How We Helped a B2B Financing Firm Unlock $8.5M+ in Deals Through High-Value Lead Generation

Product/Service: Invoice Factoring & B2B Financing
Market: Medium-Sized Companies With High-Volume Clients
Result: $8.5M+ in Financed Deals & Sales Team Expansion

Challenge:

Fortrade, a specialized invoice factoring firm, offers working capital solutions to B2B companies that serve large clients and need fast, flexible cash flow. While their service delivered strong value, they struggled to consistently connect with the right financial decision-makers—particularly CFOs of mid-sized businesses with predictable receivables.

Solution:

Over a 3+ year partnership, Boomify developed and executed a long-term outbound strategy targeting:

• CFOs and Finance Directors at medium-sized companies across Mexico and LATAM

• Businesses in logistics, manufacturing, distribution, and services that frequently invoice large clients

• Decision-makers responsible for liquidity, cash flow optimization, and capital structure

We ran personalized email and LinkedIn outreach campaigns, using pain-driven messaging focused on cash flow gaps, payment delays, and growth constraints, positioning Fortrade as a flexible, trustworthy partner.

Results:

• ✅ 30 qualified meetings per month on average with high-intent CFOs

• ✅ Over $8.5 million in financing deals directly attributed to Boomify-generated leads

• ✅ Sales team expansion at Fortrade to handle lead volume and maintain growth

• ✅ Ongoing, consistent outbound pipeline that fuels monthly revenue

Outcome:

Boomify became Fortrade’s growth engine. Our campaigns continue to connect them with finance leaders actively seeking working capital, enabling Fortrade to scale operations and dominate their niche in B2B financial services.