Background

Robert, an estate planning professional, specializes in providing flat-fee, comprehensive estate plans, including living trusts, for everyday people. Before working with Conversionly, he struggled to find a sales funnel that could consistently generate leads and convert them into clients. Despite offering a valuable service, his marketing efforts weren’t yielding the results he needed, leaving his business growth stagnant. He was searching for a scalable, predictable lead generation system that would bring in qualified prospects without relying solely on referrals or word-of-mouth.

Challenges & Goals

Robert’s primary challenge was the lack of a high-converting sales funnel. He needed a structured and automated way to attract and convert potential clients while minimizing manual follow-ups. Without a solid system in place, he faced inconsistent lead flow, difficulty scaling his business, and inefficiencies in his sales process. His goal was to implement a proven strategy that would allow him to attract qualified leads, reduce acquisition costs, and ultimately grow his revenue.

Process & Strategy

To address Robert’s challenges, Conversionly implemented a full-funnel sales system tailored to his estate planning business. The strategy included:

• Lead Generation with Paid Advertising: A data-driven ad campaign was launched targeting individuals actively seeking estate planning services. This ensured that leads were qualified and ready to take action.

• Optimized Landing Page & Conversion Funnel: A high-converting landing page was built to educate prospects, build trust, and encourage them to take the next step in the sales process.

• Automated Follow-Up System: A lead nurturing sequence was created using a mix of email and SMS follow-ups, ensuring potential clients remained engaged and were prompted to book a consultation.

• Appointment-Booking Funnel: The funnel was structured to allow self-booked appointments, reducing the need for excessive manual outreach and improving efficiency.

• Performance Tracking & Adjustments: Regular campaign monitoring and optimization helped improve lead quality and lower acquisition costs.

By implementing this system, Robert was able to eliminate guesswork and inefficiencies, allowing his business to scale effectively.

Results

Within just the first week of launching ads, Robert saw an immediate influx of leads. By the fourth week:

• 178 leads were generated

• $21.37 cost per lead (CPL)

• Consistently booked appointments with qualified prospects

• A predictable and scalable lead generation system in place

Robert was extremely satisfied with the funnel’s performance and the guidance provided by Conversionly throughout the process. With a reliable system now in place, he can confidently focus on serving more clients and growing his business without the constant struggle of chasing leads.