Leads Directory
| Code | Campaign | # of Leads |
| PE-DATA | PE - Data Services | 1 |
| PE-FINTECH | PE - FinTech | 1 |
| PE-MKT | PE - Marketing Solutions | 1 |
| SVC-AI | SVC - AI Consulting & Implementation | 3 |
| SW-MKT | SW - Marketing Solutions | 20 |
PE – Private Equity – Leads for private equity funds looking to acquire new portfolio companies.
SVC – Services – Leads for B2B Services companies.
SW – Software – Leads for B2B SaaS companies.
Services
We offer the following lead generation services:
Leads Directory – We run Warm Lead campaigns for select industries and product categories. Visit our Leads Directory to purchase leads individually or subscribe to one of our campaigns and receive all leads generated during your subscription period, as well as all existing leads currently in the directory. The directory retains leads for three months.
Appointment Setting (add-on) – Upgrade your subscription to receive immediate visibility to new Warm Leads that are qualified for your offering. We will pitch your offering and schedule meetings with your sales reps. When appropriate, we also modify our campaigns to include notable features from your offering.
Custom Campaigns – We will build and optimize a lead generation campaign tailored to your business and offering. Every successful business starts with a process that consistently drives new leads. This improves your sales team’s productivity and fuels your growth.
Audience
We help B2B SaaS and services, Private Equity funds, and Investment Banks find qualified leads.
We are not your average Sales Development Reps. Our team has deep experience in the Financial Services sector having worked in equity research, trading, and risk management.
Our leadership team is comprised of people with the following attributes – Chartered Financial Analyst designation, built and launched SaaS startups, built sales teams, and closed millions of dollars in deals.
We’ve sat in both your seat and your clients’ seats, making us effective at crafting compelling language, optimizing campaigns, and driving qualified leads.
Process
Cold Email • Ecosystem • Social Media • PPC
Our efforts focus primarily on cold email outreach because we’ve found this to be the most effective way to identify and connect with our audiences. Our process is flexible, often involving phone, social media, PPC strategies, as well as developing an ecosystem of industry and consultant contacts that drive leads to our clients.
Pricing
Lock in pricing today and avoid future increases.
Lock in our Warm Lead and Appointment Setting subscription prices. Cancel anytime. Our pricing starts at the following levels:
| Service | Starting Price |
| Individual Leads | $500 per lead |
| Warm Lead Campaigns | $1,495 per month |
| Appointment Setting | $495 per month + $350 per meeting + 10% commission + 1.5% P/E introduction |
| Custom Campaigns | $2,495 per month + $500 per meeting + 10% commission + 1.5% P/E introduction |
Got Questions?
FAQs
What is lead generation and how does your agency approach it?
Lead generation is the process of engaging prospects through various marketing channels—email, social media, lead magnets, phone—to determine the level of interest a prospect has in your product or service.
We assess the prospect’s purchase intent using the following definitions:
- Awareness – Searching for a solution, but unsure what exists or right questions to ask.
- Consideration – Prospect decides they need your solution and now researching top brands.
- Acquisition – Showing interest in your brand specifically.
- Transaction – They are ready to pull the trigger and make the purchase.
Our Warm Lead Campaigns engage potential buyers and the industry’s ecosystem to find prospects in the Awareness and Consideration stages of the buying process. The focus of our Custom Campaigns is determined by the client’s needs. Clients that are still developing their sales development process need feedback from the market and typically want to speak with prospects at all stages of the buying process, whereas others clients may only want to speak with prospects who have confirmed budgets and are ready to make a purchase.
Do you offer appointment setting or meeting scheduling services?
Yes. Appointment setting is included with our Custom Campaigns. If you subscribe to our Warm Lead Campaigns, you can purchase an Appointment Setting add-on service.
What makes your agency different from other lead generation companies?
Most agencies promise big results which only come after several months of setting up infrastructure, warming up email addresses, and optimizing campaigns. Our Leads Directory allows you to see immediately results by working with us. It also allows you to sample our work before hiring us to launch your Custom campaigns.
Second, we focus on areas where our team members have direct work experience and industry contacts. For example, our team includes a Chartered Financial Analyst (CFA) who has worked in equity research and risk management. His expertise in these areas has helped craft compelling campaigns that sell WealthTech SaaS and services into the asset management industry.
What industries or types of businesses do you specialize in?
We support the following clients:
- B2B SaaS and Services – Providers of FinTech, WealthTech, MarTech, Workforce Mgmt, BPO, AI / ML, Blockchain / Crypto
- Private Equity Funds looking for new portfolio companies
Which lead generation techniques and processes do you use?
Our process is built around cold email outreach. We find this to be the most effective method for building a repeatable lead generation process for clients. It allows us to identify prospects, customize our outreach, measure results, and continually optimize campaigns. When needed, we supplement our campaigns with social media, PPC, and phone campaigns.
In addition, we develop a network of ecosystem contacts and touch base periodically to learn about new fund launches and prospects that may need our client’s services.
How quickly can we expect to see results?
We created our Leads Directory for teams that need immediate results.
For clients who want campaigns tailored to their brand and offering, the process to develop an optimized campaign that delivers consistent results takes an average of two months. For SaaS clients, the process has been as short as one month. For Services clients, we’ve seen it take as long as six months due to the nature of selling Services.
If you would like to discuss some of the common pitfalls associated with lead generations for Services, feel free to schedule a time to speak with us.
What kind of reporting and analytics do you provide?
For our Leads Directory, we do not provide any campaign statistics.
For Custom Campaign clients, we provide bi-weekly and monthly statistics on the efficiency of campaigns, including the number of prospects engaged, as well as open, reply, meeting, and conversion rates.
What is your process for ongoing communication and support?
You will be assigned an Account Executive who will be your main point of contact.
Do I have exclusive rights to the leads I purchase?
Leads Directory – There is no limit to the number of times a lead in our Leads Directory can be purchased.
Prospects who are serious about purchasing a solution typically demo several products. It’s better to be invited to the party, than to find out about it after the party has ended.
Custom Campaigns – All qualified leads generated by your Custom Campaign that you decide to engage are exclusive. Leads that don’t meet your requirements which you choose to pass on may be added to the Leads Directory. Similarly, Custom Campaign clients benefit from leads added to the Leads Directory which match your qualified lead criteria.
Can I resell your leads?
No, you may not resell or share our leads.
What is your Refund Policy?
There are no refunds. All fees paid on subscriptions and one-time purchases are non-refundable.
See what they’re saying.
Our happy customers have a lot to say about our services!
Chris is a great business developer, he is strategic in his approach and was able to generate heaps of qualified leads to our company through a meticulous digital sales and marketing strategy.
Imad
CEO, HedgeGuardChris managed our business development efforts for one year. He crafted compelling emails and ran campaigns that generated quality meetings with our target audience. I highly recommend him.
