Results
Pipeline outcomes, in detail.
Named clients, real programs and measurable results. Each study walks through the bottleneck that was holding pipeline back, what we built and ran to fix it, and the numbers that followed.
AI hiring technology
Chattr
Hiring efficiency platform powered by conversational AI. 8-figure exit to UKG.
Attending multiple industry events without converting booth traffic into scheduled meetings. Manually building restaurant industry lists was slow and inconsistent.
200+
Qualified meetings booked in 2025
$4.5M+
In accepted pipeline
Education services
Beyond BookSmart
Premier executive function coaching company expanding into K-12 and B2B.
Two-person sales team relying almost entirely on inbound. No scalable way to reach decision makers across regions and segments.
150+
Opportunities booked as of July 2025
$100,000+
In MRR closed from our deals
Commercial lending
Big Think Capital
Commercial lending, scaling outbound as a predictable pipeline channel.
Outbound was inconsistent and treated as a guessing game rather than a reliable channel.
100+
Qualified opportunities in 60 days
10 to 35
Meetings per month depending on campaign
Healthcare technology
OR Trax
Healthcare SaaS serving hospitals and surgery centers. Exited to Banyan Capital.
Extremely hard to reach industry with fragmented buying committees across hospitals and local surgery centers.
168
Demos booked since January 2025
$10M+
In accepted pipeline
Risk intelligence software
Supply Wisdom
Enterprise risk assessment AI for Fortune 1000 and top US banks.
Internal SDR team was generating less than one meeting per rep per month. Manual list building against the fractured US banking and credit union market was breaking down.
5
Qualified Fortune 1000 meetings in 2 months
10
Additional bank meetings in 2 months
HR technology
HubEngage
Internal HR SaaS focused on employee communication and retention.
Attending multiple industry events without converting booth traffic into pipeline. Couldn't reach event attendees who missed the booth.
117,800
Outbound touches
4.0%
Reply rate
Software development services
Westlink
Software development partner serving logistics and startup buyers.
Needed to expand into hard to reach segments (large rental real estate owners and property managers) that resisted traditional outbound.
Direct
Consistent intro call flow booked straight onto the calendar
Repeatable
Pipeline into previously unreachable real estate and property management segments
Software development services
Solwey
AI automation and custom software for mid-market and enterprise.
Needed a reliable outbound channel to reach mid-market and enterprise buyers for custom AI and automation work.
$500,000+
In closed deals
$2M
In pipeline generated in 2024
Creative services
Designity
Audible/Amazon venture-backed CaaS platform for on-demand marketing teams.
Needed to increase visibility and build a robust project pipeline against companies looking to upgrade their digital presence.
70
Outbound demos booked in a rolling 3-month window (May to Jul 2024)
3x
Pipeline growth year over year
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