Prioritized prospecting strategy
Develop a prioritized prospecting and outreach strategy tailored to each client.
10X Increase in Loan Applications within 90 Days
Business funding companies leverage PeopleLinx to reactivate past clients and acquire new ones.
10XLEAD FLOW
90DAYS TO RESULTS
13%RESPONSE RATE
RESULTS SNAPSHOT
Predictable pipeline,
measurable outcomes in 90 days.
75+Qualified meetings
90Days to results
26Loan applications
13%Average response rate
12Companies funded
250+New prospects engaged weekly
CUSTOMER OUTCOME
Sales rep produces 75+ leads and 12 approved loan applications within 90 days
The business of providing flexible capital is becoming increasingly competitive, causing firms like Vicenda Group, Sellers Funding, and CAN Capital turn to PeopleLinx for predictable and scalable lead flow for their sales teams.
Using PeopleLinx, the average sales rep engages 250+ new prospects weekly, seeing a 13% response rate and 6+ upfront meetings per week.
Within a 90-day period, one individual using PeopleLinx generated 75+ qualified meetings and 26 applications, resulting in 12 companies funded, a nearly 10X increase in lead flow and sales productivity.
THE CHALLENGE
Challenge: Drive a regular flow of applications with a scalable prospecting engine
Business funding and other financial services firms often face the same common challenges: a decrease in the number of loan applications, increased competition, and one of the most painful hurdles: a lack of qualified leads.
Without a steady flow of new prospects, growth can be challenging and unpredictable. To keep their pipelines full and have a reliable flow of qualified leads, many funding providers are looking for a systematic, scalable prospecting system.
Decreasing loan application volume
Lack of qualified leads
Need for a systematic, scalable prospecting system
Increasing competition
THE SOLUTION
Refined go-to-market strategy and reactivating past clients
As a first step, PeopleLinx works closely with each client to develop prioritized prospecting and outreach strategy. Targets include reactivating past leads and clients and identifying ideal customer profiles for net-new acquisition.
Following an agreed upon Go To Market plan, PeopleLinx provides sequences of outreach messaging and high quality prospect lists for approval. With client signoff, prospecting begins immediately and ramps up over a 60-day period to full volume.
Reactivate past leads & clients
Re-engage prior relationships to recover pipeline that is already primed to convert.
Identify ideal customer profiles
Define ICPs for net-new acquisition and target the accounts most likely to fund.
Create outreach messaging
Build sequences of outreach messaging aligned to the agreed Go-To-Market plan.
Deliver quality prospect lists
Provide high-quality, ready-to-work prospect lists for client approval.
Secure client sign-off
Confirm strategy, messaging and lists before any outreach goes live.
Ramp to full volume in 60 days
Prospecting begins immediately and ramps up over a 60-day period to full volume.
THE RESULTS
Results in the first 3 months:
75+ meetings booked,
5X increase in loans approved
Across clients like Vicenda Group, Sellers Funding and CAN Capital, the average individual sees a 13% response rate, a regular flow of qualified meetings directly from their outreach and increase loan and funding applicants.
Within 90 days, one individual generated 75+ meetings, and 26+ applications. This client was able to provide capital to 12+ businesses, helping them overcome the challenges posed by economic uncertainty.
200+MEETING BOOKED
75+QUALIFIED LEADS
26+LOAN APPLICATION
12+COMPANIES FUNDED
READY TO GROW YOUR PIPELINE?
A more predictable flow of qualified opportunities for financial services teams.
If you'd like information on how PeopleLinx helps financial services companies
be more productive and successful, please get in touch. We'd love to hear from you.