Client: Paradino
Overview
Paradino is an AI tool for financial advisers that helps to automate paraplanning, SOA creation, client file notes and more. As their user base rapidly expanded, they needed a way to reach, qualify, and engage financial planners across AU, NZ, and the UK without sacrificing operational control.
To solve this, we designed and implemented a multi-stage automation system using Lemlist, Mailchimp, Calendly, Make.com, and Attio CRM. Which helped to create an end-to-end funnel that captures, nurtures, and converts leads with minimal manual intervention.
The Challenge
Before setting up automation, Paradino ran into several issues that were slowing their growth.
- Cold outreach was manual, generic, and underperforming
- Demo leads weren’t syncing properly into the CRM
- Website sign-ups weren’t followed up in time
- Warm and cold leads had no structured nurture flow
What we did for them:
1. TAM & ICP Analysis
Before building any automation, we helped them to define their Total Addressable Market (TAM) and Ideal Customer Profile (ICP).
The key insights we got was:
Market Size:
~20,000 Financial Advisers and Planning Firms across Australia, New Zealand, and the UK
Ideal Customer Profile:
- Small to mid-sized firms (1–30 advisers)
- Admin teams handling compliance-heavy processes
- Already using tools like Calendly, Mailchimp, or CRM tools
- Open to AI/automation adoption to reduce workload
This allowed us to filter outreach data, tailor messaging, and personalize campaigns to the exact audience most likely to convert.
2. Automation Stages
2.1 Multi-Channel Outreach Using Lemlist
How It Works:
- Built cold email sequences using Lemlist with AI personalization
- Enriched contact data (emails, job titles, LinkedIn profiles)
- Embedded custom preview images for higher engagement
- Set up trigger-based follow-ups and LinkedIn message steps
- A/B tested campaigns to optimize performance
Problem it solved: Client outreach was slow, generic, and low-converting.
2.2 Instant Scheduling and CRM Sync via Calendly
What We Did:
- Created Calendly workflows for Demo Calls & Discovery Sessions
- Connected Calendly to Attio via automation to check or create CRM records
- Triggered lead status updates and stopped Lemlist sequences on booking
Problem it solved: Booked meetings weren’t syncing with the CRM, leading to missed follow-ups and outreach.
2.3 Real-Time Lead Routing from Website Forms
What We Did:
- Monitored form responses in Google Sheets
- Triggered regex parser to extract domain/company details
- Routed new leads into Mailchimp (for nurture), Lemlist (for outreach), and Attio (for CRM tracking)
Problem it solved: Website sign-ups weren’t integrated into the sales funnel fast enough.
Result:
✅ 40% faster lead response
✅ Cold leads auto-enrolled for outreach
✅ No more missed leads
2.4 Lead Nurturing and Drip Follow-ups
What We Did:
- Connected Calendly to Mailchimp to auto-tag leads by booking type
- Built workflows for post-call emails and nurturing drips
- Synced Mailchimp & Lemlist for behavioral retargeting
Problem it solved: No follow-up process after sales calls, resulting in cold leads and missed conversions.
Result:
✅ Improved warm lead engagement
✅ Nurture campaigns activated instantly
✅ Less manual email back-and-forth
Conclusion and Results
With a full-funnel automation system in place, Paradino dramatically improved sales efficiency and lead conversion.
Tech Stack Used:
Lemlist – Cold outreach engine
Calendly – Meeting scheduling
Lemlist & Apollo – Contact list building
Attio – CRM for contacts & deal tracking
Mailchimp – Nurturing email automation
Google Sheets – Form capture
Make.com – Automation orchestration (blueprints)
What They Had To Say:
“Prospects Hive’s automation build changed the way Paradino scales. Our pipeline is clean, enriched, and active without needing to chase every lead manually. The Lemlist and Calendly syncs alone saved hours weekly!”
— Alex, Founder @ Paradino
Want a System Like This?
If you’re manually chasing leads, juggling tools, or letting warm prospects go cold let’s fix that.
Book a free strategy call and get a custom automation blueprint tailored to your marketing funnel.
