CWAMS - Fintech + Financial Services
I partnered with CWA Merchant Services (CWAMS) to design and execute a targeted 36-step email sequence tailored to three distinct ICPs. Using personalized messaging and strategic outreach, the campaign achieved a 65.3% open rate, 1.5% reply rate, and generated $2,000 in pipeline opportunities within its first 7 days, showcasing its effectiveness in driving early-stage pipeline growth.
Prospecting, Lead Generation, Sales Development, Pipeline Development, Outbound Infrastructure
30 days
CWAMS

Case Study: Building an Outbound Email Infrastructure for CWA Merchant Services (CWAMS)
Overview
I partnered with a sales agency to develop a robust outbound email infrastructure for their client, CWA Merchant Services (CWAMS). The goal was to drive substantial pipeline growth by designing and executing a targeted email campaign tailored to CWAMS’ distinct Ideal Customer Profiles (ICPs).
Project Scope
1. Multi-Faceted Email Sequences
Designed a 36-step email sequence tailored to three unique ICPs, each with distinct needs, challenges, and priorities.
Ensured each sequence was highly relevant and engaging, focusing on the specific pain points and goals of the target audience to maximize impact.
2. Data-Driven Optimization through A/B Testing
Conducted multiple A/B tests across the campaign to evaluate the effectiveness of subject lines, email copy, tonality, and calls-to-action (CTAs).
Leveraged real-time data to refine the messaging, identifying which strategies resonated most with each ICP for optimal results.
3. Scalable and Personalized Messaging
Crafted email copy that balanced personalization with scalability, enabling the campaign to address individual pain points while maintaining efficiency.
Highlighted CWAMS’ unique value propositions in ways that nurtured interest and encouraged meaningful replies, driving prospects further into the pipeline.
Results: High-Impact Outcomes in the First 7 Days
The initial campaign results demonstrated the effectiveness of the tailored, data-driven approach:

2,100 emails sent: A strategic, high-volume launch targeting key prospects.
65.3% open rate: Strong subject lines and alignment with ICP-specific challenges drove high engagement.
1.5% reply rate: Engaging messaging and CTAs encouraged prospects to respond, generating meaningful conversations.
$2,000 in pipeline opportunities: Two early-stage deals were generated within the first week, showcasing the campaign's immediate impact.
**Update**

$6,000 and counting in pipeline generated within the first 45 days post launch
Key Insights
Targeted Messaging Drives Engagement: The tailored sequences resonated with the unique needs of each ICP, driving high open and reply rates.
A/B Testing Delivers Results: Experimentation with subject lines, tone, and CTAs provided valuable insights, enabling continuous optimization for improved performance.
Scalable Personalization is Key: Balancing personalization with efficiency allowed the campaign to maintain relevance while targeting a large audience.
Quick Pipeline Growth: Early-stage deals worth $2,000 demonstrated the campaign’s ability to deliver tangible results within days of launch.
Conclusion
By building an outbound email infrastructure tailored to CWAMS’ needs, I helped the sales agency create a scalable and data-driven approach to lead generation. The multi-faceted email sequences and continuous optimization efforts ensured maximum engagement, rapid pipeline growth, and a foundation for sustained success. This case study highlights the power of strategic email campaigns in driving meaningful business outcomes.