A fast-growing provider of tax automation software came to us with a familiar problem: they had a strong product, a few main clients, but no scalable outbound system to consistently reach new enterprises.
They had already cycled through in-house SDRs and external vendors. Results were sporadic, quality was inconsistent, and their pipeline remained thin.
That’s where we stepped in.
At Silver Bell Group, we built a fully managed, performance-driven team tailored to their niche, one that delivered high-intent enterprise leads and significantly reduced their cost per acquisition.
Table of Contents
Key Elements
From day one, we took full ownership of the outbound motion, including:
- Building a data-backed Ideal Customer Profile (ICP) by analyzing their most profitable clients
- Creating message frameworks that spoke directly to the pain points of CFOs, Compliance Officers, and IT leaders
- Running hyper-personalized, multi-channel campaigns (email + LinkedIn)
- Integration with their CRM to hand off qualified meetings without friction
- Offering live dashboards and weekly reporting for full transparency and performance tracking
Project Goals
- Increase the number of qualified enterprise meetings per week
- Establish a replicable, scalable outbound engine
- Penetrate financial, compliance, and operations buying groups
- Minimize dependency on “warm” intros and referrals
- Free the internal sales team to focus purely on closing
Our Solution
ICP & Messaging
We reverse-engineered their five most successful deals to extract actionable ICP insights.
We then built custom messaging frameworks designed to trigger conversations around audit risk, automation ROI, and ERP integration.
Multi-Channel Execution
We ran tightly orchestrated outbound campaigns across both email and LinkedIn. While we leveraged automation for scale, each touchpoint was handcrafted to ensure relevance, clarity, and authority.
Contact Sourcing & Qualification
Every contact list was manually built using verified data sources.
We ensured the right message landed in the right inbox. And once a response came in, we qualified every lead based on strict criteria. Only true decision-makers with real intent reached the sales team.
Reporting & Optimization
Our weekly dashboards tracked every metric that matters.
We continuously tested, refined, and evolved messaging to stay aligned with buyer psychology.
Results
| KPI | Before SBG | After SBG | Change |
|---|---|---|---|
| Qualified Leads | 4-5/month | 15+/month | ↑ 3x |
| Meetings Booked | 2/week | 5–6/week | ↑ 2.5x |
| Email Response Rate | 5.3% | 13.1% | +7.8pp |
| Positive Reply Rate | ~3% | 8.5% | +2.8x |
| Cost per Qualified Lead | Undefined | 21% lower | ↓ than internal SDRs |
Business Impact
What we built wasn’t a campaign. It was a long-term growth engine.
Thanks to our system, the client:
- Broke into multiple new markets and verticals
- Lowered their customer acquisition cost significantly
- Enabled their in-house team to focus solely on high-value sales conversations
- Gained real-time, granular visibility into outbound performance
- Replaced unreliable outreach with a consistent, repeatable motion
How We Did It
We know regulated B2B sectors don’t respond to surface-level outreach.
We wrote every message ourselves.
We built every list from scratch.
We made sure every campaign felt like it was written by an expert for an expert.
The result? Real conversations with senior buyers, not just meetings, but qualified intent.
A Repeatable Formula for Complex Markets
If you operate in a complex B2B market and need to speak to the right stakeholders consistently, we know how to make that happen.
At Silver Bell Group, we don’t offer generic lead generation.
We build acquisition systems tailored to your business, your buyers, and your long-term goals.
Let’s talk about what a performance-driven growth engine could look like for your team.
