Challenge
4,200 contacts who had never heard of the firm, and sales calls that spent their first 30 minutes on introductions.
From a cold contact list to ₹12Cr+ in active deals. In 6 weeks.
A private credit firm had a solid product and 4,200 contacts who had never heard of them. One investor webinar turned that cold list into 113 booked investor meetings.
₹12Cr+In active investment discussions
113Investor meetings booked from a cold list
4,200Contacts, from a cold list
6 weeksFrom kickoff to booked investor meetings
Approach
One investor webinar in place of one-to-one warm-up: topic, registration, invites, reminders and a follow-up built to book meetings.
Result
487 registered, 331 attended and 113 booked a 1:1 call, with ₹12Cr+ in active investment discussions.
The challenge
A solid product, and a list that had never heard of it.
A private credit firm had a solid product, fixed returns backed by real estate assets, and 4,200 contacts who had never heard of them.
Every sales call burned its first 30 minutes on introductions. Warming investors up one conversation at a time was the bottleneck, not the product.
30 min
spent on introductions at the start of every sales call
The approach
One webinar instead of 4,200 introductions.
So we stopped trying to warm people up one at a time and built a single investor webinar instead.
Before the webinar
The topic
A subject worth an investor's time, so the introduction happens once, for everyone.
The registration flow
A simple path from invite to confirmed seat.
Every invite and reminder
A sequence that carried contacts from first touch to showing up live.
The live investor webinar
487 people registered. 331 showed up.
After the webinar
The follow-up sequence
The step that turned attendees into 1:1 investor meetings.
The results
487 registered. 331 showed up. 113 booked a call.
From a cold list to booked meetings
Bars not to scale11.6% registered
68% attended
34% booked a call
In active investment discussions₹12Cr+
Every figure comes from the campaign it was measured in. Client identity withheld; sector label used.
Why it worked
One engine, not four vendors.
The same team owned the targeting, the campaign, the follow-up and the reporting. Nothing was lost in a handoff.
FIND
Targeting built from fit and intent, before any outreach went out
GROW
One scorecard across marketing and sales, so nobody argued the number
AI + HUMAN
AI handled research and personalisation; people ran qualification
ENGAGE
Six weeks from kickoff to booked investor meetings
Solutions used
The capabilities behind the result.
GROW
AI for Revenue
Research and personalisation, with people running qualification
ExploreENGAGE
Revenue Acquisition
The investor webinar: topic, registration, invites and reminders
ExploreENGAGE
Revenue Development
The follow-up sequence that turned attendees into 1:1 meetings
ExploreFIND
Revenue Intelligence
Targeting built from fit and intent, before any outreach went out
ExploreGROW
Revenue Operations
One scorecard across marketing and sales
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