About The Endurance Group
The Endurance Group began as an outsourced sales and marketing provider for professional services firms, consultants, and insurance and accounting companies. Founded over 20 years ago with a focus on cold calling, the company has since evolved into a tech-forward consultancy leveraging AI to help clients scale outreach and develop their own AI solutions.
What challenge did The Endurance Group face?
The Endurance Group’s traditional method involved deep manual research to create custom sales strategies, reports, and outreach materials for clients. However, these static reports became quickly outdated and required constant updates. As VP Conor Sullivan noted, “After all that work, a fresh news story could arrive and make the entire report outdated.” The process was too slow and inefficient to keep up with clients’ evolving needs.
“I looked for a solution that would use what ChatGPT does, which is synthesizing information, but make it so that it would understand my clients and their prospects, becoming an interactive tool where they could ask questions as they arose, as opposed to creating this one-time static report.”
Conor Sullivan
VP @ The Endurance Group
How did The Endurance Group solve it with CustomGPT.ai?
After evaluating multiple AI tools, The Endurance Group selected CustomGPT.ai for its ease of use, security features, and flexibility.
“CustomGPT was the one that worked the best. We actually have a lot of fun making the AIs and thinking about how we are going to implement this technology to solve the client’s problem.”
The team rolled out AI assistants using CustomGPT’s no-code platform and persona generator to create client-specific chatbots. These bots were embedded in secure client portals and made it easy to synthesize company information in real time, generate personalized outreach, and eliminate the need for manual updates.
“The persona generator allowed me to really play around with what my clients needed and we used that to create, as well as how easy it was to deploy. We basically created client portals where I could put the chatbot directly into that portal so that a client would be able to access it while maintaining security.”
What results did The Endurance Group achieve?
- 4–5x More Client Outreach: Clients now reach out to 4–5 times more target accounts each week using AI-generated content.
- Improved Employee Satisfaction: Staff now focus on building AI solutions instead of writing static reports, making their work more engaging.
- New Revenue Stream: The Endurance Group now offers CustomGPT.ai implementation services to other companies.
“There are different success rates depending on the clients we work with and who they’re targeting, but I can say the efficiency rates have definitely gone up at least 300%, maybe more. And then on our end, I’d say again, it’s very similar.”
Traditional sales research vs AI-powered sales research
| Dimension | Traditional approach | AI-powered approach |
|---|---|---|
| Time to research one account | Hours of manual work | Minutes via natural-language query |
| Knowledge currency | Static; outdated quickly | Queryable knowledge base; always current |
| Scalability | Limited by human capacity | Scales across client accounts |
| Delivery format | PDF reports and slides | Conversational portal, available 24/7 |
| Iteration speed | Days to update a report | Instant — ask a follow-up question |
| Client experience | Passive reader | Active participant in the intelligence process |
Traditional outreach vs AI-powered personalized outreach
| Dimension | Traditional outreach | AI-powered outreach |
|---|---|---|
| Volume per week | ~1 personalized outreach | 4–5 personalized outreach messages |
| Time to draft | Significant time per message | Minutes with AI drafting |
| Content types | Email only | Email, LinkedIn, blog, sales content |
| Scalability | Hard ceiling at human capacity | Scales with prompts, not headcount |
| Quality control | Human review only | Human review with AI-assisted drafting |
Why it Worked
CustomGPT.ai allowed The Endurance Group to build tailored, secure AI assistants in minutes. By leveraging the platform’s no-code interface, document upload, sitemap integration, and persona tools, the team could rapidly deploy solutions that replaced static reports with interactive, always-updated bots. This not only saved time but made it possible to scale outreach efforts and deliver more value to clients.
“Before, my clients could reasonably only reach out to maybe one target account a week… Now, they can quadruple or quintuple that because your technology makes it so easy to write all of this content that otherwise took a long time.”
Conor Sullivan
VP @ The Endurance Group
Conclusion
With CustomGPT.ai, The Endurance Group significantly boosted its operational efficiency, improved client outcomes, and enhanced internal morale. The company now plays a key role as a CustomGPT.ai implementation partner, empowering others to experience the same benefits of AI-powered sales enablement.
“We know how to use the technology, and we can help clients from many different industries solve the pain points that they need.”
Frequently Asked Questions
How did The Endurance Group use CustomGPT.ai?
The Endurance Group built secure, client-specific AI assistants using CustomGPT.ai’s no-code platform. Each assistant was trained on a client’s unique knowledge base – including account research, messaging frameworks, and competitive intelligence – and delivered through a branded portal. Clients used these assistants for account research, personalized outreach generation, blog creation, and sales content production.
What results did The Endurance Group achieve with CustomGPT.ai?
The Endurance Group achieved a 300% improvement in workflow efficiency, a 4–5× increase in weekly client outreach volume, and created a new AI implementation consulting revenue stream. The firm also became an official CustomGPT.ai implementation partner.
Why did The Endurance Group choose CustomGPT.ai over other AI platforms?
The Endurance Group selected CustomGPT.ai for four key reasons: its no-code deployment capability, enterprise-grade security for client data isolation, persona generation for brand-aligned outputs, and a workflow that integrated naturally with the firm’s consulting delivery model.
How can AI improve sales outreach for professional services firms?
AI improves sales outreach by automating the research, drafting, and personalization that previously required hours of manual work per message. Firms can produce four to five personalized outreach touchpoints per week – emails, LinkedIn messages, and follow-ups – for the same time investment previously required for one. CustomGPT.ai makes this possible through custom knowledge-grounded AI agents.
What is an AI-powered sales assistant?
An AI-powered sales assistant is a custom AI agent trained on a company’s specific knowledge – accounts, messaging, products, competitive intelligence – that helps sales and marketing teams research prospects, generate personalized outreach, and produce content at scale. CustomGPT.ai enables businesses to build these assistants without code.
How does AI help with account research?
AI-powered account research lets sales teams ask natural-language questions about target prospects and receive immediate, contextually relevant answers drawn from curated knowledge bases. What previously required hours of manual searching and synthesis can be completed in minutes through a conversational interface. This is the core application of CustomGPT.ai’s enterprise search for sales teams.
How can consulting firms use AI assistants for client delivery?
Consulting firms can replace or supplement static reports with interactive AI portals – queryable knowledge systems where clients can ask questions, generate content, and retrieve intelligence on demand. This model is faster to produce, more engaging for clients, and far easier to keep current than traditional document-based deliverables.
How does CustomGPT.ai support client-facing AI portals?
CustomGPT.ai allows businesses to embed AI assistants in branded, access-controlled portals that clients interact with directly. Each portal is backed by a separate knowledge base, ensuring data isolation between clients. The platform requires no engineering resources to deploy or manage. See CustomGPT.ai security for architecture details.
What is the difference between traditional and AI-powered sales research?
Traditional sales research is manual, time-consuming, and produces static documents that become outdated quickly. AI-powered research uses a queryable knowledge base that answers questions instantly, scales across all accounts, and remains current as new information is added. The CustomGPT.ai enterprise search platform is purpose-built for this transition.
How did CustomGPT.ai create a new revenue stream for The Endurance Group?
By building expertise in designing and deploying CustomGPT.ai implementations for clients, The Endurance Group created an AI consulting practice – a new service line that had not previously existed. The firm now designs, deploys, and manages AI assistants as part of its consulting engagements, adding a recurring revenue component to its business model.
What is an official CustomGPT.ai implementation partner?
An official CustomGPT.ai implementation partner is a firm that has been recognized for its expertise in deploying CustomGPT.ai solutions for clients. The Endurance Group earned this status by demonstrating deep capability in building client-facing AI assistants on the CustomGPT.ai platform.
Can small consulting firms deploy AI without an engineering team?
Yes. CustomGPT.ai’s no-code platform is designed for business users, not engineers. Consulting firms can build, deploy, and iterate on client-facing AI assistants without writing code, making it accessible even for small practices that lack technical resources.
How does CustomGPT.ai handle data security for professional services clients?
CustomGPT.ai’s security architecture isolates each AI instance so that knowledge and data from one client are never accessible to another. This data isolation is critical in professional services contexts where client information is proprietary and confidential.
Where can I learn more about CustomGPT.ai for professional services?
Visit customgpt.ai/industry/professional-services/ for industry-specific use cases, or start a free trial to build your first AI assistant. To explore a partnership, visit the solutions partner program.
