Toptal helps financial services client generate prospects with multichannel outreach.
A financial services client partnered with Toptal to replace ad hoc outreach with a structured sales cadence and find a more effective way to engage hard-to-reach healthcare prospects.
Client
A US-based financial services company building a structured multichannel outbound sales process.
Industry
Financial ServicesDelivered Services
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Schedule a CallChallenge
The client lacked a structured outbound sales strategy, making it difficult to track outreach and follow up consistently. Cold calling also struggled to reach the target audience of healthcare workers, limiting opportunities to connect with potential clients.
Solution
Structured Sales Outreach
Toptal built a multichannel sales cadence across phone, email, and LinkedIn, using Sales Navigator and Apollo for lead sourcing, Instantly for email campaigns, and HubSpot to track outreach and follow-ups.
Personalized Prospect Outreach
After identifying that healthcare workers were difficult to reach by phone, Toptal shifted the strategy toward personalized messages and LinkedIn outreach to create additional opportunities for engagement.
Outcome
Consistent Prospecting Process
The client gained a structured, measurable approach to outbound sales, replacing ad hoc outreach with coordinated touchpoints and consistent prospect tracking.
Better Prospect Responses
The more personalized approach generated better responses from the target audience and ultimately helped the client secure several new prospects.
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