How we solved Compound’s lead generation so they could focus on innovation.
BACKGROUND.
Compound is building a powerful platform to help financial advisors manage their clients' full balance sheets.
With $1.5 billion in assets under management, Compound aims to deliver a seamless experience for both advisors and their clients. As a growing company, they needed help to speed up their outbound campaigns and ensure their tools were up-to-date.
Before working with us, Compound had built some outbound systems in-house but was facing challenges in keeping up with the fast-changing landscape of outbound tools and strategies.
The team needed to accelerate their project timeline and make sure their outreach systems were working efficiently. With outbound being a rapidly evolving space, using outdated tools and methods was slowing them down.
THE SOLUTION.
We worked closely with Compound to assess their current outbound system and make key adjustments to streamline the process.
Our expertise helped them move faster and ensure that their tools and strategies were current with the latest trends and best practices in outbound marketing.
Enoch became a part of their team quickly, helping them iterate on their existing outreach process. By refining their outbound campaigns and updating their toolset, we were able to help Compound push forward at the fast pace they needed.
In just one month of working together, Compound experienced:
A faster project timeline, allowing them to hit their goals quicker than expected.
Enhanced outbound campaigns with up-to-date tools and strategies.
Improved team efficiency, with Compound able to ship the required updates and execute their outreach smoothly.
Our partnership allowed Compound to move quickly, adapt to the fast-changing outbound landscape, and execute their growth strategy effectively.
more Case Studies.
Software Company
40+ Qualified Demos and a Cleaner ICP After 3 Failed Outbound Partners
Arbor had cycled through prior outbound partners without consistent results before working with Cymate. We pivoted their ICP to frontline, low-tech industries like Manufacturing, Logistics, and Retail, and now consistently book 10+ qualified demos a month with non-technical decision-makers in Operations, HR, and Procurement.
Read case study
Software Company
28+ Qualified Meetings With CEOs and CMOs at Sculpt, U Beauty, and Grunt Style
The Jenny Project had no structured outbound motion in a crowded consumer research category where prospects lump every tool together. We pivoted from broad outreach to signal-based targeting and a sharper packaging angle, booking 28+ qualified meetings with senior DTC decision-makers including Sculpt, U Beauty, Grunt Style, and Negative Inc.
Read case study