Socioglobal

For MSPs, software firms and ERP partners

We fill your calendar with qualified sales calls. Then we help you close them.

We find the buyers worth pursuing, run the outreach, and work every reply and stalled deal until it becomes a client. Live in 3 weeks. You own everything we build.

Built for MSPs, software firms and ERP partners with 5 to 50 people. No monthly fee until your first email goes out.

Pipeline board

Qualified

Acumatica rollout · $42k
MSP retainer · $18k

Proposal

ERP migration · $86k
Managed IT · $31k

Closing

Sage partner · $64k
Weighted $181k+3 deals this week

Illustrative example

10+ years selling IT services, software and ERP$10M+ in B2B revenue generated300+ B2B clients servedBuilt for teams of 5 to 50

The problem

Most B2B tech firms can deliver. Very few can sell consistently.

Pipeline runs in bursts.

A flurry of outreach, then nothing for two months while the team delivers.

Getting meetings is genuinely hard.

Reaching the right people takes infrastructure, research and volume most teams do not have.

Leads go cold after the first reply.

No follow-up rhythm, no CRM discipline, no way back once a deal stalls.

Nothing is repeatable.

Every deal runs differently, so nothing can be documented, taught or handed to a new hire.

Sound familiar?

If two or more of these are true, we should talk.

  • Most new clients still come from referrals, and you know that is a risk.
  • Outbound happens in bursts, then stops when delivery gets busy.
  • Quotes and proposals go quiet and nobody follows up properly.
  • Your pipeline lives in someone's head, not in a CRM.
  • You have hired a salesperson before and it did not work out.
  • You have past clients and old leads you have never gone back to.

Where most programs break

Finding real opportunities is the hard part.

Anyone can send emails. The difficult work is deciding which companies are worth pursuing, finding the person who actually owns the decision, confirming the opportunity is real, and getting a reply that means something. That is where we spend most of our time. Then we run the second half of the same job: qualification, follow-up, proposals and reactivation, so a real opportunity becomes a client instead of a stalled deal.

See how it works

Why most programs fail

You have probably been burned by one of these before.

They sell booked meetings.

When the deliverable is a meeting count, volume beats fit. Your calendar fills with people who were never going to buy, and the program gets called a failure. Rightly.

They stop at the meeting.

Nobody works the follow-up, the proposal or the deals that go quiet. A decent top of funnel still produces nothing.

We are measured on qualified opportunities and signed clients, and we run everything after the reply.

What we build

A full revenue system, not a lead list.

01

Finding the opportunities worth your time

ICP definition based on what actually closes for you, researched target accounts, and every contact verified before a single send. Then the infrastructure to reach them: domains built and warmed, sequences written and tested, and a LinkedIn playbook your team can run.

Campaign dashboard

Sent

8,412

Reply rate

6.1%

Meetings

24

Illustrative example

02

Reactivating what you already own

Old quotes, closed-lost deals and past clients who went quiet, segmented and re-engaged by email and SMS. Your own buyers and your own data. Usually the fastest revenue in the engagement, and we start on it in week 1.

Reactivation segments
Closed-lost 2024412Re-engaged
Quoted, no decision168Sending
Past customers290Queued

Illustrative example

03

Reply management and qualification

Every reply handled and qualified against your criteria, so only real buyers reach your calendar. No noise, no meetings with people who were never going to buy.

Pipeline board

Qualified

Acumatica rollout · $42k
MSP retainer · $18k

Proposal

ERP migration · $86k
Managed IT · $31k

Closing

Sage partner · $64k
Weighted $181k+3 deals this week

Illustrative example

04

Nurture that stops deals dying

Automated email and SMS follow-up built into your CRM. Fast first response, no-show recovery, proposal follow-up sequences, and long-term nurture for prospects who are not ready yet.

Sequence builder
Email 1Instant reply · 60 seconds
SMSBooking nudge · Day 1
Email 2Pre-call reminder · 24h before
Replied → hand to sales
No show → recovery

Illustrative example

05

Sales process and pipeline discipline

Discovery frameworks, qualification criteria, objection handling, recorded call review with written feedback, and monthly pipeline reviews.

Call review
  • 04:12Discovery: budget owner not yet identified
  • 11:38Missed objection: 'we tried outbound before'
  • 19:05Strong: quantified cost of delay
  • 26:44No next step booked on the call

Illustrative example

The follow-up gap

What are your quiet deals worth?

Three inputs, using your numbers, not ours.

Annual revenue left on the table

$80,000

An estimate based on your own numbers. It assumes nothing about our results.

Most firms find the recoverable number is larger than the cost of fixing the follow-up gap. A 30-minute call is enough to tell whether that is true for you.

Engagement

Pick the tier that matches where revenue is breaking.

Optional starting point

Revenue Audit

A two-week diagnostic of how revenue actually moves through your business.

  • Pipeline and CRM review
  • Sales call review with written feedback
  • ICP and messaging assessment
  • Outbound and follow-up gap analysis
  • A written 90-day revenue plan you own, whether or not we work together

Optional, not a prerequisite. The fee is credited in full toward your first month if you continue, and the same diagnostic work is included in every Pipeline and Conversion engagement.

Most common

Pipeline and Conversion

We build and run the engine that fills your calendar.

  • Full diagnostic and ICP definition included
  • Cold email infrastructure, built, warmed and managed
  • Researched account lists with every contact verified
  • Sequence copywriting and ongoing testing
  • LinkedIn outreach playbook
  • CRM build, pipeline stages and reporting
  • Email and SMS nurture, plus database reactivation
  • Proposal templates and booking flows
  • Reply management and qualification, so only real buyers reach you

Replaces: an SDR plus the tools, lists and management around them.

Fractional Revenue Leadership

Everything in Pipeline and Conversion, plus a senior seller inside your business.

  • Sales process design and documentation
  • Call coaching and recorded call review
  • Weekly pipeline reviews and forecasting
  • Hiring support for your first or next sales hire
  • Compensation and territory structure
  • Quarterly revenue planning with your leadership team

Replaces: a part-time VP of Sales or a sales manager you are not ready to hire full time.

The alternatives

An honest comparison.

CapabilitySocioglobalHiring an SDRAI SDR toolLead gen agency
Time to live outreach3 weeks, no fee until the first email goes out3+ months to rampDays, but untargeted2 to 4 weeks
Researched, verified listYesDepends on the hireNoUsually bought lists
Replies qualified before your calendarYesYes, once trainedNoRarely
Follow-up and stalled deal recoveryYesSometimesNoNo
Reactivation of past clients and quotesYesRarelyNoNo
Coaching and sales processYesNo, needs a managerNoNo
Who owns the domains, lists and sequencesYouYouThe vendorThe agency
Turnover riskLow. The system and assets stay with you.High, around 34% a yearNoneAccount manager churn
New software for your teamNoneCRM, data, sequencerAnother loginVaries

$85,000

Median SDR on-target earnings in 2026, before tools, benefits or management time.

3.2 months

Average ramp to full productivity.

34%

Annual SDR turnover, so the ramp cycle often repeats.

Bridge Group and RepVue 2025 to 2026 benchmark data.

Who we work with

Technology firms with a proven offer and an inconsistent pipeline.

MSPs and IT services firms

Managed services with a strong client base. Referral growth has flattened and there is no repeatable way to open new accounts.

Software and web development firms

Custom builds and project work with strong delivery. The pipeline swings between full delivery and a quiet quarter because nothing outbound is feeding it.

ERP implementation partners

Long cycles and referral-dependent pipelines that stall when partner channels go quiet. Note: we do not work with Oracle or NetSuite partners.

Best fit is 5 to 50 people, in North America, with delivery capability that already works.

Who you are working with

A seller, not a marketer.

Tejasvi (TJ) Saini has spent 10+ years selling IT services, software and ERP to B2B buyers. More than $10M in revenue generated, across complex deals with long cycles and multiple stakeholders.

Before that, he co-founded Chromeprint, a printing and packaging business across Canada and India, which reached $1M in its first year with 300+ clients and a 25-person team he built and led.

Socioglobal is built on that experience. Not marketing theory, and not a lead list. The sales process, the outreach and the follow-up discipline that closed those deals, built into your business and run for you.

10+ years selling IT services, software and ERP

$10M+ in B2B revenue generated

$1M in Chromeprint's first year, 300+ clients, 25-person team built and led

What people say

What clients and leaders say about working with TJ.

He consistently exceeded expectations and showed exceptional skills in getting new clients and partners onboarded.

Shaun MacLellan

CEO and President, Stepworks

Very professional and helpful. I highly recommend him and his company. He is proactive and great at following up and following through.

Cassie Petersen

Business Operations Analyst, Banker Steel

He is extremely good at understanding the requirements of his clients and is a complete professional in getting them executed. This is exactly why he has been successful in making great deals.

Kritika Saxena

Head of Growth and Strategy, ReachiQ

How it works

The first 90 days.

01

Weeks 1 to 3

Build

ICP definition, domains and mailboxes set up and warmed, researched and verified lists, sequence writing, CRM and pipeline setup. Reactivation of your old quotes and closed-lost deals starts in week 1. Outreach is live by the end of week 3.

02

Weeks 4 to 8

Convert

Campaigns running, every reply handled and qualified, meetings booked, follow-up and nurture live, first performance review together.

03

Weeks 9 to 13

Optimise

Message and list refinement, pipeline reviews, proposal and follow-up discipline, process documentation your team can run.

No monthly fee until your first email goes out. The 3-week clock starts at kickoff, once access is granted and your ICP and copy are approved.

FAQ

Straight answers.

Live in 3 weeks. No monthly fee until your first email goes out.
You own every domain, list, sequence and CRM asset.
TJ leads every engagement directly. No hand-off to an account manager.
A weekly report on what ran, what it produced, and what needs you.

Book a call

Let's look at your pipeline.

A 30-minute call. We review your current outbound, sales process and where revenue is leaking. You leave with a clear next step whether or not we work together.

Prefer email or phone?

tj@socioglobal.co · +1 802 203 4006

Book a call