How Our Lead Generation Service Helped B Solo Reach Hundreds of Thousands of Solopreneurs

The Challenge: Manual Processes Limiting Scale

B Solo, the first all-in-one platform helping solopreneurs manage their businesses from a tax, benefits, and compliance perspective, was struggling with inefficient lead generation methods that severely limited their reach.

"We followed the traditional path, which is, you know, be as manual as possible and waste as much time as possible," explained Mark Jackson, CEO and co-founder of B Solo. "We were doing a combination of literally true manual LinkedIn outreach by manually searching for people that were self-employed using Sales Navigator."

As founders who were solopreneurs themselves for over 10 years, Mark and his co-founder had built a solution to their own biggest pain point. However, their outreach strategy faced significant limitations:

• Time-consuming manual searches for self-employed prospects

• Basic utilization of Clay without leveraging its full potential

• Inability to reach solopreneurs at scale

• Challenges identifying prospects due to inconsistent self-identification

The Solution: Advanced Targeting and Multi-Channel Automation

After connecting at a Clay webinar, our team implemented a comprehensive approach combining Clay's data capabilities with multi-channel outreach automation. Key elements included:

• Sophisticated targeting to identify solopreneurs through multiple indicators

• State-specific filtering for products with geographic limitations

• Multi-channel approach across both email and LinkedIn

• Expanded identification methods beyond basic job titles

• Implementation of creative "hacks" to find hidden solopreneurs

"Your team helped us make sure that we're hitting the right people with the right messaging and doing so at scale," Mark noted. "After we maximized the approach using Clay with your team, we also then used Apollo to build a whole other list of people that were coaches, and then we built a whole other list of people who had either 'founder' or 'CEO' in LinkedIn but their business was a business of one on LinkedIn, which I thought was a really cool hack."

The Results: Doubling Industry-Standard Performance

After approximately five months of working together, B Solo experienced dramatic improvements in their lead generation:

• Achieved 1 lead per 175 contacts (2x better than industry average of 1:300-350)

• Expanded from manual searches to reaching hundreds of thousands of prospects

• Successfully targeted prospects by state for geographically restricted products

• Gained valuable insights for future marketing initiatives

• Landed critical early customers for their venture-backed startup

"It was just so cool to be able to, as a smaller venture-backed startup, reach out to hundreds of thousands of people at once who fit our exact profile," Mark shared. "I think those learnings that we got and the customers we landed are going to be critical and priceless for B Solo moving forward."

The Difference: Professionalism and Partnership

What set our service apart was the combination of strategic insight and professional execution that transformed B Solo's approach to lead generation.

"The experience the whole way around was just an absolute pleasure, from meeting you and actually being able to see you in the Clay webinar dropping a lot of wisdom, to connecting very soon after," Mark noted. "Your team's professionalism and Balsha in particular is just an incredible resource."

This partnership enabled B Solo to overcome the common startup challenge of efficiently reaching their target market, providing them with both immediate customer acquisition and strategic insights that will continue to benefit their growth trajectory.