Challenge
Hearth's brokers were billing hours, not prospecting time. Their lead lists were stale within a quarter and they had no consistent way to reach owners and operators outside their personal networks during a down market.
Solution
Real-time, trigger-based targeting on funding events, hiring spikes, and corporate relocations, paired with a broker-voice sequence written specifically for owner-operators and family offices.
Results
- $48M in deal volume directly attributed to outbound campaigns
- 31 owner-side meetings booked across nine months
- Two trophy properties sourced exclusively through outreach
- Broker prospecting time dropped from 18 to 4 hours per month
"Outbound finally feels like a brokerage tool, not a SaaS gimmick. The deal flow is real."