Fundraising Saas
RallyUp is a cloud-based fundraising platform nonprofits use to run and manage their fundraisers. They needed outbound that worked along their sales team, with enough context for reps to work it.
THE WORK
001
HOW TWO YEARS
ADDED UP
Targeting
Nonprofit decision-makers at orgs running fundraisers. Worked continuously over other angles
Months Running
28
Result
The monthly count climbed as we delivered consistently with 34 leads/month on average
Qualified Leads
956
Multi-channel
Every single contact enriched during handoff for outbound calling and LinkedIn outreach
Phone Coverage
95%
Outcome
At the time of reporting, February 2025. Tracked from our lead source in HubSpot
Meetings in 2 months
55
THE CLIENT
002
WHAT CHANGED
003
(the angle)
01
Enrichment before channel
Calling and LinkedIn only work if the record is already complete, so every contact was enriched at handoff before a rep ever touched it.
(the shift)
02
One channel became three
The motion started on email. Adding calling and LinkedIn meant the same accounts got worked through a second and third door instead of waiting on a reply.
(the takeaway)
03
The handoff was the unlock
Finding leads was never the constraint. What to do after a reply was, so the build went into the handoff rather than into more sends.
HOW IT RAN
004
The parts that did the work
Record-level enrichment
Contact data appended per record, so nobody was working a half-filled row
The handoff
Leads arrived with account and contact background already attached
One list, three channels
Email, calling, and LinkedIn worked the same accounts, never separate lists
Theirs to run
The enrichment and handoff flow sits inside RallyUp’s own HubSpot


