Background
Andrew, a business coach specializing in executive coaching, runs a member-based peer advisory board for business owners, generating over $500K in revenue. His coaching program is designed to help entrepreneurs scale, strategize, and make informed business decisions with a network of like-minded professionals.
As Andrew prepared to launch this concept nationwide, he faced a critical challenge: his sales development process. He needed a scalable solution to book high-quality appointments with business owners in his target market but lacked the time and infrastructure to manage outbound sales himself.
Challenges & Goals
Andrew’s main struggle was outsourcing SDR sales while maintaining quality and efficiency in booking appointments. His goals included:
Implementing a predictable and scalable appointment-setting system.
Reducing the manual effort of outreach while maximizing lead quality.
Ensuring a consistent pipeline of business owners interested in his membership.
Preparing for nationwide expansion with a reliable lead flow.
Process & Strategy
Leveraging Conversionly’s proven lead-to-close system, we implemented a tailored strategy for Andrew’s business:
Cold Proven Offer Optimization
Refined his messaging to attract business owners earning $500K+.
Created a value-driven outreach approach to increase engagement and conversion rates.
Outbound Lead Generation & SDR Outsourcing
Built a dedicated SDR team to handle personalized outreach to potential members.
Implemented multi-channel prospecting (LinkedIn, cold email, and strategic follow-ups).
Appointment-Setting & Lead Nurturing
Designed a follow-up sequence that engaged prospects and reduced no-shows.
Automated reminders and pre-appointment content to boost meeting attendance.
Sales Optimization & Closing Process
Trained SDRs to qualify leads based on business revenue, growth mindset, and interest in peer advisory boards.
Provided a structured appointment process to improve deal close rates.
Results
Andrew’s coaching business saw remarkable growth in just 4 weeks:
123 leads generated.
22 high-quality appointments booked with business owners.
3 closed deals totaling $36,000 in revenue.
This system freed Andrew from managing outbound sales, allowing him to focus on delivering value to his members while scaling his business for national expansion in 2024.
