Outbound & Paid Acquisition Strategy for a Fintech
Finthesis is a software-as-a-service platform tailored for accountants and CFOs, converting raw accounting data into engaging, visual financial analyses. This functionality simplifies the process of generating reports, budgets, and financial forecasts. During its expansion phase, Finthesis established several strategic goals: to diversify its acquisition channels and to enhance its reach within the CFO and CEO segments. We developed a three-phase outbound strategy to cultivate high-potential leads and establish a scalable foundation:
**Step 1** – Launched a targeted outbound campaign aimed at CFOs, implementing a multichannel approach (email and LinkedIn) that emphasized a personalized, pain-point focus to capture CFOs' attention by showcasing Finthesis’s clear business advantages.
**Step 2** – Organized and synchronized customer relationship management (using HubSpot) to integrate commercial workflows, ensuring thorough tracking of leads, automating follow-ups, and centralizing data for improved visibility.
**Step 3** – Conducted continuous performance evaluations and refined the Ideal Customer Profile (ICP) through weekly tracking of response, qualification, and conversion rates, allowing for real-time adjustments to messaging, targeting, and channels. The goal was to enhance relevance while deepening market insights.
**Results:** Achieved 10 qualified leads per month (meetings scheduled); 27 leads per month (interested in the service); a 30% increase in conversion rate from qualified leads to customers, demonstrating effective targeting and message relevance; and 2 new customers each month.
**Client Feedback:** "We collaborate with Growth Room on outbound marketing and advertisements, and we couldn't be more satisfied! Their team is modern, responsive, and attentive, always keeping up with the latest trends. They proactively offer new ideas. Special thanks to Flore and Victor for their close collaboration on outbound efforts. It's invigorating to work with such dedicated professionals. Many thanks to the entire Growth Room team for their consistent support—efficient, smooth, and always positive!"