Background

Don is the owner of Nest Worth, a business specializing in employee benefits, retirement, payroll, and tax savings. With over 20 years of experience in sales, Don was looking for a way to enhance his lead generation and improve his business pipeline.

The Process

Before this Conversionly review, Don tried various marketing strategies to increase his appointments but felt he was making little progress. He faced the constant challenge of unpredictable lead generation and needed a consistent flow of appointments to keep his business thriving.

Don shares that once he started using Conversionly’s outbound and ad strategies, the transformation was immediate and remarkable. He had a solid business foundation but lacked the right strategies to connect with his ideal prospects. Conversionly provided those essential strategies, and Don discusses several of them in the testimonial video below.

The Results

Don highlighted that Nest Worth’s ROI from Conversionly’s strategies was significantly higher compared to other marketing channels, performing as well as their other four channels combined. Despite spending only $800 per month on advertising, Don anticipates closing one deal per day, making the investment very cost-effective.

“I was pleasantly surprised at how fast it happened for us. We started seeing 5-7 leads every day, and the volume hasn’t slowed down since. This influx of leads is remarkable, especially considering our minimal ad spend. Around 50% of these leads have progressed to meetings, necessitating hiring additional staff to manage the increased demand. Our pipeline is now 10 times what it was prior to Conversionly. We’re so excited about the growth that we even need to hire more people than we initially planned.”
Don | Conversionly Review

By analyzing Nest Worth’s performance over the past 30 days, it was noted that their cost per lead and cost per appointment were well below their benchmarks, indicating the efficiency of Conversionly’s approach. The conversation also revealed that 50% of leads resulted in meetings, with 10% of those contributing to revenue.