Nerdy Joe — cold email and email marketing agency

Get 3-5 sales-qualified meetings for your finance business every week

Looking for a battle-tested lead generation agency to get you meetings with potential clients? We have set over 300 meetings in the last quarter for our finance clients, so let us run your lead generation campaigns for you. We'll regularly add 3 - 5 meetings with qualified potential clients on your calendar every week.

lead gen

We've helped our finance clients generate leads at:

cold email strategycold email agency near meemail marketing companycold email marketingour lead generation process is perfect and generate leads like crazylead generation clients of nerdyjoe

Here’s how we can help you skyrocket your finance business' sales in 2023…

In today's competitive business world, relying on outdated methods that don't guarantee consistent results can be detrimental to your growth. That's where we step in. We do the heavy lifting so you focus on closing deals.

email marketing company

We'll target the right prospects

We’ll identify which segment of your target market and decision-makers is worth going after. We’ll then manually build a prospect list that factor in intent and psychographic data so that our campaign is spot on.

lead generation company

We'll create compelling offers

We’ll determine what’s our ICPs’ pain points, what emotions each of the pain points triggers, and how this is key to the success of their job. We’ll then craft an offer that fits, and they can’t say no to.

lead generation company

We'll set meetings and close deals

With the perfect offer in place, we'll schedule sales calls with potential clients, add them to your CRM, and let you excel in your area of expertise: showcasing your business as the top choice.

Want a more in-depth look into our lead generation process? Here are some of our lead generation case studies...

These lead generation case studies go through our approach and how it applies to some of our finance clients.

how to email a ceo: the strategy we use to get replies from $10M+ company ceos

How to Email a CEO: The Strategy We Use to Get Replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs  

Want to know the strategy we use to get replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs? Learn here how to email a CEO. 

Read the case study
Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Wondering how to promote your event using email marketing? Here's a case study on Event Email Marketing, and we generated 1,200+ event attendees in a week.

Read the case study
Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Want to get positive replies from your cold emails to executives or c-levels? In this case study, you'll learn how to write executive emails that work and generate leads.

Read the case study

How does our Lead generation agency for finance companies work?

Subscribing to our lead gen agency for finance companies is pretty straightforward. See it for yourself 👀.

high quality leads and more leads from ideal prospects

1 Choose a subscription and pay

our email marketing and sales funnel is on point and gets you ideal clients

2 Get a Basecamp invite

our email marketing and sales funnel is on point and gets you ideal clients

3 Campaign launch

our sales funnel and email marketing is focused on personalized messages and generating leads for your sales team

4 Get results

Choose a B2B appointment setting plan that's right for you.

Each of our plans runs in a 1-month cycle and comes with a money-back guarantee.

See what our finance customers say about us...

Great lead gen campaign is 30% writing, 30% targeting the right people, 40% understanding the target audience and their pain points. Our customers, finance companies like yourself, love that we tick these boxes.

Mackenzi's testimonial for Nerdy Joe, e-commerce marketing agency

Mackenzi Leinder

Director of Sales at MindFire, Inc.

The copy Ernest writes is engaging, creative, relevant, timely, amazing at eliciting response and motivation of action, the list goes on. Beyond the work he produces, Ernest is a pleasure to work with! He's kind, a team player, full of ideas, and an asset to the team.

Irina's testimonial for Nerdy Joe, e-commerce marketing agency

Irina Maltseva

Head of Marketing at

Ernest is a very talented writer and online marketer. While working on the content for Hunter, I was amazed at how easily Ernest explains complex things, illustrating them with examples based on his diversified experience. It's always a pleasure to work with him.

What the FAQ

Have a question in mind about our lead generation agency for finance companies but can't see it listed? Chill, just click on the "Check all FAQ" button, and you're all covered.

0 - What is lead generation?

Lead generation in marketing refers to the process of generating and capturing interest in a product or service with the goal of building a sales pipeline. In other words, it involves identifying prospective clients (often known as "leads") who are interested in what you have to offer.

In the context of Finance Companies, it alludes to the activity of enticing and persuading individuals or organizations who would be interested in the Finance Companies services your company offers. Through methods like cold emails and LinkedIn outreach, this entails arousing interest.

Take into account the following ways that the lead generating process can benefit your Finance Companies:

Usually, the first step is identifying your target market. Depending on your areas of expertise and service offerings, this might be anything for your franchising firm, including small enterprises, independent contractors, startups, huge corporations, or even individual clients.

You make a prospect list once you have a clear grasp of your target market. This is where LinkedIn shines, as you can utilize its search and filter features to find possible leads based on things like industry, job role, location, firm size, and more.

You make contact once you've made this list. This might be done through LinkedIn messages or connection requests, where you offer your services and state your wish to speak with them about how you might be able to benefit their company. 

Each potential lead should receive individualized attention during this outreach, with emphasis placed on how your business's services for the Finance Companies may be able to assist them with their specific issues. Cold emailing can be a really powerful tactic to use in conjunction with your LinkedIn marketing. 

In order to write a successful cold email, you must explain who you are, what your Finance Companies do, and most importantly, how you can benefit the recipient's company. Personalization is important here as well. 

A strong call-to-action (CTA) that invites the receiver to a call or meeting must be included at the end of the message. Once interest has been aroused, you should engage with and nurture these leads. 

You can accomplish this by sending follow-up emails or LinkedIn messages, sharing relevant materials like articles or case studies, or setting up discovery calls to learn more about their needs. With these potential customers, you want to gradually earn their confidence and develop a close relationship. 

Ideally, you'll turn these leads into paying customers by continually showcasing your knowledge and how your Finance Companies services can benefit them.

Last but not least, keep in mind that this process is ongoing. In lead generation, prospective customers are regularly attracted to and nurtured. Your sales pipeline will remain full and your Finance Companies will keep expanding if you adopt a continuous, proactive approach.

1 - How much do lead generation agencies specialized in the Finance Companies charge?

The cost of lead creation varies depending on the industry that it is targeting. Additionally, it's extremely uncommon for lead generating companies to openly list on their websites the various service tiers they offer along with the associated charges. 

The way you pay for lead generation services largely differs depending on the agency, since they typically base it on elements like their knowledge, technical prowess, team size, the particular needs of your lead generation project, and anticipated results.

Lead generation agencies also employ various pricing structures. Some opt for a flat fee model, while others operate on a pay-per-lead basis. There are also companies that model their pricing based on the duration of the campaign, the workload involved, or the project's breadth.

Accordingly, the price of lead generation services might range from under $1,000 to $50,000 per month, to offer a rough estimate. Your choice of agency, your goals, and the standing of your business all have a big impact on the final cost.

Be mindful that some lead generation companies may request upfront investment costs or a commitment to a minimum service period before even beginning a collaboration with you.

At Nerdy Joe, we support open pricing. We understand that hiring a lead generation company is primarily intended to generate leads, direct potential customers into your sales funnel, and set up meetings or sales opportunities with leads who are really interested.

We understand that and it’s the reason we offer four straightforward monthly packages at set rates. These packages are $1,799 for 10 sales-qualified leads, $2,199 for 15 sales-qualified leads, $3,099 for 15 sales-qualified leads, and $5,099 for 50+ meetings with sales-qualified leads.

2 - Do you provide Finance Companies lead data when doing outbound marketing?

Indeed, we do. However, there is a detail regarding our organization you should be aware of. 

Contrary to common practice espoused by most of the lead generation agencies and experts, our agency’s approach to lead generation campaigns does not rely on using client data or exploiting data and sales intelligence tools like ZoomInfo or Apollo. 

We avoid hastily creating lists of individuals only to inundate them with generic, ineffective outreach. Our success in lead generation is built on our robust methods of deeply understanding your ideal customer and focusing on a particular group of prospects.

In order to do this, we ask you a series of probing questions that will enable us to understand precisely who benefits from your good or service and why they make up your ideal audience.

Thanks to your comments, we have a thorough understanding of your product and the best applications for it. As we analyze the information gleaned from your responses, we also do comprehensive research to find possible leads within your target market and sector.

After doing this preliminary work, we start a targeted lead generation campaign with the goal of getting these leads interested in your business and bringing them to you.

3 - How does your lead generation process allow you to be compliant with international data privacy laws?

We recognize the critical importance of data privacy and ensure our lead generation practices are in line with international anti-spam laws. Given the handling of sensitive financial data, this compliance is particularly crucial in theFinance Companies sector. 

Nerdy Joe only follows up on leads that have agreed to hear from us or are located in places that allow business-to-business communication. Additionally, we keep mechanisms in place for leads to opt out, and we guarantee that their data is protected and only utilized for legitimate business needs.

4 - What are the best lead generation agencies for the Finance Companies?

When choosing the best lead generation company for your Finance Companies, you should take a number of factors into account, including the agency's experience, knowledge, and lead generation strategy. Here are the best lead generation companies that cater to the Finance Companies sector:

  • Nerdy Joe
  • MediaBoom 
  • Growth Rhino
  • Cleverly
  • Lead Cookie
  • Martal Group
  • Belkins
  • Abstrakt Marketing Group
  • Lead Fuze

The truth is that all lead generation businesses will reassure you that they can offer a top-notch lead generation service for your franchising firm. They serve a variety of industries rather than focusing on a single one, though.

Nothing about us is similar. In order for your firm to succeed, you just need a staff with the necessary creative abilities. 

Our agency, Nerdy Joe, sets itself apart by delivering a more customized, outcome-oriented approach. We construct highly effective lead generation campaigns that are specifically tailored to meet the unique demands of your business.

5 - What is a lead generation agency, and why do I need one for my Finance Companies firm?

A lead generation agency is a business that helps other businesses find new customers by finding them leads. They provide a completely managed solution, handling every aspect of the process, including lead generation campaign management, execution, and research.

They are made up of copywriting specialists and outreach professionals with expertise in email marketing, prospect research, and campaign administration. They help you connect with new critical stakeholders, such as possible clients, investors, partners, or partners.

They can support you in executing cold outreach campaigns through email or LinkedIn and all you need to do is watch as your sales pipeline fills up with leads ready for conversion. These agencies alleviate the stress of lead generation, allowing you and your sales team to focus on selling.

Additionally, they give your sales staff a lot of time back so they can focus on what they do best: hold meetings and close transactions.

6 - How do you get Finance Companies qualified leads with lead generation?

Nerdy Joe is adamant that creating an ideal customer profile that complements your product and goals and thoroughly understanding your target demographic is the key to a successful lead generation campaign, regardless of the industry you are targeting.

Nerdy Joe gives a lot of importance to learning as much as possible about your product, its target market, and the needs of that market. For this procedure, we've got a special framework. Even the fundamental motivations for the existence of your company will be questioned.

So, if the franchising sector is your target market, our strategy will entail doing a lot of research to identify the right people within this sector (who match your ICP). In order to connect with them and turn them into leads for your business, we will next create a tailored campaign.

7 - How do I start a lead generation campaign?

A lead generation campaign requires a series of actions that may be broken down into steps to start and manage. These broadly include figuring out who your target market is, creating a message that will persuade them, monitoring interaction and modifying your strategy over time, and more.

All you have to do to partner with Nerdy Joe is choose one of the three packages on our price page that best suits your company's needs and budget.

We automatically create a project for you on Basecamp and send you an invitation email after you sign up. We next have a dialogue to better understand your goals and important details like your target market, ideal client profile, and so on.

Depending on whether we are conducting an email outreach campaign or a LinkedIn outreach campaign, we then set up new domains or obtain your credentials to lay some foundation or prepare the landscape. 

Next, we build the outreach lists, conduct prospect research for data enrichment, and draft the initial outreach email or messages — effectively getting everything ready. We walk you through our operational procedure, offering you the ability to track all our actions in real-time.

8 - How does Nerdy Joe work?

Nerdy Joe always looks into our clients' businesses and the unique selling propositions of their products or services before we launch any new lead generation initiatives. 

This enables our specialists to comprehend your particular requirements and lead generation marketing goals.

Once that’s completed, we engage in thorough discussions to understand your business requirements and ambitions, which allows us to align our efforts and strategies appropriately. We'll conduct comprehensive market research to identify your ICP and create a buyer persona.

We also set up the groundwork you need to get the most out of your engagement. This involves tasks like setting up and warming up new domains for the best email deliverability or enhancing your LinkedIn profile's appearance. It also includes developing outreach lists and prospect research.

The outreach messages and sequences are then developed by our staff, each of which is customized to appeal to a particular member of your target audience. In order to generate ongoing engagement and create connections that lead to conversions, our goal is to develop relationships with leads and nurture them.

We also run split testing campaigns experimenting with different offers, sending times, messaging styles, and more. The intention behind this is to discover the go-to-market strategy that resonates best with your target audience.

Additionally, we value openness and give our clients regular, in-depth reports on the success of each campaign.

9 - How long will it take to get results?

Just like with any other lead generation firm, the first few days of a B2B lead generation campaign usually involve testing, data analysis, and tweaking the strategy. This procedure aids in determining the best method for achieving outcomes.

Each business will consequently have a different lead-generation schedule. While some businesses may begin receiving leads during the first week of the campaign, other businesses might have to wait a few weeks to experience the same results.

Nevertheless, Nerdy Joe guarantees that you will start to see results within the first month of your campaign, no matter what.

10 - How fast do you start working?

We welcome you with a flurry of happy emoticons in our Campfire conversation as soon as you join up with us. Following that, we design a special project on our Basecamp that is specialized especially for your business, and you will receive an invitation to join.

Then, we start talking to learn more about your campaign's goals, target audience (ICP), and other important parts. Depending on the situation, we'll either build up new domains or seek access to your existing ones (or use your LinkedIn credentials), making sure they reflect well on you and your brand.

Once the groundwork is laid, we run tests on a variety of messages and offers to find the ones that resonate most strongly with your audience. It follows that once you sign up, the work begins.

11 - What is your lead generation process, and what makes you different?

A different, in-depth post would be required to fully describe our procedure. Though it may be distilled down to a few crucial steps, our lead generation process is lengthy. A quick summary of our strategy is provided below:

Pre-campaign phase

These steps are taken prior to the start of the lead generation campaign.

  • Product research: In order to completely comprehend the nature of your product, we dig deep. We can determine who needs it and the most effective sales approach thanks to this.These steps are taken prior to the start of the lead generation campaign. 
  • Domain/account setup and warm-up: With the goal of maximizing their readiness for high deliverability rates, we design and warm up new domains for the campaign.
  • ICP identification and buyer persona development: We will determine the ideal contacts at each organization for optimal engagement, working with you or your sales team to identify your top clients.  
  • List building: Based on the mutually agreed ICP and buyer persona, our team manually identifies leads and constructs the outreach lists
  • Prospect research and icebreaker creation: We research each individual on our list for personalization. We leverage the data collected to craft unique touchpoints in the emails, or "icebreakers." 
  • Email/message samples and sequence creation: We draft the cold email copies and cold email sequences, making sure they are uniquely personalized for each recipient.

Campaign phase

  • Monitoring campaign: We keep an eye on the campaign's progress at this point and make notes. According to the prospects' engagement, we divide them into several funnels or categories. 
  • Improvement: If we identify chances for improvement using the data we collect, we put procedures in place to maximize outcomes.

Post-campaign phase

  • Reporting: At the conclusion of the campaign, we deliver the leads we've produced for your company. Or, we describe any problems that emerged and how we're resolving them. 
  • Improvement: We adjust and customize the campaign as necessary for the best outcomes. Repeat: In order to provide the client with more leads, we repeat the procedure.

That essentially answers the question. 

Our dedication to thoroughly comprehending your target clients before creating even one lead generating email sets us apart from other lead generation companies.

Also, we don’t run mass email campaigns. Every single candidate we include on our targeting list is hand-selected and thoroughly investigated. We gather information about them to make sure that every email we send and the offers we suggest are appropriate for their needs. We don't utilize templates, and no two prospects ever get identical emails.

We spend time on the careful work necessary to get them for your company by focusing on tiny lists and making targeted approaches. Our ideal situation is to create a list of 20 prospects, carry out adequate research before launching campaigns, create uniquely customized lead generating emails for each person, receive 15 replies, 10 of which are favorable, and produce 6 leads you can convert.

We don’t need to target thousands of people to yield a few leads that might not even convert into customers. All of our operations are performed manually to guarantee top-tier accuracy and efficiency. We don’t depend on any data intelligence tools or hire freelancers from UpWork or Fiverr for hasty list building.

12 - How to hire a lead generation agency?

The best course of action, in our opinion, is to get in touch with numerous lead generation companies that are compatible with your business.

Think about things like their experience, customers, success rate, expertise, and any guarantees they may be willing to make. Your decision-making process should be considerably influenced by your particular goals and budget.

Ask specific questions regarding the number and caliber of leads they can produce, the related expenses, and the prospective conversion rates.

We also welcome you to engage in a discussion with us at Nerdy Joe (pick a time on our calendar). We’re prepared to answer all your questions and provide the necessary information to help you make an informed decision.

13 - Why should I hire an Finance Companies-specialized lead generation agency?

A team that is knowledgeable with the market landscape is a benefit of working with a lead generation firm skilled in theFinance Companies area, increasing your chances of obtaining high-quality leads.

The majority of premium firms, nonetheless, won't really specialize in yourFinance Companies market. The crucial factor is the agency's capacity to excel in your target market, successfully discovering and engaging the most pertinent leads, regardless of their location.

Whether it is for a franchise or a finance company, Nerdy Joe's process of figuring out who your ideal customer is and doing in-depth lead research makes us the best choice for lead generation.

Finding the appropriate people to interact with and properly comprehending your offerings are two things we always put first. Regardless of the industry at hand, this method enables us to continuously provide outstanding results.

14 - How successful are lead generations?

A potent marketing tactic that has been successful in a variety of industries is lead creation. Various elements, including campaign concept, target market, and execution, affect the success rate.

According to us, the effectiveness of lead generation campaigns depends on a number of important variables, including the relevancy of the target audience, the effectiveness of the messaging approach, the suitability of the offer to the prospect's pain points, and so on.

We promise optimal conversions and engagement. We are confident in our capacity to produce leads for any company with a service or product that addresses a real need and has a favorable product-market fit.

Product-market fit is a vital component in the success of any outbound outreach campaign. If your business is still in the phase of discovering its product-market fit, we might not be the most suitable choice for you.

15 - How do you measure whether a lead generation campaign is effective?

At Nerdy Joe, we measure the success of our lead generation efforts through meaningful lead generation metrics such as the agreed-upon number of generated leads, the quality of these leads, and their conversion rates.

So, we always start working with you by finding out what your goals are and what would be a big win for your company. The quantity of leads created, in our opinion, is the key sign of a successful lead generation campaign.

The most important metrics for your business, for instance, would be the number of healthcare businesses signing up for your offer, the number of businesses requesting a demo, and the number of people ready to discuss sales or deals.

While statistics like response rates or open rates might help us make modifications and direct our future tactics, they don't always indicate a campaign's success. Unfortunately, when reporting outcomes, a lot of lead generation companies just use this data.

16 - Do I need to outsource my lead generation?

Outsourcing lead generation is an effective way to focus your internal resources on core business operations, while leaving the lead generation process to experts.

When you outsource to Nerdy Joe, you have access to a wealth of knowledge and experience about the market, as well as tested methods that have produced high-quality leads for several Franchising company organizations. 

Therefore, it is a wise decision for your company to outsource lead generating to a specialized firm like Nerdy Joe.

17 - How do I increase my email response rate for my lead generation?

A number of factors can contribute to lead generation initiatives' low response rates. These could be caused by, among other things, a failure to comprehend the target market, poor communication skills, unappealing offers, or inadequate targeting.

At Nerdy Joe, we do not just deal with these problems; we also plan campaigns to get rid of them. In-depth research is the first step in our process, which entails learning about your target audience's requirements, interests, and communication preferences.

The language and offers we use in our message are then specifically tailored to the needs and pain points of your audience. Not only do we send emails, but we also create discussions that will engage people and foster a sense of trust.

In addition, we regularly run A/B tests utilizing various offers and messaging formats, using the information gleaned to develop and hone our strategy. Because we're devoted to learning from mistakes and improving based on feedback from the real world, we never assume we've got it right from the start.

Furthermore, we are aware that lead creation strategies do not always apply universally. For this reason, we take into account other forms of communication besides email, including LinkedIn, in order to interact with your target audience in ways that are convenient and acceptable to them.

What distinguishes us and enables us to continuously produce excellent response rates, regardless of the industry or target demographic, is our flexible and all-encompassing approach to lead generation. Not only do we strive for the greatest number of leads, but also for the most significant interactions that result in prosperous business connections.