Investor Insights Platform

Client Case Study

Key Results From The First 7 Months


Meetings Booked TOTAL






Page Sales Playbook

Client Challenges

Aiera was looking to scale outreach and increase the number of sales meetings to sign new business, gauge interest in their product/service, and get feedback on what financial firms are looking for in a product like Aiera’s. They started with 1 sales rep and now have 2. Their concerns were booking quality meetings that would progress through Aiera’s pipeline into signed deals and making sure their outreach partner represents them well.

SalesHive's Solutions

1. We built a Total Addressable Market of financial firms with a focus on investment departments.
2. We created a Sales Development Playbook that included buyer roles, copy, strategy, and best tactics.
3. We created 2 campaigns. One was focused on full service – active asset management, portfolio manager and buyer side managers. The other was focused on sell side research analysts. Both of these campaigns started with contacts Aiera sent to us and over time we have been adding contacts from the Total Addressable Market
4. Our copy changes depending on the time of year and where we fall in the quarter.
5. We have also run firm specific campaigns and travel campaigns to book in person meetings.
6. We have run campaigns during COVID-19 to drive attendees to weekly webinars

Company Type


Company Size

25 Employees


Investor Insight Platform

Target Industries


Target Departments

Investors, Analysts, Traders


Email, Social, Direct Mail


New York, NY


Our Mission Is To Make Scaling B2B Sales Development Easy & Affordable

Founded in 2016, SalesHive has grown from a team of two to now employing over 100 US-Based B2B sales experts, while simultaneously building one of the most innovative approaches to modern sales development, all without raising any funding. By combining our highly experienced team and groundbreaking proprietary technology, we’ve booked tens of thousands of meetings for over 200 B2B clients across every major industry.

We built SalesHive on the premise that modern sales development was flawed, and the companies building outsourced programs were only contributing to that. Our unique approach empowers clients to build industry leading Sales Development programs that deliver real results with the assurance of total transparency, flexible month-to-month contracts, and flat-rate pricing.


Learn more about our Lead Generation Services.

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