Case Study - Management Consulting
Learn how this consultant built a winning sales strategy and process using CoPilot AI and generated 33 leads in the first 60 days.
“For a new entrepreneur or someone who isn’t used to sales, it’s a lifesaver. You can plug and play Copilot AI into your business and it gives you a foundation to grow off of. It provides an ecosystem and you can run your sales strategy off of what CoPilot AI does.”
Xavier Chang is the Principal Consultant and business owner at XC Consulting LLC, a management consulting firm in Miami, Florida. As an entrepreneur and business owner, Xavier has to wear many hats, often juggling several different tasks and job roles. Because of this, Xavier took on Sales without prior experience or knowledge on how to get started.
“As a new business, I didn’t have the knowledge of sales or a sales process. I’ve had to essentially learn this as I’m going”, Xavier stated, adding, “lead generation was never on my radar.”
While lead generation wasn’t a focus at first, he was open to learning about new ways to grow his business.
Finding his stride with the hard to reach CTO audience Getting the foundation for a solid sales process to drive growth
He first heard about CoPilot AI from friend and business associate, Annissa. “Annissa and I are accountability partners. We check in with each other periodically to see how are businesses are doing. She told me about CoPilot AI and said it changed the way she interacts with prospects and has introduced her to people she would have otherwise never met,” shared Xavier. He immediately looked into CoPilot AI and decided to give it a try for himself.
Prior to CoPilot AI, Xavier had tried traditional networking and cold outreach as his primary prospecting strategy. He shared, “My process was very rudimentary. I never thought about prospecting as a system — that changed everything when I got introduced to CoPilot AI.”
CoPilot AI allowed Xavier to put a scalable process in place for prospecting and automate this process. As prospecting and sales weren’t his main areas of expertise, having a tool and system in place to do so was invaluable. “For a new entrepreneur or someone who isn’t used to sales, it’s a lifesaver. You can plug and play Copilot AI into your business and it gives you a foundation to grow off of,” explained Xavier, adding, “it provides an ecosystem and you can run your sales strategy off of what CoPilot AI does.”
33 leads in 60 days with CoPilot AI
Xavier has been using CoPilot AI for just over 60 days, and in that time, he has booked 33 meetings and gained nine warm leads (meaning they’ve raised their hand for a second follow-up call). He’s also been able to lower his cost per lead to just shy of $18. “I wouldn’t be able to achieve anywhere near this prior to CoPilot AI,” Xavier shared.
While he’s been able to measure the above results, he doesn’t have an exact estimate of how much time he has saved since being on the platform — but knows it’s a lot. Xavier stated, “Having to do this manually would be impossible. If I had to send manual follow-ups to all the people I connect with, I would never be able to do that at scale. That’s another testament to what CoPilot AI provides.”