Overview
SoftwareX, a Seattle-based consultancy specializing in Smartsheet consulting and software solutions, sought to launch a new product. They engaged James, an expert in B2B sales and marketing, to develop their entire sales funnel—from concept to revenue.
Key Achievements
120+ organic leads generated in the first 30 days
$59.5K in qualified sales pipeline across 16 opportunities
66% connection rate through highly targeted outreach
30% response rate to outreach cadences
Consistent and scalable lead generation process implemented
The Strategy
A Data-Driven Sales Funnel
We developed a structured, results-oriented sales approach that combined compelling messaging with targeted prospecting. The process included:
A detailed questionnaire captured business goals, target audience, and competitive positioning.
We crafted a foundational sales argument tailored to SoftwareX’s ideal customer profile.
The messaging was transformed into engaging sales collateral, including email sequences, landing pages, and demo scripts.
A custom-built prospect list was created using firmographic and behavioral data.
Automated outreach cadences were deployed to engage decision-makers effectively.
Over 450+ responses were automatically recorded and categorized.
Leads were segmented based on engagement level and buying intent.
Split testing of different outreach strategies helped refine engagement tactics.
The data-driven approach ensured predictable, repeatable results for ongoing sales efforts.
Insights from outreach responses informed targeted content marketing, further reinforcing brand authority and trust.
Insights from the Data
Figure 1 shows a breakdown of responses, with 31.9% of replies resulting in leads.
Figure 2 shows 66% connect rate due to precise audience targeting
Figure 3 shows A/B testing of outreach cadences resulted in a 24% response rate while maintaining a 65%+ acceptance rate, proving the scalability of the approach
All reporting data was collected manually, ensuring accuracy and transparency. SoftwareX also received a custom prospecting workbook that tracks key metrics, including lead exposure rates and reply breakdowns.
Client Testimonial
"James played a pivotal role in our sales and marketing strategy. His ability to bridge the gap between sales and marketing, analyze complex data, and provide clear next steps was invaluable."
Dan Morales
Product Marketing & Development
SoftwareX
"James and his team exceeded our expectations. We renewed our commitment and expanded our partnership"
Dustin Phillips
Head of Sales
SoftwareX
Final takeaway
Through a combination of highly targeted prospecting, strategic messaging, and continuous optimization, SoftwareX successfully launched a new product, achieving substantial pipeline growth in just 30 days.
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B2B Growth stands alone as the growth partner that seamlessly integrates top-level strategy with granular tactical actions. We offer businesses a comprehensive A-to-Z process that ensures no detail is overlooked. With our guidance, the complexities of sales and marketing become clear, allowing you to focus on what truly matters. Our approach helps you zoom out to understand the bigger picture, so you can effectively zoom in on the details that drive success.
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