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PROJECT
FINSTRIDE

Sales Engine Complete

Client: Finstride - Fintech Consulting Firm
Scope: Full outbound sales engine including prospecting, qualification and CRM integration
Contact Person: Eric von Schumann - Founder & Consultant

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CHALLENGE

Finstride needed a fully operational outbound system that could deliver consistent results without building an internal team.

As a fast-moving consultancy focused on FX spend and multicurrency solutions, they required an external solution that could:

 

• Generate new qualified sales conversations at scale

• Deliver results fast without complex internal handover

• Track performance clearly across outreach, CRM, and calling

• Operate independently while aligning with their niche B2B market

Eric was looking for a plug-and-play solution to drive growth while focusing on closing deals, not managing sales hires.

SOLUTION

We built a complete AJAX-powered acquisition engine tailored to Finstride’s goals and audience.
The system ran fully external, integrating sourcing, outreach, follow-ups, qualification and CRM syncing.

The project included:
✔️ Identification and enrichment of 30,000 fintech decision-makers

✔️ Personalized cold outreach using AI-augmented email sequences

✔️ Qualification based on real-time behavior signals and replies

✔️ Full CRM sync with automatic task creation and lead tracking

✔️ Warm lead handovers with weekly progress reports

✔️ Meeting scheduling integrated directly into Eric’s calendar

✔️ End-to-end visibility with performance metrics and lead history



The result: A ready-to-run outbound engine without any internal hires or sales overhead.

IMPACT

• Over 5,000 warm leads delivered

• 60+ meetings booked within weeks

• 0 internal SDRs required - 100% run externally

• Eric focused purely on closing deals

• CRM was synced live - no manual input or data gaps

• Weekly reports tracked funnel health, replies, and conversion trends

• Outreach system remains usable for future Finstride campaigns

"We had over 5,000 warm leads generated, 60+ qualified meetings booked, and a fully operational sales infrastructure that runs without internal sales hires.

 

Thanks to Schlicht and Partner, we’ve been able to focus 100% on closing deals and scaling the business. For any company looking to build a predictable, high-volume sales pipeline fast - without building a team from scratch - this is the way to go."



Eric von Schumann, Founder of Finstride

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