How HavenStone Advisory replaced cold emails with AI-powered LinkedIn outreach and booked 22 qualified meetings in their first month
Account Manager
Account Manager, HavenStone Advisory
“We used to spend hours manually searching for business owners on LinkedIn and sending cold emails that nobody opened. Updately's AI finds the exact right prospects — filtered by employee count, industry, revenue — and then we reach out on LinkedIn where people actually respond. Our reply rate went from 3% on email to 52% on LinkedIn. It's a completely different game.”
Account Manager
Account Manager, HavenStone Advisory
How Updately identified high-intent buyers for HavenStone Advisory
Updately's AI continuously monitored these buying signals on LinkedIn to surface the right prospects at the right moment.
AI Lead Finder with Filters
Updately's AI finds ideal prospects by employee count (5-50), industry, revenue range ($1M-$20M), and geography — replacing hours of manual LinkedIn searching.
Tax Season Stress Posts
Business owners posting about tax deadlines, CPA frustrations, or asking for tax advice on LinkedIn and Twitter — the highest-intent signal for advisory services.
Real Estate Investment Activity
Real estate professionals posting about new acquisitions, portfolio growth, or 1031 exchanges — indicating they likely need specialized tax planning.
Business Growth Signals
Founders posting about revenue milestones, hiring, or scaling operations — companies growing fast often overpay on taxes without proper advisory.
Job & Hiring Signals
Companies posting new roles or expanding teams — a strong indicator of revenue growth and increased tax complexity requiring professional help.
HavenStone Advisory helps business owners and real estate professionals save $15K–$300K on taxes annually. But finding the right clients was painful. Their team was manually searching LinkedIn for business owners, copying profiles into spreadsheets, and sending cold emails that landed in spam folders. The response rate on email was a dismal 3%. They knew their ideal clients were active on LinkedIn — real estate investors, e-commerce founders, and small business owners with 5-50 employees — but they had no efficient way to find them at scale. Every week, the team spent 15+ hours on manual prospecting that yielded maybe 2-3 calls. They needed a smarter way to identify high-fit leads and reach them where they actually engage.
Updately transformed HavenStone's entire outreach motion from manual email blasts to AI-powered LinkedIn outreach. Instead of guessing, they used Updately's AI lead finder to build hyper-targeted prospect lists filtered by employee count (5-50), industry (real estate, e-commerce, professional services), revenue range ($1M-$20M), and geography. The AI cross-referenced these filters with intent signals — business owners posting about tax season stress, complaining about their current CPA, or sharing posts about scaling their business. Once the AI identified a perfect-fit prospect, HavenStone's team reached out directly on LinkedIn with personalized connection requests that referenced the prospect's specific business situation. No more cold emails. No more spam folders. Just warm, relevant conversations on a platform where decision-makers actually respond.
From signal to closed deal — a real example
Here's exactly how Updately turned a LinkedIn buying signal into revenue for HavenStone Advisory.
AI Lead Discovery
Updately's AI lead finder identified a real estate portfolio owner with 12 employees, $8M in annual revenue, managing 45 rental properties — matching HavenStone's ideal client profile perfectly. The AI also flagged that he had posted about 'dreading tax season' on LinkedIn.
LinkedIn Over Email
Instead of sending a cold email (which had a 3% response rate historically), HavenStone sent a personalized LinkedIn connection request referencing the prospect's recent post about tax season challenges and his impressive portfolio growth.
Value-First Message
Followed up with a brief message sharing a specific tax strategy for real estate investors with portfolios over 30 properties — referencing a client who saved $180K last year using cost segregation studies.
Discovery Call Booked
Booked a 30-minute discovery call where HavenStone identified $95K in potential tax savings across the prospect's portfolio — including missed depreciation, entity restructuring, and retirement planning opportunities.
Client Signed
The prospect signed a full advisory engagement within 5 days of the first LinkedIn message. He also referred two other real estate investors from his network, both of whom became clients within the month.
Generated $420K in qualified pipeline within 2 months
Booked 22 qualified meetings in the first month — up from 3 with manual email outreach
Achieved a 52% reply rate on LinkedIn — up from 3% on cold email
AI lead finder reduced prospecting time from 15 hours/week to 2 hours/week
85% of booked meetings converted to proposals
Signed 6 new clients in the first 60 days worth $180K+ in annual recurring revenue
Ready to see similar results?
Join HavenStone Advisory and 300+ teams booking 15-20 qualified meetings per seat per month with Updately.