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What we built in our first documented engagements. We publish a case study only after the client has approved it in writing, and we publish a number only when that client signed off on the measurement behind it. Where a figure has not been through that process, the story here describes the work instead of quoting a result. Outcome figures from cleared engagements live on advizr.ca.

Breez - Automated Lead Generation Platform#

Industry: Professional services

Challenge: Manual lead generation was consuming hours of executive time daily. Outreach was inconsistent, follow-up was unreliable, and there was no systematic way to research prospects or generate tailored proposals. The sales pipeline was unpredictable.

What we built:

  • Automated lead sourcing from multiple channels
  • Multi-channel outreach system covering email and LinkedIn
  • AI-powered company research that generates detailed intelligence on every prospect
  • Strategy generation pipeline that produces tailored engagement plans per company
  • Automated proposal deck creation with personalized ROI projections
  • Reply detection and intelligent routing for incoming responses

The full five-stage pipeline runs end-to-end: detect replies, research the company, generate strategy, build the deck, and prepare for send.

Education delivered:

  • Kickoff session covering the pipeline architecture and operation
  • Prompt engineering training for refining AI-generated strategies
  • Coaching calls focused on interpreting pipeline output and making send decisions
  • Loom walkthroughs documenting every stage of the pipeline
  • Operations runbook for day-to-day management

What changed:

  • Prospect research and proposal drafting stopped being executive work
  • Every prospect gets a tailored strategy instead of a template
  • Outreach runs on a schedule rather than whenever someone finds the time
  • Each stage reports its own state, so a stall is visible the day it happens

Every engagement is instrumented before it ships: you sign a baseline, and the system reports against it. That is how the 5x ROI guarantee is audited, and it is the same counting we use here.

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