Team Doubled by Client
After the pilot proved lead quality
Partner Network Expansion for a Wealth Management Company
How Salesable delivered 2,165 partner appointments across India, with 1 in 5 becoming an active partner within 6 months.
2,165Partner Leads Delivered
20%Lead-to-Partner Conversion
98%Delivery Against Target
Objective
Build a nationwide network of partners (small accounting firms, brokers, insurance agents and investment consultants) to take the company’s services into new markets and client segments.
Approach highlights
- 01
4 partner segments targeted nationwide
- 02
3-month pilot with 5 dedicated resources
- 03
Team scaled 5 → 10 once the pilot proved quality
- 04
Every lead an appointment with a potential partner
- 05
Fixed lead targets per phase, tracked to delivery
Funnel roles & performance insight
- Top of Funnel01
Partner Prospecting · 4 Segments
- Mid Funnel02
Outreach · Appointment Setting
- Bottom Funnel03
Partner Meetings + Onboarding
Insight
The pilot landed at 90% of target and set realistic benchmarks for scale. At 11× the volume, the expansion reached 99% of target, and 20% of leads became active partners within 6 months: proof of quality, not just quantity.
Performance summary
| Phase | Lead Target | Leads Delivered |
|---|---|---|
| Pilot · 3 months · 5 resources | 200 | 180 (90%) |
| Expansion · 10 resources | 2,000 | 1,985 (99%) |
| Total | 2,200 | 2,165 (98%) |
| Lead-to-partner conversion | — | 20% in 6 months |
Key outcomes
Volume Scale-Up
180 pilot leads → 1,985 in expansion
Partner Network
New markets & client segments reached
Challenges & learnings
A national network meant reaching thousands of small, independent professionals across four very different segments. Starting with a pilot set honest benchmarks; scaling only after it gave the client the confidence to double the team, with delivery holding near the target at 11× the volume.
Attribution
- Salesable
- Partner prospecting & appointment setting
- Client team
- Partner meetings, onboarding & activation
- Lead
- Appointment set with a potential partner
Solutions used
The capabilities behind the result.
More case studies
More outcomes, measured.
European payments company
Merchant Acquisition Engine for a European Payments Company
18%Lead-to-Merchant Conversion
Read case study
Tax-compliance SaaS firm
Enterprise & SMB Pipeline Growth for a Leading Tax-Compliance SaaS Firm
2×Revenue Pipeline
Read case study
Start here
Build your own pipeline story.
30 minutes. No pitch. We’ll tell you if we’re not the right fit.