Software
France
Financial services leader books 300 sales qualified meetings over in 5 months
Jean-Dominique Pago
Partner
“After a first collaboration through 2023 to get more familiar with the process we decided to get to the next stage in 2024 with 300 leads.”
60
Sales opportunities
3
Client acquisition
4
Personalised copies
87,000
Contacts
18
Weeks
300
Qualified sales meetings
Why letstrike?
In January 2024, Olifan had already been working with letstrike on a regular basis for 2 years.
For the half of 2024 Jean-Dominique and Christine, two of the leading partners, wanted to industrialise their outreach and generate 300 meetings for their local teams.
They faced the following challenges:
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01
Word of mouth dependency
Olifan usually acquires new clients through satisfied customer referrals, personal recommendations and network introductions (as it is quite customary in the wealth management industry). But word of mouth can’t be forecasted, can vary a lot month to month and is not scalable.
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02
Multiple team members and needs
Olifan decided to deploy the process in 5 local offices simultaneously in 2024: Bordeaux, Nice, Lyon, Marseille Aix-en-Provence . Each of the 18 team members had their own goals and tactical needs in specific cities, counties and regions that needed to be addressed at the same time.
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03
Lack of leads and automation
Olifan looked for a partner who could help manage their entire project because they do not have the adequate technology infrastructure, market data and team in-house to run a cold emailing project.
04
Short term acquisition targets
In 2024 Olifan want to scale their business at a higher pace and complete their other sources of leads (client referrals, introductions, trainings and web publications.
More about the client
Olifan group is one of the leaders of wealth management in France with 15 local offices serving more than 4,200 clients. They specialise in helping professionals to manage and grow their estate with a range of services such as financial investment, real estate investment, retirement and inheritance strategies.
Olifan’s Ideal Client Profile is business owners, corporate executives, expats and self-employed professionals.
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ICP
Regions
Industries
Headcount
Persona
Roadmap
First step
- Opening with Nouvelle Aquitaine and Occitanie regions
- 2 different copies created to address the specific needs of Corporate Executives and Business Owners
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Stage 1
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Stage 2
Second step
- Expanding the PACA region
Third step
- Specific copywriting to address “co-living” pain points and benefits
Stage 3
Key messages
Our most effective copies were tailored to specific personas, addressing their unique pain points and needs as well as opportunity based copies:
We support business executives like you through all the stages involved in building up your property portfolio while reducing your tax burden, optimising your property income and preparing for your retirement.
We help business executives like you to benefit from one of the only investment opportunities that still benefit from generous tax breaks and have the potential to generate yield higher than 4%.
Roadblocks & Solutions
Over three years we had to overcome a multitude of challenges together.
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18 team members: the number of team members and their own timetables (holidays, peak activity periods…) made the planning of the campaigns complicated. Planning the campaigns in advance, transparently and with good briefing was one of the keys for the success of the programme.
Meeting flow inconsistency: the regional differences in low activity periods that generally produce lower response rate and peak periods that produce a spike in results made the meeting flow fluctuate. Together with better planning, scaling the volume of contacts engaged helped reduce the inconsistency over the course of 5 months.
Focusing core persona: after delivering some of the meetings, the Corporate Executive although a good persona for Olifan proved to convert less than CEO and business owners. The team refocused on the core persona: business owners.
Market saturation: The target market of Olifan in the local regions was already covered by recent campaigns before the 300-meeting programme. letstrike had to space out the outreach and change the copywriting in order to be able to re-engage the same audience as well as acquiring more data to reach out to fresh new contacts.
18 team members: the number of team members and their own timetables (holidays, peak activity periods…) made the planning of the campaigns complicated. Planning the campaigns in advance, transparently and with good briefing was one of the keys for the success of the programme.
Meeting flow inconsistency: the regional differences in low activity periods that generally produce lower response rate and peak periods that produce a spike in results made the meeting flow fluctuate. Together with better planning, scaling the volume of contacts engaged helped reduce the inconsistency over the course of 5 months.
Focusing core persona: after delivering some of the meetings, the Corporate Executive although a good persona for Olifan proved to convert less than CEO and business owners. The team refocused on the core persona: business owners.
Market saturation: The target market of Olifan in the local regions was already covered by recent campaigns before the 300-meeting programme. letstrike had to space out the outreach and change the copywriting in order to be able to re-engage the same audience as well as acquiring more data to reach out to fresh new contacts.
18 team members: the number of team members and their own timetables (holidays, peak activity periods…) made the planning of the campaigns complicated. Planning the campaigns in advance, transparently and with good briefing was one of the keys for the success of the programme.
Meeting flow inconsistency: the regional differences in low activity periods that generally produce lower response rate and peak periods that produce a spike in results made the meeting flow fluctuate. Together with better planning, scaling the volume of contacts engaged helped reduce the inconsistency over the course of 5 months.
Focusing core persona: after delivering some of the meetings, the Corporate Executive although a good persona for Olifan proved to convert less than CEO and business owners. The team refocused on the core persona: business owners.
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