Marvee

Client Summary
Marvee is a Brazilian financial BPO offering a "financeiro por assinatura" for small businesses. Blending expert finance teams with a proprietary app, they provide real-time dashboards to streamline compliance and cash flow. Despite a clear value proposition, Marvee faced critical scaling hurdles. Operating in a competitive, price-sensitive SMB market, they struggled with inefficient outbound results and needed a highly repeatable prospecting infrastructure to replace unstructured lead generation efforts.
Our Solution
The High-Volume Automated Architecture
Because Marvee operates as a horizontal SaaS with a large Total Addressable Market and accessible average ticket size, we engineered a fully automated prospecting infrastructure. Relying on high-volume, email-centric cadences, we intentionally eliminated cold calls to maximize efficiency and reduce acquisition costs. We utilized Clay to extract data from LinkedIn Sales Navigator, building a scalable foundation that allowed Marvee to reach thousands of prospects simultaneously without compromising the segmentation required to resonate with small business owners.
Precision Targeting & Value-Offer Strategy
We mapped 45,000 SMBs (11–50 employees, 30k–100k BRL revenue) across marketing agencies, software houses, clinics, and law firms. Targeting Tier 1 decision-makers—approximately two leads per company—we applied Deep Research to analyze company profiles and personalize messaging at scale. Our multichannel approach leveraged Email, LinkedIn, and WhatsApp via conversational agents. We executed a Value-Offer strategy, deploying assets like a financial spreadsheet landing page, a "finance for marketers" discount, a Venn diagram, and testimonial videos to drive deep engagement.
Campaign Results (in 90 days)
Within the first 90 days, this automated and value-driven outbound architecture completely transformed Marvee’s sales pipeline. The campaigns achieved a robust 43% open rate and a highly competitive 13% positive reply rate. Ultimately, this systematic GTM engineering approach successfully generated 83 qualified leads directly into their pipeline, validating the scalable acquisition model.






