Brooke Hattie · Mar 26, 2025 · Case Studies
About this engagement
Our client sells to a niche ICP that generic prospecting tools like ZoomInfo and Apollo don't cover. Their reps found accounts by hand, digging through industry data sources, websites, financial filings and fragmented public records instead of selling.
They wanted to expand outbound, and brought us in to build a scalable, data-driven way to identify and prioritize the right accounts and track what happened to them.
Our partnership enabled the following results:
The Challenge
The client's ideal customer profiles were highly specific and needed niche data sources that common prospecting tools can't reach. Reps cross-referenced spreadsheets by hand, which led to inconsistent data, duplicate accounts and inefficient rep assignments.
The same gap holds back marketing teams that advertise to target account lists, and without a clear view of the total addressable market and the accounts in it, territories, quotas and pipeline forecasts are hard to set. Here, with no structured tracking, leadership couldn't see how outbound was performing or whether reps were working the right companies.
The Solution
We built a scalable framework for finding the right accounts and tracking them through their lifecycle, so outreach turns into pipeline.
At a high level, here is what changed:
| Before | After | |
|---|---|---|
| About 750 target accounts | → | Nearly 10,000 high-fit companies |
| Niche sources researched by hand | → | Data extracted automatically, by CSV export or custom Python scrapers |
| Spreadsheets cross-referenced, with duplicates | → | Accounts enriched and deduplicated against the CRM |
| No view of outbound performance | → | Lifecycle stages in HubSpot and real-time reporting |
And now, here is how we got there.
Refining the ICP
We worked with leadership to define the ideal account criteria and agree on the niche data sources to draw from.
Collecting the data
We used CSV exports where a source allowed them, and built custom Python scripts to scrape and aggregate account information where it didn't.
Enrichment and deduplication
We enriched the accounts with key firmographic and financial details, such as revenue, credit facilities and securitizations, to help sales prioritize, and merged them with the existing CRM records so nothing was entered twice.
Lifecycle tracking and reporting
Clear outbound stages in HubSpot, from cold outreach to actively working to opportunity, and real-time reports let leadership follow rep activity, funnel progression and pipeline movement.
The Results
The prospect universe grew tenfold, from 750 to nearly 10,000 high-fit companies, and more than 1,500 contacts were sourced, with a strong focus on VP and C-level executives. Reps now prioritize the top-tier accounts most likely to generate revenue.
The framework scales, so prospecting is consistent and data-driven instead of manual research, and leadership has real-time reporting on engagement trends and pipeline movement.
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