Case study · Financial Services

Alexander Financial delivered 167 qualified funding leads in 90 days

Qualified leads
167
Replies
1,221
Unique contacted
33,601
Reply rate
3.6%

Borks built a scalable outbound channel that consistently delivered qualified prospects our sales team could close.

Alexander Financial Solutions Team · Alexander Financial Solutions

The client

Alexander Financial Solutions is a national provider of commercial lending and financial advisory services for small and mid-sized businesses across the United States, specializing in flexible working capital, equipment financing, and SBA loan products.

The challenge

Alexander Financial needed a scalable outbound strategy to consistently connect with business owners and executives in growth sectors -- particularly healthcare, specialty contracting, and business services -- seeking tailored financing to fund expansion, equipment purchases, or operational improvements.

Our solution

Over a focused three-month period, we executed a segmented cold email campaign targeting decision-makers in relevant industries, with campaign copy tailored to best-fit company size and vertical. The outreach was human-reviewed to ensure only qualified, interested responses were flagged as high-value leads for the Alexander team.

The results

  • 93,536 emails sent
  • 33,601 unique leads contacted
  • 1,221 replies
  • 167 qualified leads

An "interested prospect" is defined as a decision-maker who responded positively and requested information or a consult regarding Alexander Financial Solutions' funding products.

Notable companies generated

Our outreach connected Alexander Financial Solutions with decision-makers at ICP-aligned organizations, including:

  • childrenslanguagecenter.com -- Multistate pediatric therapy clinics
  • medmatrixusa.com -- National medical equipment distributor
  • airsealcv.com -- Cleanroom and HVAC contractor
  • mobilecaremd.com -- Mobile physician group serving multiple regions
  • gabourybuilding.com -- Commercial and residential builders

Client outcomes

Numerous qualified prospects quickly moved to discovery calls and submitted documentation for application review, leading to an expanded, high-quality pipeline in key healthcare and construction verticals. Several opportunities progressed directly to deal structuring and funding evaluation -- all delivered within the three-month engagement.

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