June 17, 2026
Service Category:
Sell-Side Sourcing
Client Type:
Investment Bank
Industry:
Technology & Software
The original outbound effort underperformed once it went live
Instead of sending more emails into the same system, we rebuilt the inputs that actually drive results: targeting, messaging, and follow-up.
First, we launched a secondary campaign into a different vertical that still sat inside the client’s ideal market but had a much clearer reason to engage. Second, we simplified the messaging: short, direct, human outreach with no links, no deck, and no clutter. Third, we tightened process and follow-up by scheduling sequences, actively monitoring inboxes, and routing positive replies into a CRM workflow we helped design and systemize.
From November 2025 through today, the combined campaigns have contributed approximately $104M in pipeline. Response rates have consistently landed in the 2.5% to 3.6% range across two active sequences, materially above the roughly 1% benchmark often seen as acceptable in many outbound programs.
