No CRM. No outbound. No funnel. Six months later, more than 1 in 2 cold replies become discovery calls.
Here is how we built it, in order.
Ausforming is an SAP consulting firm in Sydney. When we started there was no CRM, no marketing tool, no outbound program, and the website needed rebuilding. We designed the go-to-market motion first, then put the stack around it: a tight target list, Smartlead for sending, a new WordPress site, HubSpot Marketing and Sales Hub, and a pipeline where every stage has to be earned.
- EMAILS SENT1,000+/day
- REPLIES LANDED10–15/day
- BOOKED DISCOVERY>50% of replies
- INTO PIPELINEgated stages only
Who Ausforming is
Ausforming (ausforming.com) is a Sydney SAP consulting firm working across Australia and New Zealand. They match SAP customers with vetted global partners for master data, governance, value optimisation and digital transformation.
The buyers are senior and specific: the people who run or fund SAP landscapes at mid-size and large companies. That was useful. A narrow market is easier to reach well than a broad one, if you take the time to define it properly.
Starting from a blank page
Most of our projects start with fixing something. This one started with nothing to fix. No CRM, no automations, no sequences, no forms. That sounds easier. It is not. The order in which you build the pieces decides whether they end up as one system or four disconnected tools.
- 0Sales systemNone. No CRM in use, no source of record.
- 0Marketing automationNone. Newsletters, nurture, lifecycle: on the roadmap, nowhere built.
- 0Outbound motionNone. No sending infrastructure, no target list, no sequences.
- rebuildWebsiteExisted, but needed rebuilding. Not wired into anything.
- informalBuyer definitionClear internally, never written down as an operating target.
- n/aReply workflowNo inbox, no owner, no SLA. Nothing to route into.
Decide who you are talking to, first
Before we bought or set up a single tool, we wrote down the answers to three questions. Getting these right is the difference between outbound that books meetings and outbound that burns your sending domain.
- 01GeographyAustralia and New Zealand only. Sending windows, language, and BDR reachability all follow from this.
- 02Company profileSize, industry, and the tell that they run an SAP landscape worth Ausforming's attention.
- 03Buying titlesThe specific roles worth contacting, from the people who run SAP day to day up to the ones who sign off on the budget to change it.
- 04Message splitA message written for the SAP operator reads completely differently from one written for the executive who funds it. Never send the wrong one to either.
The list, then two ways of working it
A short list of the right accounts beats a big scraped one on every number that matters: deliverability, reply quality, meetings booked, deals closed. We then split the list in two, because the biggest accounts deserve a different kind of attention.
- · High volume, sequenced, run through Smartlead.
- · Reach a large number of the right people, every day.
- · Inbox rotation protects deliverability at volume.
- · Every send tied back to a Target Account List row.
- · Reserved for the accounts Ausforming most wants to win.
- · A generic sequence does more damage than no contact.
- · You only get one first touch. A templated one shows.
- · Kept off the mass rails from day one.
Four tools, one job each
Smartlead sends. WordPress captures. HubSpot Sales Hub owns the record and routes the work. Marketing Hub nurtures against the same database. No tool holds a version of the customer the others do not see.
- STEP 01SmartleadSendVolume, inbox rotation, deliverability at 1,000+/day. Top of the funnel.→
- STEP 02WordPressCaptureRebuilt from scratch. HubSpot plugin wires forms and page visits into contact records.→
- STEP 03HubSpot Sales HubRoute + ownReply assignment, tasks and SLAs, the gated pipeline. Where the business runs.→
- STEP 04HubSpot Marketing HubNurtureEmail marketing and newsletters against the same database the sales team works from.
What happens when someone replies
Most teams pour effort into lifting reply rates and almost none into what happens after the reply. That is backwards. A reply from a real buyer is the most valuable thing this whole system produces. We built for the first few minutes after it lands.
- T+0sReply lands in SmartleadBuyer hits send. Interest is at its peak.
- T+secondsSync to HubSpotReal-time push. Contact and reply attach to the same record.
- T+secondsAuto-assign to a BDRNamed owner. Not a shared inbox. Not a queue nobody checks.
- T+SLABDR works the replyOne job in that window: convert the live reply into a booked discovery call.
- OutcomeBooked or closed lostNo middle pile. The reply is either a call on the calendar or it is filed.
A pipeline where every stage has to be earned
Once a discovery call is done, the deal either moves forward with a clear reason or gets closed lost on the spot. There is no vague middle where deals sit for months pretending to be alive. That is where most forecasts fall apart.
- 01Discovery heldENTRYCall took place. Notes captured.EXITReal problem identified with buying context.
- 02Qualified opportunityENTRYNamed champion, timeline, budget signal.EXITFit and value confirmed on both sides.
- 03ProposalENTRYScope and commercials agreed in principle.EXITWritten proposal shared with the buying group.
- 04VerbalENTRYBuyer has said yes. Legal or procurement remains.EXITContract issued.
- 05Closed wonENTRYSigned. Kick-off scheduled.EXIT—
“The first time a cold reply turned into a booked call the same day, it stopped feeling like outbound and started feeling like a system that just runs.”
Hear it from Ausforming, in their own words
A short conversation on what changed, what surprised them, and what they would tell another founder about to start from zero.
What Ausforming has now
Buy the tools last, not first.
Decide who you sell to. Build the list. Agree who works what, and when. Then bring in the software to fit the plan you already have. And put your best effort where the money actually is: not in sending more emails, but in making sure a real buyer who raises their hand never has to wait.
Building your GTM engine from zero? We have done this before.
30 minutes, no deck. We walk through your ICP, list, stack, and reply workflow, and tell you the three things we would build first.