Background

Todd runs a B2B email marketing platform that serves small business owners, entrepreneurs, online marketers, freelancers, and non-profits. His platform helps users build and monetize an email list efficiently without sacrificing personal time or excessive effort. By offering a comprehensive suite of tools—including landing pages, automation, CRM, and done-for-you offers—Todd enables businesses to quickly and effectively leverage email marketing.

Despite the value his platform provided, Todd struggled with predictable lead generation and appointment setting. While he had a strong understanding of email marketing, his challenge was attracting new, high-quality leads at scale without exhausting his resources. He needed a systematic approach to generating leads and booking appointments that would allow his business to scale predictably.

Challenges & Goals

Before working with Conversionly, Todd faced several key challenges:

• Inconsistent Lead Flow – His marketing efforts were not generating a steady stream of leads, making it difficult to scale.

• High Cost Per Lead & Appointment – Todd needed a cost-effective way to reach and convert his target audience without overspending.

• Time-Consuming Lead Generation – Manually managing lead acquisition and nurturing was unsustainable.

• Low Appointment Volume – Even when he generated leads, turning them into qualified, sales-ready appointments was a struggle.

Goals

Todd wanted a predictable and scalable lead generation system that would:

• Lower his cost per lead (CPL) and cost per appointment (CPA)

• Automate the lead nurturing and follow-up process

• Increase the number of booked calls with high-intent prospects

• Improve conversion rates for better ROI

Process & Strategy

To help Todd achieve these goals, Conversionly implemented a proven marketing and sales system focused on lead generation, appointment setting, and conversion optimization.

1. Optimized Lead Generation with Paid Ads

• Designed and tested high-converting ad creatives focused on his target audience.

• Used direct response ads that spoke directly to small business owners and marketers, emphasizing quick, easy email list monetization.

• Focused on Facebook and Instagram ads for maximum reach and cost efficiency.

• A/B tested different hooks, offers, and messaging to drive higher engagement.

2. High-Converting Funnel & Landing Pages

• Created a lead capture funnel optimized for conversion.

• Used compelling video sales letters (VSLs) and landing pages to pre-sell Todd’s platform.

• Implemented lead forms with qualifying questions to ensure high-quality leads.

3. Self-Booking Appointment System

• Integrated an automated calendar system to streamline appointment booking.

• Used urgency and scarcity tactics to increase appointment rates.

4. Automated Lead Nurturing & Follow-Up

• Developed an automated email and SMS follow-up sequence to engage leads post-signup.

• Used personalized messages to increase response rates and reduce appointment no-shows.

• Implemented a human touch with manual outreach from an inbound appointment setter to re-engage cold leads.

Results

In just 30 days, Todd saw remarkable improvements:

• 822 leads generated at just $11.72 per lead

• 127 appointments booked at $75.88 per appointment

• Significant improvement in lead-to-appointment conversion rates

• Scalable system that allows Todd to increase lead volume without additional manual effort

Todd’s results prove that a well-structured lead generation and appointment-setting system can dramatically improve cost efficiency and scalability. By leveraging paid ads, a high-converting funnel, and automated lead nurturing, Todd was able to rapidly acquire leads, increase sales conversations, and reduce marketing inefficiencies.

If you’re looking for a scalable, predictable, and cost-effective way to generate leads and book high-quality appointments, Conversionly’s proven strategies can help.