1. The Client

A mid-sized fintech company was working in a compliance-heavy space. Their core challenges revolved around slow sales cycles, hard-to-engage decision-makers in audit and risk, and limited outbound capacity. They were already running some manual outreach but results were inconsistent. Referrals happened randomly, LinkedIn openers felt too generic, and conversations rarely converted into booked meetings. They needed a better way to:

• Find the right decision-makers

• Start smarter conversations

• Create qualified pipeline quickly

That’s where we came in.

2. The Challenge

The early signals from their outreach were positive. People were replying. Referrals were coming in. A few booked calls had already happened. But there were clear roadblocks.

• Low connection acceptance on LinkedIn

• Overused opener that lacked role or industry relevance

• Momentum dropped off after the first message

• Follow-ups defaulted to links that looked like cold emails

• Some prospects responded with "not my department" or "we already have a system"

Even warm leads didn’t always progress. So we needed a sharper strategy that could scale.

3. The Setup: Day 1 to Day 3

We followed a clear 5-part onboarding plan and completed it in just 3 days.

Step 1: Strategic Offer and ICP

We gathered everything the client had on past deals, messaging, and audience profiles. Then we defined three primary personas:

• Risk and audit heads

• Compliance leaders in financial services

• Operations leaders in lending and RIA teams

We mapped pain points, offer tiers, and value propositions for each.

Step 2: Messaging Design

For each persona, we built personalized sequences focused on specific triggers like:

• SOC 2 and ISO efforts

• Lending expansion

• GAAP audit cycles

• Recent fines or hiring activity

We created variants with curiosity-based openers and strong asset-led CTAs like one-pagers or Loom videos.

Step 3: Campaign Setup

We launched the full campaign structure inside our LinkedIn engine. This included:

• Persona-specific campaign containers

• Airtable dashboards for tracking and status

• A/B test variants across messages and assets

Step 4: Technical Execution

Six real LinkedIn profiles were configured to run the outreach. We built SOPs for each profile, connected them to the campaigns, and made sure every account had clean bios, headers, and credibility signals.

Step 5: QA and Go-Live

Final checks ensured:

• All campaigns were approved

• Messaging was loaded and aligned

• Calendars were linked

• Each LinkedIn account was sending live

• Five booking links were tested and active

We were ready to go.

4. Campaign Execution Highlights

The campaigns ran with surgical precision. Here’s what we did differently:

• Used time-bound scheduling to create urgency and reduce drop-offs

• Asked for referrals with ready-to-send blurbs instead of just saying "who else should I talk to"

• Responded to curiosity with tailored Looms and short one-pagers based on real questions

• Tagged out-of-office leads with return dates and followed up precisely

• Positioned integration limitations as partnership opportunities rather than dead ends

Every single reply was followed by a human-sounding response, no bots or automation giveaways.

5. Results in Just 30 Days

With only 6 LinkedIn profiles running outreach, here’s what happened in the first 30 days:

• $60,000 in monthly pipeline added

• Referrals flowed in without asking twice

• Top compliance and audit buyers replied with interest

• Conversations led to concrete use cases within 3 messages

All from cold LinkedIn outreach. No ads. No cold emails.

6. Key Insights and Learnings

Here’s what worked:

• Personalizing by trigger and industry boosted acceptance

• Adding micro-assets in follow-ups created credibility

• Avoiding generic hooks and switching to role-based problems led to more replies

• Sending invites quickly after a time was mentioned helped us close the loop faster

What we fixed:

• No more sending site links without context

• Created nurture lists for people traveling or busy

• Improved calendar hygiene by sending invites within one hour of a reply

7. The Bigger Picture

This was not just about building pipelines. It proved a repeatable system could be created, launched, and scaled in just three days. By the end of the first month, the team had:

• A working LinkedIn engine

• Active campaigns across core verticals

• High-conversion messages and assets

• A new way to engage the right buyers at the right moment

8. What's Next

Based on the initial traction, we’re now expanding outreach to new verticals like insurance and healthcare. More LinkedIn accounts are being added. More playbooks are being launched. But the foundation is already built. A predictable pipeline engine that combines human messaging with AI-driven orchestration. That’s what made the $60K/month happen. And it’s just the beginning.