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Case Study: How Homefix Custom Remodeling Generated 1940 Sales Meetings Through Targeted Outbound
About Homefix Custom Remodeling Homefix Custom Remodeling is an exterior home remodeling contractor and consumer lending company, whose CEO also founded Pure Finance Group to provide financing solutions for the remodeling industry. Operating in the Fintech / Home Improvement Lending space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Homefix Custom Remodeling needed to generate a high volume of qualified appointments with h
1 day ago2 min read
Case Study: How MEGA Generated 4 Sales Meetings Through Targeted Outbound
About MEGA MEGA is an enterprise architecture and GRC software company whose HOPEX platform covers enterprise architecture, business process management, risk management, compliance, and data governance. Operating in the Enterprise GRC / Financial Services space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge MEGA needed to reach senior professionals in legal and financial services firms interested in modernising their practic
1 day ago2 min read
Case Study: How American Operator Generated 16 Sales Meetings Through Targeted Outbound
About American Operator American Operator is a holding company and operating platform that acquires and operates small American businesses, focused on preserving and growing essential local services. Operating in the Private Equity / SMB Operations space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge American Operator wanted to connect with small business owners who were considering selling their business or bringing on an o
1 day ago2 min read
Case Study: How Singlefile Generated 1 Sales Meetings Through Targeted Outbound
About Singlefile Singlefile is an AI-powered entity management and compliance filing platform that automates annual reports, registered agent services, and regulatory filings across all 52 US jurisdictions. Operating in the Legal Tech / Compliance Automation space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Singlefile needed to build awareness among compliance-focused businesses struggling with document tracking and regul
1 day ago2 min read
Case Study: How Harcourts Auctions Generated 42 Sales Meetings Through Targeted Outbound
About Harcourts Auctions Harcourts Auctions is a global real estate auction platform helping agents and brokerages sell properties through competitive auction processes. Operating in the Proptech / Real Estate Auctions space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Harcourts Auctions wanted to recruit real estate agents interested in adding auction as a listing strategy to differentiate themselves in competitive market
1 day ago2 min read
Case Study: How Clearest Health Generated 3 Sales Meetings Through Targeted Outbound
About Clearest Health Clearest Health is a health insurance technology company simplifying benefits verification and patient financial navigation for healthcare providers. Operating in the Insurtech / Health Insurance Tech space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Clearest Health needed to connect with healthcare providers struggling with insurance verification and patient billing complexity. Like many companies i
1 day ago2 min read
Case Study: How Fintary Generated 3 Sales Meetings Through Targeted Outbound
About Fintary Fintary is an AI-powered commission management and revenue platform for insurance organisations, automating commission processing, receivables tracking, and revenue forecasting. Operating in the Insurtech / Commission Automation space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Fintary wanted to reach insurance brokerage leaders dealing with the complexity of tracking commissions across multiple carriers and
1 day ago2 min read
Case Study: How RightExit Generated 20 Sales Meetings Through Targeted Outbound
About RightExit RightExit is an M&A advisory firm specialising in exit planning and business valuation for accounting firms and financial services businesses. Operating in the Financial Services / M&A Advisory space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge RightExit needed to reach accounting firm owners and partners who were thinking about succession planning or selling their practice. Like many companies in the Finan
1 day ago2 min read
Case Study: How SovDoc Generated 24 Sales Meetings Through Targeted Outbound
About SovDoc SovDoc is a document and compliance management platform serving healthcare practices and professional services businesses. Operating in the Healthcare Tech / Compliance space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge SovDoc wanted to connect with healthcare practice owners struggling with document management and compliance workflows. Like many companies in the Healthcare Tech / Compliance sector, they faced
1 day ago2 min read
Case Study: How Firetail Generated 38 Sales Meetings Through Targeted Outbound
About Firetail Firetail is an API security platform that helps organisations discover, monitor, and protect their APIs from threats and vulnerabilities. Operating in the Cybersecurity / API Security space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Firetail needed to reach security and engineering leaders at companies with complex API ecosystems where vulnerabilities posed business-critical risks. Like many companies in t
1 day ago2 min read
Case Study: How SmartHRCheqs Generated 44 Sales Meetings Through Targeted Outbound
About SmartHRCheqs SmartHRCheqs is a pre-employment background screening company offering criminal checks, employment verification, drug testing, credit checks, and social media screening. Operating in the HR Tech / Background Screening space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge SmartHRCheqs needed to reach HR decision-makers in healthcare, where rigorous background screening is a compliance requirement for patient
1 day ago2 min read
Case Study: How MarginPro Generated 36 Sales Meetings Through Targeted Outbound
About MarginPro MarginPro is a revenue recovery service by Threecolts for eCommerce sellers and brands, auditing inventory shortages, shipping charges, and vendor payment errors to recover lost funds. Operating in the Fintech / Revenue Recovery space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge MarginPro wanted to connect with eCommerce business owners who were losing revenue to undetected marketplace and shipping errors.
1 day ago2 min read
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 / Finan
1 day ago2 min read
Case Study: How BillFold Generated 10 Sales Meetings Through Targeted Outbound
About BillFold BillFold is a cashless POS and RFID payment system built for live events, festivals, and entertainment venues, supporting QR, NFC, and contactless payments with real-time analytics. Operating in the Fintech / Events Payments space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge BillFold wanted to reach venue and event operators looking to modernise their payment infrastructure and eliminate cash handling at liv
1 day ago2 min read
Case Study: How Amoeba Generated 43 Sales Meetings Through Targeted Outbound
About Amoeba Amoeba is a treasury and accounting automation platform that streamlines financial operations for mid-market companies. Operating in the Fintech / Treasury Automation space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Amoeba needed to reach accounting professionals at manufacturing companies dealing with complex treasury and AP workflows. Like many companies in the Fintech / Treasury Automation sector, they fa
1 day ago2 min read
Case Study: How Propelr Pay Generated 32 Sales Meetings Through Targeted Outbound
About Propelr Pay Propelr Pay is a payment processing company directly integrated with Visa, offering credit, debit, ACH, and contactless payment acceptance with embedded payments technology for software platforms. Operating in the Payments / Embedded Fintech space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Propelr Pay wanted to connect with software platform CEOs interested in embedding payment processing into their pro
1 day ago2 min read
Case Study: How SpendLab Generated 9 Sales Meetings Through Targeted Outbound
About SpendLab SpendLab is an Amsterdam-based AP recovery audit and real-time error prevention platform that uses 450+ algorithms to identify payment inaccuracies in accounts payable, VAT, and vendor balances. Operating in the Fintech / AP Recovery space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge SpendLab needed to break into the US market and reach finance leaders at companies with complex AP environments where payment
1 day ago2 min read
Case Study: How ChargeFlow Generated 9 Sales Meetings Through Targeted Outbound
About ChargeFlow ChargeFlow is a fully automated chargeback management platform for eCommerce merchants, using AI-driven dispute evidence building and fraud detection across 100+ payment integrations. Operating in the Fintech / Chargeback Management space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge ChargeFlow wanted to reach finance leaders at companies losing revenue to chargebacks and fraudulent disputes. Like many comp
1 day ago2 min read
Case Study: How LetsGoCFO Generated 42 Sales Meetings Through Targeted Outbound
About LetsGoCFO LetsGoCFO is an outsourced accounting and advisory firm providing bookkeeping through CFO-level strategic guidance for small to mid-sized businesses. Operating in the Financial Services / Outsourced CFO space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge LetsGoCFO needed to connect with founders of growing tech companies who had outgrown basic bookkeeping but were not ready for a full-time CFO hire. Like man
1 day ago2 min read
Case Study: How Hyper Generated 85 Sales Meetings Through Targeted Outbound
About Hyper Hyper is an AP automation platform helping finance teams streamline accounts payable, expense management, and payment workflows. Operating in the Fintech / AP Automation space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Hyper needed to reach finance decision-makers at companies still running manual AP processes who would benefit from automation. Like many companies in the Fintech / AP Automation sector, they f
1 day ago2 min read
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 sl
1 day ago2 min read
Case Study: How Beacon Payments Generated 142 Sales Meetings Through Targeted Outbound
About Beacon Payments Beacon Payments is a Boston-based merchant services provider offering interchange-plus credit and debit card processing, terminals, and business capital through a network of independent sales agents. Operating in the Payments & Merchant Services space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge Beacon Payments wanted to penetrate the skilled trades vertical where business owners were locked into lega
1 day ago2 min read
Case Study: How CardConnect Generated 200 Sales Meetings Through Targeted Outbound
About CardConnect CardConnect is a Fiserv company providing PCI-validated payment processing, tokenization, and point-of-sale solutions for merchants of all sizes. Operating in the Payments & Merchant Services space, they serve customers who need reliable, scalable solutions in a competitive market. The Challenge CardConnect needed to rapidly expand their merchant acquisition pipeline beyond traditional referral channels. Like many companies in the Payments & Merchant Service
1 day ago2 min read
What Are The Best Strategies To Grow Sales Predictably In European Tech Firms
Growing sales predictably for European technology firms requires moving beyond opportunistic deals and building a repeatable engine that produces consistent pipeline month after month. Europe offers a diverse and growing market across Germany, France, the Netherlands, the Nordics, and beyond. Each market has its own language, business culture, and regulatory framework, making localised outbound essential. What Predictable Sales Growth Actually Means Predictable growth means y
1 day ago2 min read
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