AI & Lead Generation Case Studies

## Seeking Proven AI / Lead Generation Case Studies + Growth Plan for Wealth Management Client We are looking for experienced AI implementation, lead generation, sales automation, or financial services marketing professionals who can submit **successful, real-world case studies** and a **recommended growth plan** for a potential client in the wealth management / ETF space. ### Background We are preparing a growth plan for a client in the ETF / wealth management industry. The client is looking to increase visibility, generate more qualified conversations with financial advisors, improve advisor education, and explore AI-enabled growth systems. Before moving forward with implementation, we would like to review proven case studies from professionals who have successfully helped companies with similar goals. We would also like applicants to submit a short proposed growth plan showing how they would approach this specific opportunity. ### What We Are Looking For Please submit case studies related to one or more of the following: * Lead generation for financial advisors, RIAs, wealth managers, ETF providers, asset managers, or financial services firms * AI-powered outreach or AI SDR systems * Advisor or B2B appointment-setting campaigns * Financial creator / podcast / influencer outreach * Content repurposing for financial services or complex B2B products * AI-driven CRM, lead scoring, or relationship intelligence systems * Webinar funnel or educational funnel for advisor/investor acquisition * SEO or AI-search optimization for financial services firms * Growth campaigns that resulted in qualified meetings, pipeline, AUM growth, or measurable revenue impact ### Required Case Study Details Please include as much of the following as possible: 1. **Client type / industry** Example: RIA, wealth management firm, ETF provider, SaaS company, B2B service business, etc. 2. **Problem or goal** What was the client trying to solve? 3. **Your solution** What strategy, system, campaign, or AI implementation did you provide? 4. **Tools used** Example: Clay, Apollo, Instantly, Smartlead, HubSpot, GoHighLevel, LinkedIn, Zapier, n8n, AI agents, custom GPTs, etc. 5. **Results achieved** Please include specific metrics when available, such as: * Meetings booked * Reply rate * Qualified leads generated * Pipeline created * Revenue influenced * AUM growth * Cost per qualified lead * Time saved * Conversion improvement 6. **Timeline** How long did it take to achieve the results? 7. **Screenshots, reports, or proof of work** Please include proof where possible. Sensitive client information can be redacted. ### Required Growth Plan In addition to your case study, please include a short growth plan for how you would approach this client opportunity. The client’s goals may include: * Increasing qualified conversations with financial advisors * Improving outreach to RIAs, wealth managers, and financial creators * Supporting advisor education around ETF products * Repurposing expert content into advisor-facing marketing assets * Building a more systematic follow-up and relationship intelligence process * Exploring AI tools to support lead generation, education, and sales enablement Your growth plan should include: 1. **Recommended strategy** How would you approach the opportunity? 2. **Target audience** Who would you target first and why? 3. **Channels** What channels would you use? Example: cold email, LinkedIn, webinars, podcasts, creators, paid ads, SEO, content, etc. 4. **Messaging angle** What positioning or hook would you test first? 5. **Implementation steps** What would you do in the first 30, 60, and 90 days? 6. **Tools and systems** What tools would you recommend using? 7. **Expected metrics** What results would you reasonably expect and how would you measure success? 8. **Budget or resource assumptions** Please include any assumptions around budget, team support, ad spend, or timeline. ### Important Note At this stage, we are primarily looking to collect and evaluate relevant case studies and growth plan ideas that can be presented to our client. If the client is interested in moving forward after reviewing the case studies and proposed plan, we may contact selected applicants for a possible implementation project. ### Ideal Candidate The ideal candidate has proven experience with: * Financial services, wealth management, ETF, investment, or professional services lead generation * B2B outbound systems * AI-enabled sales or marketing automation * Content-driven lead generation * Advisor or executive-level outreach * Strong reporting and measurable outcomes * Creating practical growth plans based on client goals and market context ### How to Apply Please apply with: * A short introduction * 1–3 relevant case studies * Your role in each case study * Tools and systems used * Clear results and metrics * Any screenshots or proof, if available * A short proposed growth plan for this client opportunity * Your availability for a short follow-up call if the case study and growth plan are selected We are especially interested in practical, results-driven examples and clear strategic thinking that could help a financial services client understand what is possible before committing to implementation.