Success

LEXI Finance is a real estate capital advisory firm based in London, specialising in supporting investors and developers with funding requirements across the UK and Europe. They offer services in short-term bridging solutions, development finance, investment debt, mezzanine funding, and unsecured equity investment.  

Challenge:

Despite their expertise, LEXI Finance faced challenges in securing meetings with prospective clients due to the competitiveness of their space. They needed to enhance their outreach strategy to connect more effectively with potential clients.Their sales team are young and driven and had some experience and some success of using the phone to prospect. https://lexifinance.com

Solution:

Implementing The Conversation Academy training program, LEXI Finance's team focused on mastering cold calling techniques, developing effective talk tracks, and engaging in live coaching sessions to build confidence and proficiency in phone-based outreach.

Results:

• Increased Booked Meetings: The team achieved a 30% increase in booked meetings within one month, leading to more opportunities for client funding.

• Enhanced Phone Outreach: Cold calling became the primary tool for initiating conversations with potential lenders, resulting in a more robust network and improved funding options for clients.

• Market Positioning: With improved outreach capabilities, LEXI Finance strengthened its position as a proactive and client-focused advisory firm in the competitive real estate finance sector. 

Monex Canada is a commercial foreign exchange company located in Toronto's financial district, offering bespoke forex execution products designed to assist corporate clients with their currency exchange needs.  

Challenge:

Monex Canada sought to expand its client base in a competitive market by enhancing its direct outreach efforts to educate potential clients about their tailored foreign exchange services. One of the reps we were charged with training had never made a call in his life. In fact he was fresh out of the Army. Within 3 weeks he was confident and unscripted, making relevant pipeline day after day.

Solution:

Through working with The Conversation Academy, Monex Canada's sales team developed advanced cold calling strategies, personalised sales playbooks, and participated in role-playing sessions to refine their approach to phone-based client engagement.

Results:

• Increased Client Acquisition: The team experienced a 25% rise in new client acquisitions over four months, attributed to more effective phone outreach strategies.

• Dominance in Phone Outreach: Cold calling became the dominant method for reaching potential clients, allowing Monex Canada to differentiate itself in the market through personalised and direct communication.

• Revenue Growth: The boost in client acquisition contributed to a 20% increase in revenue, showcasing the tangible benefits of the enhanced outreach approach.