The Situation

Prism Solutions had product-market fit in US SMBs for their SaaS CRM platform. But the sales team was drowning in manual prospecting — spending 60% of its time on list-building instead of selling. They were getting 12–15 inbound leads a month at an 8% close rate. They needed qualified leads fast.

What We Did

We built a lead generation engine with Close Files: 80–120 qualified leads per month, each with a decision maker contact (name, email, LinkedIn), a why-now signal (recent hiring, funding, new project), an approach strategy for how to pitch, and a personalized, ready-to-send outreach email sequence.

Results

127
Qualified leads (6 mo)
27%
Response rate
23.5%
Close rate (vs. 8% baseline)
25+
Selling hrs/week freed up
"Our close rate on these deals is 2.5x our baseline. It's changed how our team sells." — Marcus Chen, CEO

Key Insight

Most agencies sell volume. We sell velocity and fit. Close Files meant the sales team spent 15 minutes prepping instead of 90 minutes researching. That margin is everything.

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