Background
Scott runs a consulting agency that specializes in research, planning, and resource development for business owners and nonprofit leaders. While his expertise in strategy and consulting was well-established, he faced a major challenge—attracting and engaging the right clients who not only needed his services but were also willing and able to pay for them.
Before working with Conversionly, Scott’s lead generation efforts were inconsistent. His outreach primarily relied on networking and word-of-mouth referrals, which made it difficult to create a predictable client acquisition system. He needed a way to attract high-quality prospects at scale and book more appointments with potential clients who valued and understood his consulting services.
Challenges & Goals
Scott’s primary struggle was finding a reliable way to generate leads who were not only interested but financially qualified to invest in his consulting services. The key challenges included:
Inconsistent Lead Flow – Relying on referrals and organic outreach made it difficult to maintain a steady pipeline of potential clients.
Attracting Paying Clients – Many of his past prospects were either not in a position to afford his services or were hesitant to commit.
Scaling His Consulting Business – Without a predictable system in place, growth was slow and difficult to measure.
Process & Strategy
To address Scott’s challenges, we implemented a comprehensive lead generation and appointment-setting system based on Conversionly’s proven Lead to Close framework. Here’s how we did it:
- Optimized Lead Generation Strategy
We developed compelling ad creatives and messaging tailored to attract business owners and nonprofit leaders actively seeking consulting services.
By leveraging high-converting landing pages and lead forms, we streamlined the process of capturing interested leads while filtering out unqualified prospects.
- Precision Targeting & Paid Advertising
We launched a paid advertising campaign designed to reach Scott’s ideal audience on Facebook and Instagram.
Utilizing data-driven audience segmentation, we ensured that ads were only shown to individuals with a high likelihood of needing and affording Scott’s services.
- Appointment-Booking System
Instead of just collecting leads, we integrated an automated appointment-booking process to ensure that Scott was connecting with engaged prospects.
By implementing a multi-step qualification process, we increased the likelihood of converting leads into paying clients.
- Automated Follow-Up & Lead Nurturing
To prevent leads from going cold, we built a strategic follow-up sequence using emails, SMS, and reminders.
This ensured that Scott’s pipeline remained warm and that potential clients stayed engaged before their scheduled consultation.
Results
The results were immediate:
Generated 243 high-quality leads within 30 days.
Achieved a $24.60 cost per lead, making the campaign highly cost-effective.
Consistently booked quality appointments with prospects ready to invest in Scott’s consulting services.
For consultants looking to attract and engage high-paying clients on a consistent basis, Scott’s results demonstrate the power of a well-executed lead-to-close system.
