Lead generation · Sales consulting · For US fintech

Predictable pipeline. Qualified leads.

B2B lead generation for US fintech and payments companies. Qualified meetings, booked on your sales calendar.

20 qualified meetings in your first 90 days — or we work free until you get them.

10,000 prospects / moAI lead research, lookalikes of your best clients
50–70% open ratePersonalized copy, tested hooks
30–50 qualified leadsPositive, ICP-fit replies
25+ meetings bookedOn your team's calendar
10–20% close2–5 new clients monthly
75%+avg open rate
25+meetings / month
90-daymeeting guarantee
Wk 3–4first meetings land
The problem

Scaling outbound in-house is slow, expensive, and unproven

Growth-stage fintechs hit the same four walls — and hiring more people doesn't break them.

$

Time & money

Two SDRs, a technical hire for deliverability and data, and a tooling stack run $20,000+ a month — with months of hiring and ramp before the first qualified lead lands.

Limited reach

Manual prospecting caps out fast. A single rep touches a fraction of your addressable market, while your integration edge goes unheard by the buyers who'd care most.

?

Uncertain results

Activity without a tested system produces noise — hundreds of dials and sends, but no predictable pipeline behind them, and trial-and-error running on your budget.

Grow or die

B2B payments is consolidating and buyers are consolidating vendors. Firms that build repeatable acquisition now take the share others lose.

Proof

Real campaign performance

Numbers from live client campaigns — results, not projections. Full dashboards shared on the call.

75%+Average open rate

Deliverability engineering plus copy that finance buyers actually open.

8–21%Reply rates across campaigns

Niche-specific angles tested per audience, doubled down where they convert.

"Every meeting lands on your team's calendar — your closers just show up and close."

The sales365.ai operating principle
Track record

Built and run for companies like yours

30–50
Qualified leads / month

Fintech lending

Consistent qualified-lead delivery for a leading US East Coast business-loan brokerage firm.

0 → 1
Full pipeline built

Neil Patel — India Division

Built the entire sales pipeline from scratch for the India division of a global digital marketing leader.

B2B
Strategy consulting

Sales-tech optimization

Advised B2B organizations on go-to-market strategy and sales technology stack optimization.

Why fintech

Built around fintech unit economics

Not a generic engine — targeting, offer, and payback math designed for how payments and fintech companies actually grow.

Your ICP, precisely targeted

Finance decision-makers — CFOs, controllers, AR and payments leads — at the SMB and mid-market companies your product serves. Lists built around your integration and category edge, not scraped at random.

Outreach that feeds your funnel

We drive conversations into the offers you already convert with — demos, audits, free analyses. We create the meetings; your proven offer does the closing.

Payback measured in LTV

Fintech clients compound: every account you sign generates recurring revenue for years. At 25+ meetings a month and a 10–20% close rate, the first close typically covers the entire engagement.

The engine

From kickoff to booked meetings in 4 weeks

1

Personalised consultation

We assess your specific needs and develop a tailored campaign strategy to meet your goals.

2

Week 1 — Onboarding

Deep dive into your business; 10,000 lookalike prospects built from your best clients while the outreach infrastructure is set up.

3

Week 2 — Sales assets & offers

The best offers for every funnel stage, with assets that drive engagement from cold to booked.

4

Week 3 — Launch & pilot meetings

Campaigns go live on your approval; qualified, interested prospects start booking meetings on your calendar.

5

Week 4+ — Test & scale

A/B testing on engagement metrics, broad and niche campaigns, tuned continuously for maximum conversion.

Engagement options

Pick the path that fits your team

An honest guide: choose based on where your team is today. Not sure? Start with Consultant — the audit tells you which path fits, and the fee credits whichever way you go.

Audit & playbook

Consultant

Right if your team can execute and needs the strategy
$2,500 / month
  • Complete lead-gen playbook built for your business
  • ICP definition, lead-list and campaign strategy
  • Weekly training and campaign reviews with your team
  • Fee credits fully toward any tier upgrade
Start with an audit
System setup

Build & Handover

Right if you want to own the system long-term
$5,000 / month *
  • Everything in Consultant, plus:
  • Inboxes, campaigns, and outreach fully set up and launched
  • Inbox management handed to your team, trained
  • Bi-weekly working check-ins
Discuss a build
Most popular

Done-For-You

Right if you need pipeline now, not an experiment
$10,000 / month **
  • Qualified meetings booked on your sales calendar — no-show replacement guarantee
  • Full engine run for you: strategy, outreach, optimization
  • Bonus ($4,000/mo value): funnel optimization + LinkedIn optimization & outreach
Book a strategy call
Our guarantee: 20 qualified meetings in your first 90 days — or we work free until you get them.  ·  All plans: 3-month minimum.

* Build & Handover: one-time $5,000 setup fee applies.   ** Done-For-You: $5,000 setup fee included free.

Next steps

Let's build your pipeline

Start small this week — scale to full outsourcing only if it makes sense for your team.

Day 1: audit, market study, actionable plan
Week 1: decide — in-house or outsourced
Week 3–4: qualified leads landing
Book your strategy call