Case Study: The Shore Group achieves 10x more weekly intro calls and 5x more meetings with Autopilot

Streamlining Contact Follow-Up, NY Style

Shore Group Associates is a New York–based consulting firm (with operations in India) that manages and analyzes large volumes of structured and unstructured data. Neal Conlon, the firm's Solution Architect, was spending excessive time on manual follow-ups and talking to unqualified leads, and needed a way to scale outreach across a 9–12 month sales cycle without losing a personal touch.

They implemented Autopilot’s four-email customer journey, iterating internally to keep the tone human and relevant, and automated follow-ups to qualify leads. The program boosted first-touch open rates from 13% to 25% (a 12% increase), saved about 80% of time on subsequent emails, and grew weekly intro calls from 1 to 10 and meetings from 1 to 5.

ShoreGroup

Neal Conlon

Solution Architect