Executive Summary

Signzy, a Series C–funded FinTech automation company, used OutreachOps to scale personalized outbound across its sales development team. Within the first quarter, Signzy doubled outbound productivity and lifted email response rate 4x (0.2% → 0.8%). The team expanded from 3 SDRs to 10+ active users in three months while standardizing research, enrichment, and campaign execution in one workflow.

Company Profile

• Industry: FinTech automation
• Stage: Series C
• Team: SDR-led outbound motion
• Primary Objectives: Improve response rates, scale personalization, and increase SDR throughput without increasing headcount.

Challenges

1. Low baseline response rate limited meeting generation.
2. Manual, fragmented research slowed SDRs and reduced message relevance.
3. Data gaps across accounts and contacts degraded targeting and personalization.

Solution

OutreachOps deployed a unified outbound operating system combining:

• Waterfall Data Enrichment for higher coverage and cleaner segments.
• AI Research Agents to generate account/contact insights and message hooks in seconds.
• Personalization Playbooks with dynamic variables mapped to ICP and persona.
• Campaign Execution & Telemetry to track reply rates, meetings, and pipeline velocity.

Results

• 2× increase in outbound productivity.
• Email response rate improved 4× (0.2% → 0.8%).
• Faster ramp and standardization as team scaled beyond 10 users in 3 months.
• Consistent, evidence-backed personalization across sequences.

Testimonial

“OutreachOps helped our SDR team personalize outreach at scale and double our response rate within a quarter.”
— Kaushil Sachdeva, Director of Sales, Signzy

Why OutreachOps

• End-to-end workflow that removes context switching.
• Enrichment + research tightly coupled with templating and execution.
• Operational telemetry to drive continuous A/B improvement.