Case Study: How Notch Financial Generated 86 Sales Meetings Through Targeted Outbound

About Notch Financial

Notch Financial is a Toronto-based accounts receivable automation platform that handles payment collection, invoice management, reconciliation, and customer payment portals for B2B companies. Operating in the Fintech / AR Automation space, they serve customers who need reliable, scalable solutions in a competitive market.

The Challenge

Notch Financial needed to build pipeline among mid-market wholesale distributors struggling with manual invoicing and slow payment collection. Like many companies in the Fintech / AR 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), Notch Financial launched a precision outbound campaign targeting CFOs and finance leaders at wholesale distribution companies, where accounts receivable inefficiency directly impacts cash flow and growth.

The campaign targeted CFOs and Finance Directors in Wholesale Distribution, reaching the exact personas who had budget authority and a genuine business need for Notch Financial's solution.

Key campaign elements:

• 9,070 total leads loaded into the outbound engine

• Targeted messaging tailored to the specific pain points of cfos and finance directors in wholesale distribution

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

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

The Results

The outbound campaign delivered 86 meetings from a pool of 9,070 leads, demonstrating the power of targeted, well-executed outbound in the Fintech / AR Automation space.

2 qualified meetings were generated, representing a 2% qualification rate from total meetings booked.

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

Why This Matters

For companies in Fintech / AR Automation, building predictable sales pipeline is the difference between steady growth and stagnation. Notch Financial'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.