Case Study: Los Altos Advisors Saves Time with Mailshake

How Los Altos Advisors Uses Mailshake to Save Time

Los Altos Advisors, operated by John Heltzel, is a fractional business development firm that works with Silicon Valley startups. His challenge was manually sending hundreds of individualized update emails to his network of investors and business contacts, a very time-consuming process. The promotional nature of the tools he was using also added spam-like unsubscribe buttons to his messages, which risked damaging his professional relationships. He turned to the sales engagement platform Mailshake for a solution.

By implementing Mailshake, Los Altos Advisors automated its outreach while maintaining a personal touch. Key features included mail merge for personalization and an integrated email cleaner to protect sender reputation. The solution saved significant time and removed the unwanted unsubscribe button, making emails feel more human. This approach from Mailshake resulted in high open rates between 60-70% and reply rates of 15-20% when tracking was enabled, while solidifying the value of leveraging one's network for effective communication.

Los Altos Advisors

John Heltzel

Fractional VP of Business Development