Context
Valuation platform targeting business brokers and professional intermediaries across the US. Two-year ongoing engagement. Multiple broker personas with different entry points.
The problem
Outbound was focused on new partner acquisition only. No system existed to expand within the existing partner network. Five distinct personas required separate campaign logic.
What changed
- Built datasets of brokers sourced from multiple professional directories.
- Structured separate campaigns for new partner acquisition and expansion within existing firms.
- Introduced firm-level personalization, with different messaging per persona and per firm type.
- Built a sustained acquisition and expansion motion running in parallel.
Outcome
- ~400 partner companies identified across target segments.
- Ongoing expansion within the existing partner network running alongside acquisition campaigns.
- Improved conversion through persona-specific credibility and internal referral logic.
- Two years running, the longest outbound program in the Skief portfolio.
