Financial Services
Industry: B2B Financial Services – Corporate Investment Advisory
Country: United Kingdom
Challenge
The firm offered premium corporate investment solutions but struggled to consistently secure meetings with senior financial decision-makers. Previous outreach campaigns generated low reply rates and often attracted unqualified contacts, draining valuable business development resources. They needed a focused, high-conversion outreach strategy to connect with companies actively seeking strategic investment partnerships.
Solution
We built a targeted list of businesses with clear indicators of available capital and active interest in portfolio growth. Email sequences were crafted to position the firm as a trusted advisor, showcasing relevant corporate success stories and exclusive market insights. Outreach was executed in multiple strategic waves to maintain visibility and maximise engagement with decision-makers.
Results
Reply Rate: 13.6% – Well above average for the B2B financial sector.
Positive Reply Rate: 94.7% – Almost every reply from a qualified, investment-ready prospect.
Opportunities Created: 414, valued at $828,000 in pipeline.
Established a scalable outreach framework for consistently attracting high-value corporate clients.
From cold outreach to boardroom conversations, this campaign created a direct line to decision-makers ready to invest and grow.
Industry: B2B Financial Services – Commercial Lending Solutions
Country: Australia
Challenge
The firm was actively prospecting but struggling to reach businesses in genuine need of financing. Many replies came from companies without the scale, budget, or urgency to proceed, leading to wasted time for the sales team. They needed an outreach approach that would connect them with decision-makers actively seeking funding for growth or expansion.
Solution
We refined targeting to focus on businesses showing signs of expansion, recent capital investments, or increased hiring activity. Email sequences were designed to position the firm as a strategic partner, offering flexible commercial lending solutions tailored to growth objectives. Sends were staggered to maintain visibility and engagement without overwhelming recipients.
Results
Reply Rate: 1.8% – Competitive for the B2B financial sector.
Positive Reply Rate: 27.5% – Over one in four replies from qualified business prospects.
Opportunities Created: 14, valued at $17,700 in pipeline.
Built a repeatable outreach process to connect with businesses ready for financial solutions.
From cold lists to capital-ready leads, this campaign put the firm in direct contact with decision-makers prepared to invest in growth.
Industry: B2B Financial Services – Business Insurance & Risk Management
Country: United States
Challenge
The firm was actively reaching out to businesses but struggled to connect with decision-makers responsible for risk management and insurance policies. Many replies came from contacts without the authority to act, leading to slow progress and missed opportunities. They needed a targeted approach to directly engage with CFOs, operations directors, and procurement leads ready to review their insurance strategies.
Solution
We refined the outreach list to focus on mid-sized and enterprise-level businesses in industries with higher compliance and risk exposure. Email sequences were built to address specific pain points, including cost optimisation, compliance assurance, and tailored coverage options. Sending was timed to align with common policy renewal periods, boosting relevance and engagement.
Results
Reply Rate: 2.5% – In line with industry benchmarks for B2B outreach.
Positive Reply Rate: 14.2% – A solid percentage of replies from qualified decision-makers.
Opportunities Created: 25, valued at $22,800 in pipeline.
Established a process to consistently connect with high-value business prospects at key decision points.
From cold outreach to coverage conversations, this campaign positioned the firm as a trusted partner for businesses seeking better insurance solutions.
Industry: B2B Financial Services – Corporate Banking & Lending Solutions
Country: Australia
Challenge
The firm was sending high volumes of outreach but struggled to connect with business leaders actively seeking financing or banking partnerships. Many replies came from companies without the growth plans or capital needs to move forward, slowing the pipeline. They needed a more targeted approach to reach CFOs, finance directors, and owners ready for funding solutions.
Solution
We rebuilt the prospect list to focus on mid-sized businesses showing signs of expansion, such as recent investments, hiring activity, or market growth. Email sequences were written to highlight tailored lending products, competitive terms, and strategic support for business growth. Outreach was deployed in structured waves to keep engagement consistent while maximising inbox placement.
Results
Reply Rate: 3.1% – Above average for the B2B finance sector.
Positive Reply Rate: 34.4% – Over one in three replies from qualified prospects.
Opportunities Created: 66, valued at $96,000 in pipeline.
Built a scalable, repeatable outreach process for engaging high-value business clients.
From cold emails to boardroom deals, this campaign turned outreach into direct conversations with businesses ready to grow.
