B2B SaaS company 5x revenue to earn six figures a month…
B2B SaaS company 5x revenue to earn six figures a month…
The Situation
The Situation
The Situation
Strong Offer, Broken Pipeline
Strong Offer, Broken Pipeline
Our client is a B2B SaaS company. Their product was solid, their outbound engine was generating consistent lead volume, and their sales team was capable of closing. On paper, everything looked like it should be working.
Our client is a B2B SaaS company. Their product was solid, their outbound engine was generating consistent lead volume, and their sales team was capable of closing. On paper, everything looked like it should be working.
But the numbers told a different story. Only 10.5% of the leads they reached turned into appointments. Of those appointments only 30% were actually showing up to the call.
But the numbers told a different story. Only 10.5% of the leads they reached turned into appointments. Of those appointments only 30% were actually showing up to the call.
The problem wasn't the offer. It wasn't the leads. It was the infrastructure.
The problem wasn't the offer. It wasn't the leads. It was the infrastructure.
The Process
The Process
The Process
We audited every stage of their appointment-setting pipeline, This helped us identify 3 specific points that were leaking revenue.
We audited every stage of their appointment-setting pipeline, This helped us identify 3 specific points that were leaking revenue.
Before
Before
No Reminders For Next Week Bookings
No Reminders For Next Week Bookings
No reminders or follow-ups until a reminder email on the morning of the appointment. Avgerage booking window was 5-10 days.
No reminders or follow-ups until a reminder email on the morning of the appointment. Avgerage booking window was 5-10 days.
Same Message For Every Lead
Same Message For Every Lead
The same inefficient copy-and-paste reminder sequence gets sent to every lead, regardless of industry, business size, or source.
The same inefficient copy-and-paste reminder sequence gets sent to every lead, regardless of industry, business size, or source.
Low Outreach
Low Outreach
1-2 outreach attempts per booked appointment. Using a single channel. No structured pre-call sequence was in place. This lost interested prospects and caused a low show-up rate.
1-2 outreach attempts per booked appointment. Using a single channel. No structured pre-call sequence was in place. This lost interested prospects and caused a low show-up rate.
After
After
Multiple Reminders Before Appointment
Multiple Reminders Before Appointment
Immediate SMS + Email + WhatsApp sequence triggered the moment booking was confirmed. Booking window compressed to same-day or next-day.
Immediate SMS + Email + WhatsApp sequence triggered the moment booking was confirmed. Booking window compressed to same-day or next-day.
Messages That Feel Personal
Messages That Feel Personal
Personalized Messaging. Ex: Plumbers recieved plumbing testimonials in plumbing language. Each business was spoken to directly.
Personalized Messaging. Ex: Plumbers recieved plumbing testimonials in plumbing language. Each business was spoken to directly.
Triple-Dial Protocol
Triple-Dial Protocol
Triple-dial protocol before every appointment. Structured multi-touch sequence: call, SMS, WhatsApp, and email - each with a distinct message re-selling the value of the upcoming call.
Triple-dial protocol before every appointment. Structured multi-touch sequence: call, SMS, WhatsApp, and email - each with a distinct message re-selling the value of the upcoming call.
Results
Results
Results
Before
52
Booked Appts.
16
Show-Up Rate
4
Close Rate
20k
Revenue
52 Appts. Booked - 16 Show Up - 4 Closed - 20k Revenue
Before
52 Appts. Booked - 16 Show Up - 4 Closed - 20k Revenue
After