Background

Andy runs a consulting management business for real estate broker owners and team leaders. His company helps these professionals add affiliated services like mortgage and insurance to their businesses, creating new revenue streams without any upfront costs. While his model was highly valuable, he struggled with one major challenge: consistent lead generation and appointment booking.

Before working with Conversionly, Andy relied on inconsistent methods to attract broker owners. Without a structured marketing system, it was difficult to generate high-quality appointments, making it challenging to scale his business effectively. He needed a predictable system that would allow him to consistently fill his calendar with qualified prospects.

Challenges & Goals

Andy’s primary challenge was inconsistent lead flow. While his business model was appealing to broker owners, he lacked a structured way to attract, nurture, and convert leads into booked calls. Without a predictable marketing strategy, growth was limited. His goals were clear:

• Implement a scalable marketing and sales system.

• Generate a steady flow of leads and qualified appointments.

• Improve his appointment booking rate to increase conversion opportunities.

• Create a consistent sales pipeline to grow his business predictably.

Process & Strategy

Conversionly implemented a proven, systemized approach to solve Andy’s lead generation and booking challenges. Here’s how the process worked:

• Building a Cold-Proven Offer
  

1. • Conversionly helped refine Andy’s messaging to make his consulting offer irresistible to real estate broker owners.

   • The messaging was positioned to highlight the ease and profitability of integrating affiliated services into their businesses without any upfront investment.

• Lead Generation & Paid Advertising
  

1. • A targeted paid advertising strategy was launched to attract broker owners who were actively looking to grow their revenue streams.

   • The campaign focused on high-intent prospects, ensuring that leads coming in were qualified and interested.

• Self-Booking Funnel & Follow-Up Sequences
  

1. • A custom funnel was designed to make it easy for leads to self-book appointments, reducing friction in the scheduling process.

   • A follow-up system was implemented to nurture leads who didn’t book immediately, increasing conversion rates over time.

• Optimizing Show Rates
  

1. • Advanced reminder sequences (SMS, email, and calls) were used to keep booked leads engaged and ensure a higher appointment attendance rate.

   • Appointment setters were used to manually confirm and reschedule leads, maximizing every opportunity.

• Scaling & Optimization
  

• • After the first few weeks, data-driven optimizations were made to improve cost per lead, ad performance, and booking rates.

  • Andy’s campaigns were refined based on performance insights, ensuring long-term success.

Results & Outcomes

Andy’s business transformed rapidly after implementing Conversionly’s marketing system. Here’s what happened in just four weeks:

• 214 leads generated from the paid advertising campaigns.

• 32 qualified appointments booked, a major win given his past struggles.

• A consistent 40% booking rate, providing a predictable and scalable growth path.

• No more lead generation struggles—Andy now has a repeatable system that continuously fills his pipeline with high-quality prospects.

By leveraging Conversionly’s systems, Andy removed the inconsistency in his marketing and focused on what he does best: helping real estate broker-owners grow their revenue streams. Now, with a steady stream of qualified appointments and a scalable strategy, Andy’s consulting business is set up for long-term success.