Sortly.
Sortly had built a strong inbound engine and experienced rapid growth in recent years. However, they reached a growth plateau and needed support to activate their outbound channel. This included developing the right infrastructure, building
- Engagement
- Cold calling · Cold email
- Region
- Industry
- CPG / Inventory
- Duration
- 16 months (2024-2026)
- $225,000
- Pipeline sourced
- 50
- Meetings booked
- 30
- Qualified opportunities
The challenge
Sortly had built a strong inbound engine and experienced rapid growth in recent years. However, they reached a growth plateau and needed support to activate their outbound channel. This included developing the right infrastructure, building high-quality prospect lists, and crafting compelling messaging and offers.
How we shipped the engine.
Three sequenced phases — diagnose, build, run. No pitch decks, no pooled SDRs.
- 01 · Approach
How we ran it
The strategy began with scraping Google Maps to identify businesses in specific field-service industries such as construction contractors, pool services, HVAC, and similar sectors. We then used Clay to enrich the data and further qualify the accounts. Outreach was conducted via cold email, offering value-driven CTAs such as a demo, inventory audit, or an educational ebook—using pain-focused messaging tailored to each segment. Once a prospect expressed interest, an SDR followed up directly to book a meeting with the Account Executive
“Every time I check our HubSpot reports, I see a strong flow of opportunities sourced by your team. Keep up the great work!”
A pipeline engine, shipped like this one.
A 30-minute audit. We map your current motion, name what's leaking, and show you what shipping looks like for your sector.