Background

Brad is a business coach specializing in helping contracting companies optimize their mindset, pricing strategies, sales processes, marketing efforts, and operational systems. With deep expertise in the contracting industry, he provides valuable coaching to business owners who are looking to streamline their operations, improve profitability, and scale effectively.

Before working with Conversionly, Brad faced a significant challenge: he lacked a consistent, scalable way to attract new clients. Like many coaches, his business relied heavily on referrals and organic outreach, which limited his ability to predict revenue and growth. Without a reliable lead generation and client acquisition system, his calendar was often inconsistent, making it difficult to scale his impact and help more contractors succeed.

Challenges & Goals

Brad’s primary challenge was building a predictable system for generating high-quality leads and converting them into appointments. Before implementing our strategy, he encountered:

• Inconsistent lead flow – Without a structured marketing system, his pipeline was unpredictable.

• Lack of automation in appointment booking – His time was spent on manual outreach rather than focusing on coaching.

• No streamlined sales process – He needed a way to ensure he was regularly getting in front of the right contracting business owners ready to invest in coaching.

His goal was clear: create a repeatable and scalable system that would generate consistent inbound appointments, allowing him to focus on coaching rather than constantly worrying about where the next client would come from.

Process & Strategy

To help Brad achieve his goals, we implemented our proven “Lead to Close” system, leveraging paid advertising, automation, and optimized sales funnel strategies. Our approach included:

1. Developing a High-Converting Offer

We crafted a compelling cold traffic offer designed specifically to attract contracting business owners. This offer focused on solving their biggest pain points—pricing, sales, and marketing—while positioning Brad as the go-to expert in his niche.

2. Targeted Lead Generation Through Paid Advertising

• Strategic Facebook & Instagram Ads: We deployed paid ads targeting contracting business owners, ensuring Brad’s message reached the right audience.

• Optimized Ad Creative & Messaging: The ads were designed to grab attention, highlight pain points, and drive contractors to take action.

• Consistent Testing & Optimization: We continuously monitored ad performance to refine targeting and maximize ROI.

3. Implementing an Automated Sales Funnel

• Self-Booked Appointments: Instead of relying on manual outreach, we built a system where leads could seamlessly book calls with Brad after engaging with the ads.

• Pre-Qualification Process: A short application form ensured that only serious prospects scheduled appointments, improving conversion rates.

• Email & SMS Follow-Ups: Automated follow-up sequences nurtured leads who didn’t book immediately, increasing appointment rates.

4. Refining the Sales Process for Higher Conversions

We structured a sales system that made it easier for Brad to close new coaching clients. By optimizing his discovery calls, follow-ups, and objection handling, we ensured he maximized every opportunity generated from the lead flow.

Results

The results were game-changing for Brad’s coaching business:

• 214 leads generated in just 30 days

• Cost per lead at $23.96 – ensuring an affordable and scalable lead acquisition strategy

• Consistent inbound appointments – allowing Brad to focus on coaching rather than manual prospecting

With a predictable client acquisition system now in place, Brad no longer has to rely on sporadic referrals or organic outreach. He has a scalable, repeatable method for growing his coaching business and impacting more contracting companies.