$17M Sales in 6 Months for a Financial Services Company – Bottom Line Concepts, LLC (Inc. 5000)

Case Study Financial Service

Offer

Employee Retention Credit (ERC).  ERC is a refundable tax credit for businesses that kept employees on payroll during the COVID-19 pandemic. It covers up to 70% of qualified wages, with a maximum of $7,000 per employee per quarter in 2021. Eligible businesses include those with reduced revenue or suspended operations due to government orders.

We came to know this program lately and joined immediately with Bottom Line Concepts as a Referral Partner.  As an RP, my job was to find the right prospect, reach them via Cold Email and book a call with Bottom Line Concepts calendly.

Buyer Persona

Any Company in the United States with 5 to 500 W-2 Employees

Lead List

We did some research and list of top 500,000 companies.  We enriched 3-5 decision makers (CEO, CFO, COO, VP Finance, Directors) per company.   We validated full lists with a tool named Reoon and made sure I have a max 3% bounce rate.

Cold Email Infrastructure

We built a cold email system with 1800 accounts and sent roughly 35000 emails per day.  Did 9 cold email campaigns for this project from August 2023 to January 2024.

  • Google Workspace (SMTP): 1800 accounts
  • Domains: 360 domains
  • Cold Email Tool: Instantly
  • Lead Source: Apollo
  • Copywriting: ChatGPT

Stats of Cold Email Campaign

Master Inbox Screenshot

Screenshots of Bottom Line Referral Dashboard

Results

We got over 300 leads and booked 72 meetings to Bottom Lines Concepts.  They Closed 15 deals worth $17M in sales.

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