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sharechest
◇ Case study · Pre-seed fintech for investor relations · North America
Fintech & PaymentsFintechNorth America

The founders needed meetings.with investor relations teams

ShareChest is a pre-seed fintech. Its chatbot sits on a public company's website, educates prospective investors and enrolls them in the company's email campaigns.

In 2021 ShareChest's founders asked Growth Rhino to book meetings with investor relations managers at Canadian-listed companies and build a lead process for future account executives.

Canada
◇ Snapshot
  1. $525KPipeline (ARR)
  2. 150Leads in nine months
The brief
Book meetings with prospects and build a lead process for future account executives.
Who they needed to reach
Investor relations managers at public companies listed in Canada.
Market
Canada.
Channels
Cold email.
Timeline
Nine months, 2021.
Stage
Pre-seed fintech.
Before
  • A very small team, with the founders booking their own meetings
  • No process to generate leads for the account executives they planned to hire
  • Messaging to investor relations managers not yet tested
  • A product investor relations managers had not seen before
After
  • 150 leads from cold email, without the founders doing the outreach
  • A lead process ready for their future account executives
  • Messaging tested and improved against one clear buyer
  • Cold email sending set up for deliverability

Engagement timeline

How the build landed

Delivered
  1. 01Start

    List and sending set up

    Investor relations managers listed and cold email sending set up for deliverability.

  2. 02Nine months

    Cold email and message tests

    Outreach ran, the messaging was tested and improved, and leads went to the founders.

◇ What they had

A new product and a very small team

ShareChest sells to investor relations managers at public companies listed in Canada. The product had no direct competitor, so every buyer first had to hear what it does.

The founders wanted a team with deep experience in cold outreach to book meetings. They also wanted a lead process their future account executives could run.

◇ What we ran · Target Account Pipeline + Lead Scoring & Data + AI Marketing Workflows

We wrote to one buyer and kept testing

  1. 01

    Find every investor relations manager

    Investor relations teams are easy to find. We listed the managers at Canadian-listed companies.

    • 6 sending domains
    • Investor relations managers
    • Named contacts
  2. 02

    Set up sending that reaches the inbox

    Deliverability was one reason ShareChest chose us, so we set up sending before the first email.

    • Sending domains
    • Inbox warm-up
    • Deliverability checks
  3. 03

    Test and improve the messaging

    The emails explained the product plainly to one buyer. We tested and improved them for nine months.

    • Cold email sequences
    • Messaging tests
    • Leads to the founders

Shipped

What the client owns

Handed off
  • Sequence
    Lead process

    A lead process built to feed its future account executives.

  • Workflow
    Cold email sending setup

    Emails reach investor relations managers' inboxes.

  • Dashboard
    Tested messaging

    Nine months of tests on what gets answers.

  • Playbook
    Target list

    Investor relations managers at Canadian-listed companies.

Results

Movement, line by line

Client-supplied
MetricBeforeAfter
Primary domain healthBurningQuarantined · 99% delivery
◇ What changed

Leads turned into qualified opportunities

Over nine months in 2021, our cold email to investor relations managers in Canada produced 150 leads for ShareChest.

Around 50% of those leads became qualified opportunities, with a pipeline value of $525,000 in ARR.

Can you name every company you want to sell to?

Book a call →
◇ In their words
"Growth Rhino has been instrumental for us to grow our business. The team is knowledgeable, friendly, and extremely responsive. I love the fact that we're continuously learning and improving our strategies. We set aggressive targets for the team and so far we've knocked them out of the park."
Sarah Sun · Co-FounderShareChest
◇ If this is you

Start with a Growth Sprint.

Today we run this as Target Account Pipeline, one of five plays in a 90-day Growth Sprint, with something live by day 14 and a ship report every Friday. Book a call and we will tell you which plays we would test first.