Cold outreach built for a discreet financial advisory: precise, compliant, measurable.
A HubSpot + Apollo outbound engine opened conversations with CFOs and founders across Europe for Forêt Noire Advisory: 5,130 emails, 99.8% deliverability, 14 mandates generated.
The challenge
Forêt Noire Advisory sells high-trust financial advisory services to CFOs, founders and family offices: an audience that deletes anything that smells like mass email.
Business development depended entirely on referrals and the founders' network: effective, but impossible to scale or forecast.
Any cold outreach had to protect the firm's reputation first: one spam-flagged campaign could damage years of positioning.
Our approach
- 01ICP-first list building on Apollo: CFOs, founders and family-office principals across Europe, segmented by company stage, transaction signals and sector.
- 02Deliverability infrastructure before the first send: dedicated sending domain, full SPF/DKIM/DMARC setup and a three-week warm-up, keeping the firm's main domain completely out of cold outreach.
- 03Persona-based HubSpot Sequences: three-step cadences over 15 days, low-volume and highly personalized from CRM data, so every email reads like a partner's personal introduction.
- 04Replies route directly to the right partner with an SLA, and every meeting and mandate is attributed back to the sequence that generated it.
What we shipped
- Dedicated sending domain with 99.8% deliverability across 5,130 emails.
- Low-volume, high-personalization cadences built for a discreet audience.
- Full attribution: every mandate traced back to the sequence that opened it.
Results in detail
5,130 emails sent from a dedicated, fully warmed domain: the firm's main domain never touched cold outreach and its reputation stayed intact.
Exceptional for a C-level audience, because every email was personalized from CRM data and sent at low volume, like a partner's personal note.
New advisory mandates opened straight from cold sequences: booked meetings with CFOs and founders, not luck.
Qualified meetings with CFOs and founders booked straight from cold sequences, all attributed per persona and sequence.
A repeatable four-phase model, designed to ship value in weeks, not quarters.
01 DiscoverAudit of data, tools and revenue motion. We map the current state in 1–2 weeks.
02 ArchitectData model, automations and reporting blueprint, reviewed with your team before we build.
03 BuildImplementation in HubSpot and connected systems, with weekly demos and zero black boxes.
04 ScaleEnablement, dashboards and an ongoing optimisation loop tied to your KPIs.
If any of these sound familiar, we should talk.
You sell high-trust advisory or professional services and growth still depends on referrals. Your audience is C-level and deletes anything that smells like mass email. You're afraid cold outreach could damage the reputation you spent years building. You can't forecast next quarter because business development isn't measurable.
Want a result like this?
Tell us about your CRM and we'll map the fastest path to your next number.
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