Project
Sales Engine Complete

1. Challenge

Finstride needed a high‑velocity, fully‑functional outbound sales engine, without teaching or staffing a full sales department. The requirements:

• End-to-end outbound structure: lead generation, multi-channel outreach,  calls,  CRM framework
   

• High volume of quality leads and meetings
   

• Efficient sales infrastructure and automated workflows

 

2. Our "Sales Engine Complete" Package

Lead Generation

We began by building a high-quality pool of 30,000 target prospects, carefully aligned with Eric's Ideal Customer Profile (ICP). Leveraging our trusted network, scraping techniques, compliant databases and manually qualified prospecting, our team identified decision-makers in real need of Finstride’s fintech services. Email addresses were validated for deliverability, phone numbers for accuracy, ensuring that every outreach attempt would hit a real, responsive individual. This foundational step was essential in maximizing efficiency and keeping bounce rates low.

Cold Outreach

Our setup included a multi‑channel outreach strategy combining personalized emails and LinkedIn connections on specific cases. Our specialized system’s capabilities enabled us to scale personalized sequences with smart follow-ups, A/B testing of subject lines and copywriting, and a technical email "warm-up" process to improve deliverability. Our Hubspot CRM integration enabled us to dynamically deploy sequences enriched with user-specific data. 
 

Warm Lead Delivery

A really important step was delivering qualified, warm leads directly to Finstride. This would ensure alignment for the target audience, and these leads could be used as an asset for future campaigns from Finstride as well. Once a prospect reached qualification, mainly through positive email engagement, a meaningful call, or scheduled demo the lead record, meeting details, and conversation history were handed over via HubSpot. Eric could review and accept handovers in-app or via notification. We supported this with weekly recap reports, showing lead count, meetings booked, call dispositions, and pipeline velocity. This continuous feedback loop allowed Eric to focus entirely on conversion.
 

Cold & Warm Calling

Our expert team managed both cold and warm call sequences to ensure follow-through on email engagement and responses. Calls were initiated based on specific individual engagement as described in the warm leads section above. Our calls were driven by refined, high-performance scripts crafted with deep sales expertise. Each script was designed to be respectful, concise, and value-driven, ensuring that prospects felt understood rather than sold to. By focusing on clear pain points, asking smart qualifying questions, and aligning messaging with Finstride’s value proposition, our team was able to build trust quickly and efficiently convert conversations into booked meetings for Eric. These were not generic calls: they were structured touchpoints that combined professionalism with conversion precision.

 

CRM Setup & Integration

We deployed HubSpot as the central CRM, designing pipelines to mirror our outreach funnel and integrating seamlessly with our cold outreach email tool, lead generation system, and calls. By syncing our platforms, every new lead—email openers, replies, call outcomes—was instantly entered into HubSpot. Incoming warm leads triggered internal notifications and tasks, while all call notes and email threads were synced for full transparency . Following setup, we conducted a live onboarding session with Eric, ensuring he could track progress, manage deals, and review performance without extra effort.
 

3. Results
 

• Prospective Leads Identified: 30,000

• Warm Leads: 3,000

• Meetings Booked: 30+

• Full CRM Set Up and Live Update of Leads

• NO internal sales hires needed: Eric could focus only on strategic growth and closing prospects.

These numbers would likely need 7 to 8 full-time Sales Development Reps over 6 months to manually achieve the same output without automation.
 

However, your team at Schlicht & Partner we replaced all of this headcount using a highly optimized system with:

• Setting up highly efficient infrastructures and integrating processes with highly automated steps

• Calling handled by us

• Full CRM set up

 

4. Why It Works
 

• No extra work needed from Finstride: Fully managed outbound system requiring zero internal hires

• Transparent Metrics: Clear KPIs and automated data tracking

• Scalable Future: Easily expandable as Eric’s business continues to grow. The outreach system is now an asset of Finstride that can be used for campaigns in the future.
   

 

5. Get Started

Want a high‑output, fully automated sales engine without hiring?
Discover how our “Complete Sales Team Package” can build your scalable sales funnel and power growth from day one.

Book your Discovery Call today and we will provide a free consultation for your business!