10X Increase in Loan Applications within 90 Days
Business funding companies leverage PeopleLinx to reactivate past clients and acquire new ones.
Sales rep produces 75+ leads and 12 approved loan applications within 90 days
The business of providing flexible capital is becoming increasingly competitive, causing firms like Vicenda Group, Sellers Funding, and CAN Capital turn to PeopleLinx for predictable and scalable lead flow for their sales teams.
Using PeopleLinx, the average sales rep engages 250+ new prospects weekly, seeing a 13% response rate and 6+ upfront meetings per week.
Within a 90-day period, one individual using PeopleLinx generated 75+ qualified meetings and 26 applications, resulting in 12 companies funded, a nearly 10X increase in lead flow and sales productivity.
Challenge: Drive a regular flow of applications with a scalable prospecting engine
Business funding and other financial services firms often face the same common challenges: a decrease in the number of loan applications, increased competition, and one of the most painful hurdles: a lack of qualified leads.
Without a steady flow of new prospects, growth can be challenging and unpredictable. To keep their pipelines full and have a reliable flow of qualified leads, many funding providers are looking for a systematic, scalable prospecting system.
Solution: Refined go-to-market strategy and reactivating past clients
As a first step, PeopleLinx works closely with each client to develop prioritized prospecting and outreach strategy. Targets include reactivating past leads and clients and identifying ideal customer profiles for net-new acquisition.
Following an agreed upon Go To Market plan, PeopleLinx provides sequences of outreach messaging and high quality prospect lists for approval. With client signoff, prospecting begins immediately and ramps up over a 60-day period to full volume.
200+
75+
Meetings booked
Qualified leads
12+
26+
Companies funded
Loan applications
Results in the first 3 months: 75+ meetings booked, 5X increase in loans approved
Across clients like Vicenda Group, Sellers Funding and CAN Capital, the average individual sees a 13% response rate, a regular flow of qualified meetings directly from their outreach and increase loan and funding applicants.
Within 90 days, one individual generated 75+ meetings, and 26+ applications. This client was able to provide capital to 12+ businesses, helping them overcome the challenges posed by economic uncertainty.
If you’d like information on how PeopleLinx helps financial services companies be more productive and successful, please get in touch. We’d love to hear from you.