Financial Consulting Lead Generation Case Study: Outbound Sales System
Outbound strategy, messaging, and sales enablement for a financial consulting firm serving banks and credit unions.
Project overview
Challenge
ICI Consulting offers high-value advisory services to banks and credit unions, but growth depended heavily on referrals and inconsistent outbound efforts. Long sales cycles and multiple stakeholders made it difficult to generate predictable, qualified conversations at scale.
Solution
We built a targeted outbound system that combined precise account selection, role-specific messaging, and structured follow-up. Campaigns were designed to position ICI as a trusted advisor, initiate meaningful conversations, and support deal progression over time.
Approach
We focused on clarity before volume—defining ideal accounts, decision-maker roles, and core value narratives. Outreach was designed to open informed conversations, not push immediate sales, and to support long, consultative buying processes.
What we delivered
In productionBefore & After
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Results
- More consistent, qualified conversations with target institutions
- Improved response quality from senior decision-makers
- Clearer positioning as a strategic advisor rather than a vendor
- Repeatable outbound process instead of referral-only growth
- Better visibility into outreach performance and pipeline health