FINANCIAL SERVICES
How Value Buddy Booked 70 Meetings and Closed 12 Deals Selling Into One of the Most Regulated Markets in America
70 meetings booked, 12 deals closed in 4 months
meetings booked in 4 months
closed deals
Outbound channel used
CLIENT REVIEW
Hear it straight from the client
Ace McGill
CEO & Founder at VALUE BUDDY
THE CHALLENGE
Where they were stuck
Value Buddy operates in the specialized SBA lending market, where reaching the right decision-makers requires precise targeting and credible messaging.
The SBA lending market is niche, making broad outbound lists worthless.
Buyers need outreach that sounds informed about their lending environment.
Internal team bandwidth was too limited to run outbound consistently.
THE SYSTEM WE BUILT
How we solved their problems
Target the right lending buyers
Outbound System built campaigns around the specific decision-makers and situations that indicate fit for Value Buddy's offer.
Run managed cold email end to end
Outbound System handled targeting, messaging, sending infrastructure, and iteration so Value Buddy could stay focused on closing.
Turn meetings into closed deals
Value Buddy booked 70 meetings and closed 12 deals through the outbound program.
Outbound System built Value Buddy a precision outbound campaign designed for financial services compliance. Every element was calibrated for risk-averse buyers: compliant copy that avoided unsubstantiated performance claims, trust-based sequences rather than urgency tactics, and targeting focused on SBA lending officers and valuation decision-makers.
The campaign targeted the gap between Value Buddy's current 17 banking customers and the remaining 1,780+ SBA lenders who hadn't heard of them, plus thousands of business brokers and financial advisors who refer valuation work. Messaging led with the concrete value proposition: 3-day turnaround versus 2-4 weeks, $1,800 flat versus $2,500-$5,000+, with included risk assessments that competitors charge extra for.
Over 4 months, the campaign delivered 70 booked meetings and 12 closed deals. In a market where a single banking customer represents significant recurring revenue from every SBA loan they process, 12 new deals represents a transformative growth milestone for a startup that had previously relied on accelerator introductions and founder-led sales.
