How Sieora rebuilt outbound sales for a financial automation company: from 7 calls a day to 4 discovery meetings
An established provider of financial intelligence and automation had experienced salespeople and a strong offering, but struggled to identify the right accounts and contacts and turn outreach into introductory meetings.
Headline results
The client
Sieora initially served as its research and outreach arm: building enriched prospect lists and launching targeted email and LinkedIn campaigns. The bottleneck became clear when those prospects reached telephone outreach.
Where the process broke down
Manual dialling
The representative copied numbers into a desk phone, slowing activity and creating opportunities for input errors and inconsistent records.
Data and connection issues
More than 40% of attempted numbers were reportedly classified as bad or unreachable; the calling process also needed investigation.
Limited calling support
Rigid scripts left the team needing a more adaptable approach to objections, live conversations and agreeing on the next step.
Targeting, calling, follow-up and coaching needed to work as one connected sales function.
Every action creates the next step
Email and LinkedIn activity trigger call tasks; call outcomes determine the follow-up.
Initial outreach to call task
Send email, view profile, follow person and invite to connect. Trigger: email opened. Create call task. The sales representative calls the lead.
Outcome: No answer
Create a follow-up call task 3 days later. If calls remain unanswered, send a LinkedIn message. When the LinkedIn message is opened, create a call task.
Outcome: Send more info
Send Email 1 immediately. Wait 5 days, send Email 2. Wait 1 more day, create a call task.
The unanswered-call path continues after the scheduled follow-up call; waiting periods run from the preceding action; calls are performed by the sales representative.
What Sieora engineered
Targeting & intelligence
Researched accounts, enriched contacts and persona analysis gave representatives context on who to approach and why.
Connected outreach
Email, LinkedIn and call tasks formed one sequence, with follow-up paths based on answered calls, unanswered calls and recorded outcomes.
CRM dialling & workflows
Representatives dialled from contact records; automated tasks used previous prospect activity to guide who to call and when.
Automated preparation
Personalised call guidance and automated follow-up emails and tasks reduced manual preparation and administration.
Playbook & training
A flexible cold-calling playbook helped the team open conversations, handle objections and guide prospects towards discovery meetings.
Reporting & coaching
Dashboards tracked call volumes and connect rates; call transcripts could be reviewed and graded against the playbook.
The first two weeks
Week 1: four discovery meetings booked
The inside salesperson secured four discovery meetings in the first week after the new outbound function went live.
By week 2: one opportunity reached proposal
At the client review two weeks after launch, one of those opportunities had progressed to proposal stage.
Impact
A connected outbound function gave the team more capacity to engage prospects and a clearer route from initial outreach to discovery and proposal.
Source note
Sieora's account of this client engagement. Calling figures are approximate; their comparison period was not specified. Meetings and proposal milestones relate to the first two weeks after launch.