Case Study: How Koi Generated 21 Sales Meetings Through Targeted Outbound

About Koi

Koi is a working capital and margin intelligence platform that automates reconciliation and unifies fragmented payment data for finance teams. Operating in the Fintech / Financial Automation space, they serve customers who need reliable, scalable solutions in a competitive market.

The Challenge

Koi needed to build pipeline among finance leaders at operationally complex mid-market businesses running legacy financial systems. Like many companies in the Fintech / Financial Automation sector, they faced the classic B2B growth problem: how do you reliably generate meetings with the right decision-makers without relying on referrals and inbound alone?

Traditional channels were not scaling fast enough. They needed a predictable, repeatable outbound engine that could deliver qualified conversations with their ideal buyer profile.

The Approach

Working with Glencoco's pay-per-meeting marketplace (powered by Nurturance's outbound methodology), Koi launched a outbound campaign targeting senior finance titles at mid-market companies across multiple verticals, where financial automation would have the highest operational impact.

The campaign targeted CFOs, Controllers, and Directors of Finance across Manufacturing, Construction, and Business Services, reaching the exact personas who had budget authority and a genuine business need for Koi's solution.

Key campaign elements:

• 1,811 total leads loaded into the outbound engine

• Targeted messaging tailored to the specific pain points of cfos, controllers, and directors of finance across manufacturing, construction, and business services

• Multi-touch outbound cadence combining cold calling with strategic follow-up

• Pay-per-meeting model ensuring Koi only paid for real conversations with qualified prospects

The Results

The outbound campaign delivered 21 meetings from a pool of 1,811 leads, demonstrating the power of targeted, well-executed outbound in the Fintech / Financial Automation space.

7 qualified meetings were generated, representing a 33% qualification rate from total meetings booked.

These were not random calendar bookings. Each meeting was a genuine conversation with a decision-maker matching Koi's ideal customer profile, creating real pipeline opportunities.

Why This Matters

For companies in Fintech / Financial Automation, building predictable sales pipeline is the difference between steady growth and stagnation. Koi's results show what happens when you combine the right targeting, the right messaging, and a proven outbound methodology.

Nurturance helps fintech, insurtech, and technology companies generate qualified meetings through targeted outbound. If you are looking to build a predictable pipeline of decision-maker conversations, we should talk.

Visit nurturance.uk or book a call to discuss how we can replicate these results for your business.