Real Businesses. Real Pipeline. Real Results.
Illustrative examples of how our approach translates into booked appointments, cleaner pipeline, and closed revenue across industries.
Ellison Roofing & Exteriors
“SimpliRev didn't just send us more leads — they sent us better ones, and they showed up ready to buy.”
Marcus Ellison, Owner
The Challenge
A 28-person roofing company with strong ad spend but inconsistent estimate volume. Sales reps were manually calling leads with no qualification process, resulting in wasted drive time and low close rates.
Our Approach
- Deployed a dedicated appointment-setting team to qualify and book inbound and outbound leads
- Built a qualification framework based on roof age, insurance status, and homeowner intent
- Integrated scheduling directly into the estimating team's calendars via CRM
SolarPeak Energy
“We finally have an outbound partner that treats compliance and quality as seriously as we do.”
Priya Nandakumar, VP of Sales
The Challenge
A regional solar installer needed to scale appointment volume ahead of a new territory launch without sacrificing lead quality or compliance standards.
Our Approach
- Built a compliant, scripted outbound program pre-qualifying on homeownership, credit tier, and roof suitability
- Ran multichannel outreach (phone + SMS-compliant email) across three new territories
- Delivered weekly KPI dashboards tracking cost per qualified appointment
Ledgerly
“SimpliRev gave us back founder time and a pipeline we can actually forecast against.”
David Chen, Founder & CEO
The Challenge
An early-stage B2B SaaS company had strong product-market fit but a founder-led sales motion that had plateaued at $1.8M ARR.
Our Approach
- Designed an account-based outbound program targeting finance leaders at mid-market companies
- Built and managed a dedicated SDR running multichannel sequences into a shared CRM pipeline
- Layered AI-assisted account research and follow-up drafting to increase rep output
Whitfield Realty Group
“We didn't need more leads — we needed someone to actually work the ones we already had. SimpliRev did exactly that.”
Sarah Whitfield, Director of Sales
The Challenge
A 12-agent brokerage had over 4,000 aged leads sitting dormant in their CRM with no consistent follow-up process.
Our Approach
- Audited and cleaned the CRM, segmenting leads by recency, source, and intent signals
- Ran a systematic revival campaign across email, phone, and text
- Rebuilt CRM pipeline stages and automations for ongoing lead nurture
Client names and figures above are illustrative composites representative of typical engagement outcomes. Replace with verified client results and testimonials (with permission) before publishing live.
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