Series-A Product co, 80 employees
Series-A vertical SaaS in the construction-tech space. Outbound was a single SDR + a part-time consultant. We installed the system + ran ICP-refinement counsel for the first 90 days.
Where they were.
Harbor had raised an $18M Series A and was under board pressure to show outbound ROI. Their lone SDR was strong but spreading thin across 4 ICPs at once. The part-time consultant was triggering replies on Lemlist but couldn't tell which segment the responses came from. CEO wanted a system that scored segment fit on every reply.
The install, line by line.
- 01Install with 8 sender domains across 16 inboxes, segmented two-and-two by ICP (general contractors vs. specialty subs).
- 02ICP agent trained on a 40-account named-account list provided by the CEO.
- 03Custom variable taxonomy so the Reply Agent tags every classification with segment + intent level.
- 04Weekly report PDF generated and emailed to the CEO + board observer every Friday.
- 05Operator dashboard locked to the SDR; CEO has read-only access to the agent output stream.
Pipeline created ($k)
The second-order effects.
“The Friday PDF replaced three slides in my board update. The board started asking better questions.”
The roadmap from here.
We're advising on a deliberate sender expansion (12 to 24 inboxes) for Q2 + helping the SDR document the playbook so a second hire can plug in without our involvement.
Name anonymized pending the customer's logo sign-off. Metrics are accurate to within 5% of the install's actual numbers. Source data lives in the install's dashboard; we can share it under NDA on request.
Book the call.
Twenty minutes. We'll tell you, honestly, whether an install is the right call right now — or whether you should keep renting an agency for another quarter.