How AKT Automated Proto Financial's MCA Outreach to 10,000 Recipients Daily
Proto Financial Corp is a Great Neck, New York–based online lending platform founded in 2014, offering merchant cash advances, working capital, and equipment financing up to $1.5M with 4-hour approval. AKT served as their offshore operating layer for four years — building a Salesforce email automation system, scaling a Philippine VA workforce, and establishing three operational departments that contributed to over $6M in client sales.
53%
Productivity Increase
vs. pre-automation baseline
10K+
Daily Email Recipients
at peak campaign volume
$6M+
Client Sales Contributed
across the partnership
4 Yrs
Partnership Duration
2020 – 2024
The Challenge
High-volume MCA outreach with a lean team and no automation
Proto Financial needed to prospect thousands of small and mid-size businesses daily to fill their MCA pipeline — but their outreach process was largely manual. Without a scalable email automation system, the team was bottlenecked at a fraction of the volume their market opportunity demanded.
At the same time, building an in-house US team to handle email operations, back-office processing, and administrative functions would have cost multiples of what an offshore model could deliver. Proto Financial needed a partner that could build the system and run it.
The merchant cash advance market is fiercely competitive. Every hour without an optimized outreach operation was market share ceded to better-equipped competitors.
Before AKT
Daily email outreach volume
Limited — manual process
Salesforce automation
None deployed
Email list management
Ad hoc, unmaintained
Philippines VA workforce
Not established
Operational departments
Not structured
Back-office & admin support
Handled internally
The Solution
Salesforce email automation, three operational departments, and a Philippine workforce — built from the ground up
AKT didn't just supply staff. We designed, built, and operated Proto Financial's entire outreach infrastructure over a four-year engagement — giving them a turnkey offshore operation that scaled with their MCA market ambitions.
01
Salesforce Email Blast Application
AKT developed and implemented a custom Salesforce email blast application purpose-built for high-volume MCA prospecting. The system enabled daily outreach to 2,000–10,000 recipients with automated scheduling, deliverability controls, CRM-native tracking, and campaign reporting — increasing team productivity by 53% over the prior manual process.
02
Targeted Email List Management
AKT maintained, segmented, and continuously refreshed Proto Financial's prospect lists — scrubbing invalid contacts, sourcing new leads, and organizing by industry, loan size, and geography. Clean, well-segmented lists are the single greatest lever on MCA email campaign ROI, and this discipline drove measurable improvements in open and response rates.
03
Three-Department Operational Buildout
AKT established and managed three distinct departments within Proto Financial's organizational structure: an email operations team for campaign execution, a back-office team for processing and administrative support, and an admin team for documentation, compliance, and reporting. Each department operated with defined KPIs and management oversight from AKT.
04
Philippine Workforce Scaling & Compliance
AKT recruited, trained, and led a high-performing Philippines-based workforce calibrated to Proto Financial's demand and MCA market share targets. AKT handled all workforce administration: payroll processing, legal compliance documentation, labor regulation adherence, and HR administration — so Proto Financial's leadership could focus on growth.
The Results
$6M+ in contributed sales. 53% productivity gain. 10,000 daily outreach contacts.
After AKT's Salesforce email automation system went live, Proto Financial's outreach operation scaled from a limited manual process to a machine capable of reaching up to 10,000 MCA prospects per day — without adding US-based headcount.
Team productivity increased 53% compared to the pre-automation baseline. Prospect list quality improved continuously through AKT's ongoing list hygiene and segmentation practices, compounding the impact of each campaign.
Across the four-year partnership, AKT's operations — email automation, back-office support, admin management, and Philippine workforce execution — contributed to over $6M in client sales for Proto Financial Corp.
After AKT
Daily email outreach volume
2,000 – 10,000 recipients
Salesforce automation
Custom email blast app deployed
Productivity improvement
+53% vs. manual baseline
Philippines VA workforce
Built & led to scale
Operational departments
3 established: email, back-office, admin
Client sales contributed
$6M+ across the partnership
Full Scope of Work
Everything AKT delivered for Proto Financial
FAQ
Common questions about MCA email automation and VA outsourcing
What is merchant cash advance email outreach outsourcing?
▾
MCA email outreach outsourcing means delegating your lead prospecting, email blast campaigns, and list management to a trained external team. Philippines-based virtual assistants use Salesforce automation to run daily outreach at volume — typically at 60–70% lower cost than US-based staff — while maintaining the quality and targeting precision needed to generate qualified MCA leads.
Can virtual assistants build and manage Salesforce email automation for MCA companies?
▾
Yes. AKT's VAs developed and implemented a full Salesforce email blast application for Proto Financial Corp, enabling outreach to 2,000–10,000 recipients per day. The team handled list segmentation, template management, campaign scheduling, and performance reporting — all natively inside Salesforce.
How much can a Philippines VA team improve MCA outreach productivity?
▾
AKT's Salesforce implementation at Proto Financial improved team productivity by 53% compared to their prior manual process. By automating email delivery and maintaining clean, segmented prospect lists, the team scaled from hundreds to thousands of daily outreach contacts without adding US-based headcount.
What back-office services did AKT provide alongside email automation?
▾
AKT established and managed three operational departments for Proto Financial: email operations, back-office support, and administrative services. Beyond campaign execution, the team handled payroll administration, legal compliance documentation, and full workforce management for the Philippines operation.
How long does it take to set up a Salesforce email automation system for MCA outreach?
▾
AKT typically configures and deploys a Salesforce email blast application within 4–8 weeks, including list audits, template builds, automation rules, and VA onboarding. Scaling to 2,000–10,000 daily recipients is achievable within the first 90 days with proper list hygiene and deliverability tuning.
What industries can replicate the Proto Financial VA automation model?
▾
Any high-volume B2B outreach business can replicate this model — including commercial finance, insurance, real estate, SaaS, and debt settlement. If your business needs to prospect 1,000+ leads daily and wants to do it at offshore VA rates rather than US SDR costs, AKT can build the same system.
Build Something Similar
Ready to automate your outreach and scale with a Philippine VA team?
AKT can build your Salesforce email automation system, establish your operations team, and staff it with trained Philippines-based VAs — just like we did for Proto Financial Corp.