FinTech case study: $1.4M pipeline in 90 days
Case Study · B2B FinTech · Enterprise Financial Services

$1.4M in qualified B2B pipeline.
Ninety days.

An enterprise FinTech client was generating website traffic from paid ads but no pipeline. The problem was not spend. It was that they were reaching the wrong companies. We rebuilt their ICP from the ground up.

$1.4M
Qualified pipeline in 90 days
22
Qualified meetings in quarter one
68%
Meeting to opportunity conversion
The Situation

Good product. Real demand. Completely wrong targeting.

This client had invested significant budget in paid advertising over two quarters. The traffic numbers looked solid. The CPL was within a reasonable range. But the pipeline was empty. Not slow, empty. No qualified opportunities coming from any of the activity.

When we audited the situation, the problem was clear within the first session. They were targeting finance departments at companies with under $20M in annual revenue. Their deal size required $50M to $500M. Every lead they were generating was structurally unqualified for the contract size, regardless of how interested they seemed on a call.

The targeting was off by an order of magnitude and every month of it was compounding the damage: a sales team burning time on conversations that could not close, budget spent reaching the wrong audience, and a growing internal narrative that "outbound does not work for us."

The problem was not the channel. It was not the copy. It was that they were reaching companies three times too small to close at their deal size. The ICP rebuild changed everything.
Channels Used
LinkedIn Outreach Cold Email ICP Research and Rebuild Trigger-Based Targeting SDR Qualification
What We Did

ICP rebuild first. Campaign second. That order matters.

We stopped all outreach activity in week one and ran a full ICP reconstruction. The objective: identify the specific company profile and buyer trigger where this client's product has the clearest commercial case for the buyer, not where the product is theoretically useful, but where the buyer has an active business reason to care right now.

The revised ICP: CFOs and Finance Directors at mid-market companies with $50M to $500M in annual revenue, specifically those going through one of three trigger events. A recent ERP implementation (creating a data integration problem this client's product addresses directly). An upcoming audit cycle (creating a compliance and reporting pressure). Or a Series B raise (creating a headcount and financial governance change that generates immediate need).

Those trigger events made the difference. A Finance Director at a $150M company with no active trigger is a reasonable cold contact. That same Finance Director six weeks after a new ERP went live is a hot prospect with a live problem. The list contained the same titles and company sizes. The trigger filter made it a completely different conversation.

W1
ICP Reconstruction and Trigger Mapping
Full audit of previous targeting. Rebuilt ICP around company size ($50M to $500M), seniority (CFO and Finance Director), and three business trigger events that create active need.
W2
List Build and Infrastructure Setup
Prospect lists sourced from Apollo and LinkedIn Sales Navigator filtered by trigger event signals. Sending domains acquired and warmup started. Sequences written for each trigger segment.
W3
Campaign Launch and First Replies
Cold email and LinkedIn sequences live simultaneously. First qualified replies within five days of launch. Each reply reviewed by a human against ICP criteria before any response went out.
M3
22 Qualified Meetings and $1.4M Pipeline
By end of quarter one: 22 confirmed qualified meetings. 68% converted to qualified opportunities. $1.4M in qualified pipeline in the CRM.
Results

Quarter one results from the rebuilt programme.

$1.4M
Qualified pipeline generated in 90 days
22
Qualified meetings in quarter one
68%
Meeting to opportunity conversion rate

The client had generated more qualified conversations in the first quarter with ConnectLead than in the entire previous year of self-managed activity. The difference was not channel or volume. It was ICP precision and trigger-based targeting.

"The pipeline numbers spoke for themselves. We had more qualified conversations in the first quarter than in the entire previous year. ConnectLead rebuilt our targeting from the ground up and it showed."
CFO (NDA) · Enterprise Financial Services Client
$1.4M qualified pipeline · 90 days · Month-to-month engagement
What This Means for Your Programme

Most outbound problems are ICP problems in disguise.

When outbound is not working, the instinct is to change the channel, increase the volume, or rewrite the copy. Sometimes those things are the problem. More often, the problem is upstream: the list contains companies that structurally cannot buy at your deal size, or cannot buy right now.

The ICP audit is always the first step of a ConnectLead engagement. Not a quick checkbox exercise — a genuine reconstruction of which companies have the problem your service solves, the budget to act on it, and a reason to care about it this quarter. That is what this case study was built on.

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