Case Study: Catalyst Financial Group achieves over $20,000 in revenue with Yoke (CoPilot AI)

Catalyst Financial Group drives over $20,000 in revenue with CoPilot AI

Aaron Curry, a partner at Catalyst Financial Group, faced the challenge of connecting with his highly specific target audience in a scalable way beyond time-consuming in-person networking. He sought a better method for consistent outreach and turned to the vendor, Yoke (formerly CoPilot AI), for a solution using its social selling platform.

By implementing Yoke's strategy for targeted LinkedIn outreach, Aaron was able to automate introductions and nurture relationships. The solution delivered significant results, including 200 new introductions leading to 70 meetings. Yoke helped him close seven new client households with 21 policies, generating over $20,000 in revenue from just a few of those new relationships.

Catalyst Financial Group