Outbound & ABM
Turn outreach into qualified opportunities.
Qualify buyers by helping them evaluate, so intent is demonstrated instead of inferred from clicks.
Sandfox on WholeSet, a fictional contract lifecycle management company.
Hi Jenna,
Software companies Regency's size typically run several hundred active contracts across customer, vendor, and partner agreements. Most legal ops teams I talk to are tracking renewal dates in a spreadsheet.
WholeSet is a contract lifecycle platform built for that specific gap: intake, drafting, and approval routing on one side, and a repository that flags renewals and obligations on the other.
See what's most relevant to your team at Regency:
How WholeSet fits your LegalOps teamIf you'd rather set up time to talk, I'm happy to walk through it live.
Get a demoThe email offers discovery, not just a demo request.
The problem
Your outreach earns replies, not opportunities.
You target the right accounts and run disciplined outbound and ABM.
You generate the leads but can't show which ones became qualified pipeline.
Growth means more leads, because conversion isn't improving.
Hi Jenna,
Software companies Regency's size typically run several hundred active contracts across customer, vendor, and partner agreements. Most legal ops teams I talk to are tracking renewal dates in a spreadsheet, which means the first sign of a problem is an account team asking why a contract auto-renewed at last year's terms.
WholeSet is a contract lifecycle platform built for that specific gap: intake, drafting, and approval routing on one side, and a repository that flags renewals and obligations before they become someone else's emergency on the other.
Worth 15 minutes to see if it fits how your team runs contracts today? I can walk through it live, with no prep needed on your end.
Get a demoBefore: one static message, then a dead end
Why it happens
You are inferring intent from activity.
Outreach lands on a static page that can't respond.
A reply tells you someone answered, not why.
How it works
Sandfox qualifies buyers by helping them evaluate
Structured context
Sandfox structures your site and content into Buyer Context Assets.
Buyer-led discovery that qualifies through real evaluation
Each buyer builds their own Discovery Graph.
Signal captured on every session
Intent is demonstrated through evaluation rather than guessed from clicks, and that context follows the buyer across channels.
What you learn
Marketing and Sales finally agree on quality, because it is grounded in demonstrated evaluation instead of a lead score.
Buyer
Which business problems the buyer is solving, which use cases resonate, their evaluation stage, their readiness, and what they still need before a Sales conversation.
Account
Which target accounts are genuinely evaluating, who on the buying committee is participating, and where momentum is building.
Experience
Which qualification paths generate opportunities, which questions best predict readiness, and where buyers drop off.
Market
Which campaigns and messages produce the highest-quality buyers, and which personas convert.
A sample session from WholeSet, a fictional contract lifecycle management company.
Session Insights/Regency Software/429d5573
Regency Software
17 Aug, 4:18 PM · 3m 04s · Legal Ops · Link · bulk
Session 429d5573 · FY27 risk reporting — Legal Ops · FY27-Risk-Reporting
3m 04s
184 seconds on content
3
Renewal visibility held attention longest
Shown
Offered, not taken
Passive
No completed CTA
Topics explored
Link configured to open on Renewal visibility — first response pre-populated
Discovery answers
What is prompting the search?
Contract volume is outgrowing our process
Buyer framing
Jenna Ortiz, Director of Legal Operations at Regency Software, opened a bulk-minted link sent as part of renewals management outreach, configured to open on renewal visibility. Attention moved from there into reporting accuracy, then what a migration would involve.
Where attention went
Landed pre-populated on renewal visibility (26s dwell), then reporting accuracy (68s dwell) and migration effort (41s).
Jenna Ortiz
Director of Legal Operations
Recommended next step
Early and unowned, but on-message for the renewals management send. Renewal visibility was the pre-populated entry point and reporting accuracy is the concern expressed next — focus on accuracy methodology, not the platform overview, and hold the demo offer until a second session.
Outcomes
Higher lead-to-opportunity conversion
Because qualification is based on real evaluation.
Qualified opportunities ÷ generated leads · vs. historical conversion
More qualified pipeline
From the demand you already generate.
Pipeline generated from qualified opportunities
Better lead quality
Grounded in shared buyer context.
Qualified leads ÷ total leads · vs. historical qualification rate
Improved sales productivity
Because SDRs and sellers focus on evaluation-ready buyers.
Qualified opportunities ÷ sales activities
Why Sandfox
Why Sandfox wins here
Qualifies buyers through real evaluation, not inferred clicks.
Continues outreach with a personalized discovery experience.
Surfaces buying committee activity and readiness.
Generates more qualified pipeline from the demand you already create.
BEST FOR YOU IF...
- You run outbound or ABM across multiple channels
- Your funnel leaks between lead generation and qualification
- Marketing and Sales both own pipeline quality
- You sell a complex enterprise solution
- You want better qualification, not just more leads
See what your buyers would actually experience when they answer your outreach.
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