Use cases · Customer stories

Real teams. Real numbers. Real recovered revenue.

Eight detailed scenarios across B2B revenue teams and high-ticket service businesses — with the exact problem, the pain it caused, what Soluma did, and the measurable outcome.

2.4×

More qualified meetings booked

38%

Dormant pipeline re-engaged

<5 min

Avg. lead response time

$1.2M+

Recovered revenue per customer / yr

B2B revenue teams High-ticket services Industries we serve

Trusted by teams catching what was slipping

Northwind SaaSHelio HealthArdent LegalCobalt RenovationsVantage CoachingLumen Studios

For B2B revenue teams

When good leads sit waiting for someone to notice them.

SaaS, fintech, agencies, enterprise sales. Inbound, outbound, and the dormant pipeline — worked in parallel so your sales team talks to ready buyers first.

2.4×

Meetings booked

+$1.4M

Pipeline / qtr

−72%

Manual triage

Abstract visualization of B2B revenue pipeline

B2B SaaS

Northwind — Series B HR SaaS

Capture

$18M ARR · 6 AEs · 110 demo requests/mo

Problem

Inbound demo requests routed via Slack and email. Reps replied in 4–9 hours on average. Marketing kept hearing leads were ‘bad’.

Pain points

47% of demos never got a first reply within the same day
ICP-fit leads lost to faster competitors
Sales blamed marketing for lead quality, marketing blamed sales for follow-up

Soluma solution

Soluma intercepts every inbound form, enriches firmographics, scores against the live ICP, routes to the right AE by territory + segment, and fires an instant personalized first-touch.

Outcomes

First-touch time

4h 12m → 3m 48s

Meetings booked / mo

22 → 53

Pipeline created / qtr

+$1.4M

AE manual triage

−72%

“We thought we needed more leads. We just needed to stop losing the ones we already had.”

VP Sales, Northwind

B2B Services / Agency

Helio Growth — Performance marketing agency

Recover

42 staff · 600+ closed-lost in HubSpot

B2B Services / Agency — Helio Growth — Performance marketing agency

Problem

Two years of trial signups, closed-lost deals, and ghosted proposals sitting untouched in the CRM. Nobody had bandwidth to dig in.

Pain points

Hundreds of warm-but-cold contacts decaying
Re-engagement attempts felt generic and got ignored
AEs refused to work ‘old’ lists

Soluma solution

Soluma segmented dormant contacts by stage and reason-lost, ran context-aware re-engagement sequences referencing the original conversation, and routed live replies directly to the right AE.

Outcomes

Dormant contacts re-engaged

38%

Meetings re-booked (60 days)

Recovered ARR

$612K

Cost vs. new lead gen

−84%

“It paid for itself in the first 19 days.”

Head of RevOps, Helio

B2B FinTech

Vance Pay — Embedded payments platform

Prioritize

9-person sales team · 14k contacts in CRM

B2B FinTech — Vance Pay — Embedded payments platform

Problem

Half the CRM records were stale, mis-fielded, or missing context. Sales ignored the queue and forecasted on gut feel.

Pain points

Reps spent 3+ hrs/day on triage and research
High-fit accounts buried under noise
Forecast accuracy below 50%

Soluma solution

Records flow into Soluma daily, get enriched with firmographic + intent signals, scored against the ICP model, and the top opportunities are surfaced to each AE every morning.

Outcomes

Time on triage / rep / day

3h → 25m

SQL conversion rate

+41%

Forecast accuracy

48% → 81%

Win rate on top-tier accounts

+27%

“Our AEs finally trust the queue.”

CRO, Vance Pay

B2B Enterprise Sales

Ardent Cyber — Mid-market security

Authority

Outbound-led · 14 SDRs

B2B Enterprise Sales — Ardent Cyber — Mid-market security

Problem

Cold lists bounced, hit the wrong personas, or targeted accounts already in pipeline. SDRs disputed every list with marketing.

Pain points

Bounce rates above 22%
Reply rates stuck around 1.1%
Constant friction between SDR and marketing teams

Soluma solution

ICP fed into Soluma’s sourcing, enrichment, validation, dedupe, and scoring engine. Only verified, in-ICP prospects with intent signals reach the outreach sequence.

Outcomes

Bounce rate

22% → 1.8%

Reply rate

1.1% → 4.6%

SDR-to-meeting ratio

+2.9×

List disputes

−95%

“We don’t argue about lists anymore. We just sell.”

SDR Manager, Ardent Cyber

For high-ticket service businesses

When one missed enquiry is worth thousands.

Clinics, med spas, legal firms, renovation companies, consultants, coaches. Soluma answers, follows up, books, and recovers enquiries before valuable prospects move on.

28%

Missed-call recovery

+$418K

Added revenue / yr

38s

Avg. response time

Abstract visualization of high-ticket service business growth

Med spa / Aesthetics

Lumen Aesthetics — 3-location med spa

Capture

$4.2M revenue · 180+ inbound calls/wk

Med spa / Aesthetics — Lumen Aesthetics — 3-location med spa

Problem

Front desk juggled clients in-chair. 40% of incoming calls went to voicemail, and voicemails rarely got returned the same day.

Pain points

Missed calls = lost $800–$3,500 consults
Competitors picking up the phone faster
Owner working evenings to clear voicemails

Soluma solution

Every missed call triggers an instant branded SMS, a callback workflow, and a booking link. AI receptionist qualifies and offers live slots from the actual calendar.

Outcomes

Missed-call recovery

28% booked

Avg. response time

9h → 38s

Net new consults / mo

+62

Added revenue / yr

$418K

“We stopped losing $20k weeks to voicemail.”

Owner, Lumen Aesthetics

Home renovation / Construction

Cobalt Renovations — Custom remodels

Recover

$6M revenue · 80–120 open quotes at any time

Home renovation / Construction — Cobalt Renovations — Custom remodels

Problem

Owner sent quotes, then got pulled into active jobs. Quotes sat untouched for weeks until prospects went silent or signed with someone else.

Pain points

1 in 3 quotes never got a single follow-up
No visibility into which quotes were ‘alive’
Owner closing personally but inconsistently

Soluma solution

Soluma tracks every open quote, runs a multi-step follow-up cadence with project context, and surfaces hot replies for the owner to close personally.

Outcomes

Dormant quotes reactivated

1 in 5

Avg. follow-ups per quote

0.4 → 4.6

Close rate on quotes >30d

6% → 19%

Added booked projects / yr

+$520K

“Quotes used to die quietly. Now they get worked.”

Founder, Cobalt Renovations

Legal — boutique firms

Hale & Roe — Family + estate law

Prioritize

4 partners · ~70 intake enquiries/wk

Legal — boutique firms — Hale & Roe — Family + estate law

Problem

Every consultation booked the same way. Tire-kickers filled the calendar while high-value matters waited 3–5 days for a partner call.

Pain points

Partner time wasted on $0 consultations
High-value matters going to competitors
No consistent intake scoring

Soluma solution

Intake forms scored on case value, urgency, jurisdiction, and fit. Priority enquiries jump the queue and get a same-day partner call with brief auto-prepared.

Outcomes

High-value matter response

3d → same day

Partner hour utilization

+38%

Avg. matter value

+$2,800

Retainer conversion

+44%

“Our partners spend their day on cases worth their rate.”

Managing Partner, Hale & Roe

High-ticket coaching / Consulting

Vantage — Executive coaching

Authority

$15k–$60k programs · 40 discovery calls/mo

High-ticket coaching / Consulting — Vantage — Executive coaching

Problem

Prospects went quiet after discovery — they were comparing to 2–3 other coaches and lost confidence between calls.

Pain points

Long gaps killed momentum
No proof delivered between calls
Decision delayed past the close window

Soluma solution

Automated nurture delivers case studies, testimonials, framework previews, and proof assets timed to the buyer’s stage — keeping trust building between calls.

Outcomes

Discovery → close conversion

+45%

Avg. days to close

31 → 12

Ghost rate after discovery

−62%

Added program revenue / yr

$840K

“By the second call, they’re already sold.”

Founder, Vantage

Industries we serve

If buyers enquire and momentum dies, Soluma fits.

Beyond the eight detailed stories above, here are more industries actively running on Soluma today.

Real estate brokerages

Travel & concierge

Dental & cosmetic clinics

Accounting & advisory

DevTools & API platforms

Immigration & boutique law

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