Client Testimonials & Case Studies

Client Testimonials & Case Studies

8-12 Sales Opportunities Per Month For 6 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs/mo generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

$3M in Revenue Added for Enterprise Software Firm (NDA Signed)

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Relied heavily on referrals & network to generate leads

  • Lack of qualified leads with mid-market & enterprise payments companies & banks

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Do in-depth market research and redo their messaging to create "Cold Ready Messsaging" that converts the attention of cold leads into interest

  • Create Multi-channel sequences across Cold Email, Linkedin, & Cold Calling

  • Plug in our SDR into the System to call all email replies + cold call all lists

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

Top Of Funnel Increased by 200% For E-Commerce SaaS

Before working with us:

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

Strategy & Execution (Step-by-Step)

  • TAM Research with StoreLeads: Used StoreLeads.com to identify e-commerce brands based on technology stack (Shopify, WooCommerce, BigCommerce, etc.)

  • Competitor Targeting: Filtered brands using competitors' technologies and tools.

  • Firmographic & Revenue Data: Prioritized brands with high GMV (annual revenue >$10M) and active tech adoption.

Warm Outbound Execution

  • Website Visitor Tracking: Used Warmly & RB2B to track website visitors from StoreLeads campaigns.

  • Retargeting Sequences: Sent LinkedIn connection requests and email follow-ups to visitors.

  • Ad Engagement Tracking: Used Trigify to identify brands engaging with competitor ads and reached out with custom offers.

  • TAM Research with StoreLeads: Used StoreLeads.com to identify e-commerce brands based on technology stack (Shopify, WooCommerce,

Cold Outbound Execution

  • Campaign Segmentation: Created separate email sequences for Shopify, WooCommerce, and BigCommerce brands.

  • Personalized Messaging: Emails highlighted pain points of switching platforms or optimizing their current tech stack.

  • The Interview Method: Set-up interviews with high-level eCom founders & used that as a way to get them in the funnel. Pushed for a call after that.

  • Front-End Offer: Provided a free audit of their current eCommerce setup to drive engagement.

Result

  • 200% Pipeline Increase

  • Generated 10 SQLs monthly From Outbound

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

127 Sales Opportunities in 2 Months for Boss Insights (Start-Up FinTech SaaS)

Before working with us, they:

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

Strategy & Execution (Step-by-Step)

  1. TAM Research & Data Enrichment

  • Used Apollo.io + LinkedIn Sales Navigator to pull target accounts

  • Filtered for FinTech startups backed by top-tier VCs (a sign of growth & funding availability)

  1. Event-Based Outbound Strategy

  • Created pre-event email sequences to book meetings before trade shows.

  • Used LinkedIn warm touchpoints before sending emails.

  • Offered exclusive insights to attendees as an incentive to book.

  1. Warm Outbound Execution

  • Event Engagement Tracking: Used Warmly to track website visitors from event promotions.

  • Linkedin Engagment Retargeting: Used Trigify to follow up with engaged prospects from Linkedin posts & company page.

  • Multi-Channel Outreach: Used a mix of LinkedIn, Cold Calling, and email for follow-ups.

  1. Cold Outbound Execution

  • 30,000+ Personalized Emails/Month using Clay For Automated 1-1 Personalization

  • Multi-Channel Strategy: Followed up via email, LinkedIn, and phone calls.

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings Per Event in 3 days with our Event Outbound Strategy

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

$10M+ in Revenue Added in 3 Months for a Enterprise-Focused Startup

The Problem

Before working with us, FlexFactor faced major challenges in scaling

outbound lead generation.

Despite strong traction, including partnerships with high-volume

merchants and top-tier platforms like Stripe and Checkout Champ, their

growth was largely driven by inbound referrals and their founding

team’s personal network — which wasn’t repeatable at scale.

Their outbound efforts lacked structure. Prospecting was inconsistent,

lead quality varied wildly, and there was no clear Ideal Customer Profile

(ICP) or segmented vertical strategy guiding outreach.

As a result, FlexFactor struggled with unpredictable pipeline volume,

unfocused targeting, and limited ability to consistently engage the right

eCommerce operators and payment decision-makers at scale.

The Solution

We implemented an outbound strategy designed to address these challenges:

  • Defined Ideal Customer Profile (ICP): We carefully identified and targeted the most

promising customer segments, ensuring our outreach efforts were focused on high-

potential prospects.

  • Crafted an Irresistible Offer: Developed compelling value propositions tailored to

address the specific pain points and needs of our target audience, making our offer

highly attractive and hard to refuse. (Front-End Calculator Offer)

  • Built a Winning Outbound System: Implemented a robust outbound system,

leveraging data-driven strategies and automation tools to streamline

Result

After building a structured outbound strategy, we helped FlexFactor add over $10M in

revenue within twelve weeks.

We worked with their team to define a clear Ideal Customer Profile, craft offer-driven

messaging tailored to Stripe merchants and DTC brands, and deploy a repeatable

outbound system targeting the right eCommerce and payments leaders.

This led to conversations with enterprise brands like Mercari ($1B+ GMV), Oddity

($500M), and NordSec ($50M ARR), giving FlexFactor a scalable, high-conviction

pipeline beyond referrals and partner intros.

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

500 Opportunities Generated in 6-Months For Skincare Brand Targeting Medspas

The Problem

  • Zensa struggled to attract the right MedSpa users for their free trial kit, resulting in an inconsistent and unpredictable top-of-funnel lead flow.

  • While they had strong brand credibility, their outreach lacked a clear Ideal Customer Profile (ICP) and effective targeting.

  • They also didn't believe that cold email was a viable channel to get them results.

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

We helped Zensa refine their approach, launching a campaign that's generated 500+ trial users within the first 6 months, and is continuing to generate 10-15 leads per day.

127 Sales Opportunities in 2 Months for Start-Up FinTech SaaS

The Problem

  • Had No Outbound Business Development systems

  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

Result

127 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 28 Meetings in 3 days with our Event Outbound Strategy

$3M in Revenue Added for Enterprise Software Firm

The Problem

  • Had Lackluster SDRs that they overpaid for

  • Had No Outbound Business Development systems

  • Relied heavily on referrals & network to generate leads

  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

$3M in revenue added by landing them deals with JPMorgan, Liberty Mutual, & Capital One


  • Generated 10-20 SQLs monthly

  • Call Show-Up Rate increased to 90%

8-12 Sales Opportunities Per Month For 8 Months for Start-Up Energy SaaS

The Problem

  • Had No Outbound Business Development systems
  • No Sales Reps
  • Went to a lot of Trade shows & Events to do sell with no consistent way of booking meetings
  • Had a lot of No-Shows

The Solution

  • Build a Personalized Cold Email System that can send 30,000+ emails/mo without compromising deliverability & ruining brand reputation

  • Develop an Outbound Strategy to make sure they book at least 10 quality meetings at every event they attend

  • Build Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

8-12 SQLs generated in 90 days


  • Call Show-Up Rate increased to 90%

  • 10-15 Meetings Per Event in 3 days with our Event Outbound Strategy

Consistently Booking 8-9 Figure DTC Brands for Calls

The Problem

  • Had No Outbound Business Development systems

  • Depending heavily on network & referrals

The Solution

  • Develop an Outbound Strategy to make sure they book calls with 7-9 figure E-commerce BrandsBuild

  • Pre-Call Nurture Flows to increase Call Show Rate

  • Plug in our SDR into the System to handle the entire system

Result

Booking 10-20 Qualified Sales Meetings every month

What Our Clients Say

What Our Clients Say

See what some of our clients have to say about working with us.

TerraTrue - Series B

Privacy Platform

"We tripled our demo volume in less than 90 days."

Bold Commerce

Largest Subscription Platform ($100M ARR)

"Their GTM expertise helped us scale faster than we imagined."

Scalar - Series A

API Doc Platform

 "A game-changer for outbound efficiency."

WeConvert

 "Turned our inbound inquiries into a robust pipeline."

Campaign & Meeting Results

Campaign & Meeting Results

From SMB to the F100. We can connect you to anyone in your ICP.

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