Background

Jake runs a marketing company focused on helping realtors generate leads through an automated system integrated with an all-in-one CRM. While his lead generation was already in good shape, he faced major bottlenecks in the backend—specifically with low-quality appointments, missed opportunities, and an extremely poor show-up rate. After trying various solutions with little to no success, Jake came to Conversionly looking for a proven system to optimize his funnel and back-end sales processes.

He wanted to improve his show-up rates, elevate lead quality, and finally build a system that could scale without the constant headaches of manual oversight or tech confusion. What attracted him to Conversionly was the reputation for building not just lead gen engines, but full-funnel systems that actually convert.

Challenges & Goals

Jake had no problem generating leads, but his business was leaking revenue due to inefficiencies in the backend. His core challenges included:

• A poor appointment show-up rate leading to wasted sales opportunities.
  

• An overload of low-quality appointments that drained team resources.
  

• Manual processes that slowed response times and contributed to lost deals.
  

• A constant search for a solution that could actually deliver long-term.

His goal was clear: Build a streamlined, automated follow-up and booking system that could drastically improve lead quality, reduce no-shows, and ultimately help him scale efficiently.

Process & Strategy

The Conversionly team began by auditing Jake’s funnel, identifying gaps in the lead qualification and follow-up processes. They implemented a comprehensive appointment system leveraging Conversionly’s Lead to Close framework, which included:

• A full backend rebuild to streamline CRM workflows and follow-ups.
  

• Customized reminder sequences to solve the show-up problem.
  

• A dedicated inbound appointment setter system to manually vet leads.
  

• Improved funnel structure with qualification steps to enhance lead quality.
  

This balance of automation and human touch ensured that Jake’s team only spoke with qualified prospects, drastically improving appointment efficiency and close rates.

Results

Jake’s business underwent a full transformation. By fixing his backend systems, he turned a leaky sales process into a scalable, revenue-producing engine. Most impressively, the system Conversionly helped him set up remains in use to this day and has directly contributed to over $30 million in revenue.

“Conversionly is a great company. We still use the same system they helped us set up to this date—and it’s responsible for over $30 million in revenue for us.”

– Jake

Highlights: 

• Backend systems optimized for long-term scalability.
  

• Dramatically improved appointment show-up rate.
  

• Over $30 million in attributed revenue since working with Conversionly.
  

• A system that has stood the test of time—still in use five years later.

   

Jake now has complete confidence in the consistency of his marketing and sales process, giving him the freedom to scale without operational stress.