A public records software company launched with SalesHive in November 2025. The first meeting was booked 6 days after the pre-launch call, and the program booked 141 meetings with county and city officials by July 2026. Every number here is counted from our client records as of October 6, 2026.
- Company size
- About 75 employees
- Company type
- SaaS
- Timeframe
- November 2025 to July 2026
- Channels
- Phone
Where they started
Local government is a hard market to call into. The buyers are elected and appointed officials, such as treasurers, auditors, commissioners and finance heads, at county offices in 15 priority states and at city offices in Connecticut and Vermont. The message had to explain the value of searchable records to offices that have kept paper and scanned files for decades.
The playbook, step by step
A managed program run on the SalesHive platform, tuned every week by a dedicated strategist.
Built two lists from the client's plan: counties in the priority states, and cities only in Connecticut and Vermont.
Aimed at the officials who feel the records problem: treasurers, auditors, county commissioners, CFOs and finance department heads.
Ran a phone-only program. 138 of the 141 meetings were booked on calls.
Tracked every booked meeting in our records, with a strategist reviewing results and tuning the targeting as the program ran.
From kickoff to compounding pipeline
Kickoff
Kickoff meeting to define the market, the lists and the message.
Pre-launch
Pre-launch meeting with the client to review the plan before outreach started.
First meeting
First meeting booked 6 days after the pre-launch call, and 31 by the end of December.
First full quarter
67 meetings, then 30 in April through June and 13 in July.
What it added up to
- 141 meetings booked with 139 different county and city offices.
- The first meeting came 6 days after the pre-launch call and 20 days after kickoff.
- 109 of the meetings (77%) were with treasurers, auditors, commissioners, clerks, recorders, assessors and finance leaders, the officials who own public records.
- 67 meetings landed in the first full quarter of outreach.
The playbook above is repeatable. The version for your team starts with a 30-minute conversation about your ICP and your offer.
More results worth a look
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