New Equity Closed $100K in 93 Days with Cold Outreach
- Industry: Finance
- Location: New York, NY, USA
- Type: Consulting
- Employees: 11–50
- Scope:
- Lead Generation
- Client Acquisition
Days to First Lead
Sales Calls Booked
Closed in 93 Days
Bonus Content
Get the Exact Email Sequence Used
New Equity Consulting’s Transformation
Before
Deal Flow Was Inconsistent
Low-Quality Lead Flow and Inconsistent Revenue
After
Secured a $100K Deal Despite an Early-Stage Offer and Sales Process
Established a Repeatable System for Closing High-Value Deals
Improved Targeting and Follow-Ups for Higher Conversion Rates
01
Problem
About New Equity Consulting
New Equity Consulting, a financial consulting firm that matches qualified investors with pre-IPO investments into unicorn companies like Discord, OpenSea, Udemy, Klarna, Kraken, Lyft and more.
By the way, during our campaign, Rohan was completing his senior year of college. Talk about an overachiever.
The Challenge
As an independent consulting partner within the firm, Rohan was responsible for sourcing his own deals but deal flow was inconsistent.
“Prior to signing up we're really looking for a partner that could help us with lead generation, but not only just lead [gen] but the quality, really talking to people that we should be in front of. That [way], you know, everyone's making the best use of their time.”
Rohan Bhatia, Executive Director, New Equity Consulting02
Solution
We worked with Rohan to build out his entire client acquisition system. This included helping him establish his positioning, messaging, refining his offer and developing direct response copy that generated interest from qualified investors. After launching our campaign, we monitored all campaign responses and set appointments directly [on] his team's calendar.
Why They Chose Us
He was seeking a reliable partner who could assist him in predictably generating qualified opportunities and appointments for him and his team to close on.
What We Built
01. Research & Targeting
01. Research & Targeting
Who · Audience
- Type
- B2C
- Name
- Anonymized
- Audience
- Accredited investors (lawyers, doctors, business owners, real estate, etc)
- Age
- 35–60
- Income
- $250K–$500K
- Title
- Dr, C suite, VP, Engineer, Director, Partner, Founder / co-founder
- Seniority
- Owner, Partner, CXO, VP, Director, Manager, Senior
- Years Exp
- 3-5 years, 6-10 years, More than 10 years
- Geo
- California, New York, New Jersey, Texas, Florida, Arizona
- Industry
- Computer & Network Security, Computer Software, Law Practice, Legal Services, Medical Practice, Real Estate, Venture Capital & Private Equity
Who · Psychographics
Desired Outcome
- Desired Outcome
- High ROI on individual stock positions
- Primary Metric for Success
- ROI on each company's IPO
Problem
- External
- Lack of knoweldge/understanding of the pre IPO space, uncertainty about market conditions
- Internal
- fear of fraud/being ripped off
- Philosophical
- these investors are looking to invest in companies that will build them wealth for their retirement so they can relax and enjoy it
- Relevance
- market is hot for IPOs, the space is becoming more known and mainstream
Success
- Looks Like
- One of a client's positions finally IPOs and goes public at a higher share price than what they bought it at.
Failure
- Looks Like
- The first trade of IPO trades under the share price that the client purchased shares at
02. Campaign Strategy Blueprint
02. Campaign Strategy Blueprint
03. Campaign Deliverables
03. Campaign Deliverables
Email Sequence
04. Deploy Tech Stack
04. Deploy Tech Stack
03
Results
Secured a $100K deal despite an early-stage offer and sales process. Established a repeatable system for closing high-value deals.
“Within a couple weeks of the campaign being live we were able to refer over a hundred thousand dollars worth of business.”
Rohan Bhatia, Executive Director, New Equity ConsultingLaunch (Day 7)
Launch (Day 7)
- The New Equity Consulting Campaign is live now
- First replies came in on launch day
Your campaign is live! 🚀
Matt Kohn
Your campaign is live! 🚀
Your campaign is live! 🚀
0 Hour Studio
First Lead (Day 9)
First Lead (Day 9)
- First qualified lead booked a sales call just 2 days after launch
- 50 sales calls booked from 379 replies and 12,225 prospects
Days to First Lead
$100K Deal
$100K Deal
- Secured a $100K deal despite an early-stage offer and sales process.
Closed in 93 Days
Bonus Content
Get the Email Sequence that New Equity Consulting Used to Close $100K in 93 Days
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