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Case Study — Rocketlane · Client Onboarding Software

Up to 300 meetings,
every month.

Rocketlane needed a reliable way to generate more qualified demos and sales conversations at scale. Button Up came in to run the entire appointment-setting motion — cold calling, scripting, rep coaching, call QA, calendar booking, and meeting handoff.

300 / month

Meetings generated, at peak

High volume

An SDR campaign built for consistent pipeline

Full motion

Calling, scripting, QA, booking, handoff

Predictable

A repeatable meeting engine, not ad-hoc outbound

[ 01 ]  The Challenge

A clear message.
Not enough reach.

Rocketlane had a clear value proposition around client onboarding, customer implementation, accountability, and reducing churn. The challenge was getting that message into the market consistently and at scale.

They needed reps who could quickly explain the pain, land the hook, and convert cold conversations into booked meetings.

This campaign was built for volume, consistency, and repeatability.

[ 02 ]  What We Built

A demo-setting system,
built and managed.

The goal was to turn Rocketlane's outbound motion into a repeatable meeting engine — so meetings arrived predictably instead of relying on inconsistent outbound activity.

A

Cold Calling

High-volume rep activity targeted at the right prospects, run as a managed operation.

B

Scripting & Testing

Call scripting and value-proposition testing — refining the talk track until the hook landed.

C

Rep Training & Auditing

Call reviews, coaching, and auditing across hook delivery, pitch quality, and objection handling.

D

Booking & Confirmation

Appointment booking, meeting confirmation, and clean calendar handoff to the sales team.

E

Show-Rate Tracking

Booked is not the same as held — we tracked show rates and worked them like a metric.

F

Performance Optimization

Continuous improvement of conversion at every step, from dial to held demo.

[ 03 ]  The Levers We Pulled

Volume without
the chaos.

High-volume outbound only works when the message, the coaching, and the process hold up at scale.

01

Volume

We scaled rep activity to create a consistent flow of booked demos — day in, day out.

02

Messaging

We tested and refined talk tracks around Rocketlane's core value: helping companies improve onboarding, standardize customer implementation, increase accountability, and reduce churn.

03

QA & Coaching

We reviewed calls, coached reps, and improved performance around hook delivery, pitch quality, objection handling, and meeting conversion.

04

Process

A repeatable appointment-setting process, so Rocketlane could generate meetings predictably instead of relying on inconsistent outbound activity.

[ 04 ]  The Result

Up to 300 meetings
per month.

The engagement created a high-volume outbound engine that turned cold conversations into qualified demos — and gave Rocketlane a larger, more predictable pipeline.

A demo-setting engine that scaled to as many as 300 meetings per month — built, staffed, and run by Button Up.

More Proof

Volume is only half the story.

For Tervene, Button Up averaged 100 meetings per month with positive 10x ROI through straight appointment setting.

Read the Tervene story

Need a pipeline you can count on?

Book a strategy call. We'll break down how a managed demo-setting engine would work for your sales team — and whether we're the right fit.

No commitment · No pitch deck · Just a conversation