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How Franq generated $64k in pipeline with Valley in one month

Expanded Pipeline

$64K

AVERAGE ROI

More Meetings

15

MEETING BOOKED

Higher Quality Leads

100%

LEAD GEN

Franq is a fintech platform connecting customers to 150+ financial products through a network of independent Personal Bankers.

QUICK JUMP

Challenges

Solutions

Results

Challenges

Solutions

Results

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"Valley has standardized our approach, allowing us to A/B test without depending on someone being in a good mood that day. It gave us more control over our initiatives."

Rafael Sampaio

Head of Growth

CHALLENGES

Inconsistent outreach processes made LinkedIn prospecting impossible to measure

Franq, a platform connecting independent financial advisors and personal bankers with clients, needed a structured way to find and engage new advisors on LinkedIn.

Their target audience—former bank employees with at least five years of customer-facing experience—was abundant on the platform, but their outreach lacked consistency and measurement.

"Before, we did our outbound on LinkedIn in a wild, wild west approach," explains Rafael Sampaio from Franq. "We would generate lists on Sales Navigator and our consultants would just start operating on them.

But different people behave in different ways—some are very by-the-book, some days they try to connect to many people, some days they don't. So it was really hard to measure success."

This inconsistency created two critical problems:

No standardized approach - Individual consultants' efforts varied widely, making it impossible to identify what worked
No data retention - Valuable contact information stayed in individual consultants' LinkedIn accounts rather than in Franq's systems

Most importantly, Franq needed a solution specifically designed for LinkedIn rather than email outreach. "Email has limitations—you need to have the person's email, and all they'll see from you is an email, which isn't compelling," Rafael explains. "On LinkedIn, you have everything around the person—a good picture, biography, job background, posts, interactions, common connections—which creates instant credibility."

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"Whenever someone sends you an email, all this is your email and your name. Whenever someone sends you a LinkedIn connection request, you have everything around the person—a good picture, biography, job background, posts, interactions, and common friends."

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"Whenever someone sends you an email, all this is your email and your name. Whenever someone sends you a LinkedIn connection request, you have everything around the person—a good picture, biography, job background, posts, interactions, and common friends."

SOLUTIONS

Valley provides structured, personalized outreach with measurable results

After a friend's recommendation, Rafael decided to test Valley as a solution that could standardize Franq's LinkedIn outreach. He recognized that advances in AI made hyper-personalized communication more accessible than ever, and Valley's approach aligned perfectly with Franq's needs.

"The thesis makes sense. Today it's technically possible to do hyper-personalized communication quite easily compared to two or three years ago," Rafael notes.

Valley's implementation allowed Franq to:

Centralize contact data - All connections created by consultants are now accessible in one platform, preventing data loss if consultants leave
Standardize messaging approach - Consistent outreach regardless of who manages the campaign
Enable true A/B testing - Test different messaging approaches with controlled variables
Track engagement metrics - Monitor connection acceptance rates and meeting bookings

Most importantly, Valley helped Franq create hyper-personalized outreach that referenced specific details relevant to each prospect. "If I talk about something specific with that person, I have a higher likelihood of getting in contact with them," explains Rafael.

Franq used a hybrid approach to implementation, with a dedicated two-person team managing most campaigns while testing individual consultant usage in controlled cases.

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"I can standardize my approach and I can A/B test, knowing that I'm actually A/B testing—not depending on someone being in a good mood or bad mood that day. It gave us more control over our initiatives."

“

"I can standardize my approach and I can A/B test, knowing that I'm actually A/B testing—not depending on someone being in a good mood or bad mood that day. It gave us more control over our initiatives."

RESULTS

Franq discovered a scalable channel to reach ideal prospects

In just one month of testing Valley, Franq has already seen promising results:

15 meetings booked in the first month (with limited campaign volume)
$64K in potential pipeline generated ($4,300 average contract value)
Complete visibility into connection rates and engagement metrics
Structured process for handoffs to consultants for deal closing

The team quickly recognized that Valley could support multiple conversion paths beyond just booking meetings. "Sometimes it's not only meetings that we're after. Maybe it's 'Give me your WhatsApp' or 'Click here and apply,'" Rafael explains. "At first we were really locked on booking meetings, but we have other ways of acquiring customers."

What makes Valley particularly valuable for Franq is the perfect alignment with their target audience. "Our audience is speechless—everyone we're going after is on LinkedIn," Rafael emphasizes. "I really believe this is one of the best use cases running on Valley today. Who are our ideal customers? People who worked at banks for at least five years, customer-facing. They are all there."

With initial success demonstrated, Franq is now focused on establishing the ideal process before scaling up their campaigns. "We are in a very early stage of something that I believe to be quite good," says Rafael.