Opptymizer helps STABO run outbound business development with an AI-driven workflow

Within the first quarter on the new workflow, STABO booked 47 percent more qualified meetings per month and removed about 12 hours of manual prospecting per rep each week.

"Before Opptymizer, our outbound ran on spreadsheets and manual follow-up, and most of our week went to research and data entry instead of conversations. Opptymizer set up our CRM and built an agentic workflow that handles list-building, personalization, sequencing, and logging, then routes qualified replies straight to us. We now book 47 percent more qualified meetings each month and have removed about 12 hours of manual prospecting per rep every week, without adding headcount."

About STABO

STABO provides a clearing layer that connects banking rails and stablecoin liquidity into one settlement infrastructure. The platform lets payment companies, marketplaces, and global businesses receive stablecoins, reconcile fragmented inflows, and settle into bank accounts. STABO operates within licensed frameworks, including a registered Money Service Business in the United States and a Trust or Company Service Provider structure in Hong Kong. The company connects to more than 20 banking and infrastructure partners across its supported corridors.

The Challenge

STABO's product is technical, but its early go-to-market depended on a small business development team doing outbound by hand. Reps researched target accounts one at a time, moved contact data between spreadsheets and email, and wrote each message from scratch. There was no properly configured CRM, so prospect records, email threads, and notes lived in separate places with no single source of truth.

The effects compounded as the team tried to grow pipeline. Follow-ups were missed because no system tracked sequence timing. Reps spent most of their week on list-building and data entry rather than conversations. Reply and meeting-booking rates stayed low because outreach was generic and slow. The founders could not see which accounts were active or where deals stalled.

The team understood that AI and automation could remove most of this work, but did not know how to set it up. They had limited engineering time, no in-house revenue-operations experience, and no clear path from a blank CRM to a working outbound system.

What We Built

Opptymizer configured STABO's CRM and built an agentic outbound workflow on top of it. The CRM setup established a single record for every account and contact, with stages, fields, and reporting matched to STABO's sales motion.

The agentic layer handles the repetitive work end to end. It builds and enriches target-account lists against STABO's ideal-customer profile, drafts personalized first-touch and follow-up messages from each account's context, runs multi-step sequences on a schedule, and logs every activity back to the CRM automatically. When a prospect replies and qualifies, the workflow routes the conversation to a human rep with the full history attached, so people spend their time on live opportunities instead of administration.

Implementation covered the configuration, the agent logic, and training for STABO's team, so the system runs without ongoing technical support from the founders.

The Results

• +47% more qualified meetings booked per month
• 12 hours of manual prospecting removed per rep per week
• Outbound reply rate rose from 4% to 9% as messaging became more relevant and follow-up became consistent
• Outbound now runs at a volume that previously would have required additional headcount

With the workflow in place, STABO's team now runs outbound at a volume that would previously have required additional headcount. The company plans to extend the same workflow to new customer segments and settlement corridors as it grows.