Turning fintechs, brokers and communities into paying white-label partners.
A dedicated outbound engine built around LinkedIn Sales Navigator, supported by X and short-form video, to fill the demo pipeline with qualified B2B decision-makers.
Who we're targeting
Built directly from the white-label page's own ICP — these are the companies most likely to convert quickly.
Channel-by-channel plan
Every channel plays a specific role in the funnel — none of them run in isolation.
LinkedIn & Sales Navigator — primary outbound engine
- List building: Sales Navigator filters on job title (Founder, CEO, Head of BD, Head of Growth), industry tags (fintech, brokerage, Web3), company size 2–200.
- Outreach cadence: 150–200 targeted connection requests/week per executive, personalized to each prospect's business.
- Sequence: connect → insight message referencing their gap → share tenant demo link → short walkthrough video → book call.
- Company page: consistent posting (case studies, product updates, partner wins) to build trust before prospects click through.
- Employee advocacy: founder and team profiles reshare/comment on page content to widen organic reach.
Video content — demo & explainer clips
- Tenant dashboard walkthroughs: short screen-recorded demos showing branding/config in under 60 seconds — the "wow" moment made shareable.
- Founder-led clips: short interview-style videos explaining the white-label model in plain terms, repurposed across LinkedIn native video, X and YouTube Shorts.
- Partner spotlight videos: once first partners launch, short case-study style clips to use as social proof in outreach.
Email marketing — fresh leads & bulk outreach
- Fresh lead sourcing: B2B contact lists built from Sales Navigator exports and verified lead-data providers, matched to the same fintech/broker/Web3 ICP.
- Bulk email sequences: a 3–4 step drip campaign (intro → white-label economics → demo link → final nudge), sent in parallel with LinkedIn outreach for multi-touch coverage.
- Deliverability & compliance: domain warm-up, sending-reputation monitoring and an easy unsubscribe/opt-out on every send.
- Tracked in the same pipeline: opens, clicks and replies feed into the same lead tracker as LinkedIn, so a prospect touched on both channels isn't double-counted.
Webinars & warm intros
- "White-Label Demo Day": a recurring live/webinar session promoted through LinkedIn and X, walking prospects through the platform live and taking questions.
- Fintech/B2B commentators: collaborate with LinkedIn creators in the fintech/broker space for joint posts or guest appearances that lend credibility to the offer.
The funnel, end to end
Prospect
Sales Navigator list built & enriched
Connect
Personalized connection + insight message
Demo
Tenant demo link + short video sent
Close
Call booked directly with founder
Team on this track
One dedicated 4-person team runs both the B2B and P2P tracks together — not two separate teams.
Ankit — Team Lead
Handles and monitors the whole team, sets weekly targets, owns reporting and is the direct point of contact with Palzea.
Executive 1 — Sales Navigator
FULL-TIMEFocused entirely on LinkedIn & Sales Navigator: prospecting, outreach sequences, qualifying leads and booking demo calls.
Executive 2 — Email Marketing
FULL-TIMEFocused entirely on bulk email: building fresh lead lists, running drip sequences and tracking opens/replies.
Executive 3 — Research & Video
FULL-TIMEResearches and sources fresh lead data, and works with the video editor to produce demo walkthroughs and explainer clips.
Investment
Retainer & team cost
Pricing depends on team size, outreach volume and how fast you want to scale — happy to work this out together once the scope is confirmed.
Performance Commission
Of the one-time setup fee on any white-label deal our team sources and that signs & pays — paid on top of the base arrangement, only when a deal closes.
- Tracked per lead via a shared pipeline/CRM
- Optional: smaller ongoing % of monthly revenue share instead of a higher upfront cut
First 90 days
Setup
ICP & Sales Navigator lists, LinkedIn audit, first demo videos scripted.
Outreach live
Daily outbound begins, first demo calls booked.
Optimize
Refine messaging on reply data, double down on top segments.
Review
90-day pipeline review, decide on scaling.
Filling the P2P order book with active merchants, traders and real volume.
A different audience needs a different playbook — this track lives on X, Telegram and short-form video, recruiting the traders who already provide liquidity elsewhere.
Who we're recruiting
People who already do this professionally on other platforms — not a cold B2B audience.
Channel-by-channel plan
LinkedIn isn't where this audience lives — so the plan leans on the platforms where traders actually hang out.
Telegram & Discord — where merchants actually are
- Trading group outreach: direct recruitment inside P2P/OTC trader Telegram and Discord communities.
- Merchant onboarding support: a fast, guided path from "interested" to "first offer live" to reduce drop-off.
Reels & TikTok — merchant & earnings explainers
- "How to become a Palzea P2P merchant" — short, punchy tutorial-style videos.
- Earnings-potential explainers: simple, visual breakdowns of how merchants earn from spreads/commissions.
- Merchant testimonials: once early merchants are active, short clips of their experience for social proof.
- Instagram note: since the IG profile is already managed internally, we'll supply ready-to-post video assets rather than duplicate ownership of that channel.
Email marketing — fresh merchant leads
- Fresh lead sourcing: lists of active P2P merchants and OTC traders gathered from public profiles and lead-data providers, matched against the merchant ICP.
- Bulk incentive campaigns: email blasts announcing early-merchant perks (fee discounts, priority placement) to drive fast sign-ups and seed the order book.
- Onboarding drip: automated follow-up emails guiding a sign-up through KYC to their first live P2P offer, reducing drop-off.
- Same tracker as X/Telegram outreach: so a merchant reached on multiple channels isn't chased twice.
Influencer & KOL collaborations
- Crypto TikTok/"fintok" creators: sponsored walkthroughs showing real P2P trading on Palzea.
- X/YouTube crypto KOLs: paid mentions or dedicated videos aimed at their trader-heavy audiences.
- Affiliate structure: a referral commission per merchant an influencer brings who stays active, so the collab keeps paying for itself.
- Seeding & gifting: early access, fee waivers or small stipends to get the first wave of creators trying the platform.
Team on this track
The same 4-person team covers this track too — effort is split across both based on weekly priorities.
Ankit — Team Lead
Handles and monitors the whole team, tracks merchant/order-book targets and reports weekly to Palzea.
Executive 1 — Sales Navigator
FULL-TIMEUses LinkedIn/Sales Navigator research to identify communities, brokers and partners who can refer active P2P merchants.
Executive 2 — Email Marketing
FULL-TIMERuns bulk email campaigns to fresh merchant/trader lead lists, announcing early-merchant incentives and onboarding drips.
Executive 3 — Research & Video
FULL-TIMESources fresh merchant lead data and works with the video editor on merchant tutorial and testimonial videos.
Investment
Retainer & team cost
Pricing depends on merchant targets, number of influencer collabs and content volume — happy to size this together once scope is confirmed.
Referral Commission
A flat commission for every merchant onboarded and still active after 30 days — plus a share of any influencer-driven referral volume.
- Rewards merchants who stick around, not just sign-ups
- Same structure extends to influencer affiliate referrals
First 90 days
Setup
Merchant incentive structure defined, target communities mapped, first video scripts.
Recruit
Outreach live in Telegram/Discord/X, first influencer collabs go out.
Seed order book
Track active merchants & order-book depth, double down on what converts.
Review
90-day review on merchants onboarded and retained.