Fintech Firm Fills Enterprise Pipeline with LinkedIn Outreach

The Problem

Enterprise fintech sales cycles are long — and getting in front of the right person is half the battle.

• Cold email was being blocked by spam filters at large organizations

• The team had no LinkedIn outreach process in place

• Outreach attempts felt generic and were being ignored

High-value prospects were unreachable through traditional channels.

The Solution

A LinkedIn-first outreach strategy targeting senior finance decision-makers with highly relevant, personalized messaging.

The approach

• Mapped out ICP: CFOs, Finance Directors, and VP Finance at mid-market and enterprise companies

• Built connection sequences with persona-specific messaging angles

• Developed conversation frameworks designed to qualify before the call

• Tracked all activity in CRM with automated follow-up triggers

Key Capabilities

• LinkedIn profile optimization for outreach credibility

• Segmented connection and message sequences

• Persona-specific messaging frameworks

• Conversation-to-meeting conversion tracking

• CRM sync and follow-up automation

Example Outcome

Before: The sales team had no repeatable way to reach senior finance buyers at enterprise accounts.

After: A steady stream of warm LinkedIn conversations with CFOs and Finance Directors at target companies.

Result: 80+ qualified conversations in 90 days, 31 discovery calls booked, and multiple enterprise deals entered into active negotiation.

How It Works

1. Profile Optimization — LinkedIn presence is positioned to build instant credibility with the target persona.

2. Sequence Build — Personalized connection and follow-up messages are crafted per segment.

3. Outreach Execution — Campaigns run daily with manual oversight to ensure quality.

4. Handoff — Qualified conversations are passed to the sales team at the right moment.

Best For

• Fintech companies targeting senior financial decision-makers

• B2B firms where email deliverability is a persistent problem

• Teams looking to open enterprise doors through LinkedIn