SigFig struggled with generating adequate outbound leads targeting banks and financial institutions. They needed to refine their outbound marketing strategy to more effectively target and capture the interest of potential enterprise partners.
Sales Strategy Audit
Conducted comprehensive Q&A sessions with sales representatives and leads to identify existing challenges and inefficiencies.
CRM Funnel Optimization
Audited the existing CRM funnel to identify bottlenecks and streamline lead management processes.
Copy and Messaging Workshop
Refined sales copy and messaging, emphasizing SigFig's unique value propositions for finance and banking sectors.
LinkedIn Profile Enhancement
Updated sales representatives' profiles to better showcase expertise and service benefits.
Automated LinkedIn Outreach
Deployed grobot automation tool, offering free financial management advice with direct links to booking calendar and introductory video.
Successfully converted previously declined prospects into new opportunities and expanded the sales team from 4 to 8 members within one year.
By adopting a comprehensive review and enhancement of their sales processes and utilizing advanced automation tools, SigFig significantly improved their outbound lead generation and engagement with key targets in the banking and financial sectors.