Background

Joshua operates in the real estate investment space, helping single-family property owners maximize their rental income by adding prefabricated accessory dwelling units (ADUs) to their existing properties.

However, before working with Conversionly, Joshua struggled to secure consistent, qualified appointments with potential investors. He had tried different lead generation and appointment-setting strategies, but none delivered consistent, scalable results. Without a predictable system in place, his business growth was inconsistent, and he lacked a reliable pipeline of new clients.

He needed a proven, structured system that would not only increase his lead flow but also ensure that each appointment was highly qualified, making the sales process more efficient.

Challenges & Goals

Joshua faced several key challenges in growing his business:

• Inconsistent lead generation: His business relied on scattered marketing efforts that didn’t produce predictable results.

• Unqualified appointments: The few leads he did generate were often unqualified, leading to wasted time and effort.

• Lack of a streamlined process: He needed a repeatable and scalable system to attract and convert high-quality prospects without manually chasing leads.

His goal was clear: establish a scalable, predictable lead generation and appointment-setting system that would allow him to book more calls with serious, investment-ready property owners.

Process & Strategy

Joshua partnered with Conversionly, leveraging their Lead-to-Close system to optimize lead generation, improve appointment setting, and increase conversion rates. Here’s how the strategy was implemented:

1. Cold-Proven Offer & Lead Generation Strategy

• Conversionly helped Joshua refine his core offer messaging, ensuring it resonated with single-family property owners looking to maximize their rental income.

• A targeted paid advertising strategy was implemented, focusing on investors actively looking for passive income opportunities.

• Conversion-focused funnels were built to attract high-intent leads, reducing unqualified inquiries.

2. Self-Booked Appointment System

• A custom-built online sales funnel allowed prospects to self-book appointments, eliminating unnecessary back-and-forth scheduling.

• A professionally crafted video sales letter (VSL) was used to pre-sell the offer, filtering out unqualified leads before they ever got on a call.

3. Lead Nurturing & Follow-Up Automation

• Automated SMS and email sequences ensured quick and consistent follow-up, increasing appointment show-up rates.

• A dedicated Inbound Appointment Setter (IAS) followed up manually with engaged leads, further improving conversion rates.

4. Conversion Optimization & High-Intent Filtering

• Strategic friction points were added to the funnel (such as qualification surveys) to filter out low-quality leads.

• Optimized call scripts ensured Joshua’s team was speaking only to high-intent prospects, maximizing close rates.

Results

By implementing Conversionly’s Lead-to-Close system, Joshua saw a massive transformation in his business:

• 5X increase in weekly appointments – from just 10 per week to 50+ highly qualified appointments per week.

• Higher lead quality – The new system ensured that only serious, investment-ready prospects booked calls.

• More predictable growth – With a streamlined appointment and follow-up process, Joshua now has a scalable and consistent pipeline of new clients.

• Reduced time spent chasing leads – With automated booking and follow-up sequences, Joshua could focus on closing deals rather than manually managing leads.

Joshua transformed his business by leveraging Conversionly’s structured strategies. Instead of relying on inconsistent marketing efforts, he now books 50+ highly qualified calls per week, significantly reducing time wasted on unqualified leads.