gtmagency
gtmagency
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Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by
This playbook maps 9 Lenses's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.
| Dimension | Qualified | Prioritization |
|---|---|---|
| Geography | United States, Canada, United Kingdom | Tier 1: US-headquartered institutions with national or regional footprint |
| Employee Count | 500 to 50,000 employees total; dedicated sales or relationship manager team of 20 or more | Prioritize institutions with 50+ commercial RMs or treasury sales reps |
| Industry / Vertical | Commercial and regional banks, insurance carriers and brokers, management consulting firms, enterprise technology companies with complex B2B sales | Tier 1: Banks and insurance; Tier 2: Consulting and tech |
| Key Qualifying Signal | Maintains a structured treasury management, commercial banking, or enterprise insurance sales team with dedicated relationship managers responsible for upsell and cross-sell | Highest priority: institutions where RM productivity and consultative selling are board-level growth levers |
| Tech Stack | Salesforce, HubSpot, or Microsoft Dynamics CRM in use; Marketo or similar marketing automation present | Deprioritize accounts with no CRM or fully manual sales processes |
| Revenue / Funding | Financial institutions with $1B or more in assets under management or $50M or more in annual revenue; consulting and tech firms with $20M or more in revenue | Prioritize Fortune 1000 and upper mid-market; 9Lenses already serves Fortune 500 names |
| Intent Signals | Job postings for sales enablement, commercial RM training, or revenue operations roles; LinkedIn content about consultative selling, discovery, or cross-sell strategy; attendance at banking or insurance sales conferences | Immediate outreach trigger when two or more signals overlap |
| Dimension | Qualified | Prioritization |
|---|---|---|
| Seniority | C-Suite, SVP, VP, Director, Senior Manager | Tier 1: SVP and VP of Sales, Commercial Banking, Treasury Management; Tier 2: Director of Sales Enablement or Revenue Operations |
| Primary Titles | SVP Treasury Management Sales, VP Commercial Banking, Chief Revenue Officer, Head of Insurance Sales, VP Sales Enablement, Director of Revenue Operations | Prioritize titles with direct P&L ownership over commercial or relationship manager teams |
| Secondary Influencers | Chief Commercial Officer, VP Marketing, Head of Customer Success, VP of Learning and Development | Loop in as committee members after primary champion is engaged |
| LinkedIn Keywords | consultative selling, trusted advisor, cross-sell, upsell, needs assessment, commercial banking sales, treasury management, relationship manager, sales discovery, revenue enablement | Flag profiles using three or more of these terms in their bio or recent posts |
| Persona | Level | KPIs | Related Challenges | Intent Signals | Related Benefits |
|---|---|---|---|---|---|
| SVP Treasury Management Sales | SVP | RM revenue per client, cross-sell attachment rate, treasury product penetration, pipeline velocity | Reps lack product depth to uncover needs without SME support; discovery takes multiple meetings; inconsistent sales process across RM team | Posting about RM productivity or consultative banking; hiring treasury sales trainers; attending BAI or AFP conferences | Cuts discovery time from weeks to 30 minutes; standardizes consultative process across all RMs; surfaces cross-sell opportunities automatically |
| VP Sales Enablement | VP | Rep ramp time, sales tool adoption, meeting-to-opportunity conversion, training completion rates | Generic sales training does not translate to financial services complexity; reps revert to Q&A style conversations; SMEs bottleneck every qualified call | Hiring for sales enablement roles; evaluating sales readiness platforms; posting about rep confidence or coaching | AI Sales Assistant readies every rep before each meeting; reduces dependence on SMEs; accelerates new rep ramp |
| Chief Revenue Officer | C-Suite | Net new revenue, retention rate, upsell and cross-sell revenue, overall sales cycle length | Sales cycle is too long; reps are not seen as trusted advisors; competitive differentiation is weak in complex sales | Speaking at revenue leadership events; sharing content on modern sales strategy; company announces new growth targets or hiring push | Shortens sales cycle by replacing multi-meeting discovery with one pre-call scorecard; elevates every rep to advisor status; differentiates the institution in competitive deals |
| Director of Commercial Banking | Director | Portfolio growth per RM, client retention, new product adoption per account, meeting activity volume | High RM-to-client ratios leave little time for deep discovery; managers cannot coach at scale; cross-sell opportunities are missed | Hiring additional relationship managers; LinkedIn posts about client relationship strategy; attending RMA or ABA events | Equips each RM to manage more accounts consultatively; orchestration feature notifies specialists only on qualified deals; drives cross-sell with benchmarking data |
| VP Insurance Sales | VP | Policy attachment rate, renewal retention, new commercial lines revenue, producer activity metrics | Producers lack depth across all commercial lines; needs assessment is inconsistent; complex coverage recommendations require underwriters on every call | Hiring commercial lines producers; posting about consultative insurance sales; evaluating sales technology for complex needs | Digital assessment scorecard surfaces coverage gaps before the meeting; prepares producer with tailored talking points; reduces underwriter involvement to qualified opportunities only |
Banks and insurers hiring RMs or sales enablement staff are actively trying to scale consultative selling. We reach the sales leadership driving that hire before they build a manual solution.
Monitor job boards
Scrape LinkedIn Jobs
Track hiring signals
Enrich account dataFind decision makers
Verify emailsIdentify Buying Committee
Email
LinkedInExecutives posting or engaging on consultative sales topics are self-identifying as buyers. We engage them immediately with a personalized message anchored to their specific post or comment.
Monitor LinkedIn postsScrape post engagers
Track topic followersEnrich contact profilesVerify contact emails
LinkedInEmailProspects actively researching or following generic sales enablement platforms are in-market but may not know a financial-services-specific solution exists. We intercept them with a differentiated angle.
Scrape competitor followers
Identify company followersMatch to ICP accountsFind verified emailsEnrich firmographic dataIdentify Buying CommitteeEmailLinkedInChampions who have seen 9Lenses in action and land at a new institution are among the warmest possible outreach targets. We alert on the job change and reach out within 48 hours before they set their new vendor stack.
Track job changesMonitor LinkedIn updatesConfirm new employer ICP fitFind new work emailPull new account firmographicsIdentify Buying CommitteeEmailLinkedInConference attendees in commercial banking and insurance sales are actively investing time in improving their sales function. We scrape the attendee list and reach them with a timely, event-anchored sequence.
Scrape conference attendee list
Pull event speaker dataMonitor event hashtagsEnrich attendee firmographicsFind verified emailsPull LinkedIn profilesBuying CommitteeEmailYou'll have qualified demos booked in your calendar within 45 days: infrastructure, sequences, and live campaigns installed for you.
You don't pay a retainer. Everything we build belongs to you from day one: data, playbooks, and infrastructure.
If by day 45 you aren't seeing qualified demos booked in your calendar, we keep working completely for free until you do.
We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.
