AI-Powered Client Acquisition · Built for High-Ticket Businesses
PhoenixAlliance

Your Next High-Value Client
Is Already Out There.
We Find Them For You.

PhoenixAlliance uses AI to identify, qualify, and craft personalized outreach to your ideal clients — so you focus on closing, not prospecting.

No credit card required · Cancel anytime · Setup in under 5 minutes

app.phoenixalliance.io/dashboard

Pipeline

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Leads
Outreach
Analytics
Settings

AI Credits

375 / 500 used this month

Qualified Leads

42 new this week · AI-scored and ready

↻ Sync Apollo
S

Sarah Chen

CEO, Meridian Capital

94
Draft Ready
J

James Holworth

Partner, Luxe Realty Group

88
Draft Ready
M

Marcus Webb

Managing Director, Apex Wealth

76
Qualifying
P

Priya Nair

Director, Summit Advisory

91
Draft Ready
D

Derek Chase

Founder, Chase & Associates

83
Draft Ready

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

The Problem

High-Ticket Businesses Lose Thousands
Every Month To Bad Prospecting

Hours Wasted On Unqualified Leads

Your team burns 80% of their time on prospects who will never buy. Every wasted hour is another qualified lead slipping past.

Generic Outreach That Gets Ignored

Copy-paste templates don't cut it in high-ticket markets. Decision-makers get hundreds of pitches — and yours looks like every other one.

Inconsistent Pipeline Killing Revenue

Feast or famine cycles destroy predictability. Without a systematic approach, you're always starting from zero.

The Solution

PhoenixAlliance Does The Heavy Lifting

From lead discovery to personalized outreach — our AI handles everything before the conversation starts.

01

AI Lead Qualification

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.

Scores every lead before you see them

02

Personalized Outreach

AI writes custom emails and LinkedIn messages for every lead — referencing their company news, recent hires, and specific pain points. Never generic.

Hyper-personalized at scale

03

Automated Follow-Ups

Never let a hot lead go cold again. Intelligent multi-touch sequences keep you top of mind without you lifting a finger.

Multi-touch sequences on autopilot
Real Results

Real Businesses. Real Results.

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.

M

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.

S

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.

J

James R.

Agency Owner

Pricing

Simple Pricing. Serious Results.

No hidden fees. No long-term contracts. Cancel anytime.

Starter

Perfect for growing teams

$1,997/month
  • Up to 500 leads/month
  • AI email drafts
  • Gmail integration
  • Lead scoring (0–100)
  • CRM dashboard
Get Started
Most Popular

Growth

For serious revenue targets

$3,997/month
  • Unlimited leads/month
  • Everything in Starter
  • LinkedIn message drafts
  • Priority support
  • Advanced analytics
Get Started
PhoenixAlliance

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