Case Study
Finstride advises corporate clients on banking and financing, with access to a network of more than 100 banks.
Services
B2B Outreach & Sales Operations
Industry
Banking and finance advisory
Company Size
10 Employees
Timeline
6 Months
September 2024
Finstride
"Building Finstride, it was clear that we needed a scalable way to replicate that, without having to build a sales team of our own. Silvercrest AI built us a fully functioning sales infrastructure that runs without any internal sales staff."
Eric von Schumann
Head of Revenue & Finance · Finstride
The challenge
Eric von Schumann knew the value of a steady flow of qualified leads from his earlier software sales role. Finstride needed that capability without building its own sales team. We built the supporting infrastructure and explained how each part worked before handing it over. The collaboration gave Finstride a system it could operate itself, from targeting and outreach to qualification and follow-up.
The approach
Targeting, outreach, qualification and follow-up were assembled into one system that produces meetings without internal sales staff. We did not just hand over a tool. We explained what every piece does and why it matters, then handed the whole system to Finstride. They run it themselves today.
How we qualify and personalise
A useful conversation starts with a relevant company, the right person and a message that fits. These are the three foundations of Finstride’s outreach.
The ideal client profile defines sectors, company sizes and regions. Prospect lists are built and refreshed against these criteria.
Within those companies, the focus is on senior finance decision-makers. Company fit and the person’s role are considered together when selecting contacts.
Each segment has its own multi-step sequence, including a separate partner sequence. Personalised emails are combined with a professional-network touchpoint and follow-up over several weeks.
Closing stays with the founders
The infrastructure fills the pipeline. The conversations that turn a meeting into a client stay with Finstride.
At a glance
Target profile and contact research lead into personalised outreach. Responses and engagement feed the warm-lead list, follow-up call tasks and meeting preparation.
The details
What we built
An ideal client profile with target sectors, company sizes, regions and roles
Prospect lists built and refreshed against that profile
Separate outreach sequences per segment, including a partner sequence
Automatic tracking of engagement, with warm leads moved into their own list
Follow-up call tasks and reminders created in the calendar
Documentation of every part of the system for the handover
The six-month project
Setup: targeting, prospect lists, sending setup and first sequence
Expansion: further segments, lead tracking and follow-up tasks
Optimisation and handover: optimisation, documentation and handover to Finstride’s team
The Results
What changed for the team
More than 1,000 warm leads generated
More than 30 qualified meetings booked
A sales infrastructure that runs without internal sales hires
Handed over in full, now operated by Finstride's own team
Still generating leads and meetings after handover
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