INFORMATION TECHNOLOGY & SERVICES

How AUTOMATION ANYWHERE achieved a 72% response-to-meeting rate with Outbound System

72% response-to-meeting rate

35

35

meetings booked in 4 months

48

48

Average Replies Per Month

Cold Email

Cold Email

Outbound channel used

CLIENT REVIEW

Hear it straight from the client

Outbound System has been a great asset to our business. While we initially used it as a service to expand the conversations of our senior level leadership, pivoting to replace cold calling and has yielded exciting new clients. We look forward to a long relationship with them.

Outbound System has been a great asset to our business. While we initially used it as a service to expand the conversations of our senior level leadership, pivoting to replace cold calling and has yielded exciting new clients. We look forward to a long relationship with them.

Outbound System has been a great asset to our business. While we initially used it as a service to expand the conversations of our senior level leadership, pivoting to replace cold calling and has yielded exciting new clients. We look forward to a long relationship with them.

David Morrison, Director of Global Lead Generation at AUTOMATION ANYWHERE

David Morrison

Director of Global Lead Generation at AUTOMATION ANYWHERE

THE CHALLENGE

Where they were stuck

Automation Anywhere sells enterprise RPA into long, multi-stakeholder sales cycles. Deals stall unless outreach starts with leaders who own both the process pain and the budget, and traditional cold calling wasn't reaching them.

Enterprise deals stall unless outreach starts with stakeholders who own the problem and the budget.

IT teams evaluate technology but rarely initiate purchases, so targeting had to reach operations leaders.

Traditional cold calling wasn't producing senior-level conversations.

THE SYSTEM WE BUILT

How we solved their problems

Target operational pain, not job titles

Lists targeted large organizations in financial services, healthcare, manufacturing, and logistics with heavy manual process bottlenecks, the environments where automation ROI is most dramatic and most measurable. Sequences engaged C-suite and VP-level operations leaders who own process efficiency, not IT teams who evaluate technology but rarely initiate purchases.

Lead with deployment proof

Messaging skipped generic time-savings claims in favor of specific ROI metrics from enterprises of comparable size and complexity that had already deployed Automation Anywhere. LinkedIn ran in parallel at the senior leadership level. Mid-campaign, response data showed that systematic outbound prospecting for senior leaders was outperforming traditional SDR-style cold calling, so the channel mix pivoted accordingly.

Replace cold calling with a scalable system

The campaign generated 48 qualified responses per month and booked 35 meetings in 4 months with enterprises actively exploring automation. More importantly, it gave the team a repeatable framework: in David Morrison's words, pivoting to replace cold calling has yielded exciting new clients.

Enterprise RPA sales cycles are long, complex, and involve multiple stakeholders, which means outbound has to start conversations at the right level with prospects who have both the pain and the authority to act. We built prospect lists targeting companies with operational complexity and manual process bottlenecks: large organizations in financial services, healthcare, manufacturing, and logistics where automation ROI is most dramatic and most measurable. Cold email messaging led with implementation-specific proof. Not "automation saves time" but specific ROI metrics from enterprises of comparable size and complexity that had already deployed Automation Anywhere. Sequences were structured to engage C-suite and VP-level operations leaders who own process efficiency, not IT teams who might evaluate technology but rarely initiate purchases. LinkedIn outreach ran in parallel at the senior leadership level, building visibility through executive engagement and thought leadership content on operational transformation. The approach evolved mid-campaign based on response data: early engagement indicated that replacing cold calling with systematic outbound prospecting by senior leaders generated higher-quality conversations than traditional SDR outreach, so we pivoted the channel mix accordingly. The campaign generated 48 qualified responses monthly and 35 meetings in 4 months with enterprises actively exploring automation, and more importantly, built a pipeline framework that Automation Anywhere adopted as a complement to their internal team.

Outbound System ran the program end to end: targeting, messaging, infrastructure, and optimization. The campaign generated 48 qualified responses per month and 35 booked meetings in four months, and replaced traditional cold calling for senior leadership outreach.

FAQ

Frequently asked questions

Common questions about this case study, answered.

How does outbound work for enterprise RPA sales?

Start where the authority is. The campaign engaged C-suite and VP-level operations leaders who own process efficiency, and led with deployment-specific ROI proof from comparable enterprises instead of generic automation claims.

What results did Automation Anywhere get?

48 qualified responses per month and 35 booked meetings in four months, with the program expanding senior leadership conversations and replacing traditional cold calling in the channel mix.

Why did Automation Anywhere move away from cold calling?

Mid-campaign response data showed that systematic outbound prospecting for senior leaders produced higher-quality conversations than traditional SDR cold calling, so the mix pivoted, and the pivot yielded new clients.

MORE CASE STUDIES

More Cold Email results

See how other B2B teams turned outbound into booked meetings.

MBO VENTURES

INVESTMENT BANKING

20

meetings booked in 4 months

27%

Reply Rate

Strategy

ESOP transactions are deeply personal for business owners. They're not just financial events. They're decisions about legacy, employee welfare, and the future of something they built. Cold outreach in this space has to reflect that gravity, or it gets deleted instantly. We targeted owners of mature companies with 50+ employees using a blend of LinkedIn data and Apollo enrichment, filtering for signals that suggested exit readiness: founder age and tenure, company age, stable revenue patterns, and industries where ESOP structures are most advantageous. LinkedIn outreach was the lead channel. These are relationship-driven decision-makers who respond to peer-level engagement, not mass email. Connection requests from MBO's team were paired with thought leadership content on ESOP structures, creating a consultative first impression rather than a transactional one. Cold email sequences reinforced the LinkedIn touchpoints with specific ESOP case studies: how comparable business owners preserved company culture and unlocked personal equity without selling to private equity or competitors. The messaging deliberately avoided urgency tactics. Rushing an owner toward an exit conversation is the fastest way to lose trust. Instead, sequences were paced to educate over weeks, letting the prospect arrive at the conversation on their own timeline. AI cold calling was reserved for owners who engaged with multiple touchpoints but hadn't booked, using brief, respectful scripts focused on education rather than closing. The campaign hit a 27% reply rate and secured 20 qualified meetings in 4 months with business owners actively exploring their options.

Read The Full Case Study →

"Getting leads to have the actual appointments - that's not difficult anymore."

Darren Gleeman

Managing Partner at MBO VENTURES

Darren Gleeman, Managing Partner at MBO VENTURES

INTUIFY

MARKET RESEARCH FIRM

15

meetings booked in 3 months

64

Average Replies Per Month

Strategy

CPG brand managers are drowning in data from surveys, panels, and analytics platforms, but what they actually need are insights that change decisions. INTUIFY's research methodology delivers exactly that, but breaking through to brand managers who are skeptical of yet another research vendor required a different kind of outreach. We built prospect lists targeting brand managers, consumer insights directors, and innovation leads at CPG companies, with a focus on brands actively launching new products or entering new categories. These signals meant research budgets were live and decisions were being made. Cold email messaging led with INTUIFY's differentiation: unfiltered consumer insights using innovative research techniques, not sanitized survey data that tells brand managers what they already know. Sequences were personalized by product category, so a beverage brand manager heard about beverage research and a personal care brand manager heard about personal care insights. LinkedIn outreach targeted the same prospects with content-driven engagement, sharing consumer insight trends that demonstrated INTUIFY's expertise before asking for a meeting. Enterprise infrastructure (2 USA IPs, 100 Outlook inboxes) maintained deliverability into corporate inboxes at major CPG companies, which often run the most aggressive email filtering. The campaign achieved 64 monthly replies and booked 15 meetings in 3 months, including engagement with major brands like Pepsi. Notably, INTUIFY returned for a second engagement after the first delivered results, a testament to the pipeline's quality and consistency.

Read The Full Case Study →

"We were with Outbound System before and got great results. Now we are back. You have someone dedicated to your account who reaches out and is a resource. Their proven system works wonderfully!"

Kevin Karthy

CEO and Co-Founder at INTUIFY

Kevin Karthy, CEO and Co-Founder at INTUIFY

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.