Shawn’s track record
Field Report/Outbound/8 min read

How 24,000 calls helped create $4.7M in pipeline and a better outbound playbook at Rippling

From Shawn Fletcher’s time at Rippling, this field report shows how better funnel visibility, discovery, talk tracks, and qualification helped turn outbound activity into stronger pipeline.

Rippling sells several products across HR, IT, and Finance. That creates more opportunity, but it also creates more ways for outbound to miss.

From my time at Rippling·From Shawn Fletcher’s time as a Business Development Representative at Rippling
$4.7M
New pipeline
generated
$2.6M
Lifetime value of
new clients
24,000
Calls completed
and tracked
+26%
Increase in
call-to-demo rate

The right message for a CFO may not work with a Head of HR. A meeting can look good on the calendar but never become a real sales opportunity. A rep can make hundreds of calls without learning what needs to change.

The work was not only creating more activity.

It was building a better way to see what was happening, learn from every conversation, and turn that information into stronger targeting, messaging, discovery, and follow-up.

The problem

More activity did not always mean more qualified pipeline

Rippling's outbound team worked across different products, buyers, company sizes, and reasons to buy. One prospect may care about payroll. Another may be trying to control company spend. Another may be dealing with onboarding, compliance, or hiring across several states. That meant the team could not rely on one message or one basic script.

One outbound motion → three different buyers
One script
Same opener, same pitch, every call
A buyer who cares about payrollwrong hook
A buyer who cares about company spendwrong hook
A buyer who cares about onboarding and compliancewrong hook

It also meant the normal top-of-funnel numbers did not tell the full story. A meeting could be booked with the wrong buyer. A prospect could agree to a demo without a strong reason to change. One segment could create many conversations but very little pipeline. Another could produce fewer meetings but much larger opportunities.

The question everyone asks
How do we book more meetings?
The question that matters
How do we create more meetings that have a real chance of becoming revenue?
The solution

Make the full funnel visible

The first step was understanding where the outbound motion was breaking. That meant looking beyond total calls and meetings booked. The team needed to see how many calls became connections, how many connections became pitches, how many pitches became conversations, how many conversations became meetings, how many meetings became qualified opportunities, and which buyers, messages, and segments created real pipeline.

The full outbound funnel
Stage by stage, not exact counts
Calls made
24,000
Connections
who picked up
Pitches
got a hook in
Conversations
real discovery
Meetings
on the calendar
Qualified pipeline
$4.7M

Dashboards helped make those gaps easier to see.

Instead of telling reps to simply make more calls, the team could see whether the issue was the data, the opener, the discovery process, the offer, or the quality of the meeting.

This made it possible to change the part of the system that was actually holding results back.

The solution

Use calls to improve discovery

The calls were not only a way to book meetings. They were also the fastest way to understand what buyers cared about. Discovery training was built around helping reps collect better information and avoid stopping at the first surface-level problem. That included:

  • Asking better follow-up questions
  • Understanding the prospect's current process
  • Finding the real cost of the problem
  • Learning what the buyer wanted to change
  • Finding other people involved in the decision
  • Looking for more opportunities inside the same account
  • Separating a real objection from a quick brush-off
Call-to-demo rate, relative
Before
After discovery training+26%

This helped increase the call-to-demo rate by 26%. The improvement did not come from finding one magic opening line. It came from helping reps hold better conversations once someone answered.

The solution

Build new talk tracks around new products

As Rippling expanded its outbound motion, the team also needed new ways to explain products that buyers did not always connect with Rippling. One example was standalone Spend. The talk track had to help a rep move from a cold opening into a useful conversation about how the company managed cards, expenses, approvals, and financial control. The talk track was reworked, tested, and then shared with more than 200 SDRs.

Tested → shared with the whole team
200+ SDRs

This was not only a new script. It was a way to help a large team understand a new buying problem and speak about it in a consistent way.

The solution

Remove work that kept reps from selling

Call logging was creating unnecessary manual work. An initiative with Nooks helped remove that step, allowing call activity and results to be captured without making reps stop and enter everything themselves. That change helped improve SDR metrics by 30%.

Where the rep's hour went
+30% SDR metrics
Before
Logging
Selling
After Nooks
Selling

It was a simple lesson. Sometimes the best way to increase activity is not to ask people to work harder. It is to remove the work that should not have been there in the first place.

The solution

Change the plan when the market changed

Summer created a different problem. Prospects were traveling, spending less time at their desks, and pushing decisions into the fall. The answer could not only be to keep using the same cadence and hope people responded. A new summer outbound plan was built around:

Reaching buyers through LinkedIn
Targeting event attendees
Working the highest-value accounts more closely
Returning to older opportunities where timing had been the problem
Using voice, video, gifts, and personalized messages
Coaching reps through common summer objections
Increasing useful activity without treating volume as the only answer

The plan also separated real objections from brush-offs and gave reps better questions to keep conversations open.

The results

Outbound became easier to measure, teach, and improve

The work contributed to:

$4.7M in new pipeline across HR and Finance buyers
More than $660K in closed won revenue
A 26% increase in call-to-demo rate
A 30% improvement in SDR metrics after removing manual call logging
A new Spend talk track rolled out to more than 200 SDRs
Better visibility into the difference between activity, meetings, qualified pipeline, and revenue
Pipeline created →
Meetings booked →
Fewer meetings, large fast-growing accounts
Solid pipeline, steady interest
Many meetings, little pipeline

Better visibility into the difference between activity, meetings, qualified pipeline, and revenue. Once we could see it, we could aim for the top-right, not just the top of the funnel.

The larger result

A clearer way to run outbound

The larger result was not one script or one dashboard. It was a clearer way to run outbound.

A loop, not a line

01
Calls
Every dial is activity and research at the same time.
02
Information
What buyers care about, object to, and compare against.
03
Discovery & messaging
Sharper openers, questions, and talk tracks.
04
Stronger meetings
Right buyer, real problem, genuine urgency.
05
Pipeline & revenue
Followed through to closed won, and back into targeting.

Calls created information. That information improved discovery and messaging. The improved motion created stronger meetings. The meetings could then be followed through pipeline and closed revenue.

Why this matters

Outbound needs to learn from what happens after the activity

A lot of outbound teams stop the analysis at replies and meetings. But a meeting is not the final result. You also need to know:

Was it the right company?
Was it the right buyer?
Was there a real problem?
Was there enough urgency?
Did the meeting become pipeline?
Did the opportunity move forward?
Did it turn into revenue?
What should the team repeat or change?
What this became

We do not only make calls and send emails. We track what the market tells us, what becomes pipeline, which companies become valuable clients, and what needs to change in the next round.

That thinking became part of how Velosite works today.

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