Outbound Sales for Transactional FinTech (Public)
Outbound Sales playbook for transactional FinTech companies at Public. Tailored to the transactional business model with implementation steps and expert guidance.
Timeline: 1-2 weeks
Prerequisites
- ✓ Product-market fit
- ✓ Analytics tracking key events
- ✓ Budget for 1-2 weeks
Step-by-Step Guide
Discovery & Audit phase for outbound sales in fintech. Focus on understanding the landscape and planning.
Strategy Design phase for outbound sales in fintech. Focus on understanding the landscape and planning.
Initial Implementation phase for outbound sales in fintech. Focus on execution and iteration.
Measurement Setup phase for outbound sales in fintech. Focus on execution and iteration.
Optimization Cycle phase for outbound sales in fintech. Focus on execution and iteration.
Scale & Systematize phase for outbound sales in fintech. Focus on execution and iteration.
Expected Outcomes
- ✓ Validated outbound sales for transactional FinTech
- ✓ KPI baselines established
- ✓ Growth process documented
KPIs to Track
- ● Reply Rate
- ● Meeting Booked Rate
- ● SQL Conversion
- ● Average Deal Size
- ● Sales Cycle Length
- ● Activity per Rep
Common Mistakes to Avoid
Recommended Tools
Ehsan's Growth Commentary
In my experience advising FinTech companies, Outbound Sales at Public is a critical growth lever that deserves dedicated resources. The mistake is treating it as a project rather than a process. Build the team, build the dashboard, then build the machine.
For 500+ people teams: assign one person to own Outbound Sales end-to-end. Shared ownership means zero accountability. Hire a specialist with industry experience.
Ehsan Jahandarpour
AI Growth Strategist & Fractional CMO · Forbes Top 20 Growth Hacker · TEDx Speaker · 716 Academic Citations