The challenge
Trillium Surveyor has a serious product and a serious market. Their platform helps risk and compliance leaders at financial institutions catch market manipulation, meet regulatory expectations, and improve execution performance. What they did not have was a system for finding those buyers and starting conversations with them.
There was no real outbound motion. Deals came from relationships and reputation, which is a good foundation but not a predictable one. HubSpot was in place, but the pipeline inside it was not structured well enough to manage deals or see what was actually working. In a market where the buyers are compliance officers, heads of trading, and COOs at firms that are hard to reach cold, that gap put a ceiling on growth.
Why GreaterScale
Trillium Surveyor needed two things at once: the system to find and prioritize the right firms, and the people to actually work them. Hiring for that would have meant a sales ops hire, an SDR, and months of setup before the first conversation. They brought on GreaterScale to build the system, run the outreach, and organize the pipeline behind it.
What we built
We built a full outbound engine designed around how compliance software actually gets bought:
- A precise ICP: hedge funds, asset managers, RIAs, broker-dealers, proprietary trading firms, and exchanges
- Intent data scoring every account on how likely it was to be in the market, using signals such as regulatory pressure, compliance hiring, and expansion into new asset classes
- Automatic enrichment of the right titles inside each scored account, reaching chief compliance officers, heads of trading, and operations leadership
- Coordinated outreach across email and LinkedIn, with a US-based caller handling the phone conversations
- Engagement tracking on everything we sent, feeding back into the sequences so the most engaged accounts moved to the front of the queue
- Pipeline management rebuilt in HubSpot, so every deal, stage, and next step was visible and reportable
- Close collaboration with their marketing team, so outbound and content pulled together
The results
Within the first three months, Trillium Surveyor had a scalable revenue system running, with their salesperson working warm leads out of a pipeline that filled itself.
- $530K+ in proposals sent to large financial institutions and trading firms
- 6 introductions facilitated with trading firms managing over $10B in assets
- A repeatable outbound system and a properly structured HubSpot pipeline, both live within three months
52 new subscribers added to their weekly market updates across email and LinkedIn