Introduction

In this case study we'll walk through how we helped FS Marketing Consultancy generate 30+ qualified meetings per month using Cold Email & LinkedIn Outreach.

Client Overview

FS Marketing Consultancy, a lead generation agency based in the UK works with Financial Advisors helping them grow their pipeline and assets under management (AUM).

Although they were successfully generating their own leads via paid ads (Facebook, LinkedIn), they wanted to use cold outreach to scale this even further.

Campaign Objective

The client wanted to reach Financial Advisors via Cold Email and LinkedIn looking to offer their paid ads services. They wanted to use an offer that has been effective for them as well as test a number of different approaches too.

The aim of the campaign was to book in qualified meetings.

Ideal Customer Profile (ICP)

They wanted to work with Financial Advisors:

• USA, Canada, UK and Australia

• Head count: 5 - 25

• Offered Retirement planning services

Technical Setup

Cold Email:

• 5 domains similar

• 15 mailboxes (3 per domain)

• Data was obtained from Apollo.io

• We used Instantly to warm up and send the emails. Warm up took around 2-3 weeks.

LinkedIn Outreach:

• 1 LinkedIn profile

• We used LinkedIn Sales Navigator to build our prospect list

• We used an automation tool to send connection requests and messaging sequence.

Messaging:

The client already had a proven offer that worked with Paid Ads. Here is a sample of what worked well:

$60 - $200M AUM Pipeline, Guaranteed

Hi {FirstName},

Currently I’m helping Financial Advisors add $60M - $200M in new managed assets to their pipeline guaranteed.

Would you be interested in finding out more?

Either way have a great day.

With Cold Email we followed up 4-5 times over a 3 week period. LinkedIn we introduced a single follow up after 3 days of the initial message.

Results

After an initial warm up period of around 2 weeks, the following results were achieved.

Cold Email:

• We booked an 18 appointments based on sending 300 emails per day (0.03%)

LinkedIn Outreach:

• We booked in 12 appointments over a 30 day period

• 20% connection acceptance message.

• 27% positive reply rate

• 50% appointment booking rate.

Note, the client already had a proven offer and sales follow up process which helped considerably with the results.