Case Study: Vanilla Doubles Meetings Booked with Qualified’s AI SDR

Vanilla Doubled Their Meetings Booked In The First Month Live With Piper the AI SDR

Vanilla, a leading estate advisory platform for wealth management firms, needed a better way to convert growing website traffic into pipeline. As CMO Jim Sinai looked to improve speed-to-lead and make inbound marketing more efficient, the team wanted a more personalized website experience than static forms and relied on Qualified and its AI SDR, Piper, to help scale engagement.

With Qualified, Vanilla deployed Piper the AI SDR across its website in just a few weeks to qualify visitors, start real-time conversations, book meetings, and route leads with guardrails for financial compliance. The results were strong: Vanilla saw a 2X increase in meetings booked in the first month live, a 135% increase in leads generated month over month, and $5.3M in influenced pipeline within five months, while Piper handled 80% of visitor interactions and eliminated missed inbound chat requests.

Vanilla

Jim Sinai

Chief Marketing Officer