Case Study
38 Opportunities in 3 Weeks
  • 38 Interested Leads
  • 3.2% Reply Rate
  • 21-Day Performance
About Smith & Adams
Smith & Adams is a citizenship-by-investment advisory firm that helps high-net-worth individuals acquire Portuguese residency through smart, compliant investment pathways.
  • Solution
    B2B Sales Engine
  • Industry
    Business Advisory & Finance
  • Headquarter
    Portugal
  • Company size
    11-50
Challenges
  • No Prior Experience with Cold Outreach
    Smith & Adams had built their business through SEO, paid media, and referrals but had never tested cold outbound before. They had no infrastructure in place and were skeptical about whether it could work with such a high-consideration offer.
  • Elite Audience That Was Hard to Nurture
    Their ICP included senior executives, successful entrepreneurs, and high-net-worth individuals from all over the world. This ICP is known for being less responsive to outreach, especially when it relates to legal or financial matters.
  • Need for Discretion and Credibility
    Citizenship by investment is a sensitive topic. Messaging needed to be professional, discreet, and trustworthy to avoid triggering skepticism or mistrust. Anything overly salesy would damage the brand.
  • Focus on Quality, Not Volume
    The goal wasn’t to flood the calendar with any lead - it was to attract the right type of prospect, with the means and intent to pursue residency or citizenship. Every message had to be relevant and refined.
Solutions
  • Curated List of 4,150 High-Net-Worth Prospects
    For the first 3 weeks of the campaign, we scraped and filtered a highly targeted prospect list based on role seniority, business ownership, digital footprint, and geographic location to ensure every contact had both the means and motive to engage.
  • Testing Personalization and Contextual Hooks
    Using enrichment tools, we personalized messaging based on business activity, life-stage cues, and location-specific triggers, creating the sense of tailored, thoughtful messages instead of generic outreach.
  • Messaging Built for Trust
    We wrote custom sequences with a tone of discretion, confidence, and authority. Messaging emphasized the long-term value of Portuguese residency while maintaining a calm, non-pushy language.
  • Subtle, Curiosity-Led CTAs
    Rather than direct asks or offers, we used CTAs that invited low-friction engagement, e.g., “Open to a quick chat?” or “Happy to send more info if this is on your radar.” This non-intrusive style helped break through without raising objections.
Results
  • 38 Qualified Leads in Less than a Month

    The campaign delivered immediate, high-fit leads, including busy professionals and entrepreneurs actively exploring second residency and global mobility options.

  • 3.2% Reply Rate From a Selective Audience
    Well above industry averages, especially in a space where trust and timing are everything, this reply rate showed that even cold outreach can feel high-end when done correctly.
  • First Outbound Motion Proved to Work

    This campaign showed that Smith & Adams can reach and engage HNW prospects proactively, not just rely on inbound or referrals, which unlocked a whole new growth channel.

  • A Scalable, Brand-Safe Outbound Model
    The team now has a structured outbound system that aligns with their premium positioning, ready to be replicated or expanded into new geographies and market segments.
Resources Allocated by UltB
Each client requires an individual approach and dedicated resources. For Zero to One Search, we have comprised a team that worked on every aspect of this project:
  • Dedicated Campaign Manager
  • Customer Success Manager
  • Interested Reply Manager
  • Technical Infrastructure & Deliverability Expert
  • Admin and Operational Comms Specialist
  • Internal Expert for Sales Call Reviews
Ready to see results like these? Book a call now!