Case study
Fortune 2000 meetings, run as an extension of the team.
What it looks like when an outbound partner sits inside your sales motion rather than beside it.
Software"They've done an incredible job working with our evolving sales team and consistently delivering high-quality meetings with Fortune 2000 accounts."
Kelly Pugh
VP of Global Demand Generation, Trackforce
$150M Series CFortune 2000
accounts met consistently
Enterprise and Fortune 2000 accounts, met month after month.
$150M
Series C
Security workforce management software.
3
channels running
Phone, email and LinkedIn on the same accounts.
01. The challenge
Run outbound while the sales team underneath it is changing.
Trackforce was scaling and its sales team was evolving underneath it, which is the hardest moment to run outbound. Targets move, territories change, and an agency working at arm's length falls out of step within weeks.
02. What we ran
A full outbound program, built for this market.
01
Inside the motion
Joining sales meetings and sharing account strategy rather than delivering meetings over a wall.
02
Enterprise targeting
Fortune 2000 accounts, built and refreshed as territories moved.
03
Full channel coverage
Phone led, with email and LinkedIn behind it.
04
Adaptation
Scope and targeting adjusted as their team changed, rather than holding them to a plan written in month one.
03. How we executed
A structured, iterative process from day one.
Week 1
Kickoff & ICP
Kickoff within 48 hours. Your ICP document approved before anything moves.
Week 2
Sign-off & phone launch
Campaign briefs approved on a sign-off call. Callers start dialing.
Weeks 3–4
Email, LinkedIn & coaching
Email and LinkedIn go live after phone. First weekly report lands.
Month 2
Scrap or scale
Every campaign hits a checkpoint with one verdict: scrap or scale.
Month 3
Playbook in your hands
Winners scaled and documented into a playbook you own.
04. Results
Meaningful conversations. Real pipeline.
Fortune 2000
accounts met consistently
0What this shows: The engagements that last are the ones where the agency adapts to the client's org, not the other way around.
05. Client quote
An incredible partner.
"They've done an incredible job working with our evolving sales team and consistently delivering high-quality meetings with Fortune 2000 accounts."
Kelly Pugh
VP of Global Demand Generation, Trackforce
$150M Series C06. Related case studies
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