Digital Transformation Consulting Firm

Client Challenges

eRep's Solutions

1. 1 Implemented eRep’s SDR outsourcing program with a dedicated, US-based cold calling pod focused exclusively on this firm’s ideal customer profile, including CFO, COO, CIO, and VP Operations at mid-market and enterprise accounts.
2. 2 Built a 34-page custom Sales Development Playbook covering messaging, objection handling, qualification criteria, and industry-specific talk tracks for digital transformation and process improvement initiatives in manufacturing, healthcare, financial services, and technology.
3. 3 Executed comprehensive TAM research and list building using premium data providers to source and validate direct dials for senior decision makers, then loaded these contacts into eRep’s AI-powered power dialer to support 150+ targeted calls per day.
4. 4 Launched phone-only outbound campaigns with A/B-tested openers and value propositions, rapidly iterating scripts based on live call feedback, call recordings, and weekly strategy sessions with the client’s partners and eRep’s sales strategist.
5. 5 Segmented campaigns by industry and buying persona, developing specialized call flows (for example, cost-optimization conversations for CFOs and change-management focused conversations for COOs) and refining them based on connect rates, meeting rates, and downstream opportunity quality.
6. 6 Scaled calling capacity and adjusted targeting after the first six months—doubling down on verticals and personas that produced the strongest pipeline and formalizing a fast-track follow-up process for high-intent prospects to hand off warm opportunities directly to senior consultants.