How a cross-border fintech built its outbound motion across LATAM
60
Meetings / 90D
#1
Whatsapp Channel
Multiple
LATAM Markets
Industry
Fintech
Region
LATAM
Services
Market entry, Outbound SDRs, Appointment setting
Engagement
90-day launch
The challenge
The fintech had traction in its existing market and wanted to build a presence across Latin America, but its existing outbound motion was built around a different buyer, market, and communication style. The team needed a way to identify the right prospects in each market and start conversations without treating LATAM as a single market.
They had the product and the appetite to expand, but lacked the local targeting, messaging, and channel strategy needed to consistently turn outbound into qualified conversations.
What we did
We deployed a dedicated pod and stood up multichannel outbound within two weeks. The focus was quality of meeting, not raw activity.
- ● Built market-specific ICPs and verified prospect lists
● Localized messaging for each target market and buyer profile
● Added WhatsApp alongside email and LinkedIn to reach prospects where they were most responsive
● Managed qualification and booking so the client’s team could focus on active opportunities
We needed more than leads. We needed a way to actually break into new LATAM markets, and the team gave us a repeatable motion to do it.
Daniel Kim, Head of GTM
The results
Within the first 90 days, the new outbound motion generated a consistent flow of qualified conversations across the region. WhatsApp quickly emerged as the strongest-performing channel, giving the team another reliable way to reach prospects beyond traditional email outreach.
- ● 60 qualified meetings booked in 90 days
● WhatsApp became the top-performing outreach channel
● Established a repeatable outbound motion across multiple LATAM markets