Praesidium Benefits is a growing insurance firm specializing in employee benefits for small and mid-sized businesses. As the company expanded its services, it faced significant challenges with manual outreach, scattered data, and limited visibility into campaign performance, hindering its ability to scale and connect efficiently with ideal prospects.
Despite a strong value proposition, Praesidium Benefits struggled to execute outreach at scale due to manual processes, limited campaign infrastructure, and unstructured lead data. The team needed a systematic, data-driven way to reach small business decision-makers while improving open rates, reply rates, and overall campaign visibility.
The Opening Door partnered with Praesidium Benefits to build a fully automated cold outreach system, integrating data cleaning, personalized messaging, and CRM-enabled tracking. By combining email and LinkedIn campaigns powered by Reply.io and HubSpot, the initiative delivered exceptional engagement rates and established a repeatable methodology for sustainable outreach growth.
Through automation, data optimization, and CRM integration, Praesidium Benefits exceeded all core performance targets and established a long-term foundation for outbound sales.
The only metric slightly above expectations was bounce rate (6.57% vs. 5% target), though it did not affect campaign success. Overall, the engagement demonstrated high audience relevance, improved lead quality, and a clear path for scaling.
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