Lead generation partner for finance firms
We'll identify your ideal prospects online, run targeted outreach campaigns from start to finish, and book prospects on your calendar. You only pay for booked qualified appointments that show up to the meeting.
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How it works
We collect as much information about your business upfront during the discovery call and onboarding, so we can run the full operation autonomously, with little of your time needed.
We build the sending infrastructure with separate domains, separate email mailboxes, properly authenticated, warmed. This sits outside your main domain, so nothing we do can damage your company's email reputation.
We build your prospect lists. We define the exact firm profile and job titles that buy from you, and verify every contact. We write personalized sequences with your business proposition in your voice.
We run the full system for you. We manage replies, conversations, qualifying prospects, and booking them on your calendar. You speak only to the ones worth your time.
You get a weekly update with progress made, calls booked, what changed and why. We regularly check in for new prospect targets, messaging, and other ways to make our campaigns more effective.
FAQs
The best fit are B2B businesses across finance and professional services — companies with high LTV per customer and a proven sales process already in place to convert booked calls into revenue.
$300 per booked qualified meeting that shows up on the call, plus a fixed $300/month tech fee that covers the cost of the software and tools we use.
The $300/month tech fee is fixed and the same for every client. It covers what we're actually spending on tools and infrastructure (it's often more than $300/month) while we take on the upfront risk and work of running your campaigns before a single call books.
You only pay per qualified call booked on your calendar — no retainer, no fee for the list itself. We agree what "qualified" means before we start.
A prospect who fits your ideal client profile and has confirmed interest in a conversation — not just anyone who replied to an email.
No. We build and verify the list as part of our partnership. You bring your business proposition and your calendar.
Right after the initial onboarding, we start building needed systems and setting up your infrastructure and campaigns. It usually takes about 4 weeks of setting up, and another 4 weeks of ramping up to full volume.
We don't charge a high fixed retainer, and we don't need much of your time or context to get started. We build your outreach systems, scripts, and sequences, and run every campaign completely done-for-you. You only pay once results show up.
In the last 2 years, we've booked 300+ calls for clients — with company executives, fund managers, and CEOs at finance and professional services firms — using targeted cold outreach. You are risking very little compared to other agencies charging high retainers upfront.
No retainer. No risk on the list. Just booked calls, or you don't pay.