Finance Case Studies

Overview

A leading U.S. startup investing platform needed a consistent stream of high-quality leads their sales team could quickly convert into deals. After struggling with inconsistent lead flow, low conversion rates, and managing multiple vendors, they partnered with Flowbot Forge to simplify and supercharge their outreach.

We integrated directly into their marketing workflows and built an omnichannel system combining targeted email campaigns, LinkedIn outreach, and intent-based calling. The result — more qualified meetings, a stronger pipeline, and measurable revenue growth.

About the Client

The client is the top startup investing platform in the U.S., with a community of over 1.7 million investors and $1.2 billion raised for startups. Their model makes startup investing accessible with a minimum investment of just $40, while helping founders raise capital faster to launch or scale their companies.

Challenges Before Flowbot Forge

Despite generating large-scale outreach, their high-volume email campaigns weren’t producing enough qualified opportunities. This slowed revenue growth and frustrated the sales team, who were spending valuable time on unqualified leads.

Their focus on Series A and seed-stage startups required fast, precise lead research — but juggling multiple vendors and managing sales operations in-house led to inconsistent results and slowed scalability.

After a short pilot with Flowbot Forge, they saw an immediate lift in results and decided to fully transition their outbound and lead generation to us.

Why They Chose Flowbot Forge

Speed to Impact — We ramped up and started producing results within the first month, instead of taking months to build momentum.

Revenue-First Model — Our campaigns are designed to directly impact the bottom line, not just generate activity.

Deep ICP Expertise — We didn’t stop at surface-level targeting. We built highly detailed buyer personas and found leads that perfectly matched their criteria.

Seamless Collaboration — We worked as an extension of their growth team, syncing with their VP of Growth and Director of Lead Generation, aligning on messaging, refining strategy, and providing transparent reporting.

Our Process

1.Business Deep Dive — Researched their industry, market trends, and customer pain points to build hyper-relevant outreach.

2. Sales & Marketing Audit — Identified gaps and opportunities in past campaigns to set a performance benchmark.

3. Meticulous Lead Research — Targeted Series A and seed-stage founders, CEOs, and CFOs in high-growth sectors.

4. Scalable Outreach Strategy — Started with cold email testing, then expanded to omnichannel with LinkedIn and calling campaigns.

5. Rapid Scale-Up — Outreach volume grew from 1,500 startups/month to 3,500 startups/month after switching to omnichannel.

How We Went Beyond Expectations

At Flowbot Forge, we don’t just deliver leads — we deliver the right leads. For this client, our process produced measurable, scalable results.

1. Business Deep Dive

We started by immersing ourselves in their world — researching the industry, business model, market trends, and the challenges their prospects face. This allowed us to build detailed buyer personas and craft messaging that spoke directly to decision-makers.

2. Sales & Marketing Audit

We reviewed their past campaigns to uncover what worked and what didn’t. From there, we:

• Identified gaps and opportunities in their existing strategy

• Set a clear performance baseline

• Designed an omnichannel outreach plan that matched their resources and goals

3. Precision Lead Research

Because they needed high-value, niche prospects, we targeted Series A and seed-stage startups, focusing on founders, CEOs, and CFOs in Fintech, Biotech, Robotics, AI, and Food & Beverage. Every lead was manually verified for quality and fit.

4. From Email to Full Omnichannel

We began with cold email test campaigns. The early success made it clear we could scale faster — so after four months, we launched a complete omnichannel strategy combining email, LinkedIn, and intent-based calling. This expanded reach, increased touchpoints, and significantly improved response rates.

5. Scaled Outreach Volume

• Before Omnichannel: 1,500 startups/month

• After Omnichannel: 3,500 startups/month

Example Omnichannel Sequence

A prospect might receive a targeted email, followed by a LinkedIn connection request, and then an intent-based phone call ensuring we engaged them at the right time, on the right channel.

The Outcome

In just 12 months of working together, we booked 337 qualified appointments — 285 from email, 40 from LinkedIn, and 21 from calls. As our automated workflows optimized prospecting, follow-ups, and appointment scheduling, the numbers kept climbing, with LinkedIn and calling channels gaining momentum each month.

After only four months, we doubled their monthly meeting quota from 15 to 30 by implementing a fully automated omnichannel system that coordinated email, LinkedIn, and phone outreach in sync.

The results spoke for themselves:

• 9% lead conversion rate — triple their previous vendor’s 3% rate

• 13 closed-won deals with top-tier clients in the first year, adding $130K in revenue

• $380K in projected pipeline value from pending deals

• 117% ROI — well above the industry average of 107%–110%

By automating list building, lead qualification, outbound sequencing, and follow-up reminders, we reduced manual work for their sales team, allowing them to focus entirely on high-value conversations and closing deals.