US B2B Financial Services Decision-Makers

What the client needed

Forty interviews with US financial-services decision-makers — owners, CEOs, CFOs, presidents — at companies doing $10M–$1B, in specific states.

Why it was hard

• Exact job titles with real authority, not adjacent roles.
• Fifteen industries, one revenue band ($10M–$1B).
• Restricted state geography.
• Forty completes, fast, at a competitive cost per interview.

How we ran it

Specialist B2B sample with tight screening, not a general panel blast:

• Profile-first targeting: Industry, revenue, and title filtered before invite.
• Lean screener (30% IR): In and out fast — executives don't tolerate twenty screening questions.
• Daily source tuning: Shifted spend toward the feeds producing verified completes.

Results

Market: USA (selected states). Audience: full-time/self-employed decision-makers, $10M–$1B revenue.

Completes: 40. LOI: 15 minutes. Incidence: 30%.

Delivered fast at a competitive CPI — precision targeting beat broad outreach on both speed and cost.