You need the right go-to-market strategy if you want consistent and predictable sales.
Selling to financial institutions is hard due to the different industry segments and the long sales cycles (often 12 months+).
Only when you have someone by your side who can:
Show you the industry nuances and explain their impact
Show you how to position your value proposition
Teach you how to use social selling, demand gen, and RevOps that help you warm up your prospects so that you stop relying on cold outreach…
…is when you can reduce sales cycles and actually sell.
This engagement is for founders who need a go-to-market strategy that’s clear, scalable, and effective. We’ll build on where you are today by pressure-testing what exists, fixing what’s broken, and creating a system that drives growth.
Sales with a Sprinkle of Marketing.
GO-TO-MARKET STRATEGY
We begin with a comprehensive review of your current go-to-market setup, including your ICPs, messaging, sales process, and tools. The goal is to identify what’s working, what’s not, and where the biggest opportunities lie.
Deliverable: A prioritized list of gaps and actionable recommendations.
STEP 01
Audit & Gap Assessment
ICP & Messaging Refinement
STEP 02
We’ll define who you’re selling to and craft messaging that resonates. This step ensures your value proposition aligns with your buyers’ needs and drives engagement.
Deliverable: Clear ICP profiles and a messaging framework tailored to your audience.
We’ll map out a repeatable, scalable sales process that mirrors how your buyers make decisions. This includes qualification criteria, CRM setup, and pipeline tracking to ensure consistency and visibility.
Deliverable: A documented sales process and CRM framework.
STEP 03
Sales Process Design
Event & Social Selling Strategy
STEP 04
We’ll pinpoint the best channels, events, and platforms to connect with your audience. You’ll also get a content plan to build credibility, spark engagement, and support your sales goals.
Deliverable: A visibility strategy and content prompts to guide your outreach.
Demand Gen & RevOps Audit
STEP 05
We’ll conduct a thorough audit of your demand generation and RevOps systems to ensure they align with your sales goals. This includes evaluating your lead sources, outreach workflows, and automation tools to identify gaps and opportunities.
We’ll also ensure your CRM is set up to provide actionable insights into funnel health and pipeline performance.
How?
Assess lead generation strategies and optimize them.
Review outreach workflows (email, LinkedIn, events) for consistency.
Audit CRM and automation tools to streamline processes.
Establish practical metrics to track funnel health.
Deliverable: A refined demand generation and RevOps strategy, including an optimized outreach system and actionable metrics.
Engagement duration varies depending on specific goals and desired outcomes, but the average is 5-7 Weeks.
Ongoing advisory hours available after the initial engagement.
Monthly/Quarterly check-ins are included as part of customer success.
You’ll walk away with:
01.
Clearly defined ICP personas and messaging
02.
A scalable, repeatable sales process
03.
A strategy for showing up in the right places
04.
Demand gen plans and tools that support your goals
05.
A defined tech stack
06.
Confidence in your GTM direction and what to do next
So you start building predictable growth.
PS: Hope is not a strategy.
6 Acquisitions and Why It Matters at Maven Advisory
Helping Fintechs Sell Into Credit Unions
From Top Sales Performer to Strategic Advisor
From Accelerator to Advisor – Supporting Fintech Growth at Every Stage
Building a Sustainable GTM with Social Selling and RevOps
Selling to Financial Institutions
Sara Smith
Senior Global Marketing Manager, GDS Link
What sets Angi apart is her ability to spot the disconnects between sales and marketing before they become real problems. She can translate a founder's vision into clear operational steps, and she knows how to coach teams on showing up consistently and strategically online.
Kelly Baumann
Former Head of Growth, Benny
Her deep expertise in the credit union space was instrumental in helping us shape a high-impact buying process and create sales enablement collateral that truly resonated.
Sandra Wasicek-Woegenstein
CEO & Founder, ZorroFi
Angi is the kind of person you instantly trust. She’s clear, insightful, thinks strategically, and is just easy to work with. Every conversation feels like progress, and it’s obvious she genuinely cares about helping you succeed.
Dean Benjamin
Co-Founder & CEO LoadForge
Angi is all substance - when she says she will do something, she does it. What's more is she is seen as a trusted advisor by teams she has sold to in the past. It was a privilege to work with and learn from her.
In a few weeks you too can go from inconsistent, to predictable sales.
Ready to start?
Fill in this form, and I’ll get back to you shortly to book a first call.
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Packages start at $5,000. Everything is tailored to your stage and goals.
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Most start with a 5-week sprint focused on ICP, messaging, sales process, and demand gen. Some continue with ongoing support.
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If I see major blockers early, I call them out. Together, we adjust quickly and don’t waste your time or budget.
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Evaluate:
Did the advisor have startup experience?
Did the Advisor have financial services experience?
How did their advice help propel you forward?
Was the advisor open if he/she did not have expertise and willing to pull in other view points.
How much time have you been trying to make the current process work?
Are you willing to take constructive criticism and implement a new process?
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Fintech founders, GTM leads, and RevOps teams, mostly pre-Series B and looking to build a repeatable sales motion or refine an exsting one.
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Yes. We build outbound playbooks, write messaging, and coach teams on how to engage through email and LinkedIn.
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Yes. I offer monthly support for execution, growth planning, or campaign optimization.
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No. But I often use FedFis (data), HubSpot (CRM), and Zapier (automation). We’ll work with what you have and recommend only what helps. The pricing for services does not include costs associated with tech stack or data.
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Yes, if an intro makes sense, I’m happy to make it. But introductions are not guaranteed or included as part of the service.
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Yes, I can attend events on your behalf or augment your team when needed, but that’s scoped separately and agreed on a case-by-case basis. I also help you identify which events are worth your time and how to show up with a clear plan.
Build sustainable growth through go-to-market strategies backed by both buyer and seller insights.