"We closed 8 different clients in a single month, which we'd never done before."
$200K+
In closed deals
Matt DybingCEO, Accounting Forward
For financial services firms over $1M ARR
Financial services lead generation
Cold email outbound built for a compliance-sensitive audience - 100 to 400 qualified meetings a year, without the trust problem generic outreach creates.
ALL-TIME CLIENT RESULTS
$15M+
Revenue generated
5,247+
Sales meetings booked
95%
Monthly retention rate · clients stay 20 months on average
Trusted by 100+ B2B companies
Financial services lead gen has its own problems.
Trust takes months to build - generic outreach burns it in one email.
Cold email to the CFO
→ Flagged as spam · 0% reply
First outreach sent, day 1
→ Still no meeting by month 3
Referral network
→ Same 12 contacts since January
Controller, target account
→ Filtered before it's ever seen
"We closed 8 different clients in a single month, which we'd never done before."
"The quality and the quantity of the meetings we're getting is honestly phenomenal."
$7.3M+
In pipeline, 6 months
Sam DouglasHead of Strategy, Freshwater
"Everything about the experience is definitely worth giving them a shot."
134
Meetings · 3 months
Jacob SpencerVP of Sales, batch
"This has been one of the most positive experiences of my career."
$300K+
In closed deals
Sarah FryeCEO, SF Consulting
"We landed 7 deals in 5 weeks. I wouldn't have believed it was possible."
$150K+
In closed deals
Roy CheranFounder and CEO, Talent Scout
"We're getting 8 demos every single week and the meetings actually convert."
$170K+
In closed deals
Ana MeadowHead of Sales, Spotlight
"I closed a client in my first month and the calendar keeps filling up."
$150K+
In closed deals
Jake HuberFounder and CEO, Venture Scaler
"I signed so many clients that I had to pause campaigns for a bit."
$220K+
In closed deals
Rachel KellyCEO, GRK Unlimited
We know financial services inside and out.
Fractional CFO & accounting
M&A & business valuation
Business funding & lending
Capital & investment partners
The free pilot
7 days
to prove it, before you pay anything or hear a proposal
Every campaign is built around your exact buyer type - fractional CFO, M&A advisor, lender - and loaded with 6,000 enriched contacts. Most clients see a real reply land inside the first 24 hours.
7 days. Every step, mapped out.
Day 1
Application reviewed - no card, no lengthy sales process
Day 2-3
Targeting locked to your buyer type, ~6,000 contacts enriched
Day 3-7
Campaign live, real replies landing in your inbox
Day 7
You review the pipeline, then decide - no proposal until then
That's the whole pilot. Ready to see it on your own list?
Get my free meetings
Day 1 of 4
Scroll to see the next step
Financial services lead gen, end to end.
The pilot proves the approach works for your buyer. Say yes, and this is what runs every month after.
Cold email outreach
Messaging written to earn trust in a regulated space, not just get opened.
Deliverability, managed
Sender reputation watched daily - critical in an industry where one spam flag ends a relationship before it starts.
Appointment setting
Every reply is qualified before it reaches your calendar - no unqualified calls with the wrong buyer.
Multi-channel follow-up
LinkedIn, phone and SMS pick up once trust is established, so a warm reply doesn't go cold. Full detail on the playbook page.
Compounding targeting
Each cycle's replies sharpen which accounts and messaging get prioritized next.
Most agencies lock you in first, prove it later.
This runs the other way around.
| Grow Surely | Typical outbound agency | |
|---|---|---|
| Specialized in financial services | Yes - real clients like Accounting Forward and Consultex PM | No - the same playbook for every industry |
| What you pay for | Nothing, until the pilot proves it | A retainer, whether it works or not |
| Time to real proof | 7 days | 60-90 days of "onboarding" |
| If it doesn't prove out | No proposal, no cost, no hard feelings | Another quarter, another invoice |
| After it works | Month-to-month, no lock-in | Long-term contract, hard to exit |
"Grow Surely became our #1 growth engine."
"They are amazing guys, amazing at what they do, and go above and beyond to make sure you are getting a huge return on investment."
Jake SchaapFounder
"They got us up and running quickly, and we started seeing exciting wins within the first month. Grow Surely significantly improved our ability to reliably reach our audience."
Andrew CristalHead of Brand, Bullseye Education
"Grow Surely is genius! We let them do their magic to book calls consistently via email."
Elie WahnounCEO, Courimo
"The results they've delivered have exceeded our expectations. We've been so impressed by their commitment to results that we're expanding their marketing efforts into our second company!"
Hamit UtushCEO, Sterling Capital Partners
"Grow Surely for the win!!! We landed Motion as a client in only 3 weeks of outreach."
Amit DharmaniManaging Director, Recruitful
"Grow Surely helps us source valuable leads that convert into sales. I highly recommend them to other B2B businesses."
Mark WrightCEO, X Influence
"We got a client in our first week! The team was always responsive, available to jump on calls, and quick to clarify any questions. Very pleased overall."
Adam DolanCo-Founder, First Spark Digital
"They are amazing guys, amazing at what they do, and go above and beyond to make sure you are getting a huge return on investment."
Jake SchaapFounder
"They got us up and running quickly, and we started seeing exciting wins within the first month. Grow Surely significantly improved our ability to reliably reach our audience."
Andrew CristalHead of Brand, Bullseye Education
"Grow Surely is genius! We let them do their magic to book calls consistently via email."
Elie WahnounCEO, Courimo
"Grow Surely has been a game-changer for us. They consistently bring in ideal clients who are ready to convert. It's as effortless as it gets."
Candice UtushCEO, Consultex PM
"Grow Surely is an incredible team. They're knocking it out of the park. I'm now getting more leads in one day than I used to get in an entire month!"
Rustin SchroederCEO, Email Magic
"We get 90%+ meeting show-up rates. That's better than any agency we've worked with."
Roy CheranFounder, Talent Scout
"After vetting dozens of outbound partners and trying our hand at bringing it in-house, we chose Grow Surely for their attentive team and transparency. Our results have been far better than what we were doing on our own."
James CookManaging Director, Bound
"Grow Surely helps us source valuable leads that convert into sales. I highly recommend them to other B2B businesses."
Jacob SpencerVP of Sales
"Grow Surely has been a game-changer for us. They consistently bring in ideal clients who are ready to convert. It's as effortless as it gets."
Candice UtushCEO, Consultex PM
"Grow Surely is an incredible team. They're knocking it out of the park. I'm now getting more leads in one day than I used to get in an entire month!"
Rustin SchroederCEO, Email Magic
Get real meetings booked before you pay anything.
7 days, your exact buyer type, zero cost, no card, no proposal until it proves out.
Do you want 100 to 400 qualified sales meetings a year?
Yes
Not yet
"The quality and the quantity of the meetings we're getting is honestly phenomenal."
Sam Douglas, FreshwaterBefore you apply.
Is cold outreach appropriate for a regulated, trust-driven business?
Yes, when it's done right. Every campaign is built around the exact buyer and written to earn a reply, not pressure one - no mass-blast spam tactics. Accounting Forward (fractional CFO for restaurant operators) and Consultex PM (fractional CFO/billing for mental health practices) are both real financial-services clients running on this approach.
What size company is this actually built for?
Financial services firms doing $1M+ ARR, with a deal size worth $20,000 or more in lifetime value and a large enough buyer pool to sustain volume. Below that, cold email outbound doesn't clear the ROI bar - and that gets said upfront rather than taking the pilot anyway.
Is there a contract?
No lock-in. Once the pilot proves out, everything after runs month-to-month.
Do I get a proposal right away?
No pitch upfront. The pilot runs first, and a proposal only follows once results actually prove out. That's also why some applications don't continue past week one - only real leads move forward.
What's included in the free pilot?
One complete campaign built for your exact buyer type, running 7 days: 6,000 enriched contacts, real replies landing in your inbox, and full visibility into how it performs. No card, no commitment - just an application.
How fast will I see leads?
Sometimes within the first day, depending on your specific buyer type and deal size - exactly what the 7-day pilot exists to prove before anything else gets discussed.
Will this hurt my email domain?
No - deliverability gets treated as its own discipline, which matters even more in a trust-driven industry. Founder Gregory Martignoni holds Instantly and Clay certifications, and after Bullseye for Schools' old platform wrecked their sender reputation, it was rebuilt from zero and has held 100% inbox placement for 6+ months since.
Is this cold calling or cold email?
All email - cold calling isn't sold as a standalone service. Every campaign runs as cold email outbound with replies handled inside a minute. If a prospect shows real interest, some clients choose to call and book the meeting themselves, a step covered on the playbook page and left to the client.