Strategic outbound pipeline development built specifically for fintech companies. We combine 30 years of financial services expertise with multi-channel prospecting execution — LinkedIn and email campaigns that book qualified meetings with the right buyers.

The Problem

You've built a strong product. Your existing customers love it. But your calendar is empty. Founder-led sales got you to this point, but it doesn't scale — and the generic outbound agencies you've tried don't understand financial services buyers. They blast templates at "decision-makers" and wonder why response rates sit below 1%.

Financial services buyers are different. They're compliance-conscious, risk-averse, and evaluate vendors through peer networks — not cold emails from people who don't speak their language. You need outbound execution built on genuine industry expertise.

How It Works

We pair strategic pipeline consulting with a vetted execution team that runs your campaigns daily. You get the strategy and the execution — not a slide deck.

Phase 1 — Pipeline Audit (Weeks 1-2)

Current pipeline analysis & conversion audit
ICP definition for financial services buyers
Competitive outreach landscape review
Sales & marketing message alignment

Phase 2 — Outbound Strategy (Weeks 3-4)

Target account list development
Multi-channel messaging & scripts (LinkedIn + email)
Sequence architecture & cadence design
KPI definition & pipeline attribution model

Phase 3 — Campaign Execution (Ongoing)

200 new prospects contacted daily
LinkedIn prospecting & connection campaigns
Cold email sequences with personalization
Weekly performance reviews & optimization

Need more qualified meetings on your calendar?

We run multi-channel outbound campaigns designed specifically for fintech sales teams. LinkedIn + email prospecting that books demos.

Book a Strategy Call

What You Get

Full-service outbound pipeline development, from strategy through execution:

ICP development & target account lists
LinkedIn prospecting campaigns
Cold email sequence design & execution
Multi-channel orchestration (LinkedIn + email)
Meeting booking & calendar management
Pipeline analytics & weekly reporting
Messaging & script development
Objection handling & demo scheduling (Premium)

Our execution partner handles the daily prospecting — US-based, President's Club-winning sales reps running campaigns across LinkedIn and email with a proprietary tech stack. No additional tool licensing required.

Who This Is For

This service is built for B2B fintech and financial services companies that need more qualified meetings on the calendar:

Fintech startups with strong product but no outbound sales motion
Mortgage technology companies expanding into new lender segments
Financial services SaaS companies with long sales cycles needing consistent pipeline
Insurtech companies validating product-market fit with targeted outreach

Investment

Engagements start at $3,200/month for full multi-channel execution (LinkedIn + email). Premium plans including objection handling and demo booking start at $4,300/month. 90-day initial commitment, then month-to-month — no long-term contracts.

Sales Pipeline Development