Series-A fintech, B2B payments vertical — pre-launch growth push. The client had a strong product, a flat brand voice, and a sales team that was burning hours per week on personalized cold email. Pipeline was thin and CAC was creeping upward quarter-over-quarter.
We took them on at the Executive tier in Q1. The stack looked like a BrandForge retainer + a 4-wave outbound sequence built on their existing enriched prospect list. Creative direction ran three parallel tracks: foundational brand voice, a prospect-led nurture arc, and a vet-the-fit checklist the AE team could run live on calls.
Outcomes after one quarter: open rate moved from 21% to 47%, click rate from 4% to 12%, and reply rate from 1.5% to 6% against the same prospect population. CAC dropped 38% on the channels we owned, and the AE team reported 2.4x more qualified discovery calls per week on the same SDR headcount.
If a Series-A campaigns table would change your numbers, an Executive-tier conversation is the cleanest next step.