The Challenge:
EXTAL had never had a concrete system for proactive lead generation. The company relied almost entirely on inbound referrals and word of mouth. When Tristan joined as a Sales Representative, he tried to build a manual prospecting workflow using Apollo for contact sourcing and ChatGPT to help draft personalized emails. He would spend an entire day researching companies, pulling contacts, and writing tailored emails, and still only manage to send around 50 messages. With no system for automated follow-up, interested prospects slipped through the cracks, and results never materialized.
"I'd spend the whole day on it and only end up sending maybe 50 emails between the research and typing up all the emails. And it never really gave out results, due to the fact that it's hard to follow up with clients once you're doing everything manually." - Tristan, Sales Representative at EXTAL
The Solution:
Ubico gave Tristan the all-in-one platform he needed to replace his fragmented manual workflow. He built his first segment targeting logistics companies in roughly 20 minutes. Within a day or two, enriched contacts started flowing in from Ubico's multi-database sourcing with noticeably higher industry accuracy than his previous approach.
From there, he launched his first automated campaign: a five-step email sequence with timed intervals between each touchpoint, tailored to the segment's industry. Ubico tracks not just whether a recipient opened an email but how many times, giving Tristan a clear engagement signal to know when to pick up the phone. Between building the segment and launching the campaign, the total setup time came to roughly two hours, including writing the email copy.
Results: With Ubico in place, Tristan turned a manual process into a working sales pipeline.
- 590 manual hours of prospecting saved from generating 2800+ prospects
- $6,000+ in booked revenue generated from the first month of Ubico activity
- 15+ new qualified meetings generated, enhancing their net new sales pipeline
"The return is there as long as you put in the work, 100%. It just compounds. Once you get your first client, that client is going to give you recurring revenue. So, the second client, once again, has recurring revenue. At first, it's slow. But clearly, the return is there." - Tristan, Sales Representative at EXTAL
