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Modernizing Outbound Operations for a SaaS Consultancy
Project Name
Outbound System Optimization
Client
Confidential SaaS Consultancy
Duration
3 Months
Budget
$25,000

Case Overview

A mid-size SaaS consultancy required a more consistent and structured outbound engine. Their internal process lacked clear ICP filters, channel coordination, and predictable weekly activity, resulting in uneven pipeline movement.

Challenges

Inconsistent Targeting
Buyer profiles were broad, leading to low-quality outreach lists and weak engagement.

Unstructured Sequences
Email and LinkedIn activities were not aligned, creating gaps across the outbound cycle.

Limited Automation
Manual tasks slowed execution and reduced weekly volume capability.

Lack of Visibility
Leadership had minimal insight into outreach status, quality, or pipeline momentum.

Our Approach

Avaeto rebuilt the outbound system with structured ICP definitions, refined list-building logic, and multi-channel sequences supported by automation. We introduced standardized operating rhythms, documentation guidelines, and weekly activity benchmarks.

Results Achieved

The consultancy gained consistent outbound momentum, higher-quality conversations, and clear operational visibility. Outreach became predictable, coordinated, and aligned with leadership expectations.