Private Equity

Private Equity

We work with private equity firms to source their next deals. Often, private equity firms find that their full-time employees simply have enough on their plates already, and their time is better spent on tasks other than deal sourcing. We take care of the time-consuming process of initially making calls and setting meetings so that you can focus on what matters.

B2B Sales Outsourcing For Wealth Management

B2B Sales Outsourcing For Wealth Management

Wealth management firms we work with find the untapped potential within SMB markets. The need for wealth management services at small and medium businesses is not matched by the amount of wealth management firms actively reaching out to them. That leaves plenty of room for your outsourced team of sales professionals to make up the difference by putting you first through the door with them.

Accounting And CFO Outsourcing

Accounting And CFO Outsourcing

Firms that offer accounting and CFO outsourcing services often take a passive, inbounds-first marketing and sales strategy. That approach fails to capitalize on the untapped benefits of an active, trained team of sales professionals actively reaching out to the small and medium businesses that need those services. Stand above the crowd with the support of an exceptional sales strategy.

Timing is everything

Timing is everything

In the crowded field of financial services, timing is everything. You have to reach out to prospective clients with the right message at the right moment. We work with our financial services clients to brainstorm unique ways to identify intent and interest for their services before we even start outreach to a lead.

Scalable Personalization

Scalable Personalization

Personalization is absolutely essential in today’s world of endless cold emails and calls. We pride ourselves in our ability to craft a personalized sales development strategy for our clients no matter the size of their market. Whether you have a huge TAM or a small group of qualified leads - we can personalize our outreach. We customize and tailor every outreach channel, including call scripts and text messages - not just automated merge fields in email templates.

Data Driven Decisions

Data Driven Decisions

Our clients in the legal space tend to be very analytical and methodical about everything we do. Thankfully, we have the data analytics capabilities to live up to our clients' expectations. We track the KPIs and metrics that are important to our clients and continuously work to derive insights to improve our approach.

Frequently Asked Questions

1. Our product is very complicated, how can I expect your team to pitch it?

Our clients span a variety of industries/verticals and many of them sell complicated products and services. Several of our team members are dedicated to your account and receive consistent training on your account so they get up to speed very quickly. Our goal is not to be experts on your product or service, only to make sure we are putting the experts on your team in front of qualified leads so you have more opportunities to close deals.

2. How does onboarding work?

Onboarding is 4-5 business days. It only takes an hour each day, so it doesn’t take up much of your time. During onboarding we will collaborate with you to craft your digital messaging through email and LinkedIn in addition to your cold call scrips, value prop, objection handling, etc. We will also put the initial rules and parameters in place for our prospecting of leads and the outbound channels.

3. Do we provide you the leads or do you find the leads for us?

If you have an existing list of leads we can start outreach with those leads and build on top of that list each day. If you don’t have any list, we can build out a new list from scratch based on the prospecting parameters we put in place with you during onboarding. We have all the necessary databases and resources to build out highly targeted lead lists.

4. How do I know your team is doing what they say they are doing?

We provide full transparency to all of our clients. You will receive daily, weekly, and monthly reports with all of the metrics and KPIs most important to you. We also give you access to a real-time data dashboard that will show more in depth data for your account so you don’t have to wait on any of the reports to analyze our performance.

5. How long does it take to ramp up?

Generally, our team starts ramping up pretty quickly because after onboarding we jump right into high-volume outreach through all of the outbound channels. Many of our clients have meetings booked during the first week of outreach. Most accounts are fully ramped up by 2-3 months.