Financial Services
Digital Transformation Consulting Firm
Professional Services
Key Results
268
Meetings Booked Total
- 268 Meetings Booked Total
- 64 Sales-Qualified Opportunities Created
- $8.3M New Pipeline Generated
- 34 Page Custom Sales Playbook Delivered
Client Challenges
Before partnering with SalesHive, this professional services firm relied heavily on referrals and partner networks, which created a lumpy and unpredictable pipeline for its high-ticket consulting projects. Their partners were too busy delivering billable work to consistently prospect, and previous attempts to spin up an internal SDR function had stalled due to lack of process, data, and calling expertise. With long, relationship-driven sales cycles that often involved CFOs, COOs, and CIOs, the firm struggled to get in front of net-new decision makers and navigate gatekeepers at target accounts. They needed a scalable, phone-based outbound engine that could represent a premium consulting brand while consistently opening qualified conversations with senior executives.
SalesHive's Solutions
- 1 Implemented SalesHive’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 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 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 SalesHive’s AI-powered power dialer to support 150+ targeted calls per day.
- 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 SalesHive’s sales strategist.
- 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 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.
Explore More Case Studies
Telecommunications
Cloud Unified Communications SaaS Platform
Manufacturing
Manufacturing Operations SaaS Platform
Recent Posts
Expert research and strategies for B2B sales success.
Sales Analytics: AI-Driven Insights for B2B
AI-driven sales analytics has moved from “nice to have” to core infrastructure in B2B. In 2025, 89% of revenue organizations...
Objection Handling Techniques for B2B Lead Generation
Objections are the tax you pay for doing B2B outbound – but handled well, they become your unfair advantage. This...
Designing Landing Pages to Support Cold Call Leads: A 2025 Guide for B2B Success
Cold calling still works in B2B, but in 2025 the real battle often moves online the second your prospect types...