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c and c Consulting

How C&C Achieved a 30% Weekly Increase in SDR Call Volume by Automating Lead Routing and Meetings

+

 calls handled at peak

%

week-over-week increase in call volume

%

improvement in meeting conversions

What you’ll learn

  • Design SDR workflows that drive consistent activity
  • Automate lead routing for faster speed-to-lead
  • Use real-time dashboards to optimize call performance

What you’ll need

  • A sales team with low call volume or follow-ups
  • Lack of automation in lead assignment or scheduling
  • Readiness to adopt calling + meeting tools like Kixie, HubSpot

The Client

C&C Consulting is a financial solutions firm serving both individual investors and business owners. They had a capable SDR team, clear goals around outbound activity, and a growing pool of leads. But their day-to-day execution lacked consistency.

Leads were assigned manually. Follow-ups were handled differently by each rep. Calls were happening, but without a system to track what was working and what wasn’t. There were no benchmarks, no central visibility, and no way to tell whether call volume was actually leading to the pipeline.

So they partnered with us(OneMetric) to bring structure to their outbound process. The goal was to give reps a system they could rely on.

Inside the Sales Floor at C&C

Five tabs open before making a single call

There was no call queue. No structured task list. Just scattered notes and Slack reminders. One rep kept a color-coded Excel sheet. Another wrote lead names on a notepad every morning. Before picking up the phone, they had to cross-check HubSpot, find the latest status, and guess who was worth calling. Most of the morning was spent prepping to dial instead of actually dialing.
 

Managers reviewed performance based on memory

By midweek, the team had no clear picture of how many calls had been made. There was no live dashboard. To get answers, managers exported reports and asked reps to backfill call notes manually. In weekly reviews, what was reported often didn’t match what was tracked. Coaching was reactive, and best practices were hard to scale.
 

Winning a call didn’t guarantee a meeting

Even when conversations went well, reps had to switch tools, send a calendar link manually, and wait for the prospect to pick a time. No-shows weren’t followed up unless someone remembered. High-intent leads slipped through simply because the next step wasn’t logged or automated. It wasn’t a lack of effort but a lack of process holding them back.
 
Kixie
Hubspot

What We Built For C&C

An auto-dialing setup that felt like a playlist

We integrated Kixie with HubSpot and built call queues for every lead status. Instead of staring at a blank CRM or switching between tabs, reps clicked "Start" and were taken through a curated list of leads based on context: new, follow-up, no-show, or ready-to-close.
 
Every call was tracked. Every action was logged. The system ran in the background while reps stayed focused on conversations.
 

Kixie Setup and Calling Metrics

Streamlined Data Management:

The synchronization between Kixie and HubSpot ensured that lead and contact information was automatically updated and transferred–allowing SDRs to focus on engaging with prospects rather than manual data entry, resulting in increased call volume.

Kixie PowerCall:

We used the PowerCall Chrome extension to create lists based on lead status and call outcomes from HubSpot, to:

  • Auto-dial 10 numbers simultaneously, coupled with AI Human Voice Detection to ensure SDRs are only connected with live prospects.
  • Automatically drop voicemails and SMS through templates with dynamic fields to reduce downtime between calls.

Kixie PowerList:

We then used PowerLists to target leads at various stages of the sales funnel as follows:

  • Net New: For reaching out to unworked leads assigned leads to the SDR.
  • Follow-ups: For engaging leads that require further nurturing.
  • Unresponsive: For engaging leads that require further nurturing.
  • Schedule a Call: For leads that require a meeting booking after a successful call.
  • Application Form: For ensuring that leads submit necessary forms post-meeting.
  • No-show: For re-engaging leads who missed their scheduled call.
  • Letter of Engagement: For closing the loop with leads by getting the engagement letter signed.
 

Structured cadences so no lead got left behind

We mapped the full lead journey and built engagement cadences tailored to each stage. A first-touch lead didn’t get the same message as someone reviewing a contract. When a call connected but didn’t convert, the rep didn’t have to decide what to do next, the system already had the next step queued. 
 
Follow-ups now became automatic, and not optional.

Kixie Call Outcomes sync with Lead Stages:

Kixie Call Outcomes sync with Lead Stages

Kixie Call Outcomes sync with Lead Stages

 

Meetings were booked during the call, not after

We moved scheduling inside the flow of conversation using HubSpot Meetings. Once interest was confirmed, reps dropped a booking link into the call or followed up instantly. No separate email and no back-and-forth.
 
When no-shows happened, they were auto-tagged and re-routed into a follow-up cadence. What used to depend on memory now happened by design.
 

Dashboards that replaced weekly guessing with daily feedback

We built real-time dashboards inside HubSpot to show how many calls were being made, how many were connecting, and which ones were leading to booked meetings. Reps could see their progress anytime and managers could spot coaching opportunities without needing an end-of-week recap.


More Calls, Better Meetings, and No Lost Leads

The guesswork was gone. Reps didn’t spend mornings building call lists or juggling reminders. The system told them exactly who to call, when to follow up, and what happened next. And the numbers made that clarity obvious:
 

30 percent increase in weekly call volume – Reps stopped spending time on prep. They got on the phone faster, made more calls per day, and reached more prospects without working longer hours.

15 percent lift in meeting conversions – More calls led to more booked meetings, but also better ones. With HubSpot Meetings embedded in the flow, fewer leads dropped off after showing interest, and turned into pipeline.

20 percent improvement in lead handling efficiency – Leads stopped falling through the cracks. The right ones were routed immediately. No-shows and partial fits stayed in motion and follow-ups became part of the system, not left to memory.

Kixie and HubSpot Cadences

The implementation of the solutions led to significant improvements in the C&C SDR pipeline

 

If your SDRs are also juggling tools, lists, and follow-ups manually, the problem isn’t your team. It’s the system around them.

[Build a cleaner, smarter outbound engine for you →]

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