Outrelay

Case studies

Meetings booked. Closed on Pipeline. Proven in reports.

These are illustrative composite scenarios modeled on early-access patterns — not named customer endorsements. Results vary by offer, audience, and messaging.

Solo SaaS founder · B2B SaaS

From scattered DMs to 6 booked meetings on Pipeline

A founder running outbound alone stopped losing “sure, let’s chat” replies in LinkedIn. Discover + a calendar CTA sequence + Inbox confirm put every yes onto Pipeline.

6

Meetings booked / month

−60%

Founder hours on outreach

9 days

Time to first booked meeting

Challenge

Manual LinkedIn took 8+ hours a week. Accepted connects and soft yeses lived in DMs — no owner, no time, no report for investors.

Approach

  • Connected one LinkedIn sender with warmup and weekly caps
  • Connected Gmail for follow-up email sequences on warm leads
  • Used Discover to build a 40-lead ICP list (title + region filters)
  • Ran a niche SaaS playbook with {{calendarLink}} on the ask step
  • Confirmed booked in Inbox (time + notes) and closed Won/Lost on Pipeline
“Trial success wasn’t “campaign Active.” It was the first card in Meeting — with a time on it.”
DiscoverCampaignsEmailInboxPipelineGoogle Calendar

2-person sales team · B2B services

SDR books on LinkedIn — closer owns Pipeline

An SDR and founder split roles: outreach capacity on two senders, assignees on Pipeline, Analytics for weekly coaching — meetings no longer died after the reply.

100%

Meetings with an owner

< 1 day

Reply → booked confirm

Yes

Won tracked on board

Challenge

The SDR generated replies, but the founder never saw which ones were real meetings. Handoff was Slack screenshots.

Approach

  • Growth plan: two senders with separate weekly limits
  • Condition-branch sequences (accepted → message; else wait)
  • Inbox categorization + confirm booked with notifications
  • Pipeline assignees (SDR → founder) and weekly Analytics review
“Inbox is the conversation. Pipeline is the handoff. We finally stopped asking “wait, did they book?””
SendersCampaignsInboxPipelineAnalyticsTeam

Boutique agency · Demand gen agency

Client reports that show meetings — not message spam

An agency replaced activity screenshots with Meetings & Pipeline PDF/CSV. Clients see booked and Won; the team runs Auto-Pilot drafts per account.

Minutes

Client report prep

PDF / CSV

Proof artifact

Outcomes

Retainer conversation

Challenge

Retainers were judged on “messages sent.” Clients asked what happened after the DM. Reporting took a half-day of screenshots.

Approach

  • Workspace per client brand with per-sender limits
  • Auto-Pilot profile for ICP drafts; niche playbooks for first campaigns
  • Confirm booked → Pipeline Meeting → Won/Lost as delivery truth
  • Export Meetings & Pipeline PDF for monthly client reviews
“We stopped sending vanity counts. The PDF shows meetings booked and deals Won — that’s the retainer story.”
Auto-PilotCampaignsPipelineReportsWebhook

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