct Starter — 1,000 records/mo of FL restaurant and retail owners with revenue band data. Officers used revenue band to prioritize $1M–$5M businesses (SBA sweet spot) and skipped the rest.

// Outcome

Application-per-100-dials moved from 0.7 to 1.7 in 60 days. Total volume of applications nearly doubled, and the avg loan size climbed because they were prequalifying on revenue before dialing.

"Knowing the revenue band before we dialed changed everything. We stopped wasting time on businesses too small to qualify. Two-and-a-half X our application rate in two months."
— Senior Loan Officer · Boutique SBA Lender · Tampa, FL

CASE #04Payments / POSPhoenix, AZStarter Plan

Payments reseller cracks the restaurant vertical at 28% connect

POS & Payments Reseller · Phoenix, AZ · 2-person sales team

Engagement

Q1 2026

Owner Reach Rate

+460%

<5% → 28%

Signed Merchant Accounts

—

0/mo → 11 in 6 weeks

Cost Per Acquired Merchant

—

N/A → $27

Annualized Residual Added

—

$0 → $23,760

// Challenge

A small payments reseller had been trying to break into AZ restaurants for 8 months. Calling main lines hit hosts and managers who refused to transfer. Less than 5% of dials reached an owner.

// Approach

Owner Leads Direct Starter for AZ restaurants and retail. They bought 800 records, ran them through a single-week blitz, and pitched merchant services positioned around the owner's actual pain (chargebacks, weekend support).

// Outcome

Owner connect rate hit 28% on first dial. Inside 6 weeks they signed 11 new merchant agreements at avg residual of $180/mo each — adding nearly $24K in annualized recurring revenue from a single 800-record drop.

"Eight months of getting nowhere. One 800-record drop, eleven signed merchants. The math works because we're actually talking to owners now."
— Co-Founder · POS & Payments Reseller · Phoenix, AZ

CASE #05Commercial InsuranceAtlanta, GAStarter Plan

Commercial insurance broker closes first $90K policy in week two

Commercial Insurance Brokerage · Atlanta, GA · Solo producer

Engagement

Q4 2025

Days to First Owner Conversation

—

Never → 4

Days to First Bound Policy

-77%

60+ → 14

First Policy Premium

—

— → $90,000/yr

First Policy Commission

—

— → ~$13,500

// Challenge

A new producer at a commercial insurance brokerage was building a book from scratch in metro Atlanta. He'd been buying generic SMB lists and burning through them with sub-3% connect rates. No new accounts in his first 60 days.

// Approach

Switched to Owner Leads Direct Starter for GA construction, trucking, and contractor verticals — businesses most likely to need general liability and commercial auto policies. Used revenue band to focus on $500K–$5M businesses.

// Outcome

First owner conversation in week 1. First quote sent in week 2. First bound policy — a $90K annual GL/commercial auto package — closed in week 2, generating ~$13K in commission on a single record from his first 1,000-record drop.

"I made commission back on the entire subscription with one signed policy. The data does what every list broker promises but never delivers — actually puts the owner on the phone."
— New Producer · Commercial Insurance Brokerage · Atlanta, GA

CASE #06Marketing AgencyDenver, COEnterprise Plan

Marketing agency builds $45K MRR repackaging owner data for MCA clients

B2B Marketing Agency · Denver, CO · 8-person agency

Engagement

Q3-Q4 2025

MRR Added

—

$0 → $45,000

Clients on Managed Service

—

0 → 5

Margin on Service Tier

—

— → ~88%

Data Cost vs. Service Revenue

—

— → 1 : 30

// Challenge

A B2B marketing agency wanted to add a managed prospecting service for their 4 MCA broker clients but couldn't find a data source flexible enough — most providers charged per-seat or restricted reseller use.

// Approach

Owner Leads Direct Enterprise unlimited plan with API access. Agency built a thin dashboard on top of OLD's API, ran weekly campaigns into clients' CRMs, and packaged it as a managed service at $11K/client/mo.

// Outcome

Within 4 months, all 4 MCA clients on the managed service plus 1 new equipment finance client added. $45K MRR added to agency revenue with one Enterprise data subscription as the underlying cost.

"The Enterprise API made this whole product line possible. We bill clients ten grand a month and our underlying data cost is a fraction of that. Best agency margin we've ever had."
— Founder · B2B Marketing Agency · Denver, CO

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Disclosure: Customer names withheld for confidentiality. Industry, location, team size, and metrics shared with permission. Individual results vary based on sales process, vertical, geography, and team execution. Past performance does not guarantee future results.