"The biggest win for us has been the consistency Wyngman brought to the table. We started seeing 1-2 positive leads daily, and that’s something we’d never had before. It’s easy to get volume at the start, but keeping it going, week after week, is the real key. Plus, the time and money saved by not having to hire additional staff for outreach—well, that’s just huge for us."

"Before Wyngman, we didn’t have a proper B2B outreach strategy. We mainly focused on retail clients and did webinars and education pieces to drum up interest, but the results were pretty lackluster. We had no clear direction when it came to reaching out to accountants or other industries. There just wasn’t a structured, consistent process in place, and that’s where we were falling short."

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What had to be considered for Rivkin's was that their audience is rather sophisticated.

So we had to choose a messaging that spoke their language and use terminology that's more prevalent in Australia.

Also the financial market is extremely crowded.

There are a ton of financial advisors out there, so we had to ensure that every message we've sent out for Rivkin would stand out from the competition, justifies in the prospect's mind that we reached out, and that we didn't trigger sales resistance with overused financial terms.

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Without giving all the secrets away, we can say the we were running 2 strategies:

a) Partnership Campaigns: Here we were scraping tax agents, using AI to analyse their websites to see if they already help with SMSF, analysed their headcount, and then adjusted the pitch based on the AI research results. This allowed Rivkin to stand out from the competition and propose a partnership according to the tax agents situation. Each tax agent would bring in multiple clients for Rivkin.

b) Endconsumer Campaigns: The market here was bigger, and we needed to weave the copy around their current office building, and how it would be more profitable for them to rather invest in it through an SMSF, instead of renting it.

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