Smart Prospecting For SMB Banking

Startline finds local businesses in your bank’s sweet spot - at the time they’re most likely to be looking for a new bank.

Join our Fall 2025 pilot and we’ll help your team get in front of qualified SMBs you’re not talking to today.

What’s Included in the Pilot

  • ✺ New SMB Leads

    Within the first 30 days, we send your team new, local SMB leads to contact.

  • ✺ Custom Scoring Model

    We tune our algorithm to find your bank’s best-fit prospects.

  • ✺ 4-Month Pilot

    Flat fee and clear outcomes. By the end of the pilot, we want your team to have had at least 10 conversations they wouldn’t have had without us.

  • ✺ CRM Support

    If you use a CRM, we can feed leads directly to it. If not, we’ll track activity for you.

  • ✺ Pipeline Visibility

    Simple reports show leadership where outreach is happening, and provide sales coaching insights.

  • ✺ No New Platform

    You’ll work with a dedicated human partner - your team does not have to use a new system.

What To Expect

Within 30 Days

  • 50+ researched local leads

  • Scoring model tuned to your bank

  • First action plan

Within 60 Days

  • Your lenders are reaching out to the leads

  • Follow-up reminders and tracking

  • Simple leadership reports

Within 90 Days

  • Unified pipeline visibility

  • Sales coaching insights

  • Weekly action lists and new leads sent to your team

Join the Pilot This Fall

Startline is a new AI + human service that learns your bank’s goals and finds great fit prospects from UCC, CRE, and other public data. We deliver detailed prospect briefs, follow-up reminders, and activity reports so your team can simply start reaching out.

Our pilot is ideal for banks focused on growing in C&I / CRE-heavy areas, and that have time to call on a few additional leads. Our first bank is already underway.

You’ll get real sales opportunities while helping to shape Startline to your team’s workflow.

Ready to get your lenders into more SMB conversations?

Schedule a call to learn more.

About The Team

Startline is a product of 2Novas Inc., a marketing strategy consultancy for community banks since 2018.

Our founder, Dan Novalis, is the co-host of The Bank Marketing Show podcast, and a frequent speaker and author to the community banking industry.

8816 Manchester Rd PMB 201

St. Louis, MO 63144

314.966.2430

info@startlineai.com