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Product · Series A · 80 employees · 50-200

Series-A Product co, 80 employees

Headline outcome
$480k
pipeline in 90 days

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.

SITUATION

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.

WHAT WE BUILT

The install, line by line.

Same agent stack as every install. Variations were sender pool size, ICP brief, and the CRM sync target.
  1. 01Install with 8 sender domains across 16 inboxes, segmented two-and-two by ICP (general contractors vs. specialty subs).
  2. 02ICP agent trained on a 40-account named-account list provided by the CEO.
  3. 03Custom variable taxonomy so the Reply Agent tags every classification with segment + intent level.
  4. 04Weekly report PDF generated and emailed to the CEO + board observer every Friday.
  5. 05Operator dashboard locked to the SDR; CEO has read-only access to the agent output stream.
WHAT MOVED

Pipeline created ($k)

Pre-install baseline cohorts on the left, post-install cohorts on the right. Install moment is the dashed vertical.
Pipeline created ($k)y · $k pipeline
Pipeline created ($k)05110315420538M-244M-122Wk 271Wk 4118Wk 6152Wk 8178Wk 10204Wk 12Install live
Pre-install baselinePost-install
WHAT CHANGED

The second-order effects.

Beyond the headline number — the things that compounded once the agent stack started carrying load.
$480k in qualified pipeline created across the 90-day window.
Reply Agent scored 1,140 inbound replies — 38% positive, 22% objection, 40% not-now.
ICP segmentation surfaced an unexpected pattern: specialty subcontractors converted 2.4x better than general contractors.
Board now reviews the weekly PDF as a standing artifact — no slide-prep needed.
FROM THE OPERATOR
The Friday PDF replaced three slides in my board update. The board started asking better questions.
CEO — Harbor
WHAT'S NEXT

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.

OPERATOR NOTE

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.

20 MIN · NO PITCH

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.