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.