They paid attention to the details of our market. As the project went on, they became much better at recognizing which companies genuinely needed Banking-as-a-Service and which were looking for a completely different type of fintech solution. That learning showed up in the conversations we received. Review collected by and hosted on G2.com.

I would have appreciated a shared document that captured common questions from prospects throughout the project. It would have been useful for both our sales discussions and future outreach. Review collected by and hosted on G2.com.

They did not rely on a completely generic outreach approach, and over time the messaging became much more aligned with the technical audience we work with. I also appreciated that they stayed organized even when response cycles were slow. Review collected by and hosted on G2.com.

The first few weeks required more involvement from our side than I initially anticipated. Because our market is specialized, we had to spend extra time reviewing targeting lists and adjusting wording before campaigns started performing better. Review collected by and hosted on G2.com.

They did not assume every contact inside a healthcare organization had the same priorities. As the engagement progressed, they became much better at recognizing who needed to be involved before a project could realistically move forward. Review collected by and hosted on G2.com.

It would have helped to organize feedback from hospitals and long-term care organizations separately. We noticed fairly early that those conversations developed in different ways, and seeing that distinction sooner would have been useful. Review collected by and hosted on G2.com.

The biggest difference for me has been the level of involvement. We were not passed between account managers, the founders stayed close to strategy decisions, and the outreach felt more intentional. The U.S.-based calling team also gave conversations a more natural feel for our target audience. Review collected by and hosted on G2.com.

We had to recalibrate qualification standards after the first round of meetings. Once that was addressed, things improved, but I would not expect the first campaign version to be the final version. Review collected by and hosted on G2.com.

When something was not working, we were not waiting in a queue, we were adjusting strategy in real time with the people actually running the campaigns. Review collected by and hosted on G2.com.

There was a point where we had to pause and essentially "reset" parts of the targeting. It slowed momentum temporarily, but it was necessary to fix direction rather than keep pushing volume. Review collected by and hosted on G2.com.

They are willing to prioritize quality over volume. If a campaign is attracting the wrong type of companies, they are open to changing direction rather than pushing ahead with the same strategy Review collected by and hosted on G2.com.

There was a short period when appointments slowed because the prospect list was being rebuilt. It delayed activity for a few days, but the improved lead quality justified the adjustment. Review collected by and hosted on G2.com.

What stands out most is how performance-driven and transparent they are with their strategy. They’re highly responsive and communicative, which makes the engagement feel like a true partnership. They also back up their recommendations with data, which builds a lot of confidence in the process. Review collected by and hosted on G2.com.

There isn’t much to complain about so far. If I had to point to something, the onboarding process requires a fair amount of upfront information sharing. That said, it’s clearly necessary to achieve the results we’re seeing now. Review collected by and hosted on G2.com.

They showed more patience than I expected. Rather than optimizing for meeting count, there was willingness to slow down and refine who we were actually reaching, which mattered for our type of business. Review collected by and hosted on G2.com.

The early onboarding took longer than anticipated because translating a specialized advisory offering into outbound messaging isn’t simple. It required more founder input upfront than I expected. Review collected by and hosted on G2.com.

What stood out was restraint. They did not automatically increase outreach volume when results slowed, they pushed for better qualification and tighter targeting first, which matched how we think about growth. Review collected by and hosted on G2.com.

The early phase felt slower than expected, especially if you are used to measuring success by meeting counts. There is a bit of patience required while messaging and targeting settle. Review collected by and hosted on G2.com.

Their willingness to adapt stands out. They listened to feedback, tested different messaging, and adjusted the targeting instead of sticking with the original plan when something was not performing well. Review collected by and hosted on G2.com.

The onboarding phase took a little longer than I expected because we went through a few rounds of refining our target audience. It paid off later, but the early weeks required some patience. Review collected by and hosted on G2.com.