Result: Calls booked: 6 → 34
Problem: Meridian was a 14-person firm where two senior partners were personally handling every investor inquiry, follow-up, and nurture touchpoint. They had a CRM full of warm contacts that hadn't been touched in months, no consistent content presence, and a pipeline that fluctuated wildly based on how much time the partners had to manually work it.
Solution: We deployed both engines simultaneously. On the revenue side: automated lead capture from their website and LinkedIn, an intelligent 12-touch nurture sequence segmented by investor type, and a 24/7 text agent to handle inbound inquiries and book calls. On the creative side: a monthly stream of performance video assets built around deal highlights, market insights, and investor testimonials - distributed across LinkedIn and Meta.
Outcome: Partner time spent on manual intake: 14 hours/week → 2 hours/week. Qualified investor calls booked: 6 → 34. New capital committed within 90 days: $3.2M.