For Financial Services
Financial services lead generation without the overpromises
Advisory and financial services firms sell confidence, so outbound copy cannot overpromise. Built For B2B books qualified meetings into your calendar with claim-safe cold email and LinkedIn outreach, live in about two weeks.
Why outbound is harder for financial services firms
Trust is the product. Most lead generation treats it as an afterthought.
Copy that cannot overpromise
Most outbound leans on hype. For a firm that manages money or advises on it, hype is a liability, not a hook. Your messaging has to earn trust from the first line.
Long cycles, lumpy referrals
Deals take months and referrals arrive when they arrive. Without steady outbound, pipeline gaps stay hidden until the quarter they hurt.
Niche ICPs, hard to reach
You sell to a narrow slice of the market: right size, right sector, right trigger. Generic lists burn sends on firms you would never take on.
What we run for financial services firms
One system tuned for a cautious buyer: cold email from dedicated secondary domains and warmed mailboxes, and LinkedIn outreach through managed sender accounts.
Targeting
Lists built around the buyers you actually want: CFOs, finance directors, controllers, founders and heads of HR for benefits work. Verified contacts only, no scraped lists.
Infrastructure
Cold email sends from dedicated secondary domains and warmed mailboxes, so your firm’s main domain is never at risk. LinkedIn runs through HeyReach-managed sender accounts, monitored daily.
Claim-safe copy
No performance promises. No advice language. Plain descriptions of who you help and how you work, written to start a conversation with a wary buyer.
Meetings
Positive replies are qualified before anything reaches your calendar. A partner or adviser takes the call. We run every step before it.
Results from the same system
$1.3M+
qualified pipeline in 45 days for an IT services client
0% to 25%
outbound’s share of pipeline for a B2B software client
14 days
to first booked meetings, whatever the industry
Different industries, same system. Financial services lead generation gets conservative, claim-safe messaging: no performance promises, no advice language, a plain description of who you help and how.
How it starts
Retainers from $3,000 per month with a one-time build fee. Three month initial commitment, then month to month. Full breakdown on the pricing page.
01
Fit call
A short call on your ICP, your offer and whether outbound fits. If it does not, we tell you and you lose nothing.
02
Build
About two weeks. Domains, mailboxes and warm-up on dedicated infrastructure, plus verified lists and conservative copy for your ICP.
03
First meetings
First meetings typically booked within 14 days of going live, straight into your calendar. Daily monitoring from the first send.
Frequently Asked Questions
Common queries
What services do you offer?
Built For B2B manages cold email and LinkedIn outreach. Core covers one channel; Scale and Elite combine both into one outbound system, from account targeting and messaging to qualified meetings in your calendar.
How long does it typically take to launch?
Count about 2 weeks from signed contract to campaigns going live. Built For B2B spends that window setting up secondary domains and mailboxes, warming them, building verified lead lists and drafting your email and LinkedIn sequences. First meetings typically land within 14 days of going live.
How do you protect my domain reputation?
Built For B2B never sends from your primary domain. We buy secondary domains that redirect to yours, create mailboxes on them and warm them before sending. Whatever happens to a sending domain, your main domain's reputation stays safe, and spreading volume across several domains keeps deliverability stable at scale.
What is the pricing model like?
Core starts at $3,000 per month for one channel: cold email or LinkedIn. Scale starts at $5,000 per month for both channels, and Elite starts at $8,000 per month. A separate one-time build fee applies. The initial commitment is three months, followed by a monthly retainer.
Are there any upfront fees or hidden costs?
A separate one-time build fee covers the initial campaign setup. The amount is quoted alongside your retainer before you commit. You pay it once; it is not a recurring monthly charge.
For B2B Brands
Find out if outbound fits your business.
Book an introductory call with Josh Clarke, founder of Built For B2B. We will discuss your target accounts, current sales process and goals, so you can assess the right channel mix and next steps.