Case Study
38 Open Deals in 3 Weeks
  • 38 leads with interest
  • 3.2% of Recipients Replied
  • Results After 21 Days
The Client: Smith & Adams
Smith & Adams is an advisory firm specializing in citizenship by investment, guiding high-net-worth individuals toward Portuguese residency via smart, fully compliant investment routes.
  • What we did
    B2B client acquisition engine
  • The sector
    Finance & Business Consulting
  • Home base
    Portugal
  • Team size
    11-50
The problems
  • Zero Previous Cold Outreach Experience
    Smith & Adams had grown their business through paid media, SEO, and referrals, yet cold outbound remained untested. With no infrastructure established, they doubted the channel could work for such a high-consideration offer.
  • A High-End Audience Difficult to Nurture
    Their ICP spanned senior executives, accomplished entrepreneurs, and high-net-worth individuals worldwide - an audience known to respond poorly to outreach, particularly around legal or financial topics.
  • Discretion and Credibility Were Essential
    As a topic, citizenship by investment is delicate. The messaging had to project professionalism, discretion, and trust to avoid provoking mistrust or skepticism - anything overtly salesy would harm the brand.
  • Quality First, Not Sheer Volume
    The aim was never to pack the calendar with just any lead, but to draw in the right prospects - those holding both the means and the intent to pursue citizenship or residency. Each message needed to be relevant and polished.
How we fixed it
  • Hand-Curated Roster of 4,150 High-Net-Worth Prospects
    During the campaign’s first 3 weeks, a precisely targeted prospect list was scraped and filtered - screening for business ownership, role seniority, digital footprint, and geography - ensuring each contact had both the motive and the means to engage.
  • Experimenting With Personalization and Contextual Hooks
    With enrichment tools, we tailored the messaging around business activity, life-stage signals, and location-based triggers, so every message read as thoughtful and individually crafted rather than generic outreach.
  • Copy Written to Earn Trust
    Custom sequences were written in a tone of confidence, discretion, and authority, stressing the long-run value of a Portuguese residency and keeping the language calm and non-pushy.
  • Soft CTAs That Spark Curiosity
    Instead of direct pitches or offers, our CTAs encouraged low-friction engagement - e.g., “Open to a brief chat?” or “Glad to share more details if this is relevant for you.” This gentle style cut through without triggering objections.
The outcome
  • 38 Vetted Prospects Inside a Single Month

    The campaign produced immediate, high-fit leads - among them entrepreneurs and busy professionals actively weighing global mobility and second-residency options.

  • A Selective Audience, a 3.2% Reply Rate
    Far exceeding industry averages - in a space where timing and trust decide everything - this reply rate proved cold outreach can feel genuinely high-end when executed properly.
  • Our First Outbound Push Proved Effective

    The campaign proved Smith & Adams can proactively connect with and engage HNW prospects instead of leaning solely on referrals or inbound - opening up an entirely new growth channel.

  • A Brand-Safe, Scalable Outreach Model
    The team now runs a structured outbound system matched to their premium positioning and ready to replicate or extend into fresh geographies and market segments.
The Resources B2B Growth Engine Committed
Every client calls for a tailored approach and dedicated specialists. To serve Smith & Adams, we assembled a team covering every dimension of this project:
  • Dedicated Campaign Lead
  • Manager, Customer Success
  • Positive Reply Manager
  • Expert for Technical Infrastructure & Deliverability
  • Admin & Operations Comms Specialist
  • In-house Sales Call Review Expert
Want results like these for yourself? Schedule a call today!