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ClearCalcs, a leading provider of engineering computation software, partnered with Whistle to manage rapid growth and an expanding lead pipeline. Known for replacing manual spreadsheets and costly desktop programs with intuitive, cloud-based templates, ClearCalcs reached a stage where increasing inbound interest demanded a scalable, structured approach to sales outreach. Whistle stepped in to streamline lead follow-up, clear backlog trialist lists, and accelerate demo bookings to sustain ClearCalcs’ growth momentum
Scaling Demand: A surge in leads left the internal team without the capacity to respond quickly or consistently.
Backlog of Trialists: Hundreds of previous trial users required structured follow-up to identify new opportunities.
Time Constraints: Limited bandwidth prevented the team from balancing outreach with daily operational tasks.
Whistle built a lean, high-efficiency SDR model tailored to ClearCalcs’ immediate growth stage.
Dedicated Appointment Setting
Whistle deployed one full-time Appointment Setter (two SDRs working in alternating four-hour shifts), ensuring consistent coverage and proactive outreach.
High-Volume Demo Scheduling
With structured call blocks and daily reporting, Whistle increased the volume of qualified demo bookings, filling ClearCalcs’ calendars and maintaining strong engagement rates.
Operational Alignment
A shared feedback loop between Whistle and ClearCalcs kept communication clear and goals aligned. Both teams collaborated closely to test, refine, and optimize outreach strategies in real time.
Meetings Scheduled: 279 meetings scheduled between January and July 2022.
Qualified Pipeline: 218 qualified sales opportunities created, generating a substantial pipeline value of $4,360,000.
Revenue Impact: Generated an estimated $872,000 in revenue, delivering a remarkable 53X ROI.
High Engagement: Achieved an 85% meeting held rate, confirming the high quality and intent of the booked leads.
Efficient Resource Use: Deployed a unique "split-shift" model with one full-time equivalent (two SDRs) to maximize coverage and responsiveness.
“It’s been an incredibly positive experience working with Whistle. The communication is open and upfront, and I especially appreciate that the Appointment Setters are proactive and confident to test and optimize the process.”
Scalable Growth Foundation: With a tested and efficient SDR model now in place, ClearCalcs has established the operational infrastructure needed to handle increasing lead volumes without overburdening internal teams.
Sustained Efficiency: The success of the split-shift appointment setting approach ensures that ClearCalcs can maintain high engagement rates and rapid lead response times as they continue to scale.
Focus on Core Innovation: By offloading the lead qualification and scheduling process, ClearCalcs’ internal team can dedicate their resources to product development and customer success, driving long-term value for their engineering user base.
Solutions
ClearCalcs regained valuable time to focus on core activities while maintaining a high demo volume.
Regular communication ensured campaign agility and consistent performance improvements.
With a tested model in place, ClearCalcs now has a foundation for sustained lead management efficiency.
