For Liberty Horizons, this system will continuously update their CRM with critical data points like job changes, funding rounds, and strategic events. Given their small team size (7 employees) and focus on tailored financial solutions for Canadian entrepreneurs, this will save time and provide up-to-date insights for their business growth efforts.

This system will identify anonymous visitors to Liberty Horizons' website and automate personalized outreach. Since their business relies on connecting with Canadian entrepreneurs seeking financial solutions, this system will turn hidden web traffic into qualified leads.

It can convert at least 10% of anonymous web visitors into qualified leads, enhancing their pipeline and improving client acquisition rates.

This system will transform sales call insights into personalized LinkedIn posts for Liberty Horizons' team, helping them build thought leadership and engagement in their niche of financial management consulting.

Boosts the visibility of their expertise, potentially increasing inbound opportunities by 15% and positioning them as industry leaders.