Back to Case Studies
Professional ServicesCompliance & Risk$6M Revenue

Compliance Firm Books 45 Risk Leader Meetings Ahead of Regulatory Changes

A compliance and risk consulting firm needed to reach companies facing new regulatory requirements. AI agents helped them connect with compliance leaders at companies that needed to act fast.

* Company identity anonymized to protect client confidentiality. Results verified.

45
Meetings Booked
$980K
Pipeline Created
13
Projects Won
$410K
Revenue (Year 1)

The Challenge

This compliance consulting firm helps mid-market companies navigate regulatory requirements: SOC 2, GDPR, HIPAA, and industry-specific regulations. Their sweet spot is companies that need to get compliant but don't have internal expertise.

The challenge: companies often don't realize they need compliance help until they're facing an audit, a customer requirement, or a regulatory deadline. By then, they're scrambling and often go with whoever responds first.

  • Companies don't plan for compliance until forced to
  • Timing is everything—need to reach them early
  • Many companies don't know what compliance they need
  • Partners too busy with delivery to prospect

The Solution

They deployed 6 AI agents targeting companies with specific compliance triggers:

SaaS Selling to Enterprise
Need SOC 2 for customer deals
Healthcare Tech Companies
HIPAA compliance gaps
Companies with EU Customers
GDPR requirements
Financial Services Vendors
SOX and banking regulations

Messaging focused on specific triggers: enterprise customer requirements, upcoming audit deadlines, regulatory changes, and the cost of non-compliance.

The Results

Meetings booked45 with compliance/risk leaders
Pipeline created$980K in project opportunities
Projects won13 compliance engagements
Average project value$32K
First-year revenue from AI leads$410K

"We used to wait for companies to panic about compliance. Now we're reaching them early—before the audit, before the customer requirement becomes urgent. We're doing proactive compliance planning instead of emergency remediation."

MP
Managing Partner
Compliance Consulting Firm [Anonymized]

Quick Facts

IndustryCompliance Consulting
Company Size$6M Revenue
Agents Deployed6
Timeframe12 months
Target PersonasCISOs, Compliance, IT

Get Similar Results →

Ready to grow your compliance practice?

See how AI sales agents can help you reach companies before they're in crisis.