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Case Study

Cascade added $4.2M in pipeline without hiring more SDRs

Their RevOps team turned the top rep’s workflow into a Conductor skill, scaled personalization, and kept Salesforce squeaky clean.

$4.2M
Pipeline created

Across enterprise manufacturing accounts

116
Meetings booked

With buying committees in 90 days

18 hrs/week
Hours saved

Per SDR by automating research + CRM updates

How they did it

Three phases, each taking less than two weeks.

Week 1 — Capture playbooks

RevOps recorded the top SDR’s research workflow: LinkedIn + company site scan, funding checks, and CRM context. Published it as a Conductor skill with guardrails.

Week 2 — Personalize at scale

Combined the research skill with GPT-4o mini for first lines that referenced recent news. 340 personalized emails sent in the first full week.

Week 4 — Close the loop in CRM

Skills auto-logged outreach, created follow-up tasks, and updated opportunity fields so leadership trusted the pipeline data.

Results the CRO could measure

  • SDRs booked 340 meetings in a quarter with the same headcount.
  • Salesforce hygiene improved—no more manual audits before forecast meetings.
  • Finance approved expanding Conductor to AEs after seeing the ROI deck and clean attribution.

Team snapshot

  • Salesforce + Outreach
  • Manufacturing + industrial accounts
  • Median deal size $72K
  • Team of 8 SDRs + 5 AEs

Ready to run the Cascade playbook?

We’ll share the skills, templates, and reporting they use—customized for your territory mix.