We help businesses re-engage cold leads identifying the right moment to convert them into real business opportunities.
We help businesses re-engage cold leads identifying the right moment to convert them into real business opportunities.
The Disruptor: How Frozen Leads is Changing the Game
In the summer of 2020, in San Jose, CA—the heart of Silicon Valley innovation—we faced a challenge that every business encounters: lead generation.
New prospects. New marketing campaigns. New sales pitches. It’s a never-ending race to bring in fresh leads, spending more and more just to keep the pipeline flowing.
We started where everyone does—working through every hot and warm lead, pushing for new business at every turn. But as time passed, the well began to dry up.
Then the pandemic hit.
The industry wasn’t built for remote sales, and the old strategies weren’t enough anymore. Agents struggled. Virtual meetings weren’t yet the norm, especially not for something as personal as financial planning and life insurance.
For many, growth stalled.
But where others saw a dead end, we saw an opportunity hiding in plain sight.
We went back to the forgotten leads—the orphaned clients. Policyholders left behind when their agents quit, switched careers, or simply walked away. Names sitting in old CRMs, untouched, assumed to be dead ends.
They weren’t dead leads—they were just waiting for the right moment.
That’s when we stopped selling and started listening.
We didn’t build a machine. We built an operating system.
A structure designed to maximize client interactions at the exact moment their interest was at its highest.
Through AI-driven engagement tracking, we analyzed client behavior in real time:
🚀 Who was opening emails.
🚀 Who was clicking links to read more.
🚀 How much time they spent on the page.
🚀 Which other topics they browsed.
This wasn’t just raw data—it was insight into intent.
From there, our system seamlessly transferred this intelligence to the agent, providing them with a precise window of opportunity to follow up at the right time, with the right conversation.
No guesswork. No cold calls. Just strategic, data-backed engagement.
And then? They responded.
✅ 55% of these “cold” leads weren’t cold at all—they actively engaged with specific financial topics that mattered to them.
✅ They weren’t just interested—they were ready.
✅ The key wasn’t chasing leads—it was showing up when interest was at its peak.
And the numbers backed it up:
📊 60-70% of revenue comes from existing clients, while only 5-20% comes from new leads. (Marketing Metrics)
📊 Acquiring a new customer costs 5 to 7 times more than retaining an existing one. (Harvard Business Review)
📊 Increasing customer retention by just 5% can boost profits by 25-95%. (Bain & Company)
📊 Reactivating past leads costs 3-4 times less than acquiring a brand-new customer. (Forrester Research)
📊 Existing customers are 50% more likely to try new products and spend 31% more than new customers. (Invesp)
That was the moment we knew—Frozen Leads wasn’t just a strategy. It was the evolution of lead conversion.
We officially launched the first version of Frozen Leads in January 2021, perfecting our system to help businesses reconnect with high-intent leads at precisely the right time.
This isn’t just follow-up. This is a systemized, AI-powered, behavior-driven approach to closing business.
And now, we’re bringing it to you.
How many deals are already sitting in your book of business?
Let’s unlock them.