Vault Analytics provides financial reporting and consolidation software for mid-market companies. Their buyers are CFOs, VP Finance, and Controllers — some of the most time-pressured, skepticism-hardened executives in the B2B world.
A previous agency had tried and failed to book a single qualified meeting in 2 months. The problem was that generic cold email approaches completely fail with finance executives who can smell a template from the subject line.
CFOs and VPs of Finance receive dozens of cold emails daily from software vendors. Generic benefit messaging — 'streamline your reporting' — is immediately deleted. Standing out required hyper-specific, context-aware outreach.
Two months and zero meetings. The prior agency used generic list purchases and templated messaging with no personalization and no understanding of finance-specific pain points or seasonality.
We rebuilt everything around two core insights: (1) Finance executives respond to specificity — exact numbers, company-specific context, and references to regulatory or compliance pain they're actively dealing with. (2) Timing matters — CFOs at mid-market companies are most receptive to new tooling conversations right after quarter-end when reporting pain is freshest.
We built lists using funding data, hiring signals (finance ops hires), and company revenue growth as ICP filters. Every email referenced something specific — their ERP system, recent headcount growth, or an industry report relevant to their sector. No template was identical.
"The AI personalization is genuinely impressive. Prospects kept responding thinking they'd been hand-researched. We booked 32 CFO meetings in 60 days — nothing we'd ever managed in-house came close to this."
— Marcus Chen, VP Sales · Vault AnalyticsBook a free 30-minute discovery call. We'll audit your current setup and outline exactly how we'd build your engine.