Case study
New business without waiting for the next referral
Outreach helped a finance business build new funding relationships and source deals that brought in an estimated $290,000 USD in new revenue.
The challenge
Good relationships. Uncertain timing
Referrals brought valuable business, but the firm depended on other people to make introductions. It wanted to find new opportunities without waiting for the next introduction.
What changed
Reach both sides of the funding conversation
The work focused on two audiences: funding partners to expand the firm’s network, and businesses seeking finance to bring new opportunities into it.
Research helped the teams decide who to contact and when. Each audience received relevant messages through email, LinkedIn and calling. The teams refined targeting and follow up based on the quality of responses, rather than activity volume alone.
The results
New relationships. Opportunities that reached funding
- Introductions to potential funding partners
- 102
- Potential deal value in the pipeline
- Approximately · USD$340 million
- Funded transactions from sourced opportunities
- Approximately · USD$29 million
- Estimated new revenue for the finance business
- Approximately · USD$290,000
The revenue estimate uses the firm’s average fee on funded deals. The pipeline figure shows potential financing, not money already funded or revenue earned.
The firm gained a way to find new funding relationships and opportunities alongside referrals. Both teams contributed to these results. Results for another business will depend on its circumstances.
What could this look like in your business?
For a manufacturer, the objective might be conversations with buyers whose order requirements fit its production. For a commercial service provider, it might be opportunities for contracts within its service area. The starting point is understanding which customers are worth winning, then finding a way to reach them beyond referrals.
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Which relationships would help you win new business?
Tell us who you want to reach and what makes them a good fit. We will discuss whether we can help you start those conversations.
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