Case Study 06
Data-to-Dashboards Platform
Outbound Operating System
$500k
Qualified Pipeline
in 4 months
20+
Meetings
per month with enterprise and mid-market accounts
4
Region
expansion enabled through data-led targeting
About the Client
A data transformation company delivering dashboards and real-time analytics for CFOs, finance teams, and transformation leaders across India, ME, Africa & SEA.
Industry
Data Analytics & CFO Transformation
Scope
Outbound Operating System
Timeline
Outbound engine built in 4 weeks, transitioned & trained in next 4 weeks
The Problem
No structured lead generation & appointment setting engine for multi-region outreach
Inconsistent meeting generation due to fragmented and manual prospecting
No prioritization framework to identify high-intent analytics buyers
Lack of standardized outbound sequences across email, LinkedIn, and follow-up workflows
No dashboards or reporting to track pipeline creation and regional traction
No scalable outbound engine to enter new regions without increasing headcount
What We Did
We deployed a fully automated outbound engine to expand across 4 global markets
Built a region-specific lead generation & appointment setting engine
- Designed workflows tailored separately for India, Middle East, and Southeast Asia to improve targeting precision
Implemented multi-channel outbound workflows for scalable enterprise engagement
- Standardized email sequences, LinkedIn outreach, and follow-up messages to improve meeting conversion
Activated intent-driven targeting for BI modernization, analytics automation, and dashboard adoption
- Used signals such as hiring patterns, digital transformation projects, and analytics tool adoption to identify high-potential accounts
Created buyer-persona messaging frameworks for CIOs, data leaders, and BI owners
- Ensured value propositions aligned with modernization pain points, executive reporting needs, and analytics transformation goals
Introduced pipeline visibility dashboards for regional insights
- Enabled leadership to track volumes, engagement, conversion, and geography-wise traction in real time
Operated the outbound engine for 4 weeks and transitioned workflows to the internal team
- Provided playbooks, templates, and training to ensure sustainable day-to-day execution after handover
The Impact
$500k
Qualified Pipeline
in 4 months
20+
Meetings
per month with enterprise and mid-market accounts
4
Region
expansion enabled through data-led targeting
Repeatable
Outbound System
now run internally by the client team
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