SaaS / Software
Boutique Management Consulting Firm
Professional Services
Key Results
214
Meetings Booked Total
- 214 Meetings Booked Total
- 87 Sales Qualified Opportunities Created
- $4.3M New Pipeline Generated
- 32 Pages in Custom Sales Playbook
Client Challenges
Before working with eRep, our client relied heavily on referrals and RFPs, which created unpredictable deal flow and long dry spells in their consulting pipeline. Partners were responsible for both delivery and business development, leaving little time for consistent outbound prospecting into new accounts. Their offerings were complex and high-ticket, with sales cycles often stretching 6–12 months, which meant every missed opportunity had a significant impact on revenue. They needed a scalable way to reach executive decision makers in key verticals and communicate their differentiated value without building an expensive internal SDR team.
eRep's Solutions
- 1 eRep conducted in-depth discovery with partners and practice leads, then built a 32-page custom sales playbook outlining ICP definitions, vertical-specific pain points, objection handling, and call and email scripts tailored to professional services buyers.
- 2 eRep's team used its list-building services and AI-powered platform to construct a highly targeted TAM of CXO, SVP, VP, and Director-level prospects in priority industries, enriching records with direct dials and verified business emails.
- 3 eRep launched AI-personalized email outreach using its eMod engine, running multi-touch sequences that referenced industry-specific challenges in operations, cost optimization, and change fatigue to increase reply and meeting rates.
- 4 US-based SDRs executed structured cold-calling programs that followed up on engaged email prospects, leveraged the custom talk tracks from the playbook, and scheduled qualified appointments directly onto the partners' calendars.
- 5 Based on early performance data, eRep segmented campaigns by industry and deal size, A/B testing value propositions and CTAs, then shifted more daily touches into the highest-converting segments to steadily increase meetings per month.
- 6 Over the course of the engagement, eRep and the client held weekly optimization reviews to refine qualification criteria, update messaging around new service offerings, and adjust cadence rules, improving meeting quality and downstream close rates.
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