Industry:
High-Ticket Advisory / Consulting
Business Model:
Founder-led, high-ticket services
Location:
United States
Timeline to Live:
19 days
Services Used:
AI Sales Automation + Revenue Automation
Primary Goal:
Remove founder from sales admin — book qualified meetings automatically
About the Client
A boutique advisory firm offering high-ticket consulting services to business owners and leadership teams across the US. The founder was the business — deeply trusted by clients, highly effective in conversation, and completely overwhelmed by the operational demands of running sales manually alongside delivering client work.
The Challenge
The founder was generating consistent inbound interest through content and referrals — but follow-up was happening when they found the time, which meant leads were going cold, opportunities were being lost, and the business was underperforming against its actual demand. There was no system — just a person doing their best between client commitments.
- Inbound leads going hours or days without a first response — interest cooling before contact was made
- Follow-up dependent entirely on the founder — inconsistent and unsustainable at scale
- No qualification system — every enquiry consumed the same amount of founder time regardless of fit
- No nurture process — leads that weren’t ready immediately were never re-engaged
- CRM non-existent — all pipeline tracked in email and memory
The founder needed the first three steps of their sales process to run automatically — enquiry response, qualification, and meeting booking — so their time went only to conversations that were genuinely ready.
Our Approach
We mapped the founder’s existing sales conversation, the questions they asked, the objections they handled, the signals that indicated a good fit and used that as the blueprint for the automated system. Nothing was generic. Every element was built from how the founder actually sold.
What We Built
An end-to-end sales automation system from enquiry to booked meeting — running without founder involvement until the calendar invite is confirmed.
The Results
System live in 19 days. The impact on the founder’s time and the business’s pipeline was visible from the first week of operation.
29
Qualified Meetings — 30 Days
+62%
Lead-to-Call Conversion
<60s
First Response Time
3.5x
Faster Lead Response
“I was the bottleneck in my own sales process. Every lead had to go through me at every step, and I just didn’t have the bandwidth. Now the system handles everything up to the point where I actually need to be there. My calendar fills itself and I show up to calls that are already qualified.”
— Founder, High-Ticket Advisory Firm
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Take Sales Off Your Plate Without Losing
Control of Your Pipeline.
Book a consultation and we’ll map the specific sales automation that would work for your business model, whether you’re founder-led, team-led, or somewhere in between.
We’ve built sales systems for solo founders and 50-person teams. The approach adapts. The results don’t.
