How Meridian Advisory Group Doubled Their Pipeline in 90 Days
Doubled qualified pipeline in 90 days with AI-driven outreach and automated follow-up
The challenge
Before working with Rockstarr, Meridian Advisory Group was managing over 200 active prospects across a patchwork of spreadsheets and sticky notes. Their three-person business development team spent nearly 40% of their week on manual follow-up tasks and still dropped the ball on hot leads that went cold simply because no one had time to circle back.
Response times to inbound inquiries averaged 48 hours — a lifetime in a space where trust and responsiveness are everything. Founder David Chen knew something had to change: "We were losing deals we should have been winning. We were not short on opportunity — we were short on bandwidth."
The solution
Rockstarr implemented a fully connected CRM and outreach system tailored to Meridian's sales cycle. Automated LinkedIn outreach sequences went live within the first week, targeting CFOs and COOs at mid-market professional services firms. Every new connection triggered a three-touch message sequence crafted in David's voice, with meeting-ready language built in from step one.
On the inbound side, every form submission and forwarded email hit the CRM instantly. The AI classified each lead, moved them to the right pipeline stage, and queued a same-day reply draft for David's one-click approval. Inbound response time dropped from 48 hours to under 2.
The team also stood up a monthly newsletter targeting 600+ warm contacts, anchored to a new blog publishing cadence. Within six weeks, two inbound inquiries came directly from newsletter readers who had gone quiet for over a year.
The results
By day 90, Meridian's qualified pipeline had doubled. The team was booking more discovery calls with less effort — and closing them faster because every call came with an AI-prepared brief surfacing the prospect's pain points, prior touchpoints, and competitive context.
David's business development team reclaimed 15+ hours per week previously lost to admin. That time went back into high-value client work and the conversations that move deals forward. Three months in, Meridian closed its two largest engagements of the year.