Overview

A U.S.-based boutique investment bank serving small and mid-sized companies partnered with Disrupt to address declining performance across its outbound channels. Despite having deep expertise in capital advisory, including equity financing, fund creation, M&A, and structured debt, the firm wasn’t converting interest into qualified meetings. Advisors were engaging a large lead base without a scalable or effective system for follow-up, and their outreach lacked the strategic tone required for high-level financial conversations. Disrupt stepped in to restructure their messaging, build a multi-channel follow-up framework, and position the firm as a high-trust, consultative partner in complex transactions.

The Challenge

This boutique firm had a strong track record and a robust internal lead database, but saw little to no conversion from outbound efforts. Cold calls were falling flat, email replies were inconsistent, and LinkedIn outreach lacked traction. The firm needed:

• Messaging that positioned them as a trusted strategic partner—not just another capital provider

• Follow-up systems that nurtured leads through long sales cycles without going cold

• Sequenced, scalable outreach across voice, email, and SMS

• Thoughtful, low-pressure calls to action that opened the door to conversation

The Disrupt Solution 

Disrupt completely rebuilt the firm’s outbound communication framework, with special attention to psychological nuance, timing, and trust-building. Without changing tools or platforms, we focused on restructuring what was said, when it was said, and how each message was delivered.

Script & Messaging Overhaul

• Rewrote cold call scripts to lead with insight and establish immediate credibility

• Built segmented email sequences aligned to specific solution areas (equity, M&A, fund creation, debt strategy)

• Created SMS templates for re-engagement, meeting confirmation, and objection-handling moments

• A/B-tested subject lines and cold openers to maximize engagement

Follow-Up Sequencing

• Delivered a 14-day high-touch follow-up playbook and a 6-month nurture system

• Balanced email, SMS, and voice touchpoints based on reply behavior and lead temperature

• Provided send-time guidance and message hierarchy to avoid over-contacting

LinkedIn Strategy & Content Framework

• Built a simple content calendar centered on strategic finance themes (growth capital, transaction support, readiness planning)

• Developed Sales Navigator scripts customized to C-suite personas at growth-stage companies

• Used soft CTAs to invite no-pressure strategy calls, increasing reply rates