A mid-sized investment management firm offering tailored portfolio and advisory solutions partnered with Startupr to strengthen outbound acquisition. The company’s goal was to expand its network of financial advisers and accelerate revenue growth within a competitive, highly specialized market segment.

The Challenge

The client operated within a niche sector where each outreach contact represented a high-value opportunity. However, their existing outbound strategy lacked structure, clarity, and reliable data.

Complex Offering
The firm’s comprehensive service model was difficult to summarize concisely, often resulting in long, unfocused outreach messages that failed to convert.

Small, Defined Market
Their Total Addressable Market was limited to a select network of licensed financial advisers and wealth managers, requiring precise targeting and personalized communication.

Inconsistent Prospect Data
Lead lists were outdated and incomplete, with minimal insights into firm size, location, or assets under management—reducing outreach effectiveness.

Startupr’s Approach

Startupr developed a pay-per-meeting outbound system that simplified the firm’s message, refined targeting accuracy, and ensured measurable performance from day one.

1. Simplified Messaging Framework
We restructured the company’s core narrative around clarity and value—emphasizing transparency, performance, and operational efficiency in language tailored to financial advisers.

2. Verified Data Enrichment
Our team rebuilt and validated the target database using multi-source enrichment tools, ensuring all contacts were accurate, current, and within the firm’s defined market parameters.

3. AI-Assisted Personalization and Optimization
Startupr’s hybrid approach combined human-led SDR execution with AI-driven campaign optimization. Outreach timing, sequence structure, and tone were continuously refined using real-time engagement data.

4. Transparent Reporting and Continuous Improvement
All campaign metrics—including open rates, response trends, and booked meetings—were visible in shared dashboards. Weekly strategy sessions allowed both teams to adjust outreach direction and maintain alignment.

Results

• 124 qualified meetings booked within six months.
• 46 percent conversion rate from meeting to product demo.
• 6 new client engagements secured during the initial campaign period.
• 111 percent KPI achievement sustained across all reporting cycles.

This performance provided a consistent stream of verified, high-value opportunities and established a repeatable outbound framework that now supports the firm’s ongoing adviser acquisition strategy.

Why It Worked

Aligned Incentives
Startupr’s pay-per-meeting structure kept both teams focused on outcomes rather than activity.

Clear and Relevant Messaging
The firm’s complex offerings were reframed into concise, adviser-centric language that connected directly to value creation.

High-Quality Data Foundation
Verified contact data ensured every touchpoint reached the right decision-maker, reducing waste and improving conversion rates.

Human and AI Collaboration
SDR expertise paired with AI-enabled optimization made outreach scalable without sacrificing personalization.

Real-Time Transparency
Live dashboards gave complete visibility into pipeline development and campaign progress.

Outcome

In just six months, Startupr helped this financial services company build a reliable and scalable outbound growth engine. The engagement showed how clarity, precision, and transparency can turn even a limited, high-value market into a steady source of qualified pipeline and revenue growth.