Digital Transformation Consulting Firm

Client Challenges

SalesHive's Solutions

1. 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. 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 SalesHive’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 SalesHive’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.

Engagement Timeline

1. 1

   Discovery & Setup

   Weeks 1-2

   Deep-dive discovery with partners, ICP and persona definition, TAM building, list research scoping, and creation of a 34-page custom cold calling playbook including scripts, objection handling, qualification criteria, and call disposition rules.

2. 2

   Initial Outreach

   Weeks 3-8

   Loaded validated executive direct dials into SalesHive's AI-powered dialer, launched initial phone-only campaigns, A/B tested opening pitches and value propositions by vertical, and began booking the first wave of qualified meetings into consultants' calendars.

3. 3

   Optimization & Scale

   Months 3-6 and Ongoing

   Reviewed weekly performance with the client, refined messaging by industry and role, re-prioritized account segments based on connect and conversion rates, expanded calling capacity, and institutionalized a rapid handoff process for high-intent prospects to accelerate proposals and close rates.

Results in Detail

• 268 net-new meetings booked with CFOs, COOs, CIOs, and VPs at target accounts, creating 64 sales-qualified opportunities for the consulting team.
• Generated $8.3M in qualified pipeline and closed 12 new multi-year consulting engagements, significantly diversifying revenue beyond traditional referral channels.
• Increased the share of new-logo pipeline sourced from outbound from under 10% to over 40%, while reducing the average time from first conversation to formal proposal by 21% for SalesHive-sourced deals.

Services That Drove These Results

The SalesHive services we ran for this client: