Key facts
Receiptor AI
Europe
SaaS
Cold - Outreach
2025
Brief Summary of the Project
Receiptor AI is an AI-powered receipt extractor that automatically finds receipts from emails and WhatsApp, extracts contextual data, categorizes expenses, and syncs directly with Xero and QuickBooks Online (QBO), helping businesses save time, money, and operational stress.
hb.lance partnered with Receiptor AI to design and execute a cold outreach strategy, starting from ICP clarity through infrastructure, data, and personalized messaging.
Main Technologies & Tools Used
Linkedin
Instantly
Clay
ApolloThe Challenge
Receiptor AI’s biggest strength was also its biggest challenge.
Because the product can serve:
- Freelancers
- SMBs
- Non-profits
- E-commerce businesses
- Accountants & bookkeeping firms
…and can be sold globally, the question wasn’t how to run outreach—it was:
Where do we start? Who do we speak to first?
Key challenges included:
- Extremely broad potential ICPs
- Global applicability with no geographic constraint
- Different pain points across accountants vs business owners
- Risk of diluted messaging without focus
The success of the campaign depended entirely on strategic narrowing.
Our Approach
hb.lance began with market timing and behavioral research, not tools.
1. Seasonal Demand & Market Selection
We analyzed:
- Countries entering active tax seasons
- Regions where founders and SMBs are more likely to self-file taxes
- Markets with high adoption of Xero/QBO
This research led us to prioritize:
- Australia
- New Zealand
Both regions showed strong alignment between tax season urgency, accounting behavior, and product value.
2. ICP Segmentation
We narrowed the audience into two high-intent ICPs:
ICP 1: Accountants & Bookkeeping Firms
- Pain: Manual receipt chasing, cleanup work, inefficiency for multiple clients
- Messaging: Accuracy, automation, time saved per client
ICP 2: Small Business Owners (Self-managed taxes)
- Pain: Missed receipts, stress during tax filing, lost deductions
- Messaging: Peace of mind, simplicity, zero manual work
Each ICP received distinct positioning and copy.
3. Infrastructure & Data Layer
Once strategy was locked, we executed with precision:
- Cold email infrastructure built using Instantly
- Lead sourcing via Apollo, Clay, LinkedIn, and Google Maps
- Enrichment and segmentation to maintain ICP purity
- Clean, compliant outreach setup to support scale
4. Personalized Messaging
We crafted:
- Two separate email sequences, one per ICP
- Copy aligned to real, day-to-day pain points
- Personalized hooks that reflected tax season urgency and role-specific challenges
This ensured messaging felt timely, relevant, and human.
Services Provided
- GTM & ICP strategy
- Market & seasonal demand research
- Cold email infrastructure setup (Instantly)
- Lead sourcing & enrichment
- ICP-specific email copywriting
- Campaign launch & optimization support
Results
While early-stage metrics were still ramping, the campaign delivered clear qualitative wins:
- Strong message-to-market fit validated early
- High relevance and resonance across both ICPs
- Clear separation of accountant vs SMB conversations
- Outreach felt timely, personalized, and contextual
- A scalable outbound playbook built for future regions
Personalized copy + precise lead lists ensured the right message reached the right audience at the right moment.
Why This Engagement Worked
This campaign succeeded because hb.lance focused on strategy before scale:
- Market timing over volume: Tax season urgency drove relevance
- ICP clarity: No “one-size-fits-all” messaging
- Precision targeting: Narrow markets first, then expand
- System-led execution: Built to scale globally after validation
"Great work, strong technical foundations, keen deliverability focus, and good prompt execution!"
Luigi Fernandez Ortega
Ops and Growth Lead



