Pipeline for software
Demos Booked.
Pipeline Built.
CRM Actually Current.
Outbound sales, demo bookings, lead follow-up and CRM support for software businesses building a repeatable pipeline.
The short version
Tech & SaaS Sales
Software companies rarely have a product problem at this stage. They have a coverage problem: not enough conversations, and trial sign-ups that go cold because nobody followed up on day three. This is an SDR function run as a service — the outbound, the demo bookings, the follow-up and the CRM discipline that makes the numbers mean something.
- Software businesses whose founders are still the only ones prospecting.
- Teams with AEs who are sourcing their own pipeline instead of running deals.
- Companies testing a new segment before committing to permanent headcount.
What the team actually does
Included In Tech & SaaS.
Shaped to your business on the discovery call — this is the shape it usually takes.
Outbound Prospecting
Multi-touch outreach into your ICP, run consistently rather than in bursts between releases.
Demo Bookings
Meetings booked into your AEs’ calendars with qualification notes attached.
Trial And Free-Plan Follow-Up
Reaching sign-ups while they still remember signing up, which is a very short window.
Inbound Lead Qualification
Working inbound quickly, so a form fill does not sit unread for two days.
CRM Support
Data hygiene, stage discipline and sequence admin, so the pipeline report reflects reality.
Feedback Back To You
What prospects say about the pitch, the price and the competition — the part of outbound that is worth more than the meetings.
How it starts
Four Steps From A Call
To A Team That Is Running.
Outsourcing goes wrong when the role was never written down properly. So we spend the effort at the front, before anyone is hired.
- 01
Discovery Call
Fifteen minutes on what the work actually is, what good looks like, and whether outsourcing it is even the right answer. Sometimes it is not, and we will say so.
- 02
Design The Role
We write the role down properly — the tasks, the systems, the standard, the escalation path. Most outsourcing that fails, fails here.
- 03
Recruit And Train
We recruit into the role, train the team on your product and process, and do it before anyone touches a live customer or a live prospect.
- 04
Go Live And Manage
The team starts, and our management layer runs it day to day — quality, cover, reporting. Your involvement drops off after the first few weeks, which is the point.
The rest of what we do
Other Services.
Most clients start with one function and add a second once the first is running. Nothing here has to be taken together.
- 01 Sales Development & Lead Generation Cold outreach, lead generation, appointment setting and follow-up, run by a dedicated team so your closers spend their day closing.
- 02 Customer Service & Support Professional teams handling enquiries, resolving issues and giving your customers one consistent standard of service.
- 03 Recruitment Support Candidate sourcing, client outreach, compliance and mobilisation, so your consultants stay on the phone to the people who matter.
- 04 Construction & Field Services Appointment setting, quote follow-up and customer care for contractors and field service businesses.
- 05 Insurance & Financial Services Outbound support, lead generation and quote follow-up shaped around how insurance and financial services firms have to work.
Questions
Questions About Tech & SaaS.
Do you work in our CRM and sequencer?
Yes. HubSpot, Salesforce, Pipedrive, Outreach and the rest — the team works in the stack you already pay for rather than building a shadow one.
Can the team run technical conversations?
They are trained to qualify properly and to hold an intelligent first conversation about the problem your software solves. Deep technical questions are a reason to book the demo, not to answer on the spot.
Is this replacing our AEs?
No. It is the layer in front of them, so their time goes on live opportunities.
Get started
Tell Us What The Work Is.
We Will Tell You Honestly Whether We Can Help.
A fifteen-minute discovery call, no obligation. If outsourcing is the wrong answer for what you are trying to do, we would rather say so on the call than three months in.