Opteam Compta: 10 missions sold out of 12 detected, from one campaign

At Opteam Compta, the belief was simple: some of the firm's clients were sitting on substantial cash balances, but no one had time to notice, let alone suggest a solution. The firm launched its very first Saveria campaign to find out.

A goal, written in one sentence

It all starts with an instruction written in Saveria:

Find clients with surplus cash and offer them the right option: our partner's investment solution.

From this goal, Saveria built the campaign: Radars to identify the right client files, and Skills to sell and then deliver the mission.

Three Radars to identify the right client files

Saveria created three Radars, each with its own conditions:

•Large cash surplus: more than €150,000 in cash, with no investment in place.

•Cash and profit: more than €100,000 in cash and more than €50,000 in net profit.

•Cash without a retirement plan: more than €100,000 in cash, at least 5 employees, and no PER retirement savings plan.

The Radars continuously monitor accounting and payroll data across the portfolio. Within moments, 12 opportunities appeared in the firm's workspace.

An action plan for every opportunity

Each opportunity comes with an action plan that the team member follows and approves, step by step:

1.Assess the surplus: check available cash against upcoming payment deadlines, VAT and the client's plans.

2.Prepare the proposal: build options suited to the client's time horizon and liquidity needs.

3.Contact the client: send the prepared email and arrange a meeting with the business owner.

4.Formalise the mission: have the engagement letter signed and schedule follow-up.

For step 3, Saveria drafts the email using the client file's data. The team member reviews it, adjusts it if needed, and sends it:

Your available cash amounts to €110,000, against monthly revenue of €150,000. Left in a current account, it earns nothing. We would like to meet with you to explore the options best suited to your situation and time horizon.

The result: 10 missions out of 12

Of the 12 clients identified, 10 signed up for the investment solution offered with the firm's partner. That means 10 missions sold and €4,000 in fees, at €400 per mission, from a single campaign.

Beyond the fees, the client relationship is stronger: advice came from the firm, at the right time, on a tangible issue.

Key takeaways

•A campaign starts with a commercial goal, written in one sentence.

•Saveria creates the Radars and identifies relevant clients across the whole portfolio.

•Every opportunity comes with an action plan, and the team stays in control at every step.

•The result: useful advice for the client, and missions for the firm.