The simplest way to start more SMB relationships.
Startline emails 10-15 researched prospects to each of your RMs, every week. No platform to manage. No login required. Just qualified businesses to call, and complete visibility for leadership.
45 New SMB Prospects in the First 30 Days
The Atlanta National Bank partnered with Startline to identify local SMB lending and deposit opportunities within their footprint. In the first 30 days, the bank contacted 45 new SMB prospects, leading to 5 conversations and 3 scheduled follow-up meetings.
What's Keeping Your Team from Doing More SMB Outbound?
It's not a motivation problem. Community banks want to reach more SMBs. But three operational challenges get in the way of consistent, focused prospecting.
Research takes too much time
RMs spend hours finding and researching leads instead of talking to prospects.
Even when they build a list, there's often no context - just names and numbers. Contact rates stay low and time disappears.
No clear starting point
When you finally have a list of 1000 businesses, which ones do you call first?
Without clear prioritization, RMs get overwhelmed and call no one, or spend time chasing the wrong opportunities.
No one's tracking follow-through
It takes 5-7 touches to connect with a busy business owner. Most lenders stop at one or two.
Leadership can't see where follow-up drops off, so they can't coach. The result: fewer closed deals.
Your team is talented. They just need the right prospects, clear priorities, and a system that keeps everyone accountable.
Startline Helps Banks Scale SMB Prospecting
We handle the research, prioritization, prep, and reporting - so your team focuses on outreach, and you can see what they're working on.
What your team gets
For relationship managers
- Weekly email with 10-15 new prospects per RM, plus follow-up reminders from previous weeks
- Full research briefs with company overview, banking triggers, conversation starters, and owner contact info
- Clear prioritization so they know exactly who to call, why they're calling, and when
- No login needed - all interaction with Startline can be done via email
For bank leadership
- Clear pipeline and ROI visibility: prospects delivered, conversations booked, deals in pipeline
- Confidence that outreach is focused on the right opportunities
- Activity tracking by lender to see who's engaging and where coaching can help
- Board-ready metrics and reports, delivered regularly by email. Optional dashboard to dig in deeper.
See it in Action
Each week, your RMs get a ready-to-call prospect and follow-up list, along with a detailed research brief on each prospect. You get a clear view of activity and pipeline.
Is Startline Right for Your Bank?
You're a great fit if:
- Your commercial team is strong but busy. Your RMs are comfortable with sales but need more qualified businesses to call.
- You're growing in at least one C&I-heavy area or expanding into an area with 100K+ population.
- You want more outbound activity without adding headcount.
- Your team wants to be in front of customers, not building lists.
- You want results and accountability, not another platform to learn
You're NOT a fit if:
- You have in-house staff analyzing raw data and prefer to DIY
- You're exclusively in small, rural communities without SMB / C&I density.
- Your RMs don't have bandwidth for 10-15 new prospects weekly.
Ready to get your team into more conversations?
Startline is currently available through a limited early 2026 pilot program.
150+ qualified leads
Get 10-15 prospects per RM, delivered weekly (starting ~30 days after start). Local SMBs matching your ideal profile, with full research briefs.
10+ new conversations
Our commitment: your team will generate at least 10 meaningful SMB conversations they wouldn't have had without Startline.
Pilot partner advantages
Your feedback influences what we build. You get white glove service, grandfathered pricing after the pilot phase, and no long-term commitments.
Questions about Startline?
Send us a message.
You can also email us at [email protected] or call 314.966.2430.