34 CFO-level meetings in 60 days, at AI research scale
Personalization that referenced each CFO's actual earnings calls and filings, built to run at the scale of 1,380 verified contacts.
Revenue impact attributed inside a 60-day engagement
"The AI personalization is genuinely impressive. Prospects thought they had been individually researched. 34 CFO-level meetings in 60 days. The ROI on this engagement was exceptional."
- Built an AI personalization engine referencing each CFO's recent earnings calls, LinkedIn posts, and company filings.
- Verified a list of 1,380 CFO and VP Finance contacts, then opened with research-grade personalization at scale.
- 34 CFO and VP Finance meetings in 60 days, $1.46M in attributed revenue, 6 deals in active procurement evaluation.
Vault Analytics needed to reach the hardest audience in B2B.
CFOs and VPs of Finance at enterprise companies are one of the hardest audiences to reach cold. Generic templates were not cutting through, Vault needed research-grade personalization at scale.
We built a system that pulled each CFO's recent earnings calls, LinkedIn activity, and public filings into the opening line, then warmed every prospect on LinkedIn before the email ever landed.
Before vs After Metro Surge House
Before MSH
- Generic email templates with no individual research behind them.
- No verified CFO or VP Finance contact list to work from.
- No framing matched to CFO priorities like compliance or forecasting.
- No LinkedIn warm-up before the first cold email.
- No documented system, results depended on one person's manual work.
After MSH
- AI personalization engine referencing earnings calls and filings.
- 1,380 verified CFO and VP Finance contacts across target verticals.
- Messaging matched to CFO priorities, compliance, forecasting, cost.
- LinkedIn engagement warm-up running ahead of every cold send.
- Full system documented and handed off as an internal playbook.
Three Systems Working Together
AI Personalization Engine
Opening lines built from each CFO's recent earnings calls, LinkedIn posts, and company filings, at an average of 2.5 minutes of research per prospect, scaled.
Verified CFO Data Set
1,380 verified CFO and VP Finance contacts across target verticals, built specifically for this engagement.
Risk-Framed Messaging
Messaging matched to CFO priorities, compliance, forecasting accuracy, and cost, warmed by LinkedIn engagement before the first email.
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