SaaS Clients
Company Profile
Associations run on spreadsheets and hope. Dues in one place. Events in another. Member data scattered everywhere. Our client built the fix: one online membership management platform for dues, events, portals, and email. Clean dashboard. No chaos. Built for mission-driven teams with no time for bad tech.
Cold Calling
This space is tough. Executive Directors screen calls. They've been burned before. Agency Y works 600 contacts and over 1500 dials monthly. Most calls go nowhere. But around 60 times a month, someone says, "Send me something. Our renewal process is broken." We nurture those 60. Eight book demos. Every month. That's the ratio.
Results
Eight demos. Sixty warm leads simmering. Every demo is a real problem: a Membership Manager buried in manual payments, an ED who lost a renewal report, a team running on Gmail and prayers. Agency Y dials, filters, and fills the calendar. The client demos and closes. It's not pretty. It works.
Contacts Managed
600/month
Interested Leads
60 Leads/Month
Demos booked
8 demos/month
Company Profile
Our client, a US-based CRM software provider, helps small and mid-sized businesses manage their sales pipelines and track customer interactions.
Email Marketing
Prior to working with us, our client had invested heavily in paid search and content marketing but struggled to generate consistent, high-intent inbound leads. Their sales team spent too much time chasing unqualified inquiries and not enough time closing. They turned to us looking for a predictable outbound motion that would put them in front of decision-makers actively evaluating new CRM solutions.
As part of the email marketing process, Agency Y developed a series of targeted campaigns reaching sales leaders, business owners, and operations managers across the US. The objective was simple: generate positive replies from people open to exploring a new CRM.
Results
We received 122 positive responses in the first 120 days from people who showed interest in learning more about the platform. Our client closed 12 new accounts. Of those, 9 turned into long-term clients bringing recurring monthly subscription revenue for the software provider. The remaining positive responses entered a structured nurture sequence, with additional closes following in the months after.
