Customer Stories
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GetBoardwise
How Boardwise Scaled Qualified Outreach Without Adding More Sales Admin
1,032
opportunities generated from Boardwise’s priority audiences in one month
2,912
replies managed by an AI agent for hands-free qualifications
1,032
opportunities generated from Boardwise’s priority audiences in one month
2,912
replies managed by an AI agent for hands-free qualifications
“Stamina understood exactly what we needed and built an outbound and reply system that delivered strong results while taking a huge amount of manual qualification work off our team.”
—
Ryan Sharrock
,
Head of Sales
,
GetBoardwise
About
GetBoardwise
GetBoardwise helps senior executives, advisors and consultants secure Non-Executive Director, Board Advisor and portfolio-career opportunities. Its personalised service combines positioning, targeted outreach and direct engagement with CEOs, Chairs and Founders to uncover board roles that are often never publicly advertised. GetBoardwise operates across the UK, US, Europe and other international markets.
CHALLENGE
Outbound Was Working, but Qualification Was Slowing the Sales Team Down
The GTM AI that AI leaders choose
Boardwise already understood outbound. Its seven-person sales team used HubSpot, cold email, LinkedIn and paid acquisition to reach senior professionals interested in developing portfolio careers.
The problem was not a lack of replies. It was the amount of time required to understand which replies represented genuine sales opportunities.
Many prospects entered conversations without fully understanding that GetBoardwise was a paid service, whether the service matched their career goals or what would be required to move forward. Account executives were spending time sending emails, explaining the business model and manually qualifying responses instead of focusing on suitable candidates and closing new customers.
SOLUTION
Five Targeted Campaigns Supported by an AI Reply Agent
The GTM AI that AI leaders choose
Stamina built five campaigns around distinct professional audiences, including portfolio-career professionals, fractional and independent executives, private-equity and scale-up leaders, specialist experts, and coaches and mentors.
Each audience received messaging designed around its specific career position and reasons for exploring board work. Across the five campaigns, Stamina sent 41,197 targeted emails and generated reply rates ranging from 11.74% to 17.91%.
To increase the speed to reply to a lead, Stamina also created a dedicated reply agent for Boardwise. The agent responded to inbound interest, answered common questions and qualified prospects against the criteria agreed with the sales team.
OUTCOME
2,912 Replies Turned into a More Manageable Sales Pipeline
The GTM AI that AI leaders choose
The five campaigns generated 2,912 replies, including 1,032 positive responses from Boardwise’s target audiences.
That level of engagement would ordinarily create a significant amount of additional inbox management for the sales team. Instead, the reply agent provided the first layer of response and qualification, helping Boardwise identify suitable prospects and move them towards meetings faster.
The result was more than additional outbound volume. Boardwise gained a coordinated system for sourcing prospects, generating interest and qualifying responses before they reached an account executive.
“Stamina understood exactly what we needed and built an outbound and reply system that delivered strong results while taking a huge amount of manual qualification work off our team.”
—
Ryan Sharrock
,
Head of Sales
,
GetBoardwise
About
GetBoardwise
GetBoardwise helps senior executives, advisors and consultants secure Non-Executive Director, Board Advisor and portfolio-career opportunities. Its personalised service combines positioning, targeted outreach and direct engagement with CEOs, Chairs and Founders to uncover board roles that are often never publicly advertised. GetBoardwise operates across the UK, US, Europe and other international markets.
CHALLENGE
Outbound Was Working, but Qualification Was Slowing the Sales Team Down
Boardwise already understood outbound. Its seven-person sales team used HubSpot, cold email, LinkedIn and paid acquisition to reach senior professionals interested in developing portfolio careers.
The problem was not a lack of replies. It was the amount of time required to understand which replies represented genuine sales opportunities.
Many prospects entered conversations without fully understanding that GetBoardwise was a paid service, whether the service matched their career goals or what would be required to move forward. Account executives were spending time sending emails, explaining the business model and manually qualifying responses instead of focusing on suitable candidates and closing new customers.
SOLUTION
Five Targeted Campaigns Supported by an AI Reply Agent
Stamina built five campaigns around distinct professional audiences, including portfolio-career professionals, fractional and independent executives, private-equity and scale-up leaders, specialist experts, and coaches and mentors.
Each audience received messaging designed around its specific career position and reasons for exploring board work. Across the five campaigns, Stamina sent 41,197 targeted emails and generated reply rates ranging from 11.74% to 17.91%.
To increase the speed to reply to a lead, Stamina also created a dedicated reply agent for Boardwise. The agent responded to inbound interest, answered common questions and qualified prospects against the criteria agreed with the sales team.
OUTCOME
2,912 Replies Turned into a More Manageable Sales Pipeline
The five campaigns generated 2,912 replies, including 1,032 positive responses from Boardwise’s target audiences.
That level of engagement would ordinarily create a significant amount of additional inbox management for the sales team. Instead, the reply agent provided the first layer of response and qualification, helping Boardwise identify suitable prospects and move them towards meetings faster.
The result was more than additional outbound volume. Boardwise gained a coordinated system for sourcing prospects, generating interest and qualifying responses before they reached an account executive.