Background

Max runs a business funding company that helps entrepreneurs secure the capital they need to start or scale their businesses—all with zero upfront costs. Before working with Conversionly, Max struggled with inconsistent lead flow and an inefficient booking process, making it difficult to maintain predictable growth. He needed a system that would attract qualified leads, increase booking rates, and streamline his sales pipeline.

Challenges & Goals

Before partnering with Conversionly, Max faced common challenges in the business funding industry:

• Inconsistent Lead Flow – Relying on referrals and organic outreach wasn’t producing reliable results.

• Low Booking Rate – Many leads weren’t converting into scheduled calls.

• Scaling Limitations – Without a structured system, it was difficult to predictably increase revenue.

His goal: Build a scalable, high-converting system that generates leads and books appointments efficiently.

Process & Strategy

Conversionly implemented a proven lead generation and booking system to help Max achieve predictable results. The strategy focused on three key areas:

1. Targeted Lead Generation with Paid Ads

Instead of relying on inconsistent organic methods, Conversionly helped Max launch a strategic ad campaign designed to attract high-quality leads.

• Cost-Effective Ads: With just $627 in ad spend, the campaign generated 54 leads.

• High ROI: The campaign was optimized for engagement and conversions, ensuring every dollar spent drove meaningful results.

2. High-Converting Booking Funnel

To maximize appointment bookings, Conversionly designed a streamlined funnel that guided leads from interest to action:

• Clear Messaging: The funnel was structured to educate and qualify leads before booking a call.

• Optimized Call-to-Actions: Every step was designed to minimize drop-offs and increase booking rates.

3. Automated Follow-Up & Lead Nurturing

To ensure leads didn’t go cold, a lead nurturing system was put in place:

• Automated SMS & Email Sequences – Prospects received timely reminders and personalized follow-ups.

• Appointment Confirmation Strategies – By implementing reminder cadences and engagement messages, Conversionly helped boost the show-up rate, ensuring Max had more meaningful conversations with potential clients.

Results

In just four weeks, Max saw significant improvements:

• 54 leads generated from just $627 in ad spend.

• 45% booking rate, meaning nearly half of all leads scheduled an appointment.

• Continuous improvement as Max and Conversionly fine-tune the system for even greater scalability.

With a proven framework in place, Max now has a predictable and scalable lead generation system, allowing him to focus on helping more entrepreneurs secure the funding they need.