How We Helped ConvergexAI Scale to 20 Meetings a Month: A Case Study
Manas RMay 20, 20253 min read

How We Helped ConvergexAI Scale to 20 Meetings a Month: A Case Study

AIBusinessAutomationUse CasesAI Agents

Discover how ConvergexAI leveraged our solutions to consistently achieve 20 qualified meetings per month. This case study outlines the strategies, challenges, and results that drove their rapid growth.

How We Helped Convergex-AI Book 20+ Meetings a Week and Add $10k+ MRR in Under 3 Months

When Convergex-AI — an innovative AI services company — came to us, they had a great offer but lacked a predictable, scalable system for getting it in front of the right decision-makers. Their outreach was inconsistent, the quality of leads varied, and they wanted a way to reliably fill their calendar with qualified meetings.

We delivered exactly that — and more.


Step 1: Defining and Sourcing the Ideal ICP

Before sending a single email, we worked closely with the Convergex-AI team to define their Ideal Customer Profile (ICP) in crystal-clear detail:

  • Industry focus
  • Company size
  • Decision-maker roles and titles
  • Geographic targeting
  • Key pain points and triggers

Once we knew exactly who we were going after, we built the master prospect list using:

  • Our proprietary internal tools to identify hidden opportunities
  • High-quality scraped lists from sources like Apollo, LinkedIn Sales Navigator, and other premium databases
  • Rigorous validation to ensure a bounce rate under 2%

This gave us a laser-focused starting point: a clean, relevant, and highly accurate lead list.


Step 2: Enriching the Data for Personalization

A good list is the foundation — but data enrichment is what makes it powerful.
We ran every contact through our in-house enrichment tools to:

  • Verify email deliverability
  • Add missing fields like LinkedIn profiles, phone numbers, and company details
  • Tag leads with extra context (funding rounds, recent hires, product launches, etc.) for smarter personalization

By the end of this process, every lead wasn’t just a name and email — they were a well-understood potential customer.


Step 3: Launching AI-Powered Outbound Campaigns

With a targeted, enriched list in hand, we deployed our AI-driven outbound engine. This isn’t just “mass emailing” — every touchpoint was tailored, relevant, and designed to start real conversations.

The results spoke for themselves:

  • 60% open rate (industry average: 20–25%)
  • 9% overall reply rate (industry average: ~2%)
  • A steady 20+ booked meetings per week with high-intent prospects

The Results: Predictable, Scalable Growth

In less than 90 days, Convergex-AI went from chasing leads to operating with a repeatable, predictable sales system. They scaled to over $10k in monthly recurring revenue, built a reliable pipeline, and freed up time to focus on closing deals rather than hunting for them.


Why This Worked

  • Accurate targeting → We only spoke to the right people
  • Data enrichment → Every message was relevant and timely
  • AI-powered outbound → Scaled without losing personalization

This combination turned outbound into a growth engine, not a gamble.


If you want to consistently fill your calendar with qualified sales meetings without spending months figuring it out, our AI outbound systems can do the same for you.