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How Sera Closed A 6 Figure Annual Deal Within 90 Days.

100%

KPI's

NDA

Meetings Booked

Industry

SaaS

Headquarters

USA

Company size

11 - 50

About

Sera

Sera is a field service management software company that caters to plumbing firms, air conditioning services, HVAC companies, and electricians. With a 30-year veteran founder in the HVAC industry, Sera's software was designed to address every key pain point in the field, offering an all-in-one solution for service management. Despite having a mature product and a large Total Addressable Market (TAM) of 2 million accounts, Sera needed help with pipeline generation and boosting their lead acquisition efforts.

Client's Challenge.

Sera faced several initial challenges in its efforts to scale:

  • Targeted Lead Generation: With a vast TAM, Sera needed to focus its outreach to generate meaningful leads within specific states and cities.
  • Resonating Offers: Initial outreach efforts did not yield the expected results, as companies were not responding to the offers being presented.
  • Limited Response to Cold Emails: The initial cold email campaigns did not produce the desired outcomes, necessitating a shift in strategy to achieve better engagement.

Solution Provided by A-Sales.

A-Sales implemented a multifaceted approach to address Sera's challenges and enhance their lead generation efforts:

  1. Targeted List Building and Research: A-Sales focused on identifying and acquiring lists of HVAC companies, plumbers, and electricians in targeted states and cities. This precise targeting ensured that outreach efforts were directed towards the most relevant potential clients.
  2. Experimental Email Campaigns: To find the most effective messaging, A-Sales conducted a series of email experimentation campaigns. By leveraging previous industry experience and testing various approaches, A-Sales fine-tuned the messaging to better resonate with potential clients.
  3. Cold Calling Strategy: When the initial cold email campaigns did not deliver the desired results, A-Sales pivoted to a cold calling strategy. This approach proved to be more effective, with an average of 1.5 meetings booked per day as a result.
  4. Market Research and Competitive Analysis: A-Sales conducted in-depth market research, gathering feedback from competitors such as Service Titan. Understanding why companies chose Service Titan and identifying their pain points allowed A-Sales to tailor Sera’s offers more effectively.

Results.

The partnership with A-Sales led to significant improvements in Sera’s lead generation and overall market presence:

  • Enhanced Lead Acquisition: A-Sales successfully generated more qualified leads for Sera, improving the pipeline generation and ensuring a steady flow of potential clients.
  • Effective Cold Calling Campaign: By shifting focus from cold emails to cold calling, A-Sales was able to secure an average of one meeting per day, significantly improving the conversion rate of outreach efforts.
  • Tailored Offers: Through continuous experimentation and market research, A-Sales refined Sera’s offers, making them more appealing and relevant to potential clients, leading to higher engagement and response rates.

Approach and Tools.

A-Sales utilized a combination of strategic targeting, personalized outreach, and competitive analysis to drive Sera’s success:

  • List Building and Targeting: Precise list building and research efforts ensured that outreach was focused on the most relevant and promising leads.
  • Email and Call Experimentation: A series of experimental campaigns allowed A-Sales to identify the most effective messaging and outreach methods for Sera’s target market.
  • Market Research: In-depth competitive analysis provided valuable insights that helped tailor Sera’s offers to better meet the needs of potential clients.

Conclusion.

Through a well-executed strategy that included targeted list building, experimental outreach, and a shift to cold calling, A-Sales played a pivotal role in enhancing Sera’s lead generation efforts. The partnership led to improved pipeline generation, better engagement with potential clients, and a stronger market presence. This case study highlights the importance of adaptability and continuous experimentation in achieving success in lead generation and outreach efforts.

Results.

100%

KPI's

NDA

Meeting Booked

NDA

Revenue Generated

reading duration

10 minutes

publish date

August 15, 2024

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