Enterprise & SMB Pipeline Growth for a Leading Tax-Compliance SaaS Firm

How Salesable took over from a stalled in-house SDR effort and grew qualified leads from 10 to 70–80 a month, doubling revenue pipeline.

70–80Qualified Leads per Month
2×Revenue Pipeline
7–8×Lead Growth in 12 Months

Objective

Generate 7–10 qualified meetings a month with finance decision-makers, after the client’s own SDR team struggled to reach them or scale, and turn outbound into a predictable source of revenue pipeline.

Approach highlights

  1. 01

    Database research: ~1.8 lakh finance decision-makers

  2. 02

    Messaging built on each prospect’s compliance pain points

  3. 03

    Dedicated calling team scaled from 2 → 10 as volume grew

  4. 04

    Every lead qualified on agreed criteria before handoff

  5. 05

    Meetings booked directly with the client’s sales team

Funnel roles & performance insight

  1. Top of Funnel
    01

    Database Research · Targeting

  2. Mid Funnel
    02

    Cold Calling · Pain-Point Discovery

  3. Bottom Funnel
    03

    Qualification + Appointment Setting

Insight

A two-person pilot met the monthly target at the outset, proving lead quality before any scale-up. Calls that opened on the prospect’s own compliance pain points reached CXOs and finance heads the in-house team could not.

Performance summary

PhaseTeamQualified Leads / Month
Original target—7–10
Pilot launch210
After 12 months1070–80
Growth5×7–8×

Key outcomes

10

Meetings from Pilot

2-person pilot hit the 7–10 target

2 → 10

Team Scaled by Client

Expanded as lead quality held

YoY

Renewed & Expanded

Higher targets set every year

Challenges & learnings

The in-house SDR team could not reliably reach senior finance buyers or scale. Proving quality with a small pilot, then scaling only as it held, let leads grow faster than headcount: 5× the team, 7–8× the leads.

Attribution

Salesable
Research, calling, qualification & booking
Client team
Sales meetings & closures
Qualified lead
Decision-maker who fits agreed criteria, with a sales call booked
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