
PhoenixAlliance uses AI to identify, qualify, and craft personalized outreach to your ideal clients — so you focus on closing, not prospecting.
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Pipeline
AI Credits
375 / 500 used this month
42 new this week · AI-scored and ready
Sarah Chen
CEO, Meridian Capital
James Holworth
Partner, Luxe Realty Group
Marcus Webb
Managing Director, Apex Wealth
Priya Nair
Director, Summit Advisory
Derek Chase
Founder, Chase & Associates
AI Draft Generated
To: sarah@meridiancap.com
Subject: Meridian's Q4 expansion — a thought
Hi Sarah,
Congratulations on Meridian Capital's ESG fund launch — the pivot toward sustainable wealth reflects exactly where your HNW clients are heading.
I work with wealth management firms like yours to systematically identify and qualify new HNW prospects using AI — firms that adopted this approach saw an average of $85K in new business within 60 days...
42
Leads qualified / week
94%
Avg. AI accuracy score
$85K
Avg. new revenue / 60 days
Your team burns 80% of their time on prospects who will never buy. Every wasted hour is another qualified lead slipping past.
Copy-paste templates don't cut it in high-ticket markets. Decision-makers get hundreds of pitches — and yours looks like every other one.
Feast or famine cycles destroy predictability. Without a systematic approach, you're always starting from zero.
From lead discovery to personalized outreach — our AI handles everything before the conversation starts.
01
We score every prospect before you ever see them. Our AI analyzes company size, role, buying signals, and recent activity to rank leads 0–100.
02
AI writes custom emails and LinkedIn messages for every lead — referencing their company news, recent hires, and specific pain points. Never generic.
03
Never let a hot lead go cold again. Intelligent multi-touch sequences keep you top of mind without you lifting a finger.
High-ticket businesses just like yours are already winning with PhoenixAlliance.
“We closed $85,000 in new business in our first 60 days. The AI-crafted emails were so personalized our prospects thought we'd done weeks of research on each of them.”
Marcus T.
Wealth Management Firm
“My pipeline went from empty to 40 qualified leads in the first week. I've never seen a tool generate this quality of prospect this fast. It's completely changed how I operate.”
Sarah K.
Luxury Real Estate
“I used to spend 20 hours a week prospecting. Now I spend 20 minutes approving drafts. My revenue is up 3x and I'm actually working less than before.”
James R.
Agency Owner
No hidden fees. No long-term contracts. Cancel anytime.
Perfect for growing teams
For serious revenue targets

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