Scaling LinkedIn Outreach for Park Road Advisors

Park Road Advisors is an independent financial‑advisory firm providing strategic and financial advice to boards, founders, and executive teams.

7 months

Campaign Duration

LinkedIn

Campaign Type

0 (Fully managed LinkedIn campaign)

No of SDRs

Key Performance Indicators

$150K

$ value of pipeline generated

Meeting Held Rate

80%

80% of scheduled meetings were held

Estimated SQL ROI

17X

Estimated Return In Investment

Revenue Growth Realized

$25K

Private

Funding Stage

1-10

Headcount

Dallas

HQ location

Financial Services

Target Industry

United States

Target Location

Founders/Board Members

Target Persona

Park Road Advisors is an independent financial‑advisory firm providing strategic and financial advice to boards, founders, and executive teams. With decades of experience spanning M&A, IPOs, private‑market fundraising, investor relations, and corporate development, the firm serves both established players and early‑stage innovators in healthcare, technology, and other sectors. Park Road engaged Whistle to build a targeted outbound lead‑generation engine, focused on LinkedIn, that would create disciplined pipeline growth and enable meaningful sales conversations rather than broad outreach.

Challenges Faced

  • Time and Expertise Constraints: ParkRoad lacked the bandwidth and know-how to run consistent outreach campaigns while delivering client work.
  • Lack of Systematic Process: Outreach had been ad hoc and disorganized, resulting in inconsistent results.
  • High-Quality Targeting: Needed a focused approach that prioritized quality over quantity of leads.

Our Solution

Whistle implemented a LinkedIn-focused campaign that emphasized precision, timing, and personalization:

  • Personalized Messaging: Each outreach message was tailored to the prospect, incorporating insights about their business and challenges.
  • Optimized Timing: Campaigns were scheduled according to prospect local time zones, dramatically increasing engagement.
  • Collaborative Planning: Shared calendars and structured communication ensured campaigns were executed efficiently and aligned with client needs.
  • Iterative Tweaks: Small optimizations, like adjusting message timing and daily connection limits, significantly improved results over time.

"I’ve really appreciated the flexibility and collaboration with Whistle. They helped me establish a disciplined approach to outreach, and now my campaigns are achieving hit rates of 30–50%—far beyond what I expected. The team’s professionalism and responsiveness have been a real differentiator."
— Alex Kleban, Co-founder, ParkRoad Advisors

Results Achieved

  • Meetings Scheduled: 7 confirmed meetings within the first week of the optimized campaign (previously 6 over multiple months), 15 meetings total.
  • Engagement Metrics: Connection rate over 40%; reply rate around 10% (average LinkedIn campaign metrics).
  • Process Improvement: ParkRoad now has a repeatable system for outreach that consistently drives high-quality leads.

Future Outlook

ParkRoad plans to continue scaling LinkedIn outreach while exploring additional channels as the lead pipeline grows. With the foundation of a repeatable process in place, the firm is well-positioned to expand engagement, increase meetings, and accelerate business growth.

Solutions

Key Learning

Meaningful sales conversations over broad outreach.

Small Tweaks Can Drive Big Results:

Adjusting timing and daily limits had a significant impact on connection and meeting rates.

Targeted Outreach Outperforms Mass Campaigns:

Focused LinkedIn engagement with highly qualified leads proved more effective than generic, high-volume approaches.

Process and Collaboration Matter:

Clear communication and iterative optimizations strengthened campaign performance and client confidence.

Proven success with companies
in your industry

Real world results from companies that partnered with Whistle to generate qualified pipeline faster.
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