Fintech · Embedded Payments · Series A

14 qualified meetings in 45 days, 92% attendance.

A Series-A embedded payments company needed to move upmarket from SMB into mid-market treasury teams. In-house outbound had stalled at 2 meetings a month.

Meetings — first 45 days
14
Meeting attendance rate
92%
Days to first meeting
3
Opportunities in first cycle
2
Founder LinkedIn growth
3.4×

The challenge

The team had raised on an SMB story but investors wanted mid-market ACVs to prove the next round. Their in-house SDR had ramped for six months and was averaging two meetings a month against a 12-meeting target. Messaging was product-first — nothing that resonated with treasury and finance buyers who cared about controls and compliance, not features.

The approach

We ran the Intelligence Sprint against a tightly defined list of 320 mid-market accounts with in-house treasury teams. Buyer interviews surfaced three pain hypotheses the internal team hadn't heard. We built a two-channel sequence — email plus LinkedIn — grounded in one specific observation about each account (SOC2 posture, existing payments provider, published treasury policy). No spray. Warming via the founder's LinkedIn ran two weeks before first outreach.

The outcome

First qualified meeting landed on day 3. By day 45 the calendar held 14 meetings with named target accounts, 13 of which showed up. Two moved to opportunity in the first cycle. The founder's LinkedIn following grew from 900 to 3,100 in the same window from warming content alone.

They booked our first meeting three days after launch. By day 45 we had 14 on the calendar — and people actually showed up. Attendance was 92%.VP Sales, Series-A Fintech

Delivered via

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