Expand/B2B Software

$7.5M in expansion pipeline in eight weeks

A B2B software company gave us a list of its existing customers and asked for upsell pipeline. Eight weeks later, its reps were working 15 high-value opportunities.

This company had been working with us for about eight weeks when it handed over a list of its existing customers. The goal was simple: find the upsell. The accounts already knew the company, but the reps did not know who to talk to inside them, or what to say.

The agent found the right people in each account and researched each one. Then it ran an executive connect campaign: LinkedIn connection requests from the company's executives, with no pitch attached. Email and other warm-up touches ran alongside it.

When a buyer accepted, the agent handed the account to the owning rep with everything it had found: who the person is, what they care about, and where the opening is. The reps did not start cold. They started with a warm connection and a reason to talk.

15

High-value opportunities

$7.5M

Expansion pipeline

8 weeks

From customer list to pipeline

Results

$7.5M

Expansion pipeline

15

High-value opportunities

8 weeks

Customer list to pipeline

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