Case Studies

Three Markets. Three Problems. Real Pipeline.

Every engagement starts with a problem the client couldn't solve on their own. Here's the problem, what we did about it, and what it was worth.

$1M+
Pipeline · Impart Security

50+
Meetings · Informed Medical

1,000+
Accounts touched · Growers Edge

Impart Security

Cybersecurity SaaS · San Francisco, CA

$1M+

Pipeline opened

2.5

Meetings per week

6 mo

Engagement

Backed by

Madrona CRV 8-Bit Capital

Meetings set forHead of Sales

Cybersecurity Cold calling Series A · $12M raised

A closer with no pipeline. Six months later: $1M+ opened.

The problem

Impart had a closer who could convert, but no inbound pipeline. Cold email wasn't cutting through to product security leaders, and referrals had a ceiling. They needed a dedicated outbound engine, fast.

What SmartBound did

We built targeted contact lists of product security leaders and launched a phone-first campaign. Over the first weeks we tested messaging across multiple segments, then scaled what resonated across Impart's full ICP.

The result

Over six months, SmartBound averaged 2.5 net-new booked meetings per week, from enterprise logos like Visa, Mastercard, Brex, and Airbnb to high-fit startups, keeping the closing team fed.

Meetings booked with Visa Mastercard Brex Airbnb + dozens more

When we came to SmartBound, we were skeptical that phone could be a viable channel to reach cybersecurity and product leaders. Kevin and his team quickly put together a calling campaign that produced results over a long period of time. What stood out was their ability to experiment to find the right message for our specific market, and we were able to open up a whole ton of pipeline worth well over one million dollars.

Max

Head of Revenue, Impart Security

Informed Medical

Healthcare SaaS · informedmedical.com

50+

Meetings booked

Customers signed

3 mo

Engagement

Funding

Bootstrapped, no VC

Meetings set forChief Revenue Officer

Healthcare SaaS Cold calling Bootstrapped

Never made a cold call. Three months later: 50+ meetings and 6+ new customers.

The problem

Informed Medical had never run outbound calls. They were skeptical phone could reach niche healthcare buyers, and unsure whether reliable data for their target segment even existed.

What SmartBound did

We launched and immediately tested our ICP assumptions. After 15 to 20 conversations it was clear we were targeting the wrong level. We pivoted to the practitioners directly affected by Informed Medical's product. That shift changed everything.

The result

In three months, SmartBound booked over 50 qualified meetings directly for the CRO. Informed Medical closed 6+ new customers on annual recurring subscriptions, with more deals still active when the engagement closed.

When we started working with SmartBound, we had never made outbound calls. At the start, the campaigns struggled, but Kevin, Oliver, and the team continually pivoted until we found a working strategy on the phone. We had more than 50 meetings scheduled by SmartBound and have landed over 5 new paying customers, with many more still in the pipeline.

Ben Pyper

CRO, Informed Medical

Growers Edge

AgTech Fintech · Johnston, IA

1,000+

Accounts touched

40+

Meetings booked

Days

To first dials

Backed by

S2G Investments Cibus Capital Lowercarbon Capital

Meetings set forSimon Draper, CRO

AgTech Cold calling Series C · $104M raised

No outbound team, no playbook. Within days: meetings booked, insights gained, market direction achieved.

The problem

Growers Edge had never done outbound sales. They had a fintech product for farm credits and community banks, but no one on staff with high-volume outbound experience, and no established best practices to build from.

What SmartBound did

We launched multiple outbound campaigns, making thousands of dials into the financial sector. Beyond booking meetings, we captured what was working and, just as important, which segments weren't responding to phone outreach, so Growers Edge didn't double down on the wrong channels.

The result

Growers Edge came away with 40+ scheduled meetings and concrete market intelligence that went directly into their board presentations and shaped their entire go-to-market strategy for 2026.

I started working with SmartBound because we needed to launch outbound calling and had no expertise in-house. Kevin and his team made the setup process fairly effortless, and within days we were making a lot of dials. The best part about working with SmartBound was the iteration and the actual learnings that we got from making these dials. The data that Kevin and his team gathered went straight into my board meeting plans and allowed us to shape our go-to-market for all of 2026.

Simon Draper

CRO, Growers Edge

Outbound Built for Early-Stage B2B SaaS.

Three Markets. Three Problems. Real Pipeline.

A closer with no pipeline. Six months later: $1M+ opened.

Never made a cold call. Three months later: 50+ meetings and 6+ new customers.

No outbound team, no playbook. Within days: meetings booked, insights gained, market direction achieved.

CROs and Revenue Leaders on Working With Us