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Testing Campaigns Without Risking Leads

Datali helped ImmobilienErben safely test product and marketing ideas in the real estate inheritance market. By testing ideas digitally before launch, the startup saved time, reduced costs, cut risk, and reached the market faster.

customer

ImmobilienErben

problem

Unclear positioning in real estate inheritance, with the risk of losing valuable leads and significant business opportunities.

solution

AI Personas trained on ICP knowledge let the startup test hundreds of ideas digitally, cutting costs and speeding up launch.

business impact

CHF 50,000–100,000 saved on testing while avoiding millions in opportunity cost from lost leads.

summary

Inheriting CHF 1-5M properties is complex, with multiple heirs involved.
ImmobilienErben saw the market gap but needed direction.
Datali built AI Personas for digital idea testing.
Effect: reduced costs and a clear scale path.

Finding the Right Offer in a Complex Market

Inheriting real estate is both a financial and emotional challenge.
Properties worth CHF 1–5 million involve multiple heirs, banks, and advisors.
This creates tension - and a profitable market gap.

ImmobilienErben saw the opportunity but lacked clarity.
Without a clear service, they risked losing leads and millions in revenue.

How to Test Without Risking the Market?

Traditional testing was slow and costly - around CHF 10,000 per event with little feedback and potentially losing credibility. 
Our client needed a faster, safer way to test ideas without risking real leads.

The Solution: AI Personas

We proposed AI Personas, virtual customer avatars built on the founders’ knowledge of their clients. They acted like real customers, reacting to offers and messages.
This allowed the enterprise to test hundreds of ideas in minutes, see what worked, and improve before launch - saving time, cutting costs, and protecting valuable leads.

Turning Ideas Into Impact

The results were clear: launch was faster, costs cut by avoiding CHF 10,000 events, and valuable leads were protected, along with potential millions in opportunity cost.
AI Personas later supported top-funnel campaigns.

In the end, ImmobilienErben tested hundreds of ideas in minutes instead of months, saving money, cutting risk, and finding a clear path to market.

The CEO summed it up simply: “The bot is doing amazing.”

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