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EverX provides inventory management services for small and medium-sized consumer goods brands. When the company decided to scale its outbound efforts, it faced a choice: hire an in-house team or partner with an agency. Based on a strong referral from their Head of Marketing, EverX chose Whistle. The goal was clear—drive high-volume lead generation through strategic email campaigns, balancing scalability with personalized engagement. EverX wasn’t just looking for volume but to spark meaningful conversations and convert prospects into long-term customers.
High KPI Expectations: The campaign set ambitious targets, requiring consistent lead generation and conversion every month.
Ramp-Up Period: Domain warm-up and initial setup slowed early traction, making it difficult to hit monthly benchmarks immediately.
Single-Channel Approach: Relying solely on email limited opportunities for deeper conversations and a more comprehensive explanation of EverX’s offering.
Technical Issues: Early-stage personalization tokens weren’t pulling through correctly, affecting message quality and engagement.
Time Constraints: Before Whistle, EverX’s outbound efforts required significant manual work—sending individual emails one by one. This approach was time-consuming and difficult to scale.
Whistle adopted a focused, data-driven approach to manage EverX’s high-volume outreach while ensuring the messaging remained personal and relevant:
Personalized Messaging
By embedding relevant pain points and insights into outreach emails, Whistle kept messages conversational and tailored—avoiding overly sales-driven language.
Technical Optimization
Early API issues with personalization tokens were quickly identified and resolved, minimizing disruption and improving on message accuracy.
Consistent Communication
Weekly strategy check-ins and detailed performance reports ensured alignment and transparency, providing clear visibility into progress and results.
Real-Time Insights
A dedicated Slack channel allowed EverX to track outreach and engagement metrics in real time, allowing for collaboration and immediate feedback.
Operational Efficiency
By taking over outbound email campaigns and setting up EverX’s HubSpot account, Whistle freed up time for EverX’s leadership to focus on high-value activities like customer calls and deal closures.
Meetings Scheduled: Three to four qualified opportunities generated per week after the initial ramp-up period.
Improved Messaging Performance: Personalization efforts led to more engaging conversations and stronger response rates.
Early Traction: Despite technical challenges, the campaign gained early momentum with well-crafted, tailored outreach.
Operational Time Savings: EverX’s leadership was able to step back from manual outreach and focus on converting opportunities rather than creating them.
"For me, working with Whistle freed a lot of time from my hands. Now I can focus on what requires me—meeting the customer and converting opportunities—not driving them. The customer service is very, very good, and the people at Whistle are true professionals. They bring a lot of domain knowledge to the table, and the conversations are always productive and focused on optimizing performance. We’re very happy with the collaboration so far."
As the campaign matures, expanding beyond mass email to include phone outreach could drive stronger engagement and better-qualified leads. With foundational issues resolved and personalized messaging proving effective, EverX is well-positioned to scale its outreach and hit long-term growth targets.
Whistle remains committed to refining this strategy, ensuring EverX’s outreach not only meets KPIs but also builds enduring brand recognition and a solid sales pipeline.
Solutions
Thoughtful, well-researched messaging outperforms generic outreach, creating more meaningful prospect interactions.
Expanding outreach to include calls could help explain EverX’s offering in greater detail and accelerate conversions.
Transparent reporting and real-time feedback loops kept both teams aligned and agile, allowing for faster issue resolution and strategic pivots.
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