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EquityEdge Studio - Building a lean RevOps strategy that works
EquityEdge Studio is a design and content agency focused on the financial services sector. They work with large asset managers and financial firms to create professional communications and marketing materials. The team is known for having significant industry experience and an approach based on transparency and trust. They also provide specialised AI prompt training to help firms navigate and implement new technology.
The Problem: Establishing Operational Structure
A former colleague reached out to Opsessed® founder Kristian when EquityEdge Studio was just an idea. While the founder Tim Lamb focused on developing the brand and core values, the business needed an operational framework to start winning work. Without a functional setup, there was a risk of spending time and budget on unfocused sales efforts. They needed a system to move from a startup concept to a functioning agency ready to work with large financial institutions.
The Solution: RevOps & Sales Strategy
Kristian joined the team on a fractional basis to lead on the RevOps and sales strategy alongside the founders. He focused on identifying Ideal Customer Profiles (ICPs) and buyer personas to ensure outreach was highly targeted.
As part of this, Kristian implemented HubSpot as the core CRM to give the founders visibility into lead behaviour. This meant they could see when prospects opened emails, clicked links, or visited the website, allowing them to time their follow-up more effectively.
A major part of his work was about increasing output without increasing costs. He set up an automated campaign that delivered personalised 1-2-1 emails to thousands of contacts. This task took Kristian a few hours to implement, whereas manual outreach would have taken weeks. This led directly to inbound leads and recognised revenue.
Kristian also supported the launch of an AI prompt training product. Working with the founders and a world-renowned expert, he managed the marketing campaign and a series of webinars. These sessions were well-attended and led to immediate business conversations regarding the training.
The Results: A Data-Led Sales Pipeline
EquityEdge Studio is now an established name in financial services. By working as part of the team from the beginning, Kristian helped build the systems required to launch the agency quickly.
The business has since worked with several large asset managers and financial firms on design and content. They continue to use the HubSpot systems Kristian built to maintain an efficient sales pipeline with low internal overheads.
Kristian Melson, founder of Opsessed®, said of working with Tim and the EquityEdge team "I was so glad to get the call from Tim when he wanted to set up the business. We worked well together in a past agency and it was an honour to help EquityEdge get off the ground. Working fractionally was just what they needed, with not being able to afford a full time hire. I still felt like an embedded member of the team and they are working with some great financial services companies, a lot earlier than we planned, which is testament to the strength of the brand."
I reached out to Kristian to join EquityEdge Studio, when the company was just a concept. We needed a trusted pair of hands to lead on sales and operations. He engaged in some targeted outreach and implemented HubSpot as the core CRM, increasing output without increasing costs.
Kristian set up an automated campaign that delivered personalised emails to thousands of contacts, which led directly to leads and new projects. He also utilised his own contacts, networked at in-person events and ran social media campaigns. The business has since worked with several asset managers and financial firms on design and content, and is becoming a recognised brand in financial services.”