A UK financial advisory firm wanted to grow their client base without growing their sales headcount. I built a tool that finds, stores and reaches out to qualified leads automatically.
“We used to spend hours every week on prospecting and still felt like we were missing people. Now the pipeline builds itself and our team spends their time on conversations that actually matter.”
A financial advisory firm with a strong offering and a manual, time-intensive approach to finding the people who needed it.
Prospecting was largely driven by referrals and manual research, which limited how many qualified leads the team could realistically pursue at any one time. The firm wanted a way to systematically identify potential clients across social media and professional networks, keep that data organised, and engage leads at scale, without adding headcount or sacrificing the quality of the outreach.
Automate the discovery, enrich the data, and let the tool handle first contact.
I designed and built a custom tool that continuously scans social media platforms and professional networks for potential leads matching the firm's ideal client profile. Publicly available data is automatically pulled into a built-in CRM, giving the team a clean, growing pipeline without manual research. The tool then performs automated outreach to identified leads, timed and personalised based on the data collected. The result is a prospecting engine that runs in the background while the team focuses on converting the conversations it starts.
A prospecting pipeline that runs itself, with results that manual outreach could not match.
Response rates tripled compared to previous outreach efforts, and conversion to sale improved by 28%. The tool now identifies over 500 qualified leads per month, and the time the team previously spent on manual prospecting fell by 60%. The firm can now pursue a significantly larger addressable market without any increase in sales resource.
A 30-minute chat, no pitch deck. Directly with Colin, no middlemen. Honest advice on fit, scope and cost.
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