Case Study: How TechFlow Tripled Meetings with Automated Prospecting

The Challenge

TechFlow, a B2B financial management SaaS, had a team of 3 SDRs booking an average of 40 meetings per month. The cost per booked meeting was high and the company's growth required scaling without tripling the team.

The Solution

The company implemented Prospex to automate their outbound prospecting process:

Phase 1: Setup (Week 1)

• CRM lead base import
• ICP and qualification criteria configuration
• AI-powered email sequence creation

Phase 2: Optimization (Weeks 2-4)

• A/B testing of subjects and copy
• Send timing adjustments
• Segmentation refinement

Phase 3: Scale (Month 2+)

• Expansion to new segments
• Multichannel touchpoint addition
• Full follow-up automation

Results After 90 Days

Metric	Before	After
Meetings/month	40	127
Cost per meeting	$170	$56
Response rate	3.2%	11.8%
SDRs needed	3	2

Testimonial

"Prospex completely changed our outbound operation. We tripled results with a smaller team focused on high-value conversions." — Rafael, Head of Sales at TechFlow

Lessons Learned

1. Start with a well-defined ICP
2. Invest time in sequence personalization
3. Let AI optimize timing
4. Focus SDRs on hot leads, not volume