"We finished building our product and we had some initial traction with beta customers. We raised a little less than $1M in seed financing and we needed to prove out a profitable distribution strategy to justify the model. We had no proven sales strategy. Our close rates were low and our lead volume unpredictable. We were getting worried.
We started working with Nick after hearing about what he did for AdvisorStream. He built out our inside sales funnel, and our lead generation campaigns. The results were great. Our outbound prospecting lead capture rate went from .5% to 2%, Our paid cold traffic campaign lead capture rate increase from 4% to 12%, Our demo booking rate increased from 20% to 40%, Our demo closing rate went from 10% to 38%. With the funnel fully built, sales will catch up to our expenses in 6 months or less. This means we can raise serious capital and scale on the backs of real revenue and strong growth.What's even more impressive is that Nick has continued to figure out how to lower the CAC.
With a fully automated funnel we are now able to confidently close channel deals and send people through the funnel at scale.”
- Henry Bee, Co-Founder and CEO at CoPilot AI
Henry Bee from CoPilot leads a team of fantastic engineers that are helping solve problems in the wealth-tech niche over in Vancouver, Canada. He's razor-sharp and has honed an impressive set of technical skills. He started working with us, and within a month, the sales pages, outbound scripts, sales scripts, and ads were firing, and demos were coming in hot. His sales team was closing sales, however... with some resistance.
Henry, being a true professional, went back to the whiteboard and put on his scientist hat. He determined a more urgent problem for his financial advisors customers - marketing. He had the insights to solve it and went out to the current customer base with a new offer. Betas immediately signed up. He worked on the underlying mechanics of the solution over Christmas and demonstrated the first results for the beta customer within a few weeks. He and his team took the thesis and manual steps used to deliver the results and built a full SaaS solution, now CoPilot, just within a few months. We helped him spin up new landing pages and ads, train the sales team on a new script, and turn the machine back on. The new offer at a new price worked, and his team shot to $1M ARR in 11 months.
Henry, now armed with technical and sales skills, can now perform "digital alchemy" whenever he wants. If I were just an investor looking for someone to bet on, I'd take a look at Henry!
.png)
.png)
