Scaling Finance

Location

United States

Testimonial

Cuppa Leads helped us reach high-value FinTech clients with precision and efficiency. Their AI-driven lead generation strategies significantly reduced our acquisition costs while delivering a steady stream of qualified leads. Their expertise was instrumental in achieving our ARR growth targets, and we couldn’t be happier with the results.” — Jonathan Reid, CEO

What was their problem?

Scaling Finance, a FinTech growth agency, aimed to deliver guaranteed ARR growth for its clients while reducing customer acquisition costs (CAC). However, they faced challenges in identifying and connecting with decision-makers in their target market. Their team needed a scalable and compliant lead generation solution to ensure predictable client growth while maintaining their high standards for quality and efficiency.

Why did they choose CuppaLeads?

Duration of Engagement

12 months

Average Deal Size (USD per year)

100000

Goal of the engagement

To build a pipeline of qualified FinTech leads, reduce CAC, and achieve predictable ARR growth for Scaling Finance’s clients.

Who is their ideal customer?

Scaling Finance’s ideal customers are FinTech companies seeking compliant, scalable growth strategies to achieve 50-150% ARR growth while reducing CAC by 30-50%.

Problem they solve for their customer?

Scaling Finance provides FinTech companies with predictable, compliant growth strategies to scale ARR while minimizing acquisition costs. They help clients navigate the complexities of customer acquisition and retention, enabling sustainable, long-term success.

Strategy

Cuppa Leads collaborated with Scaling Finance to refine their Ideal Customer Profile (ICP), focusing on FinTech companies poised for rapid ARR growth. A multi-channel outreach campaign was launched, leveraging LinkedIn Sales Navigator and cold email targeting decision-makers such as CEOs, CFOs, and growth leads. Personalized messaging emphasized Scaling Finance’s unique value proposition—delivering guaranteed ARR growth while cutting CAC. To ensure compliance, Cuppa Leads implemented rigorous data enrichment and validation processes, ensuring leads met industry regulations. A/B testing was conducted to refine outreach content and subject lines, optimizing engagement. All qualified leads were integrated into Scaling Finance’s CRM for efficient follow-up.

Marketing Channels

Cold Email Outreach, LinkedIn Outreach

Results

Over 12 months, Cuppa Leads generated 120 high-quality leads, contributing to a 40% reduction in CAC for Scaling Finance. Optimized campaigns improved email engagement rates by 25%, and the steady lead pipeline enabled Scaling Finance to exceed their ARR growth targets for multiple clients. By streamlining lead generation, Scaling Finance successfully scaled their operations and expanded their FinTech client base.