SaaS sales team on calls with pipeline dashboards and a world map of prospects

Industry · IT & Enterprise Software

AI automation and B2B lead generation for software companies

Software companies already believe in automation. What they lack is bandwidth: support queues that grow faster than headcount, and outbound that stalls because engineers are not salespeople. We supply both the AI workflows and the booked meetings.

Where it & software companies lose time and revenue

Bottleneck 1

Tier-1 support tickets consuming senior engineering time

Bottleneck 2

Outbound that produces opens and clicks but no conversations

Bottleneck 3

Product-led growth plateauing without a repeatable enterprise motion

A workflow we have deployed in it & software

From the case study An outbound engine that books meetings for a B2B AI software vendor.

Outbound pipeline

From ICP to booked meeting in the client calendar

Live

ICP Build

Personas per region

Sales Navigator

Decision-makers found

Verify

Emails validated

Sequence

Personalised touches

Reply Handling

Qualified by our team

Meeting Booked

Synced to HubSpot

Step 1 of 6

6 steps · Fully automated

IT & Software case studies

All industries

IT & Software

B2B lead generation and appointment setting

An outbound engine that books meetings for a B2B AI software vendor

A software vendor with a strong product and no outbound motion needed qualified meetings with buyers in the US and Europe. We built the targeting, messaging and qualification system and delivered appointments on a pay-per-meeting basis before moving to a retainer.

10 to 30

Qualified meetings per month

Support operations centre with ticket queues and an AI assistant interface

IT & Software

AI agent development

AI support triage that gives engineers their week back

Senior engineers were spending a third of their week on tier-one tickets. We built an AI support agent on top of the product documentation and ticket history that resolves routine questions, drafts answers for the rest, and escalates with full context.

45%

Tickets resolved without an engineer

Customer success team reviewing an onboarding progress dashboard for a SaaS product

IT & Software

Onboarding and implementation automation

Customer onboarding that runs itself for a vertical SaaS vendor

Every new customer took six weeks and twelve emails to go live. Data imports were done by hand, kickoff calls repeated the same setup, and churn in the first 90 days was the company’s biggest leak. We automated the onboarding path from signed contract to first value, with AI handling data mapping and progress nudges.

12 days

Median time to first value

Revenue operations analyst reviewing a renewal forecast dashboard with risk flags

IT & Software

Revenue operations and churn prevention

Renewals forecast 120 days out and churn risk worked before it is urgent

Net revenue retention had slipped below 100 percent and nobody could say which accounts were at risk until the cancellation email arrived. We rebuilt the renewal process around usage data, an AI risk model and an automated playbook, so customer success works the right accounts four months before the date.

108%

Net revenue retention

Security operations centre analysts monitoring threat dashboards on large screens

IT & Software

B2B lead generation for cybersecurity

Filling a managed security provider’s pipeline with mid-market CISOs

A managed detection and response provider sold almost entirely through referrals and a handful of channel partners. Security buyers ignore cold email on principle. We built outbound around compliance deadlines, breach events and insurance renewals, and the provider booked more qualified first calls in a quarter than in the previous year.

Qualified first calls in the first quarter

Running a it & software business with one of these bottlenecks?

Book a strategy call. We will map the workflow and build a working prototype on your own process.

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