Business emails and phone numbers for a prospect list of financial and advisory firms
Enriching a client's own list of financial and advisory firms with verified business emails, phone numbers, LinkedIn profiles and a qualification column.
Financial Services Prospecting Client
Enriching a client's own list of financial and advisory firms with verified business emails, phone numbers, LinkedIn profiles and a qualification column.
- Focus
- Lead generation, Data enrichment, Financial services
Services used
Get a quoteOverview
The client already had a list of target firms but no reliable way to reach the partners, founders and principals inside them.
The challenge
Senior people at advisory firms keep low profiles, so finding a working business email and phone number takes several sources and careful checking.
Solution & strategy
- Researched each prospect across Sales Navigator, Apollo, Hunter.io and ZoomInfo.
- Verified emails for deliverability before delivery.
- Added location and a qualification column matching the client's criteria.
- Scaled to the client's volume, from 100 to 10,000 records.
What we delivered
The client received an enriched prospect list with verified contact details and a qualification column, ready for outreach. The sample shown covers firms in Florida, Indiana, Pennsylvania, New Jersey and Massachusetts.
- Fields: company name, website, first and last name, email, title, phone, LinkedIn, location and qualification.
- Roles: partners, founders and principals.
- Emails verified for deliverability.
Proof & creative
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- 2A short discovery call to understand your goals.
- 3A written proposal with scope, timeline and estimate.
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