Client Name

Boutique Consulting Firm

Website

Confidential (B2B professional services)

Year

2025

Categories

Professional Services, Consulting

How a 3-partner consulting firm turned missed leads into a full pipeline in 90 days with AiMS...

This client is a small consulting firm led by three partners. Most of their business came from referrals and repeat clients, but they had no real system to handle new leads.

Every inquiry went into a mix of email threads, sticky notes, and spreadsheets. Follow up was random. If a partner was busy or traveling, leads went cold. They knew they were leaving money on the table, but they did not want to hire a full marketing team.

They came to A.I. Marketing Solutions looking for a hands-off way to keep their pipeline full while they stayed hands-on with clients.

Services

  • AiMS Hub setup and integration

  • A.S.S.I.S.T. system build (content + follow up)

  • 90-Day Pipeline Sprint

  • Ongoing content and email management

  • Review and referral system

  • Reporting and strategy calls

The Problem: Busy partners and a leaking pipeline

The partners were deeply involved in every project and client call. That meant marketing was always “later.” They posted once in a while, sent a few emails, and hoped word of mouth would keep them booked.

New leads came in through the website, referrals, and LinkedIn DMs, but there was no single place to track them. No one owned follow up. If someone did not reply right away, the lead often disappeared for good.

The Plan: Build an AI Powered Marketing Assistant

We started by installing AiMS Hub and the full A.S.S.I.S.T. system. New leads now flow into one place, get tagged, and enter a clear pipeline.

We created a simple booking page, wired it to their calendar, and built a 30-day welcome sequence for new leads. We also set up a dead list revival campaign to re-engage older contacts who had gone quiet.

The 90-Day Pipeline Sprint

For the first three months, we focused on one thing: more conversations and more booked calls. AiMS sent a steady mix of follow up emails, reminders, and light value content.

We cleaned their contact list, set clear stages in the pipeline, and ran three focused campaigns: a re-activation push, a “book a strategy call” offer, and a referral check-in with past clients.

The Results: More calls, more control, less stress

Within 90 days, their calendar told the story. They saw a strong jump in booked calls and a steady flow of warm conversations each week, without adding staff or working more hours.

The partners now start each week by opening one simple dashboard. They can see new leads, current conversations, booked calls, and where deals sit in the pipeline. AiMS runs the daily marketing work in the background so they can stay focused on serving their best clients.