Case Study: Boosting Revenue with Omnichannel Lead Generation for a Startup Investment Platform

Learn how a top startup investment platform achieved a 9% lead conversion rate and $434K in potential revenue through effective omnichannel lead generation strategies.

Introduction

In the competitive landscape of investment platforms, standing out and effectively converting leads is crucial for sustained growth. This case study explores how Oriel IPO, an innovative online investment hub, leveraged omnichannel marketing strategies to significantly boost its revenue and lead conversion rates.

The Challenge

Oriel IPO faced several hurdles that impeded its growth:

• Low Conversion Rates: High-volume email campaigns yielded a conversion rate of merely 3%, far below industry standards.
• Lead Quality Issues: The sales team struggled with inconsistent, high-quality leads, wasting valuable time on unqualified prospects.
• Operational Inefficiencies: Managing multiple vendors and handling various aspects of sales operations in-house led to fragmented results and scalability challenges.
• Time-Sensitive Opportunities: Focusing on Series A and seed-stage startups required swift and accurate lead research to capitalize on emerging investment opportunities.

Why They Chose Belkins

After evaluating several vendors, Oriel IPO partnered with Belkins for two primary reasons:

1. Fast Ramp-Up and Execution: Belkins’ ability to quickly implement strategies within the first month ensured immediate impact and faster results.
2. Revenue-Focused Model: Unlike other vendors, Belkins emphasized delivering results that directly contributed to Oriel IPO’s bottom line and long-term growth.

Additional factors influencing their decision included Belkins’ deep understanding of Oriel IPO’s ideal customer profile and seamless communication, making the collaboration smooth and effective.

The Omnichannel Strategy

Belkins implemented a comprehensive omnichannel marketing strategy tailored to Oriel IPO’s specific needs, encompassing multiple channels to maximize reach and engagement.

Deep Dive into the Business

Belkins began by thoroughly researching Oriel IPO’s industry, business model, target verticals, key challenges, and market trends. This in-depth understanding allowed the creation of detailed buyer personas and a tailored value proposition that resonated with decision-makers.

Sales and Marketing Audit

A comprehensive audit of Oriel IPO’s past sales and marketing efforts identified strengths, weaknesses, opportunities, and threats. This audit established a baseline for future performance and highlighted areas for improvement, paving the way for a robust omnichannel outreach strategy.

Meticulous Lead Research

Focusing on high-quality leads within specific niches, Belkins targeted founders, CEOs, and CFOs from industries such as Fintech, Biotech, Robotics, AI, and Food & Beverage. This precise targeting ensured that outreach efforts were directed toward decision-makers capable of driving investment opportunities.

Email Outreach Evolution

Initially, Belkins employed single-channel cold email campaigns. Recognizing the limitations, they transitioned to an omnichannel approach after four months, integrating graduate email, LinkedIn, and intent-based calling campaigns. This multi-touchpoint strategy doubled the outreach volume from 1,500 to 3,500 startups per month, enhancing engagement and response rates.

Fixing Email Deliverability Issues

To overcome new spam algorithms and deliverability challenges, Belkins implemented several tactics:

• Quality Lead Database: Ensured emails reached relevant and interested recipients.
• Warming Up Mailboxes: Gradually increased email volume to avoid triggering spam filters.
• Iterative Email Templates: Regularly updated email content to prevent repetition and maintain deliverability.
• Domain Management: Monitored and rotated email domains to sustain campaign effectiveness.
• LinkedIn Follow-Up: Used LinkedIn as a supplementary channel for reengagement, focusing on high-potential industries like Food & Beverage and Robotics.

Boosting Engagement with Intent-Based Calling

Intent-based calling was employed to reengage prospects who showed interest but had not yet converted. By optimizing call timings and personalizing scripts, Belkins maximized engagement and increased the number of appointments.

Results

The implementation of omnichannel marketing strategies led to substantial improvements for Oriel IPO:

• 346 Appointments Booked: Over 15 months, including 285 from email, 40 from LinkedIn, and 21 from calls.
• Increased Meeting Quota: Monthly meetings doubled from 15 to 30 within four months.
• Higher Conversion Rate: Achieved a 9% lead conversion rate, significantly surpassing the previous 3%.
• Revenue Growth: Closed 13 deals with top-tier clients, generating $150K in revenue, and projected $434K from pending deals.
• Stellar ROI: Attained a 125% ROI, exceeding the industry average of 107–110%.

These results underscore the effectiveness of an omnichannel approach over traditional single-channel outreach, demonstrating the power of multi-touchpoint campaigns in driving growth and engagement.

Future Collaboration

Building on the success of the first year, Belkins and Oriel IPO are poised for even greater achievements in the second year. With a projected ROI of over 200%, the focus will be on tighter integration with Oriel IPO’s marketing efforts and optimizing engagement strategies to sustain and enhance growth.

Conclusion

Oriel IPO’s journey highlights the transformative impact of omnichannel marketing strategies in overcoming lead generation challenges and driving substantial revenue growth. By adopting a comprehensive, multi-channel approach, investment platforms can significantly improve lead quality, conversion rates, and overall business performance.

Ready to transform your lead generation strategy? Discover how Oriel IPO can help you achieve your investment goals.