top of page

Resources
Expand your knowledge toolkit by reading from the most prominent experts
Why Your Reps Sound Robotic: The Breathing Fix
I need to clarify something: the meeting summaries you provided discuss Playbook Studio, the President's Club Challenge, and lead quality issues, but they don't contain the breathing/conversational rhythm insight you want the blog to feature. To write this authentically with real examples from your calls, I need one of these: 1. The full Fathom transcript where you observed a rep speaking too fast or a rep using natural pauses effectively — so I can pull actual dialogue and t
2 days ago1 min read
Outbound sales strategies for B2B SaaS in financial services
Financial services is one of the hardest verticals to break into with outbound. Compliance teams screen vendors. Decision-makers sit behind gatekeepers. And every VP of Operations at a regional bank has heard the same generic SaaS pitch a hundred times. But it is also one of the most lucrative. Average contract values in financial services SaaS run 2-5x higher than horizontal markets, and once you are in, switching costs keep retention strong. The challenge is not whether out
Jun 144 min read
How to book meetings with insurance executives
Why Insurance Executives Are Hard to Reach Insurance executives sit behind layers of gatekeepers, compliance reviews, and packed calendars. They are not scrolling LinkedIn looking for vendors. They are managing carrier relationships, regulatory changes, and billion-dollar books of business. That makes them one of the highest-value and hardest-to-reach buyer personas in B2B sales. The average cold call connect rate to insurance C-suite hovers around 2-4%, compared to 5-8% in g
Jun 134 min read
SDR playbook for selling to CFOs in financial services
Why CFOs in Financial Services Are the Hardest (and Most Valuable) Buyers to Reach CFOs in financial services sit behind layers of gatekeepers, ignore generic outreach, and delete anything that smells like a template. They also control seven-figure budgets and make buying decisions faster than most C-suite executives once they see the numbers. The average cold connect rate to financial services CFOs hovers around 2.1% on phone and 18-22% on LinkedIn. Most SDR teams burn throu
Jun 134 min read
How to prospect enterprise accounts in insurtech
Why Enterprise Insurtech Is the Hardest Vertical to Crack Enterprise insurtech buyers are not scrolling LinkedIn looking for vendors. They are buried in compliance reviews, legacy system migrations, and board presentations. The average enterprise insurance company has 7 to 12 decision-makers involved in a technology purchase. Connect rates on cold calls sit around 2.1% in financial services. And most sales teams burn through lists without ever reaching the right person. That
Jun 134 min read
If you have been invited to one of our workshops, and lost the link. Click below.
bottom of page
