Customer Hunter supplied this case study as a verified anonymized engagement. Results describe this customer and period only; they are not a guarantee of future performance.
Before: activity without confidence
Representatives received high-volume lists that mixed current businesses, stale contacts, duplicate entities and companies with no verified operating evidence. The team completed 200 calls but closed only two deals.
The four-step transformation
Verify the business
Resolve legal identity, operating evidence, service area and current public presence.
Audit the opportunity
Document website, local visibility and conversion-system gaps without calling them intent.
Confirm contactability
Verify a suitable business channel and apply suppression controls.
Prioritize transparently
Rank accounts from visible evidence and require a human progression decision.
Verified results
What made the result replicable
The team did not depend on a hidden score. It used a repeatable evidence packet: identity, operating status, digital opportunity, contact eligibility, suppression state and reviewer decision. That same framework can be adapted for HVAC, roofing, plumbing, electrical and other local-service markets.
Start with the Evidence-First Playbook.