Case Study: Investment Community Saves 4 Hours Every Week

The Challenge

Collektiv Club is an exclusive angel investor community where members invest together in high-potential tech startups. They were spending 2 hours daily on manual lead outreach, eating into time that should have been spent on what actually matters: finding great investment opportunities and building their community.

The team was stuck:

• 4 hours weekly: spent on repetitive outreach emails
• 30 minutes per lead: for research and personalisation
• Inconsistent quality: across emails (some great, some rushed)
• No time for the important work: sourcing investments and nurturing member relationships

For a premium community where trust and relationships are everything, they needed to scale outreach without it feeling automated or generic.

What We Built

We created an email automation that writes personalised outreach based on each prospect's background and Collektiv Club's investment portfolio. Crucially, humans review and approve everything before it is sent.

The automation handles:

• Pulling lead data from LinkedIn
• Researching prospects and matching them to relevant investments from Collektiv Club's portfolio
• Writing personalised first emails that reference specific investments
• Creating a 2-week follow-up sequence to book discovery meetings
• Integrating with their existing Airtable workflow

Humans still control:

• Reviewing every email before it sends
• Giving feedback in plain English ("make this warmer" or "mention their fintech background")
• The automation rewrites in seconds based on feedback
• Approving the final version with one click

Everything runs through tools they already use (Airtable), with built-in quality checks to ensure nothing sends without approval.

The Results (1 Month)

Time saved: 4 hours every week, freed up for investment sourcing and community building

Speed: Lead processing dropped from 30 minutes to 5 minutes. 83% faster.

Quality: Better personalisation than manual emails. Every message now references relevant portfolio investments.

Capacity unlocked: No limit on how many leads they can pursue. Focus shifted to higher-quality prospects.

Client Testimonial

"This automation saves us 4 hours weekly while actually improving our email quality. The system references our successful investments in every message, which we never had time to do manually. We're now focusing on sourcing better deals and building relationships instead of writing emails. Game-changer for scaling a premium community."

— Ryan Fagan, Co-Founder @ Collektiv Club

Why It Worked

Humans stayed in control. Every email gets reviewed before sending. The team gives feedback, the automation rewrites instantly, and then they approve. No "set it and forget it" risk.

Built for their workflow. Integrated with Airtable (their existing system) and LinkedIn. No learning curve, no new tools to master.

Contextual intelligence. The automation pulls from their investment database to personalise every message. Prospects get emails that feel hand-written, because a human actually reviewed them.

Fast implementation. Built in 1 month. Immediate impact on their weekly schedule.

What This Means for You

If you're spending hours on personalised outreach (emails, proposals, follow-ups), you're facing the same ceiling. You can hire someone to do it, or you can automate the first draft and keep humans for the final review.

Collektiv Club chose automation with human oversight. 4 hours weekly back, better quality output, unlimited capacity.

The simple truth: automation doesn't have to feel automated. When humans review before sending, you get speed and quality.

Ready to find out where automation could save your team time?

Book a free 30-minute call to identify your highest-impact opportunities: Let's chat 🚀