Financial services firm: 344 booked sales calls in 60 days
A financial services firm that sells to business owners booked 344 sales calls in 60 days with us. The calls came from LinkedIn outreach with warm email follow-ups, plus a separate cold email track. 26 of those calls, and 4 signed contracts, came in the first 7 days.
The firm could only grow by paying for traffic
The firm described its problem in one line: it could not scale without paid ads. Nothing reached a business owner unless money went in first.
It had a sales team and an offer that owners were ready to buy. What it did not have was a way to start conversations with owners who had never seen an ad.
Its country is not part of the published case.
We fixed what prospects would see, then built the list, then sent
The campaign had nine steps, and we ran them in this order:
- Rebuilt the LinkedIn profiles of the people who would send the messages.
- Built a new entry offer.
- Rewrote the core assets, including the copy on the website.
- Made the profiles, the offer and the website tell one story, in the same order.
- Built a list of thousands of business owners with Sales Navigator and UpLead.
- Verified every email address with NeverBounce before it was used.
- Launched LinkedIn outreach with warm email follow-ups.
- Launched cold email as its own track.
- Scaled horizontally, adding weekly volume once the market replied.
No messages went out during steps 1 to 4.
Two tracks, three sequence versions, then more volume
| Track | How it ran |
|---|---|
| LinkedIn + warm email | 7-step sequences, 3 versions for 3 different scenarios |
| Cold email | 4-step sequences, separate from the LinkedIn track |
| Horizontal scaling | More weekly volume after the first feedback from the market |
A warm email is an email sent after the prospect has already had a LinkedIn touch from the same person. We wrote three versions because at launch nobody knew which situation would land best.
Three jobs stayed hard for all 60 days. We tested several sequences at once without spreading the data too thin. We rebuilt lists often, so every contact still matched the profile. And we held the weekly volume steady, because outbound volume drops quietly when nobody watches it.
26 calls in 7 days, 132 in 30 days, 344 in 60 days
| Period | Sales calls booked | Contracts signed |
|---|---|---|
| First 7 days | 26 | 4 |
| First 30 days | 132 | not reported |
| 60 days | 344 | not reported |
The first-week line is the one we look at. Four contracts in seven days means the demand already existed and the firm's sales process could close it. Those buyers were ready before the campaign. Nobody had contacted them.
What this means for a firm that lives on paid ads
If most of your clients trace back to something you paid for, outbound gives you a second source that you control. It does not have to run at this size. Most founders we speak to want 5 to 10 good clients a month, and we set the volume to what your team can take.
It works on one condition: business owners already buy what you sell. Outbound puts your offer in front of the right people quickly. It cannot fix an offer that nobody wants.
A quick test before you call anyone: write down your last ten clients and where each one came from. If nine came from paid traffic, this case describes your situation.
More financial services results
- Outbound for financial advisory firms
- Canadian financial advisory firm: 421 sales calls in 12 months
- Australian financial advisory firm: 282 booked calls in 3 months
- All case studies and pricing
Smirnov Consulting Group is a Prague-based B2B outbound lead generation agency that runs cold email and LinkedIn campaigns for founder-led B2B companies and books qualified sales calls.