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Making Outbound
Work
SaasBoomi Annual - 2023
Who is this
session for?
Do not have a working outbound model yet
Have Product
Market Fit
Exploring outbound
Channel
Have paying customersand clear ICP
Shouldoutboundbe an importantpart of your
GTM
How to pick the right outboundmodel:
Cold Emailing, Cold calling, Social,ABM
Case studies of other companies that
have used Outboundsuccessfully
Outboundteam structure and enablement
What will you take away from this session?
Commitmentrequired to make
outboundwork
The Almabase
Outbound Journey
Iterations in scaling outbound
Section 1
01
● Used an agency based in Philippines (one SDR)
● High volume cold email and calling approach
(around 100 new contacts per week)
Results: Roughly 1 MQL per 100 contacts, also not
high quality leads
Learning: If we need to scale outbound, we need to
develop the expertise internally.
01
● Fired agency (mid 2019). Hired 2 SDRs in USA along with 1
SDR in India.
● High volume cold email and calling approach + conferences
Results: India SDR brought more meetings than
US SDR. Conferences didn’t give immediate ROI.
Learning: US SDRs weren’t good at figuring out
things on the go. They needed a clear process to
hit quotas.
01
● Fired US SDRs and doubled down on India SDRs. 3 SDRs + 1 SDR
manager.
● Continued high volume cold email and calling approach with more rigor.
Results: India SDRs were able to hit 80-120% quota
Learning: Young folks with the right drive work best
(more than experienced SDRs). We were draining
contact database too quickly.
Pivot to Account-based outreach ?
01
● Doubled down on ABM as our outbound strategy. (Thanks to SGx &
Ankit’s mentorship)
● Each SDR was given 300 accounts for the entire year. Highly
personalized outreach.
Results: 4x increase in accounts to meetings
conversion (email reply rate grew from 5% to 17%)
Learning: ABM has lots of definitions. Took
6 months to figure out what to double down on
and what to skip for Almabase. Also to shift SDR DNA.
01
Scaling ABM by building a larger SDR team and
marketing as an enablement function.
Results: 2.5x more pipeline generated through
outbound in 2022 vs 2021.
Learning: ABM takes time but can be scaled
very intentionally. Marketing’s role is important
to understand.
Current Approach (2023)
01
SDR goal - 15 meetings/mo & 2 opps/mo from 200 accounts.
Marketing goal - enable sales with collateral and engagement
opportunities (podcast, spotlight, case studies, etc)
Overall goal - 2x more pipeline than 2022
Tier Outbound strategy Segment Team
Tier 1 ABM $20k+ ACV 5 SDRs + SDR mgr + 3 marketing
Tier 2 Email + call outreach $10k-15k ACV 4 SDRs + SDR mgr + 1 marketing
Key Learnings:
01
1. Agency is ok to experiment with, but build expertise in-house
2. Outbound takes time & patience
3. Outbound leads behave differently than inbound leads
4. Minimum Team: Team of 2 Full time SDRs + one ops + manager
5. Once it works, turn it into a repeatable process and scale (think collateral +
enablement)
The Various flavors
of Outbound
There are many ways to do outbound
Section 2
Cold
Emailing
Adding more channels:
Calls + Linkedin
AccountBased
The various flavors of outbound
Benchmarks Enablement Pros Cons
Emails
1000 Prospects/ rep/
month
200-400 emails /day
Email copy,
nurture content
Easy to start
Better for nurture
-Low reply rates
-Deliverability
-High burn rate
Calls
400 prospects/ rep/ m
100 calls/ day/ rep
15-20 connects
Call scripts,
objection
handling
Capture “on the
fence” buyers
Low connect
rates
High hurn
Linkedin
200-300 prospects/ m
100 requests / w
Posts, thought
leadership, brand
content
Relationship
building
Low burn rate
Low volume
Tough to track
Account
based
40-50 accounts/ rep Specific content
strategy for each
account segment
Nurture and Create
demand
Enablement is
critical
Key benchmarks
Two case studies
01
Xempla
1. Enterprise
2. Vertical
3. High ACV
B2Brain
1. Mid market
2. Horizontal
3. Lower ACV
B2Brain case study
01
Very specific ICP: Vertical SaaS Sales teams 5+ people, selling to Enterprise
Target Persona: SDR/BDR (User, does Trial), SDR Manager (Champion)
Product Value Prop: Replaces the role of Google+linkedin for account research
Outbound Goals for SDR: Secure 1st Trial from Target Persona from ICP, Quota: 3 Trials/week
3 Step Process to Trial:
● List Building & Qualification by MRE + SDR (tools: Apollo, SalesNav, Phantombuster)
● Outreach via SDR: Email + LinkedIn + Phone (Apollo for outreach, Hubspot CRM)
● Securing the trial: Phone / Follow-up Zoom / Inputs on target accounts
2 Challenges:
1. Securing conversation with the Champion, for the deal to move forward
2. Complementing outbound with effective marketing, to increase Trials/week from 3 to 5
Xempla case study (vertical saas/ enterprise)
01
1. Industry: Facilities management / Enterprise
2. Bottoms up TAM: 700-1000 Companies globally. 20-30 people per account
3. ACV: $ 200-300k
Key facts
- Originally founder run → Today 4 fulltime SDRs
- Outbound is the dominant channel
- Generated total revenue booking of $2 million plus
- 95% of all existing customers acquired using Outbound
Xempla: Outbound process
01
- Channels: Emails + Linkedin only
- Persona not accounts
- Each SDR to contact 200 contacts per month (50-75 new + 125 nurture)
- Only 2 touches allowed per month (can’t risk burning prospects if the list is small)
- Highly personalised touches with collateral specific to each customer
- Demand create/ nurture in nature
- Each SDR generates 3 meetings per month.
- Marketing support
- Brand marketing (Podcasts, newsletters)
- Outbound Sales enablement (Blogs, whitepapers)
Designing your
Outbound Process
Key questions to ask and choices to make
Section 3
What is your business model ?
01
Alignment: Outbound strategy <> Business model
01
SMB
$1-5k
ACV
Mid
Market
$20-50k
ACV
Enterprise
$100k
ACV
100,000 Logos 10,000 Logos 1,000 Logos
Account Based
Multi-channel
outbound
Email only
Other GTM channels
may work better
Outbound can and should be an
important part of your GTM
Outbound should be
your dominant GTM
channel
Alignment: Messaging <> Customer Intent
01
Demand
Capture
Creating
Demand
Are you capturing or creating demand ?
Meeting to opportunity cycle is long
Messaging
1. Create Nurture content
2. Invest in sales enablement collateral
3. Spend time to build relationships
Channels: Emails / Linkedin
First meeting to opportunity is quick
Approach
1. Customers are already in their
purchase journey (unhappy with the
status quo)
2. Meeting to Opportunity is quick
Channels: Calling can be very effective
Intent Data Brand
Buying
Triggers Sales Enablement
Force multipliers
Getting the timing
right
Vendors: Bombora,
6sense, G2, Zoominfo
Investing in Brand
Community, Podcasts,
Events
Specific triggers
which indicate need
Fund raise, hiring,
renewal cycle
Help with nurture and
demand creation
Case studies,
whitepapers
Teardowns
1 |
sterlo: The Cutting-Edge Low-Code App Development Platform
Unlock Freedom by Paying only for Developer Licenses, not End Users & Extract Source Code for Upgrades
● ICP: Software Companies, IT Services, Enterprises
& App Development Companies.
● Target Persona: Decision Makers – CTO, CEO,
Strategy, Directors & Founders
● Outbound team size: 2 reps
● Channels Used: Cold Call, LinkedIn, Mail
Thank You
Annex
Almabase Tech Stack:
01
1. CRM - Hubspot
2. Outbound email sequences - Hubspot
3. Calling - Hubspot
4. List building - Agency in Udaipur
5. Marketing pages - Webflow
What to look for when hiring SDRs
01
1. Young & motivated >> Lots of Experience
2. Skill: Excellent written and verbal
communication skills
3. Personality traits: Hustler, Coachable,
Persistent, Disciplined, Friendly
Sample outreach email - Xempla
01
Thank You

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Outbound Tactics & Learnings.pptx

  • 2. Who is this session for? Do not have a working outbound model yet Have Product Market Fit Exploring outbound Channel Have paying customersand clear ICP
  • 3. Shouldoutboundbe an importantpart of your GTM How to pick the right outboundmodel: Cold Emailing, Cold calling, Social,ABM Case studies of other companies that have used Outboundsuccessfully Outboundteam structure and enablement What will you take away from this session? Commitmentrequired to make outboundwork
  • 4. The Almabase Outbound Journey Iterations in scaling outbound Section 1
  • 5. 01 ● Used an agency based in Philippines (one SDR) ● High volume cold email and calling approach (around 100 new contacts per week) Results: Roughly 1 MQL per 100 contacts, also not high quality leads Learning: If we need to scale outbound, we need to develop the expertise internally.
  • 6. 01 ● Fired agency (mid 2019). Hired 2 SDRs in USA along with 1 SDR in India. ● High volume cold email and calling approach + conferences Results: India SDR brought more meetings than US SDR. Conferences didn’t give immediate ROI. Learning: US SDRs weren’t good at figuring out things on the go. They needed a clear process to hit quotas.
  • 7. 01 ● Fired US SDRs and doubled down on India SDRs. 3 SDRs + 1 SDR manager. ● Continued high volume cold email and calling approach with more rigor. Results: India SDRs were able to hit 80-120% quota Learning: Young folks with the right drive work best (more than experienced SDRs). We were draining contact database too quickly. Pivot to Account-based outreach ?
  • 8. 01 ● Doubled down on ABM as our outbound strategy. (Thanks to SGx & Ankit’s mentorship) ● Each SDR was given 300 accounts for the entire year. Highly personalized outreach. Results: 4x increase in accounts to meetings conversion (email reply rate grew from 5% to 17%) Learning: ABM has lots of definitions. Took 6 months to figure out what to double down on and what to skip for Almabase. Also to shift SDR DNA.
  • 9. 01 Scaling ABM by building a larger SDR team and marketing as an enablement function. Results: 2.5x more pipeline generated through outbound in 2022 vs 2021. Learning: ABM takes time but can be scaled very intentionally. Marketing’s role is important to understand.
  • 10. Current Approach (2023) 01 SDR goal - 15 meetings/mo & 2 opps/mo from 200 accounts. Marketing goal - enable sales with collateral and engagement opportunities (podcast, spotlight, case studies, etc) Overall goal - 2x more pipeline than 2022 Tier Outbound strategy Segment Team Tier 1 ABM $20k+ ACV 5 SDRs + SDR mgr + 3 marketing Tier 2 Email + call outreach $10k-15k ACV 4 SDRs + SDR mgr + 1 marketing
  • 11. Key Learnings: 01 1. Agency is ok to experiment with, but build expertise in-house 2. Outbound takes time & patience 3. Outbound leads behave differently than inbound leads 4. Minimum Team: Team of 2 Full time SDRs + one ops + manager 5. Once it works, turn it into a repeatable process and scale (think collateral + enablement)
  • 12. The Various flavors of Outbound There are many ways to do outbound Section 2
  • 13. Cold Emailing Adding more channels: Calls + Linkedin AccountBased The various flavors of outbound
  • 14. Benchmarks Enablement Pros Cons Emails 1000 Prospects/ rep/ month 200-400 emails /day Email copy, nurture content Easy to start Better for nurture -Low reply rates -Deliverability -High burn rate Calls 400 prospects/ rep/ m 100 calls/ day/ rep 15-20 connects Call scripts, objection handling Capture “on the fence” buyers Low connect rates High hurn Linkedin 200-300 prospects/ m 100 requests / w Posts, thought leadership, brand content Relationship building Low burn rate Low volume Tough to track Account based 40-50 accounts/ rep Specific content strategy for each account segment Nurture and Create demand Enablement is critical Key benchmarks
  • 15. Two case studies 01 Xempla 1. Enterprise 2. Vertical 3. High ACV B2Brain 1. Mid market 2. Horizontal 3. Lower ACV
  • 16. B2Brain case study 01 Very specific ICP: Vertical SaaS Sales teams 5+ people, selling to Enterprise Target Persona: SDR/BDR (User, does Trial), SDR Manager (Champion) Product Value Prop: Replaces the role of Google+linkedin for account research Outbound Goals for SDR: Secure 1st Trial from Target Persona from ICP, Quota: 3 Trials/week 3 Step Process to Trial: ● List Building & Qualification by MRE + SDR (tools: Apollo, SalesNav, Phantombuster) ● Outreach via SDR: Email + LinkedIn + Phone (Apollo for outreach, Hubspot CRM) ● Securing the trial: Phone / Follow-up Zoom / Inputs on target accounts 2 Challenges: 1. Securing conversation with the Champion, for the deal to move forward 2. Complementing outbound with effective marketing, to increase Trials/week from 3 to 5
  • 17. Xempla case study (vertical saas/ enterprise) 01 1. Industry: Facilities management / Enterprise 2. Bottoms up TAM: 700-1000 Companies globally. 20-30 people per account 3. ACV: $ 200-300k Key facts - Originally founder run → Today 4 fulltime SDRs - Outbound is the dominant channel - Generated total revenue booking of $2 million plus - 95% of all existing customers acquired using Outbound
  • 18. Xempla: Outbound process 01 - Channels: Emails + Linkedin only - Persona not accounts - Each SDR to contact 200 contacts per month (50-75 new + 125 nurture) - Only 2 touches allowed per month (can’t risk burning prospects if the list is small) - Highly personalised touches with collateral specific to each customer - Demand create/ nurture in nature - Each SDR generates 3 meetings per month. - Marketing support - Brand marketing (Podcasts, newsletters) - Outbound Sales enablement (Blogs, whitepapers)
  • 19. Designing your Outbound Process Key questions to ask and choices to make Section 3
  • 20. What is your business model ? 01
  • 21. Alignment: Outbound strategy <> Business model 01 SMB $1-5k ACV Mid Market $20-50k ACV Enterprise $100k ACV 100,000 Logos 10,000 Logos 1,000 Logos Account Based Multi-channel outbound Email only Other GTM channels may work better Outbound can and should be an important part of your GTM Outbound should be your dominant GTM channel
  • 22. Alignment: Messaging <> Customer Intent 01 Demand Capture Creating Demand Are you capturing or creating demand ? Meeting to opportunity cycle is long Messaging 1. Create Nurture content 2. Invest in sales enablement collateral 3. Spend time to build relationships Channels: Emails / Linkedin First meeting to opportunity is quick Approach 1. Customers are already in their purchase journey (unhappy with the status quo) 2. Meeting to Opportunity is quick Channels: Calling can be very effective
  • 23. Intent Data Brand Buying Triggers Sales Enablement Force multipliers Getting the timing right Vendors: Bombora, 6sense, G2, Zoominfo Investing in Brand Community, Podcasts, Events Specific triggers which indicate need Fund raise, hiring, renewal cycle Help with nurture and demand creation Case studies, whitepapers
  • 25. 1 | sterlo: The Cutting-Edge Low-Code App Development Platform Unlock Freedom by Paying only for Developer Licenses, not End Users & Extract Source Code for Upgrades ● ICP: Software Companies, IT Services, Enterprises & App Development Companies. ● Target Persona: Decision Makers – CTO, CEO, Strategy, Directors & Founders ● Outbound team size: 2 reps ● Channels Used: Cold Call, LinkedIn, Mail
  • 26.
  • 28. Annex
  • 29. Almabase Tech Stack: 01 1. CRM - Hubspot 2. Outbound email sequences - Hubspot 3. Calling - Hubspot 4. List building - Agency in Udaipur 5. Marketing pages - Webflow
  • 30. What to look for when hiring SDRs 01 1. Young & motivated >> Lots of Experience 2. Skill: Excellent written and verbal communication skills 3. Personality traits: Hustler, Coachable, Persistent, Disciplined, Friendly
  • 31. Sample outreach email - Xempla 01