Software
France
Financial services leader generates 300 leads over 5 months through automated cold email campaigns
Jean-Dominique Pago
Partner
“After a first collaboration through 2023 to get more familiar with the process we decided to get to the next stage in 2024 with 300 leads.”
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Why Strike Up?
In January 2024, Olifan had already been working with Strike Up on a regular basis for 2 years. For the half of 2024 Jean-Dominique and Christine, two of the leading partners, wanted to industrialise their outreach and generate 300 leads for their local teams. They faced the following challenges:
01
Word of mouth dependency
Olifan usually acquires new clients through satisfied customer referrals, personal recommendations and network introductions (as it is quite customary in the wealth management industry). But word of mouth can’t be forecasted, can vary a lot month to month and is not scalable.
02
Multiple team members and needs
Olifan decided to deploy the process in 5 local offices simultaneously in 2024: Bordeaux, Nice, Lyon, Marseille Aix-en-Provence . Each of the 18 team members had their own goals and tactical needs in specific cities, counties and regions that needed to be addressed at the same time.
03
Lack of leads and automation
Olifan looked for a partner who could help manage their entire project because they do not have the adequate technology infrastructure, market data and team in-house to run a cold emailing project.
04
Short term acquisition targets
In 2024 Olifan want to scale their business at a higher pace and complete their other sources of leads (client referrals, introductions, trainings and web publications.
Testimonial
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More about the client
Olifan group is one of the leaders of wealth management in France with 15 local offices serving more than 4,200 clients. They specialise in helping professionals to manage and grow their estate with a range of services such as financial investment, real estate investment, retirement and inheritance strategies. Olifan’s Ideal Client Profile is business owners, corporate executives, expats and self-employed professionals.
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Roadblocks & Solutions
Over three years we had to overcome a multitude of challenges together.
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Meeting Flow Inconsistency: the regional differences in low activity periods that generally produce lower response rate and peak periods that produce a spike in results made the meeting flow fluctuate. Together with better planning, scaling the volume of contacts engaged helped reduce the inconsistency over the course of 5 months.
Focusing Core Persona: after delivering some of the meetings, the Corporate Executive although a good persona for Olifan proved to convert less than CEO and business owners. The team refocused on the core persona: business owners.
Market saturation: The target market of Olifan in the local regions was already covered by recent campaigns before the 300-meeting programme. letstrike had to space out the outreach and change the copywriting in order to be able to re-engage the same audience as well as acquiring more data to reach out to fresh new contacts.
18 team members: the number of team members and their own timetables (holidays, peak activity periods…) made the planning of the campaigns complicated. Planning the campaigns in advance, transparently and with good briefing was one of the keys for the success of the programme.
Benefits
