Talk to Sales
Case Studies · Six Customer Stories

The math behind real Sales Connector pipelines.

A SaaS founder. A Beverly Hills real estate agent. An out-of-work VP of engineering. A boutique creative agency. An independent wealth manager. A boutique recruiting firm. Six industries, six origin stories, one pattern that works. Hosted by Sarah and Adam.

6
Stories
~26 min
Total runtime
$6M+
Combined new revenue
6 industries
Same pattern, different verticals
Watch the Stories

Six customers. Six industries. Same pattern.

Each video walks the before, the play Sales Connector ran, and the numbers behind the result. Sarah and Adam co-host. Click a card to play.

A note on attribution. These case studies are composite stories grounded in real Sales Connector outcomes across our customer base. Names, companies, and specific dollar amounts have been adjusted to protect customer privacy. The math, the play, and the pattern are real.
Case Study 01 · Deep Dive

The SaaS founder who replaced his SDR team.

Alex Mendoza, founder of a 10-person fintech SaaS, was paying $8,000 a month for outbound he didn't own. Here is what changed.

The Setup

Eight thousand a month, four to six demos.

Alex was paying $1,500 to $2,000 per booked demo to a fractional SDR firm. The math was OK. The structure was broken. Every list, every reply thread, every prospect relationship lived inside the SDR firm's CRM. Cancel the contract and the pipeline disappeared in a week.

  • Three campaigns in parallel · CFOs at Series B SaaS, finance ops at PE-backed mid-market, RevOps at fintech startups
  • All in his voice · Sales Connector handled the list build, personalization, cadence, and follow-up
  • Alex got involved · only when someone replied yes
The pipeline isn't just bigger. It is mine. The voice. The targeting. The data. The relationships. I am not renting a salesperson. I am running an outbound function.
AM
Alex Mendoza
Founder, Forecast.io
300+
Conversations · 90 days
$200
Cost per booked demo
24
Demos · month one
$180K
New ARR · month four
Case Study 02 · Deep Dive

The agent who stopped renting from Zillow.

Jordan Reese, a top-producing residential agent in Beverly Hills, was paying $4,500 a month to compete against four other agents per lead. Here is what changed.

The Setup

Forty five hundred a month. Twelve serious leads.

Jordan was paying for access to leads Zillow owned. Five competing agents per lead. No relationship building, just sprints. The platform that was supposed to help her was fighting against the way she actually sells best. So she changed the math entirely.

  • Two campaigns in parallel · homeowners at the 5-year tenure mark and renters paying $5K+/mo
  • Permission-based outreach · "I track this neighborhood. Here is what just sold on your block. Want me to keep you posted?"
  • Compounding relationships · 1,200 active conversations she now owns outright
Zillow leads are someone else's leads they are renting me. Sales Connector builds my list. My conversations. My pipeline. The first deal paid for two years of the platform. And I still have eight hundred relationships I did not have before.
JR
Jordan Reese
Compass Beverly Hills
1,200
Active relationships
Week 9
First listing won
$126K
Commission · 1st sale
23
Active deal threads
Case Study 03 · Deep Dive

The VP who landed a $420K role without applying.

David Chen, eighteen years in engineering, was eight weeks into a job hunt with two hundred and thirty applications and zero offers. He stopped applying.

The Setup

Stop applying. Start qualifying.

The application stack pre-filtered him out for being overqualified. Recruiters mismatched him to junior roles. Every silent week ate his confidence and his runway. So he treated the job hunt like B2B sales: targeted outbound to the people doing the hiring, not the people processing applications.

  • Three campaigns in parallel · CEOs at Series C AI, CTOs at Series D+ SaaS, PE operating partners hunting fractional eng
  • Permission, not pitch · "I led engineering through a similar scaling challenge. Want to compare notes?"
  • Built a network · sixty founder relationships he can carry for the rest of his career
I stopped applying. I started qualifying. The roles came to me. I built a network of sixty founders I had never met. My next role might come from one of them. Or the role after that.
DC
David Chen
VP Engineering · Series C AI
60+
Exec conversations · 6 weeks
7
Second-round interviews
3
Offers received
$420K
Total comp · landed
Case Study 04 · Deep Dive

The boutique agency that added $2.4M without hiring.

Maya Patel ran an eight-person brand and packaging agency stuck at $850K ARR. All six retainers came from referrals. She tripled the business in six months without doubling the team.

The Setup

The agency owner trap.

Maya was the talent and the salesperson. Every new business call went through her. Hiring a real salesperson meant committing $200K a year and hoping they ramped in six months. The economics did not work. So she built a second pipeline beside the referral one.

  • Three campaigns by vertical · clean beauty DTC, food & beverage DTC, premium home goods · all in the $5-20M revenue band
  • Specific work, specific signal, specific ask · "We just shipped this work for a comparable brand. Saw a signal in your business. Fifteen minutes?"
  • Maya only joined at discovery · she stopped doing cold pitches. Sales Connector handled the front end
We turned referrals into a backup channel. Outbound became the main one. We tripled the business without doubling the team. And I stopped panicking when a client churned.
MP
Maya Patel
Founder, Brand & Packaging Agency
$3.25M
ARR · month six
200+
Founder conversations
12
New retainer clients
0
New sales hires
Case Study 05 · Deep Dive

The wealth manager who stopped buying steaks.

Marcus Wei built an $85M independent RIA on dinner seminars and content marketing. They were filling rooms with retirees, not founders. He tripled the book in six months by skipping the venue and going straight to the liquidity events.

The Setup

The wrong-room problem.

$40K a year on dinner seminars and content marketing. Six new clients last year. None over $2M in investable assets. The audience he wanted, founders mid liquidity event, was nowhere near a steakhouse on a Wednesday night. The clients he served were referrals from existing clients, who all looked like the existing book, on a slow compounding cycle. He needed a way to get in front of the audience he actually wanted to serve, before three other firms were already in the conversation.

  • Three campaigns by trigger · founders with M&A signals, recent IPO/sale alumni, C-suite at recently sold companies
  • All in his voice · compliance reviewed every template, no rented "lead gen" lists, no boilerplate
  • Marcus only joined at discovery · Sales Connector handled the first conversation. He stepped in once retainer-fit was clear
I stopped buying steaks for retirees. I started showing up where founders actually are. My book tripled. My calendar is finally full of the right conversations.
MW
Marcus Wei
Founder, Independent RIA
$245M
AUM · month six
28
New households
$2.1M
New annual fees
0
New dinner seminars
Case Study 06 · Deep Dive

The recruiter who stopped competing on price.

Priya Anand was 90% contingent at $620K in revenue, racing four other firms for the same role every quarter. Eighteen months later, retained search was 75% of a $1.85M book. The shift came from changing who she sold to.

The Setup

Stop chasing roles. Chase the buyers.

Priya was not broken. She was capped. Every contingent placement paid a check, but it did not move the firm up market. To break out, she needed retained engagements. Retained engagements come from buyers who already trust you, not from job boards. Cold outreach to a head of HR was historically a dead end. So she changed who she was talking to. Operating partners. Venture partners. Heads of people post-funding. The decision-makers who actually pick the search firm.

  • Three buyer-level campaigns · PE operating partners with 10-200 employee portfolios, VCs leading recent Series B/C rounds, heads of people at venture-backed
  • Stop racing on roles · own the relationship, get the search assignment before it ever lists
  • Sales Connector ran outbound at scale · Priya only entered the conversation when retainer-fit was clear
I stopped competing on job boards. I started showing up where the buyers were. My retained book is now ten times what it was. And my margin is finally where it should be.
PA
Priya Anand
Founder, Boutique Executive Search
$1.85M
ARR · month 18
75%
Retained mix
12
VC + PE buyers
4x
Avg fee size
Your hosts

Two voices walking you through the math.

Sarah and Adam co-host every case study. They trade observations, react to each other, and ground every claim in the actual numbers.

S
SARAH
Host

Frames the situation. Hits the numbers. Drives the takeaway home.

A
ADAM
Co-host

Walks the play. Reacts in real time. Translates pattern into principle.

Ready when you are

Your story. Your numbers.

Sales Connector adapts to the industry you already work in. We will run a 90-day pilot. You keep the voice, the list, and the relationships.

Onboarding in a single call. No exclusivity. No lock-in.

Get Started →