Thomson Reuters recognized that their outbound teams were investing significant time in administrative tasks rather than strategic sales conversations. After adopting the automation, they streamlined prospect identification, accelerated engagement with high-value prospects, and consolidated reply handling into a single workflow, translating into more qualified conversations and approximately 20 hours of selling time regained per rep each month.
The automation allowed Thomson Reuters to centralize outreach management, automate engagement, and expand reach to decision-makers at scale. This led to greater outbound consistency, faster follow-ups, and stronger sales performance globally.
Once the automation was implemented, reps shifted from manual list building to more meaningful conversations with qualified buyers. The organization improved efficiency, visibility, and consistency across their outbound efforts. Each rep reclaimed up to 40 hours monthly for direct selling.
“Before, we struggled with daily limits that throttled outreach efforts. Now we run consistent, high-volume campaigns without hitting roadblocks.”
– Garrett Larson, Risk and Fraud Consultant, Thomson Reuters
RBC Wealth Management revolutionized its business development strategy by leveraging our automated platform, achieving rapid success in lead generation and client conversion. The implementation allowed RBC to streamline outreach, cut manual work, and improve overall efficiency in client acquisition.
RBC implemented the system to automate outreach and social selling workflows. The analytics dashboard offered visibility into engagement rates and conversion insights, freeing up hours for advisors to focus on strategic client work.
The automation enabled RBC to generate 1.8K+ professional connections, 400+ new conversations, and save over 580 hours of manual effort. Advisors reported improved engagement and stronger client relationships.
“Being able to automate my outreach and see analytics at a glance has been a game changer for my business.”
– Darice Huang, CFP®, PFP®, Investment Advisor, RBC Wealth Management
Life Konect Virtual Solutions, led by CEO Oshane Panton, implemented automation to establish consistent outreach, generate qualified leads, and drive measurable pipeline growth. Within months, the team achieved predictable client acquisition results.
The automation unified unified outreach across email and social channels, with AI ensuring accurate targeting and personalized engagement. The team automated key steps, keeping conversations flowing efficiently.
The automation helped Life Konect generate a $5,400 pipeline, close new clients, and sustain growth through cleaner data and smarter workflows.
“After implementing The automation helped Life, I finally maintained consistent outreach and closed long-term clients.”
– Oshane Panton, CEO, Life Konect Virtual Solutions
JustResults.ai, a neural-based recruitment and sales company in Colorado, used our platform to automate lead generation and client outreach. AI-driven campaigns helped the company expand reach and drive higher conversion rates.
Multi-channel campaigns were automated for JustResults.ai, enabling real-time analytics and CRM integration. This streamlined workflows, improved targeting accuracy, and increased productivity across the team.
Within three months, JustResults.ai booked 25+ meetings, added 100+ deals to their pipeline, and generated $390K in projected annual revenue, all through automation.
“One tool, one strategy, and suddenly we're reaching the right people with conversations that convert.”
– Jon Howard, Founder & CEO, JustResults.ai
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