Use case · B2B SaaS
Same pipeline. No ramp. No desk.
OpenHelm delivers outbound prospecting as a managed service, account research, list building, personalised sequences, and reply triage, live from week one at a fraction of the fully-loaded cost of a direct SDR hire.
now
A fraction
Of a £100–160k loaded hire
Day one
Time to first outreach
~0 hrs
Management overhead
Already in production with
What we do
What runs every day on your behalf.
Account research
ICP-matched accounts identified daily, contacts enriched, recent signals captured.
Personalised first lines
A specific hook for every touch, drawn from real news or LinkedIn activity.
Sequence execution
Sent from your domain via Outreach, Apollo, or Salesloft on the cadence you set.
Reply triage
Inbound sorted into interested / not / wrong-person, drafts queued for your sign-off.
CRM sync
Activity, stages, and outcomes logged in HubSpot or Salesforce automatically.
AE handoff
Qualified conversations packaged with context and routed to the right rep.
What you receive
What it actually looks like.
Calibrated to your ICP, sent from your domain.
Six-touch outbound sequence
4 of 6 touches
Day 1
Personalised opening referencing their Series B raise and hiring patterns.
Day 3
Connection request with role-relevant context, no pitch.
Day 5
Value-led follow-up with a specific ROI signal for their stack.
Day 9
Brief case study from a comparable account, two-paragraph max.
Posted to your sales channel before each AE reviews.
sales-replies
OpenHelmnow
4 replies need a sign-off
- ›Acme Corp: interested, asked for pricing. Draft queued.
- ›NorthStar: wrong contact. Routing to VP of Sales.
- ›Helix: not now, follow up Q3. Tagged in CRM.
- ›Vertex: asked for case study. Draft attached.
The maths that makes a VP of Sales pay attention.
Unlike a cold-calling agency, the service is calibrated to your specific ICP and your existing messaging, not a templated script. Pricing is quoted to scope on enquiry.
What clients say
OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every
Founder · Smoothie Wars
Pricing
Two ways to bring OpenHelm to the sdr / bdr workload.
Self-serve, where your team drives OpenHelm directly, or a managed service, where a dedicated operator runs the brief on your behalf and stays in close contact across calls, email, and Slack.
Self-serve
Every tier includes every feature and unlimited seats.
Basic
For small teams getting started with AI at work.
- Every feature, no gates
- Unlimited seats
- Voice + text interface
- Isolated credential vault
Pro
For teams putting OpenHelm to daily work across a few functions.
- Priority onboarding
- Team-shared memory & history
- Read/write across shared Drives
- Slack + MS Teams integration
Max
For teams running OpenHelm continuously across the business.
- Priority support
- Higher per-job concurrency
- Custom workflow templates
- Quarterly review with the team
Managed Service
A dedicated operator on your account, calibrated to the sdr / bdr brief.
For teams that want a real human in the loop. Hop on calls, share data over email or Slack, and have outputs reviewed before they reach you. Pricing is bespoke to your scope and quoted on enquiry.
- A dedicated human operator on your account, available by call, email, or Slack
- Calibrated to your brief, format, and tone
- Outputs reviewed by a human before delivery
- First month free without commitment, then a custom quote
Custom quote
Quoted to your brief
12-month contract, first month free without commitment.
Twenty minutes on a call, real scoping, then a quote.
Three scenarios where this is the right call.
EMEA expansion for a US SaaS company
You’re a US-headquartered SaaS company opening a London office in 2026. You need pipeline in the UK and Nordics within 90 days, but you haven’t hired your first London SDR yet. OpenHelm runs outbound into your EMEA ICP from week one, without waiting for a hire, a notice period, or a ramp.
First SDR hire at a Series B company
You’ve been generating pipeline through AE prospecting and inbound, but you’re ready to build an outbound motion. Rather than committing to a full-time hire before you’ve validated your sequences, OpenHelm lets you test messaging and ICP fit on a managed basis, and when the model is proven, you hire with the data to brief a new rep properly.
Replacing an underperforming or departed SDR
Your SDR left after 14 months. You have open pipeline and open territory. OpenHelm covers the function while you recruit, or permanently, if the economics make more sense than rehiring.
When a managed service outperforms a direct hire.
Strong fit
- Your ICP is well-defined (you know who your best customers are and can describe them in specific terms)
- Your product has a clear, articulable value proposition for a specific buyer persona
- You’re expanding into a new territory (EMEA, UK) and need outbound coverage before the team is built
- You’re at Series A–C and the SDR seat is your first or second in a geography
- You’ve already tried an SDR hire and struggled with ramp time or attrition
Less strong fit
- Your ICP is extremely broad or unclear (every company in every sector)
- Your sale requires complex technical discovery that has to happen in a live call from the first touch
- You don’t have any existing messaging, sequences, or ICP definition to work from
Built for sales orgs where pipeline quality is the only metric that matters.
The operator model: every output is reviewed by a human with role-relevant experience before delivery. This isn’t a chatbot.
The audit trail: every action logged, every output timestamped. If compliance asks what generated a research note, there’s a clear answer.
Data security: credentials stored in isolated vaults with scoped permissions. Nothing leaks sideways between clients.
The trial structure: first month at no charge on a defined brief, so you can benchmark quality against your own standards before committing.
More use cases
Other roles where the same model works.
Hedge funds & asset managers
Research analyst
Morning notes, earnings triage, model maintenance, live from week one.
Venture capital firms
Sourcing analyst
Market maps, deal triage, founder research, done before Monday.
Mid-market SaaS
RevOps / Sales ops analyst
Recurring reports, CRM hygiene, dashboards, on a schedule.
Prove the model before you commit.
We offer every new client a free first month on a defined ICP slice. You define the target account list, the personas, and the messaging brief. We run the outbound. At the end of month one, you have concrete pipeline data, emails sent, reply rates, meetings booked, to compare against your own benchmarks. If the quality is there, you enter a 12-month arrangement. If it isn’t, you’ve spent nothing.