How CRAFT's Glidepath Generated $4M in Pipeline
Financial-services outbound combining high-volume cold email and calling to reach RIA advisors and enterprise prospects.
$4M
Pipeline generated
31
Interested email leads
Company
Financial-services company building tax-efficient products for concentrated wealth, including the Glidepath exchange fund.
Industry
Financial Services
Location
Miami, FL
Company
Financial-services company building tax-efficient products for concentrated wealth, including the Glidepath exchange fund.
Industry
Financial Services
Location
Miami, FL
Company
Financial-services company building tax-efficient products for concentrated wealth, including the Glidepath exchange fund.
Industry
Financial Services
Location
Miami, FL
At a glance
CRAFT needed to create demand for Glidepath, its exchange-fund offering, across RIA advisors and enterprise prospects. Pipeline.tech paired high-volume cold email with calling, generating $4M in pipeline and booking meetings with teams at Nvidia, Cisco, and Cognizant.
At a glance
CRAFT needed to create demand for Glidepath, its exchange-fund offering, across RIA advisors and enterprise prospects. Pipeline.tech paired high-volume cold email with calling, generating $4M in pipeline and booking meetings with teams at Nvidia, Cisco, and Cognizant.
At a glance
CRAFT needed to create demand for Glidepath, its exchange-fund offering, across RIA advisors and enterprise prospects. Pipeline.tech paired high-volume cold email with calling, generating $4M in pipeline and booking meetings with teams at Nvidia, Cisco, and Cognizant.
challenge
Reach sophisticated financial buyers with a complex offer
Glidepath is built for investors navigating concentrated wealth and for the advisors who serve them. CRAFT needed an outbound motion that could explain the exchange-fund opportunity clearly, reach RIA advisors at scale, and open conversations inside large enterprises.
challenge
Reach sophisticated financial buyers with a complex offer
Glidepath is built for investors navigating concentrated wealth and for the advisors who serve them. CRAFT needed an outbound motion that could explain the exchange-fund opportunity clearly, reach RIA advisors at scale, and open conversations inside large enterprises.
challenge
Reach sophisticated financial buyers with a complex offer
Glidepath is built for investors navigating concentrated wealth and for the advisors who serve them. CRAFT needed an outbound motion that could explain the exchange-fund opportunity clearly, reach RIA advisors at scale, and open conversations inside large enterprises.
Strategy
Pair high-volume email with targeted calling
Audience — Focused outreach on RIA advisors and enterprise prospects connected to concentrated-stock and diversification needs.
Cold email — Sent 40,447 emails to 22,939 people, generating 538 replies and 31 interested leads.
Calling — Added direct calling to turn account interest into scheduled conversations with relevant stakeholders.
Positioning — Kept the message centered on the Glidepath exchange-fund use case rather than broad financial-services claims.
Strategy
Pair high-volume email with targeted calling
Audience — Focused outreach on RIA advisors and enterprise prospects connected to concentrated-stock and diversification needs.
Cold email — Sent 40,447 emails to 22,939 people, generating 538 replies and 31 interested leads.
Calling — Added direct calling to turn account interest into scheduled conversations with relevant stakeholders.
Positioning — Kept the message centered on the Glidepath exchange-fund use case rather than broad financial-services claims.
Strategy
Pair high-volume email with targeted calling
Audience — Focused outreach on RIA advisors and enterprise prospects connected to concentrated-stock and diversification needs.
Cold email — Sent 40,447 emails to 22,939 people, generating 538 replies and 31 interested leads.
Calling — Added direct calling to turn account interest into scheduled conversations with relevant stakeholders.
Positioning — Kept the message centered on the Glidepath exchange-fund use case rather than broad financial-services claims.
Result
$4M in pipeline and meetings inside major enterprises
The combined motion generated $4M in pipeline value and booked meetings with prospects at Nvidia, Cisco, Cognizant, and other large companies.
Result
$4M in pipeline and meetings inside major enterprises
The combined motion generated $4M in pipeline value and booked meetings with prospects at Nvidia, Cisco, Cognizant, and other large companies.
Result
$4M in pipeline and meetings inside major enterprises
The combined motion generated $4M in pipeline value and booked meetings with prospects at Nvidia, Cisco, Cognizant, and other large companies.
