Case Studies

Case Studies

UNUM

How We Helped A Software Platform Scale Their B2B Outbound Strategy

Product/Service: Software (SaaS) Platform

Market: B2B Decision-Makers

Results: High-Volume Meeting Generation & Pipeline Momentum

Challenge: UNUM, a SaaS company, struggled to consolidate their outbound messaging across email and LinkedIn channels while effectively tracking campaign success. Their biggest obstacle was reaching and targeting the right audience with cohesive messaging that would drive meaningful engagement.

Solution: Lumos implemented a comprehensive multi-channel outbound strategy, running targeted campaigns across both LinkedIn and email. We consolidated UNUM's target audience into strategic lists, developed clear and non-salesy messaging sequences, and continuously tested different campaign variations to optimize performance. Our team provided seamless communication and rapid campaign deployment, often launching new initiatives within 24 hours of client requests.

Results:

4,454 LinkedIn connections sent with a 52.6% acceptance rate (2,345 connections accepted)

2,132 LinkedIn messages sent generating 778 replies (36.5% reply rate)

High meeting volume generated through both LinkedIn and email outreach

Successfully consolidated targeting strategy that reached the right decision-makers

Increased discovery calls and website traffic driving platform awareness

Strong pipeline momentum with consistent signups across all campaign variations

Scalable outbound process that delivered measurable traction across multiple tested campaigns

FireVibe

How We Helped A Web Design Agency Automate Their Lead Generation

Product/Service: Web Design Agency

Market: Small-Medium Business Owners & Solopreneurs

Results: 2 New Clients Closed in First Month

Challenge: FireVibe Web Design, serving solopreneurs and businesses up to $1M in revenue, relied entirely on time-intensive in-person networking, face-to-face interactions, and referrals for lead generation. While generating 3-10 leads per month, their results were highly inconsistent since networking events were limited and referrals were unpredictable. They had never implemented any digital outreach system and found traditional methods like cold calling and basic email frustrating and ineffective.

Solution: Lumos implemented a systematic LinkedIn outreach strategy with ongoing optimization through bi-weekly strategy calls. Rather than a "set it and forget it" approach, we established a continuous testing framework to refine messaging based on acceptance rates, response patterns, and prospect feedback. This data-driven approach allowed FireVibe to identify what resonated most with their target market while automating the outreach process to save time.

Results:

1506 LinkedIn connections sent with a 35.9% acceptance rate (540 connections accepted)

530 LinkedIn messages sent generating 201 replies (37.9% reply rate)

20 interested prospects booked a meeting in the first month alone with just 1 profile

High show-up rates with majority of booked prospects attending calls

5 new clients closed within the first 2 months of launching campaigns

Consistent lead flow replacing unpredictable networking-dependent pipeline

Scalable system ready to expand from 1 to 4 accounts for increased volume

Improved messaging strategy across multiple campaigns and target audiences

Activate OS

How We Helped a Construction Equipment SaaS Build Pipeline

Product/Service: Equipment Management SaaS (for construction fleets & dealerships)

Market: Construction Fleet Owners & Equipment Dealers (dealer principals, fleet managers, operations leaders)

Results: Consistent meetings each week, premium-fit leads, and expanded audience reach

Challenge: Activate OS had tried the usual suspects—cold email, cold calling, a bit of paid/social—without enough budget, bandwidth, or in-house expertise to make them work. As a lean startup, the team needed a time-efficient way to reach the right decision-makers, book conversations, and counter a common blocker in their space: prospects defaulting to better-known brands simply due to recognition.

Solution: Lumos implemented a LinkedIn-led outbound system tailored to Activate’s ideal customer profile (ICP) across construction fleets and equipment dealerships, running campaigns across three of the team’s LinkedIn profiles. They built and continuously refreshed high-precision ICP lists targeting dealers and fleet owners, then launched LinkedIn connection and messaging flows complemented by matching email follow-ups. To ensure strong deliverability and brand reputation, Lumos warmed and governed email infrastructure while rapidly iterating messaging and targeting to keep up with frequent product and positioning pivots. Performance was reviewed bi-weekly to make fast, data-driven adjustments. When wrapping up, Lumos provided offboarding support by exporting segmented lead lists along with connection and InMail cohorts for Activate’s internal handover.

Results:

3,505 LinkedIn connections sent with a 32.6% acceptance rate (1,142 connections accepted)

1,235 LinkedIn messages sent generating 449 replies (36.4% reply rate)

High meeting volume generated through LinkedIn outreach

Successfully consolidated targeting strategy that reached the right decision-makers

Increased discovery calls and website traffic driving platform awareness

Strong pipeline momentum with consistent signups across all campaign variations

Ready to scale your outbound sales?

Book a free consultation to learn how we've driven thousands of leads for hundreds of companies.

Ready to scale your outbound sales?

Book a free consultation to learn how we've driven thousands of leads for hundreds of companies.

Ready to scale your outbound sales?

Book a free consultation to learn how we've driven thousands of leads for hundreds of companies.