Case studyCold Outbound + AIFinancial advisory
How TruPath Wealth booked 31 calls in 40 days.
31
calls booked in the booking app's first 40 days
28,661
Ohio teachers contacted
176
positive replies
3
active advisors taking the calls
01The situation
TruPath Wealth advises Ohio public school teachers approaching retirement in the state pension system. Demand was never the problem. The advisors' approach closed on calls. Everything between the first email and that call leaked.
Every reply needed a fast human answer in the right tone, at whatever hour it landed. Calendly hid which advisor a booking actually belonged to. And a backlog of leads who had said yes but never picked a time sat untouched in the CRM.
02What we built
- Cold email infrastructure. 40 mailboxes across neutral and branded domains, with DNS and warmup handled end to end.
- Lead lists built from public state pension data, filtered by age and years of service, then verified before sending. No third-party data costs.
- A custom round-robin booking app on the firm's own domain, replacing Calendly. Advisor-priority routing and full ownership of the booking data.
- An AI reply brain trained on the firm's conversational frame. It classifies and drafts a reply to every inbound message, and it stayed in shadow mode until it agreed with the lead advisor at 90 percent or better.
- A follow-up system that re-engaged 93 past leads who said they were interested but never booked, across five sequence variants matched to each lead's profile.
03The real screens
04The results
28,661
Ohio teachers contacted through the cold email stack
176
positive replies, plus 119 more handled automatically by the reply system
31
calls booked in the booking app's first 40 days, across three active advisors
90%+
agreement between AI-drafted and sent replies before the system went live
93
dormant interested leads re-engaged by the follow-up system
Figures pulled from the sending platform and the booking database, August 2026.
The reply inbox is where most outbound dies. Volume is easy. Answering every reply fast, in the frame that closes, is what turns volume into bookings.