$100k+ closed. $1M+ in pipeline. Under 60 days.
How Sagemont Advisors went from a stalled in-house outbound effort to a 7-8x return in its first 60 days with Built For B2B.
$100K+
Closed in under 60 days
$1M+
Qualified pipeline
7-8x
Return on investment
Company
Sagemont Advisors
Industry
Speciality Tax Advisory
Services
Cold Email, LinkedIn Outreach
Sagemont Advisors helps US companies recover money they are owed, from unclaimed R&D tax credits to reclaiming supplier tariff fees that have since been ruled unlawful. The opportunity was obvious. Reaching the right people at scale was not.
The Challenge
The team had run LinkedIn outreach in-house. It went nowhere. No meetings, no pipeline, and a lot of hours spent for nothing to show.
They needed a system that could find the right accounts, say the right thing, and book qualified conversations without pulling their closers off the phones.
The Solution
We built Sagemont a signal-driven outbound engine across two channels: cold email and LinkedIn.
Instead of blasting a generic list, we engineered a custom AI workflow that pulls target accounts straight from the SBIR grant database, enriches every record, and generates bespoke messaging variables for each prospect. Every email and connection request speaks to something specific and true about the company receiving it.
We ran this across two plays:
R&D tax credit: SBIR-funded and patent-active companies most likely to qualify for credits they were leaving on the table.
Tariff recovery: importers and businesses that had paid supplier tariff fees since ruled unlawful, sitting on money they could reclaim.
Every positive reply was qualified and routed straight to Sagemont’s sales team, ready to close.
The Result
In under 60 days from launch:
$100,000+ in closed revenue across three signed deals
$1,000,000+ in qualified pipeline across 10 open opportunities
7-8x return on their investment with us
3 deals closed, each worth between $30k and $100k
For a team that had generated nothing from outbound before, this was a standing start to real revenue in under two months.
For B2B Brands
Stop guessing your market. Start owning it.
We build the outbound system, positioning, and go-to-market clarity needed to turn your category into predictable pipeline.