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Two prospects dormant for 8+ months converted within 60 days of personalized outreach enabled by MCP.
2 in 60 days
Dormant prospects converted
Per-prospect context
Outreach
All 40+ contacts tracked
Pipeline coverage
A boutique wealth management firm was losing track of prospects during long decision cycles. Wealth management decisions take 6–18 months. Their advisors had 40+ active prospects in various stages, but staying meaningfully in touch required remembering each person's specific situation, what had been discussed, and what would actually be relevant now. Generic monthly newsletters weren't cutting it. The firm suspected they were losing prospects to competitors who were staying more present.
We built an MCP server connecting HubSpot CRM to their market content library and custodian data. When an advisor wants to reach a prospect, they ask: 'What should I send to the Hendersons this month?' The MCP pulls the Hendersons' profile (inheritance planning, 3–5 year timeline), checks prior communications, and drafts a personalized message with content relevant to their current situation. Advisor edits and sends. All interactions logged back to HubSpot.
Two prospects who'd been in the pipeline for 8+ months and gone quiet converted to clients within 60 days of the first personalized outreach. Overall pipeline engagement (opens, replies, calls scheduled) improved. Advisors stopped describing their prospect list as 'people I need to follow up with' and started describing it as 'people I'm actually having conversations with.'
Timeline: 4 weeks
Results like these start with a free call.
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