We sent 140 hand-selected mid-funnel prospects a branded gift and a personal note. It returned about 10x the expected conversion rate and $753K in new investments.
October 3, 2025·1 min read
The goal was to re-engage mid-funnel prospects at risk of churn on an investment platform for high-net-worth clients, and to prove that automated outreach could carry real ROI and ease the load on the team.
We sent branded stainless steel champagne flutes, with personalized messaging, to 140 hand-selected users identified through third-party data. Alongside it, we built an automated CRM workflow to trigger the outreach and measure the response.
We then tested scalable gifting costs to hold ROI as the program grew, keeping an eye on the CAC to LTV ratio so it could run as an automated play rather than a one-off.
Conversion lift doesn't always mean large scale. Sometimes delight at the right moment drives an exponential return. Test, prove, then scale.
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In this campaign they did. Sending 140 hand-selected prospects a branded gift with a personal note returned about 10x the expected conversion rate, a 39% lift in AOV, and $753K in new investments.
Prove the lift on a small, high-intent segment first, then test the per-send cost you can sustain against your CAC and LTV, so it survives automation instead of staying a one-off.