A trusted solution for Employee Benefit firms nationwide.
As United Benefit Advisors' (UBA) preferred choice in lead generation solutions, we specialize in tailored marketing strategies that deliver real results. By partnering with us, your firm gains access to proven methods, from LinkedIn optimization to data-driven outreach campaigns, designed to connect you with the right decision-makers.
Prospect list curation
We identify the CFOs, CEOs, and HR decision-makers in your target area, then use buyer intent data to prioritise the ones already searching for what you do.
Drip campaigns
Personalised messaging goes out across LinkedIn Messenger and email, with our software automating the sequence and tracking engagement so nothing slips.
LinkedIn profile optimization
We rework your representatives’ profiles so that when a prospect checks you out, and they will, your credibility is obvious before the first reply.
Website retargeting
Visitors who land on your site and leave are tracked and re-engaged, so warm interest doesn’t go cold.
The power of
using LinkedIn
Get seen
Of B2B leads from social media come from LinkedIn.
Personal profiles get 2.75x more impressions and 5x more engagement than company pages.
Make the shortlist
Of B2B decision-makers say a vendor’s thought leadership gets it onto their shortlist.
Of a buyer’s decision is driven by social proof, which includes LinkedIn recommendations.
Book the meeting
LinkedIn plus email sequences get 3–4× higher response rates.
More booked meetings than one channel alone.
Results for firms like yours
Employee Benefits International
Within 10 months, our strategy resulted in two new clients generating $125,000 in new annual revenue.
Stephanie Waldrop
Employee Benefits International
“Jon and the Startup Sales Shop process have been instrumental in setting up a systematic, automated marketing process that has helped us grow our digital marketing.”
K&P Benefits
In under 8 months, the process resulted in five new clients generating $52,000 in new annual revenue.
Paige Jacklin
Benefits Advisor, K&P Benefits
“Startup Sales Shop has been an integral part of prospecting and winning new business for us. With their help, we have been put in front of quality decision-makers that have an interest in wanting to know about our process.”
Fringe Benefit Plans
Fringe Benefits increased their revenue over $25,000 a year within 9 months after starting the process.
Doug Foreman
Fringe Benefit Plans
“Jon and the Startup Sales Shop process have been instrumental in setting up a systematic, automated marketing process that has helped us grow our digital marketing.”
BenePro
Our process won BenePro a new client generating $20,000 in new annual revenue, while their social media presence and website traffic grew.
Michael Luzi
VP of Strategic Partnerships, BenePro
“Jon, the visionary founder of Startup Sales Shop, is one of the driving forces behind our revolutionary approach to prospecting.”
Terrill Insurance Solutions
In just 3 months, a new client worth $12,000 a year, on track for $24,000 and nearly a 4x return in the first year.
Cody Terrill
Terrill Insurance Solutions
“Partnering with Startup Sales Shop was one of the best decisions we’ve made. Now, all I do is respond to prospects who are interested in talking benefits.”
Common questions
How long before we see something?
Across our case studies, first wins have landed between 3 and 15 months, with most inside a year. Outreach compounds: the early months build the pipeline that the later ones close.
Does this replace our referral network?
No. Referrals stay your best source of business. This runs alongside them so your growth doesn’t depend on timing and luck.
Is this just automation?
The sending is automated; the messaging isn’t. Lists are built around intent data and the copy is written for the person receiving it.
Whose LinkedIn profile do you use?
Your representatives’ own profiles. Personal profiles get roughly 2.75x the impressions and 5x the engagement of company pages, so that’s where the outreach lives.
What do you need from us?
A clear picture of your ideal client, access to the profiles we’ll be optimising, and someone on your side to take the meetings we book.