Client Results
What Actually Happens
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a Real Pipeline
Stop relying on referrals. Start reading what's possible when outbound is done right.
Accounting Outsourcing Firm
A Fully Managed Outbound Engine Built Around What's Converting Right Now
The Situation
QX Accounting Services already had outbound experience on the team, but the approach had gone stale: tactics that used to work were not converting the way they once did, and there was no reliable engine bringing in new opportunities. Sagar needed a partner who could take outbound off his team's plate entirely and run a program built around what is actually converting in the market right now, not recycled tactics.
What We Built
We built and ran QX Accounting Services' outbound program end to end: targeting, messaging, infrastructure, and ongoing optimization. The team stayed hands-on throughout, adjusting the approach as the market shifted and staying directly available whenever Sagar had questions, rather than handing off a system and going quiet.
"Working with the team has been a great experience. Their depth and knowledge of client acquisition and building relationships is clear from the start. They were great about custom tailoring the strategies to our firm, I preferred our marketing to stay on the conservative side and they did a great job at that."
Sagar Ahuja
CEO, QX Accounting Services
Bloomfield, NJ
Review left on January 27, 2026
CPA & Business Advisory Firm
Turning Cold Outreach Into Closed Business for a Regional CPA Firm
The Situation
Cooper Norman wanted to grow beyond referrals but did not have the internal bandwidth to run outbound at the level needed to compete for larger regional clients. They needed a team that could own the entire program and work directly with their people to make sure it actually landed.
What We Built
We built and ran a full outbound program for Cooper Norman, targeting the specific business segments they wanted to grow into, and worked hands-on with their team, including direct, ongoing coaching for the people fielding conversations, to make sure outreach turned into real business rather than just replies.
"Bar none, they have been the absolute best to work with. Their guidance and support has been paramount for hitting our growth targets this year. I appreciate all that you have done."
Ethan Lee
Partner, Cooper Norman
Idaho Falls, ID
Review left on April 9, 2026
Fractional CFO Firm
Fast-Moving, Fully Managed Outbound for a Fractional CFO Firm
The Situation
Preferred CFO needed a consistent flow of new client conversations but did not want to build and manage an outbound function internally. Michon needed a partner who would move fast, stay responsive, and take full ownership of execution rather than handing off a system and going quiet.
What We Built
We built and ran Preferred CFO's outbound program end to end, backed by fast, direct support, including personalized Loom walkthroughs and answers within hours whenever new questions came up. The team stayed hands-on throughout rather than disappearing after setup.
"The team are very competent and the value they provide is unbelievable, I highly recommend them, and they blow all of the competition out of the water. Whenever my team or I had questions they were usually answered in just a few hours, and going above and beyond recording Loom videos explaining exactly how everything works.
All in all very impressed."
Michon Covington
Chief Financial Officer, Preferred CFO
Salem, UT
Review left on July 22, 2026
Business Consulting Firm
From Nine Agencies in a Year to One Outbound Partner That Sticks
The Situation
Frankel Group had cycled through nearly a dozen agencies in the span of a year, and the pattern was always the same: a vendor would set something up, go quiet, and stop adapting as the market shifted. What the firm needed was not another vendor to plug in and forget, but a team that would stay engaged and keep adjusting as conditions changed.
What We Built
We built and manage Frankel Group's outbound program, treating messaging, targeting, and sequencing as living systems rather than a fixed playbook delivered once. Campaigns are reviewed on a regular cadence, adjusted based on what the market is actually doing, and refined based on direct feedback, with the team staying available and responsive rather than disappearing after setup.
"I have so many great things to say about them, they have consistently kept up with changes in the market, constantly making sure everything is up to date with our announcements, events, etc. One thing I noticed is the never-ending improvement and striving to be better.
They were also great at making themselves available when I had any questions, super happy with everything. Thank you."
Tais Santos
Manager, Frankel Group
New York, NY
Review left on December 29, 2025
Vacation Rental Platform
From Feast-or-Famine Pipeline to Qualified Opportunities Every Week
The Situation
StayShare is a vacation rental platform connecting property owners with short-term guests. Their growth depended almost entirely on word-of-mouth referrals from existing property owners. Some months were packed with new listings. Others were completely quiet. The team had no way to predict, control, or accelerate new property owner acquisition, which made revenue planning and team scaling nearly impossible.
What We Built
We built a targeted outbound system aimed directly at active Airbnb and VRBO hosts in StayShare's target markets, using a combination of intent data and property management signals to identify hosts who were already frustrated with existing platforms or actively looking for alternatives. We wrote sequence copy around the specific pain points of property owners: unpredictable occupancy, rising platform fees, and lack of support. The infrastructure was set up with proper deliverability and warming so messages actually landed in inboxes.
"Since partnering with them we went from inconsistent to much more consistent opportunities. Very nice people and great experience with them."
Kevin S.
Founder, StayShare
Miami, FL
Review left on January 14, 2026
Browser Automation SaaS
Demo Pipeline Built From Zero in 60 Days. Sales Team Finally Has Calls to Close.
The Situation
PixieBrix had built a genuinely impressive browser automation and workflow extension platform with real traction among technical users. But their go-to-market was almost entirely inbound and product-led. Sales conversations happened when prospects found them, not when PixieBrix decided to grow. The pipeline was shallow, unpredictable, and completely dependent on content and community rather than active outreach. The sales team had capacity but not enough qualified conversations to fill it.
What We Built
We built outbound targeting operations leaders, product managers, and digital transformation decision-makers at mid-market SaaS companies and tech-forward organizations with 50 to 500 employees. The messaging led with the specific workflow automation problems those buyers face daily rather than product features, and was sequenced across email and LinkedIn touchpoints to match how enterprise buyers actually research software purchases. Within 60 days the sales team had a consistent, predictable flow of demo calls from decision-makers who showed up knowing exactly what PixieBrix does.
"Honestly, we tried a few things and tried to do this ourselves, but nothing really stuck. Within the first two months we were getting on calls with the exact buyers we needed. The quality of the conversations was day and night compared to what we originally generated on our own."
Savannah M.
Head of Sales, PixieBrix
New York, NY
Review left on March 3, 2026
Real Estate AI Platform
20+ Qualified Meetings With Real Estate Decision-Makers in Under 60 Days
The Situation
IQLAND had built a sophisticated AI-powered platform designed to help real estate professionals analyze markets, evaluate properties, and make faster investment decisions. The technology was legitimately ahead of what most agents and brokerage principals were used to seeing. But getting in front of the right buyers was the problem. The real estate space is flooded with vendors pitching tools, and agents receive so much noise in their inboxes that most cold outreach gets deleted on sight. IQLAND needed a way to cut through and actually start conversations with decision-makers who had buying authority.
What We Built
We built precision outbound targeting top-producing agents handling $10M or more in annual transactions, independent brokerage principals, and real estate investment firms actively managing residential portfolios. The key was the targeting filter: we specifically identified professionals who were already evaluating technology solutions, not those who were satisfied with the status quo. Our copy led with the financial cost of slow market analysis and missed deal timing rather than platform features. We also layered LinkedIn touchpoints alongside email to build familiarity before the ask, which significantly improved reply rates in a saturated market.
"Our product was strong, the real hurdle was convincing real estate professionals to give it their attention in the first place. The team put together a targeting approach we'd never have come up with ourselves, and once it kicked in, meetings came through quickly. At that point in our growth, it was exactly the piece we were missing."
Brittany V.
Head of Growth, IQLAND
Atlanta, GA
Review left on May 19, 2026
Commercial & Residential Flooring
First Commercial Contract in 45 Days. No New Sales Rep Required.
The Situation
American Dream Flooring had spent years building a solid residential business on referrals and repeat customers. The work was good, the reviews were strong, and the team was capable of handling much larger commercial projects. But the commercial market requires a completely different sales motion: longer cycles, more stakeholders, and relationships with decision-makers who receive a lot of vendor outreach. They had tried a few approaches to break into commercial without success, and they did not want to hire a full-time sales rep before validating that the commercial opportunity was actually there.
What We Built
We built outbound targeting three specific buyer types in their metro area: commercial property managers overseeing office and retail portfolios, general contractors managing new construction and renovation projects, and commercial interior designers who specify flooring as part of larger fit-outs. For each segment we built a separate messaging track, because a property manager cares about turnaround time and compliance, a GC cares about subcontractor reliability and pricing, and a designer cares about material selection and project coordination. The specificity of the messaging is what drove response. Their first commercial contract came in at the 45-day mark, and the pipeline has continued to build from there.
"For years we'd been boxed into residential, always saying we wanted to move into commercial but never sure how to actually reach those decision makers. Our first contract closed in 45 days. Commercial is now a second revenue line we're going after in earnest, and it's paying off."
Abdalluh H.
Owner, American Dream Flooring
Bloomfield Hills, MI
Review left on June 10, 2026
Real Estate Brokerage
International Investor Pipeline Built From Zero. Qualified Conversations Every Week Within 90 Days.
The Situation
Springfield Properties was selling Dubai real estate to international buyers: expats, overseas investors, and high-net-worth individuals looking at UAE property for both lifestyle and portfolio diversification. They had a strong track record with existing clients and a handful of referral relationships, but zero systematic way to reach new buyers outside their existing network. Selling property to international buyers at distance requires an unusually high level of trust before a prospect will engage seriously, which makes generic outreach almost completely ineffective. They needed outreach that was specific, credible, and built for the psychology of the high-net-worth buyer.
What We Built
We built a targeted outbound system reaching three international buyer profiles: UK and European expats with existing Dubai connections who were considering a property purchase, GCC-based investors looking to diversify into UAE residential, and North American high-net-worth individuals who had shown signals of interest in international real estate investment. The messaging was built around the specific financial logic of Dubai property: no income tax, strong rental yields, relatively accessible entry points compared to comparable markets in London or New York, and the lifestyle upside of UAE residency. Each message track was personalized to that buyer's likely starting objection. Within 90 days Springfield had a consistent flow of qualified investor conversations coming in on a weekly basis, from buyers who had never been in their network before.
"For a long time, everything we did ran on our personal network. Pilot Systems opened a channel to international investors we'd never crossed paths with, and the caliber of those conversations genuinely surprised us. Within the first month we had investors asking pointed questions about specific properties."
Josh S.
Sales Director, Springfield Properties
Dubai, UAE
Review left on July 5, 2026
Reviews
What Clients Say
"Since partnering with Pilot Systems our pipeline has gone from very inconsistent to full of qualified opportunities."
"Qualified calls started landing on my calendar within weeks. For the first time, our growth doesn't depend on referrals."
"They slay. Incredible. Look no further. Will be doing a lot more with them."
"The targeting and messaging were dialed in from day one. We were talking to the right decision-makers fast."
"They booked us meetings with buyers we'd been trying to reach for a year. The whole system just runs."
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