Background

Tiago operates in the Insurance Claims Assistance industry, specializing in comprehensive roof assessments to detect hidden damage and structural issues. His business ensures homeowners can identify and address potential problems before they escalate into costly repairs.

Before working with Conversionly, Tiago primarily relied on word-of-mouth referrals and sporadic local marketing efforts to generate leads. However, this approach led to inconsistent deal flow, making it difficult to scale his business predictably. He needed a systematic lead generation strategy to attract qualified prospects who were actively seeking insurance claim assistance.

Challenges & Goals

Tiago faced several key obstacles:

• Unpredictable lead flow: Depending on referrals meant inconsistent opportunities.

• Limited digital marketing knowledge: He struggled to optimize online efforts for client acquisition.

• Low conversion efficiency: While he had a valuable service, he needed a structured process to convert leads into paying clients.

His goal was to build a scalable lead generation system that provided a steady influx of qualified homeowners needing insurance claim assistance. He wanted a marketing strategy that turned cold traffic into closed deals, ensuring a predictable revenue stream for his business.

Process & Strategy

To solve Tiago’s challenges, Conversionly implemented a highly optimized, automated marketing system that leveraged the 7 Proven Marketing & Sales Models:

• Cold-Proven Offer Creation
  

  • We repositioned Tiago’s service with a clear, compelling offer that resonated with homeowners needing insurance claim support.

  • The messaging emphasized free, comprehensive roof assessments, helping homeowners prevent costly structural damage.

• Lead Generation & Paid Advertising
  

  • We launched a targeted paid advertising campaign to generate a consistent flow of high-quality leads.

  • The strategy balanced volume and quality, optimizing ad creatives and copy for maximum engagement.

• High-Converting Sales Funnel
  

  • Implemented a self-booking appointment system to make scheduling frictionless for leads.

  • Designed a high-converting landing page with testimonials and case studies to build trust and credibility.

• Automated Lead Nurturing & Follow-Up
  

  • Set up automated SMS and email follow-ups to increase appointment bookings and reduce drop-offs.

  • Integrated a dedicated appointment setter to engage with leads personally, ensuring a higher show-up rate.

• Sales Optimization & Closing Support
  

  • Provided sales scripts and frameworks to help Tiago close deals faster and more efficiently.

  • Focused on overcoming objections and guiding prospects to a decision during the initial consultation.

Results

• In just 24 days, Tiago closed 4 deals, generating $18,000 in revenue, all while spending just $2,900 on ads.

• He currently has several more deals pending, and his lead flow is stronger than ever.

• This means he achieved a 6.2X return on ad spend, making this one of his most profitable marketing investments.

Tiago is thrilled with the results, stating that this system has transformed his business by providing predictability, efficiency, and a scalable model for continued success.