Winning banks systematically: the first high six-figure bank deal.

An established product with loyal customers

The company develops software for banks and financial institutions. The product is established, existing customers are happy, and new business so far came mainly through referrals from the network. For the next growth step, the goal was a sales function that wins new banks predictably.

One of the most demanding target groups in B2B

Banks and financial institutions have long decision cycles, strict security and compliance requirements and are known to be hard to reach through cold outreach. At the same time, the new sales process was meant to be set up properly from day one: with a central CRM, clear messaging and consistent follow-up.

Building the system while selling

It started with an analysis of past sales activity: what had worked and where the biggest potential was. On that basis, Christoph consolidated the existing data in a central CRM and developed a clear outbound strategy.

The strategy was not just designed but executed: systematic outreach to banks and financial institutions in Germany, Austria and Switzerland via LinkedIn, email and phone. In parallel, a supporting marketing campaign ran and a partner network was built.

A steady flow of leads and the first bank deal

The result was a steady flow of 1–2 qualified leads per month in banking, which at these ticket sizes and sales cycles means a well-filled order book. After nine months, the first major deal with a bank in Germany was closed, with a high six-figure deal value.

• 1–2 qualified leads per month in banking
• A well-filled order book at high ticket sizes
• First major deal with a German bank after nine months
• Deal value: high six figures

Winning banks as new customers is considered especially hard. It works when sales is set up systematically and executed consistently over months.

The lever was not more activity but a clearly structured process and persistence in the most demanding segment. If your new business still comes mainly from your network and you want to grow predictably, a structured look at your sales is worth it.