Case study: Lead generation plan for a FinTech reporting tool - B2B SaaS Lead Generation & Onboarding Agency

Sales plan and consulting engagement for an Asset Manager reporting tool decreases lead generation costs by 55%

Background and challenge

Our client was a new entrant to the financial reporting market, operated by two finance veterans. Their FinTech solution allowed asset managers to display their performance to their clients in a digitized way, anywhere, anytime and across all devices. This way, our client was enabling asset managers to cater for Millenials in a more appealing way. However, they needed our help with creating a sales plan that would allow them to gain introductions with their target market. They needed more sales and a step-by-step execution plan they could start immediately implementing in-house.


Project delivery and results

Our final recommendations were divided into the following subsections:

  • Building a sales team
  • How to establish an outbound sales campaign across a variety of channels
  • Our internal working resources (the same processes we use with our clients)
  • Messaging
  • Techstack
  • Sales content creation
  • Timeline of implementation
  • KPIs
  • How to iterate and adjust

As a result, our client was able to implement the sales plan with only 1-month follow-up consulting and reduce the cost per demo by more than 55% by the end of the first month.

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