The challenge
Alera Group is an established firm with deep client relationships, but much of its growth had come through referrals, relationships, and acquisitions. That is a strong foundation, but it is hard to grow on a predictable schedule. Leadership wanted a modern, repeatable outbound engine that could open new opportunities in specific industries and buyer segments on demand.
At the same time, the benefits team inside their Workplace Services department needed a properly built CRM to organize contacts, track pipeline, and report clearly. They wanted both, and they wanted to own the systems, not rent them.
Why GreaterScale
Building this in-house would have meant hiring specialists, buying and connecting several tools, and spending months in setup. Alera Group brought on GreaterScale to design and build the entire outbound infrastructure for them, with one thing true from day one: every system, agent, and workflow we built would be theirs to keep.
What we built
We built a fully automated, AI-driven outbound engine, all of it client-owned on delivery:
- Custom AI outbound agents and workflows, built around Alera’s ICP, buyer personas, industries, and account tiers
- A high-volume personalized email system, around 1,000 personalized emails per day once warmed
- Prospecting and data enrichment to find the right accounts and decision makers
- Full HubSpot CRM integration for tracking, pipeline visibility, and clean data
- A separate HubSpot setup for the benefits team inside their Workplace Services department, covering contacts, pipeline, and reporting
- Alera’s existing marketing content woven into the outbound messaging and campaign themes
- Ongoing campaign management, testing, optimization, and strategic advisory
The results
[Add results here once available. Lead with the strongest number, matching the other case studies. For example: pipeline generated, meetings booked, or qualified opportunities created.]