The Challenge
The firm wanted to break into financial services but had no network there. Cold email was getting ignored. Their managing partner's LinkedIn profile was outdated and they had never run structured outreach.
Our Solution
We optimized the partner's profile for credibility in fintech and advisory. Built a list of 340 COOs, CFOs, and Heads of Operations at mid-size financial firms. Ran a 4-step LinkedIn sequence with industry-specific hooks. Hot replies were flagged within 2 hours and passed to the partner for personal follow-up.
What we delivered
- ✓LinkedIn profile overhaul
- ✓340-contact verified target list
- ✓4-step personalized message sequence
- ✓Reply routing and meeting booking support
Key results
- →12 qualified discovery meetings booked in 30 days
- →22% positive reply rate on connection follow-ups
- →31% connection acceptance rate
- →3 proposals sent directly from LinkedIn conversations
“Personal LinkedIn messages to the right titles, not generic blasts. We started getting real conversations quickly, and the first deal closed within 90 days.”
Services used
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