Case Study - IT Business Services

The business development challenges of a one-person business

Thad is a Business and Technology entrepreneur who owns his own business that focuses on providing scalable processes around software development and QA. Being a business owner, Thad wears a lot of different hats in his day-to-day work, and business development was always a challenge due to a lack of time and resources.  

Thad had a lot of the pieces in place for a successful bus-dev strategy. “I love to write thought-leadership content that resonates with my target audience, and then use Twitter to boost any content I publish,” he explained. Thad also had a great looking website for prospects to be funneled through to. The only thing missing was the qualified traffic.

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Finding his stride with the hard to reach CTO audience

Thad struggled to reach more decision-makers who had budget authority to approve of his service. Targeting a high-volume of CTOs was no easy feat for a one-man business.  

Thad turned to LinkedIn to find his audience and started doing manual outreach. He sent messages to CTOs and introduced his service in his initial message. But Thad wasn’t getting good results. “My messages came across too direct,” he explained, ‘the prospects were saying no before they even read my whole message.”

So, Thad re-thought his process. He started introducing himself more casually asking to build a relationship before offering his services. He saw immediate results.  

He found out quickly that this new messaging would generate some traction but would not be sustainable for growth. Thad knew he needed to scale so he started looking for an automated software solution.

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Scaling business development with automation

After doing research online, Thad was told about CoPilot AI by a Financial Advisor who was using the service. Thad says, “CoPilot AI created a way for me to meet people and get access to their network and get to more potential customers in a way that doesn’t irritate them or push them away.”

Throughout Brett's onboarding experience, he was empowered with the knowledge and resources needed to further flesh out his personalized messaging strategy. He knew he had the lingo already, he just needed a product and the expertise that would help him to effectively reach out to people at scale.

With CoPilot AI’s easy to use dashboard and UI, Thad was able to scale his outreach right out of the gate. Thad says “My success really comes from the expansion that CoPilot AI has given me through my LinkedIn network.” He quadrupled his LinkedIn network within weeks and closed a large client through connections he made from the CoPilot AI system.

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