Financial TechnologySeries B

From 10 to 45 qualified meetings/month

A Series B FinTech company needed to expand from a single market to three new verticals simultaneously. sdr.so deployed a two-SDR team that scaled outbound across payments, lending, and compliance buyers.

4.5×
Meeting Volume
3
New Verticals Opened
91%
Meetings Held Rate
$3.4M
Pipeline in 90 Days

The challenge

The company had a proven product in one financial services vertical but needed to expand into payments, lending, and compliance — three distinct buyer personas with very different pain points and procurement processes. One SDR could not credibly represent all three. Headcount constraints ruled out three new hires.

The solution

sdr.so matched the company with two SDRs: one with a background in payments and lending, one with compliance and risk experience. Both operated from the client's CRM and reported into the client's Head of Sales. Separate sequences were built for each vertical, and ICPs were refined through a two-week discovery sprint before outreach began.

The results

  • Monthly qualified meetings grew from 10 to 45 across all three verticals within 90 days.

  • 91% of booked meetings were held — the highest held rate the company had seen in any outbound programme.

  • $3.4M in pipeline was created in the first quarter.

  • The compliance vertical — previously untouched — became the fastest-growing revenue line by month four.

The quality of the matching process surprised us. Both SDRs had genuine domain knowledge in the verticals we needed. They were having intelligent conversations from week one — not reading off a script.

Head of Sales

Series B FinTech

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