LEADXVERSE CASE STUDY
Driving Fintech Lead Growth in the USA

Client Background
A fintech startup in New York, USA, offers payment processing software for small businesses. They struggled to generate qualified leads for their sales team in a competitive market.
The Challenge
Our client existing lead generation efforts (PPC ads and website forms) yielded only 20 low-quality leads monthly, with a 4% conversion rate. They needed to reach financial decision-makers in retail and e-commerce for demo bookings.
Our Solution
- Audience Research: Built a list of 8,000 financial decision-makers in retail and e-commerce using LinkedIn and verified email databases.
- LinkedIn Outreach: Sent 4,500 personalized connection requests and follow-ups, highlighting our client seamless payment solutions.
- Cold Email: Delivered 6,000 emails with case studies on transaction cost reduction.
- Google Ads: Ran targeted ads for high-intent keywords, driving traffic to a landing page for demo sign-ups.
- Lead Scoring: Used CRM tools to prioritize high-potential leads for follow-up calls.
Approach and Execution
- Audience Research: Identified 12,000 procurement heads using LinkedIn Sales Navigator and industry databases.
- Cold Email: Sent 9,000 personalized emails highlighting PrecisionWorks’ machinery reliability and cost savings, with case studies of successful installations.
- LinkedIn Outreach: Connected with 4,000 decision-makers via personalized messages, sharing whitepapers on manufacturing efficiency.
- Cold Calling: Followed up with 2,500 high-potential leads to schedule sales meetings.
Results
Over 5 months, the campaign delivered:
- Outreach: Contacted 8,000 prospects.
- Demo Bookings: Secured 220 demo bookings.
- Clients Onboarded: Converted 37 prospects into clients.
- Conversion Rate: 17% from demos to deals.
- Revenue Impact: Our client saw a 3x increase in monthly subscriptions.
Project Duration
5 months