From Cold Leads to Closed Deals See Copia AI in Action
Real businesses using Copia AI to automate follow-up, qualify leads, and close deals — without paid ads.
Why These Case Studies Matter
Most businesses are sitting on gold… they just don’t have the system to dig it up.
At Copia AI, we build automated follow-up engines that revive cold leads, eliminate manual tasks, and book more appointments.
Below are just a few examples of how we helped clients unlock hidden revenue sitting in their CRM—without adding more leads or hiring more staff.
📍 Case Study #1 — SurfCT (Tech + Services)
Industry: Tech Services for Dental Practices
Campaign Type: SMS Reactivation + AI Follow-Up
Summary: Using AI-driven SMS follow-up, we activated 317 real conversations. The AI qualified leads and booked over 25 calls — resulting in $150K in closed sales in less than 30 days.
💬 Messages Sent
👉🏽 Replies Received
🗓️ Appointments Booked
💰 Ad Spend
1020
200+ (20%)
7 Qualified & Booked
$0
"$150K in new business from leads we weren’t even touching — this system paid for itself 100x over."
"We thought those leads were dead. Then we got 7 calls on the books in a few days. It just grew from there — and we didn’t do a thing."
📍 Case Study #2 — Vera Capital Management (Finance)
Industry: Financial Advisory | Life Insurance | Annuities
Campaign Type: SMS Reactivation + AI Follow-Up
Summary:
We launched a 2-day AI-powered SMS reactivation to dormant leads inside Vera’s CRM. 1 in 5 responded, and 7 booked qualified appointments — all handled by the AI.
💬 Messages Sent
👉🏽 Replies Received
🗓️ Appointments Booked
💰 Ad Spend
1020
200+ (20%)
7 Qualified & Booked
$0
⚡️ Only taking 5 new clients this month to ensure quality delivery.
Book your spot before the calendar fills up.
Make More Sales & Get Better Qualified Leads
Find out how you can remove expensive bottlenecks and add a few extra zeros to your business account with AI. Book in a call here, so we can chat.
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