Case Study: Booking Sales Meetings for an Enterprise SaaS Company

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A SaaS company providing a cloud-based Business Intelligence (BI) platform partnered with AutoNow to enhance its outbound lead generation and meeting scheduling capabilities. The client sought to target large U.S.-based enterprises across key industries. Leveraging AutoNow’s Managed Services Team and AI-powered agents, the company saw substantial growth in their outreach results over a three-month engagement.

  • Ideal Customer Profile (ICP):
    • Geography: United States
    • Company Size: Organizations with over 5,000 employees
    • Industries: Software and IT Services, Healthcare, Consumer Packaged Goods
    • Decision-Maker Titles:
      • Chief Information Officer (CIO)
      • Chief Technology Officer (CTO)
      • VP of IT or Information Systems
      • VP of Digital Transformation
      • VP of Business Intelligence
      • VP of Data Analytics
      • Senior Director of Data or Analytics
  • AutoNow collaborated with the client to define and refine their ICP, focusing on specific industries and senior decision-makers.
  • Finalized a tailored ICP profile to guide data and messaging efforts.
  • Trained data agents based on the ICP to identify and collect detailed prospect profiles.
  • Deployed agents to scour the internet for firmographic and demographic data.
  • Iteratively fine-tuned agents based on initial outputs, improving data accuracy and relevance.
  • Messaging agents were trained with:
    • The client’s value propositions.
    • Outreach messaging aligned with the ICP.
  • Deployed 50 messaging agents across 10 subdomains with dedicated email inboxes to ensure optimal sender reputation.

  • Data agents continued collecting and validating prospect profiles throughout the trial program.
  • Ensured all leads met ICP criteria through a robust validation process.
  • Messaging agents initiated outreach with staggered, personalized email campaigns.
  • A/B testing and iterative adjustments were made to refine messaging over time.

  • Month 1: 2 meetings booked with ICP-aligned decision-makers.
  • Month 2: 5 meetings scheduled after refining outreach strategies.
  • Month 3: 8 meetings secured, marking a total of 15 meetings booked during the engagement.
  • Data agents built a robust database of over 4,500 actionable leads by the end of the three-month program.
  • Ensured all profiles met stringent ICP requirements for quality and relevance.
  • The Managed Services Team actively monitored agent performance, making weekly adjustments based on client feedback and market dynamics.
  • Strategies were fine-tuned to address emerging challenges and capitalize on opportunities.
  • Key Metrics:
    • Over 4,500 ICPs aggregated across the trial program.
    • 15 meetings booked with senior decision-makers in targeted enterprises.
  • Client Outcomes:
    • Expanded pipeline opportunities with large enterprises.
    • Stronger positioning within key industries and among high-level decision-makers.

AutoNow’s AI-powered agents and the expertise of its Managed Services Team provided the SaaS client with a scalable, precise, and effective outreach strategy. By combining advanced technology with human oversight, AutoNow delivered measurable success within three months, positioning the client for long-term growth.

Ready to transform your outreach strategy? AutoNow is here to help.

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