Sales plan and consulting engagement for an Asset Manager reporting tool decreases lead generation costs by 55%
Background and challengeOur 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)
- Sales content creation
- Timeline of implementation
- 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.