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Scaling Pipeline Without Scaling Headcount: 13 Meetings Per Month for a Fintech Startup

A fintech startup offering payment automation and reconciliation solutions for finance teams in SMEs.

ABOUT
SECTOR
Fintech / Financial Services
Services required
1 BDR & ELITE GTM motion
Company Size
11-50
13/Month
Qualified Meetings
£540K
Pipeline generated
120%
Increase in monthly meetings

The Brief

The founder and sales lead were managing outbound themselves, leading to inconsistent activity and limited scalability. While they had a strong product and clear ICP, they lacked the time and structure to build a repeatable outbound engine.

Our Solution

We took full ownership of outbound execution — from data and targeting to messaging and multi-channel outreach. We also introduced structured reporting and performance tracking, giving the client full visibility into activity, results, and ROI.

The Results

The business transitioned from sporadic outbound to a consistent, systemised pipeline engine. Meetings increased to a steady 10–15 per month, freeing up the internal team to focus on demos and closing. Within 3 months, the campaign generated over £500K in pipeline and established a strong foundation for continued growth.

Learnings

Outbound Needs Systems, Not Individuals

Founder-led outbound is not scalable — systems and consistency are essential.

Transparency Builds Trust & Performance

Visibility and reporting improve both performance and client confidence.

Iteration Drives Results

Outbound success comes from continuous testing and iteration, not one-off campaigns.