SaaS Case Study

18 qualified strategy calls in 30 days

Built a signal-based outbound workflow with enrichment, AI personalization and CRM routing.

B2B SaaS Platform

Revenue system built aroundreal buying intent.

Instead of running disconnected campaigns, we designed one GTM workflow for targeting, enrichment, personalization, outreach and CRM handoff.

Key metrics

1,240+ signals

Campaign metric

312 prospects

Campaign metric

47 replies

Campaign metric

18 calls

Campaign metric

Pipeline impactLIVE

Challenge

The client had a strong product but outbound was random, manual and inconsistent. Their team had no clear system for finding high-intent accounts.

Solution

We created a signal-based outbound engine using buying triggers, lead enrichment, AI-personalized messaging and CRM routing.

Outcome

Within 30 days, the workflow generated 47 warm replies and 18 qualified strategy calls.

Execution flow

How the system was built

STEP 01

Mapped ICP and buying signals

STEP 02

Built enrichment workflow

STEP 03

Launched AI-personalized outreach

STEP 04

Synced replies and meetings into CRM

Want similar results?

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Resources

  • Revenue Systems
  • AI Automation
  • CRM Optimization
  • Workflow Infrastructure
  • Pipeline Analytics

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Contact

team@velcor.ai

Delaware, United States

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