Multi team company
Relied on word of mouth and referral marketing.
They were interested in using paid ads to leverage their time
They weren't leveraging their existing CRM with appropriate use of automations
They weren't doing any kind of relationship building email nurture follow up on new leads
Built a bespoke system for them which follows up with leads all year round, has multiple points of entry (e.g Lead magnets, call back requests). It automatically prompts new leads to book into the calendar for a call back from an advisor, and automatically distributes new appointments across their team based on the service the prospect needs.
It automatically creates tasks for team members to perform manual actions when lead hasn’t taken the next desired step (like manually calling them to schedule an appointment, collect missing documents etc)
Next I created and optimised ads to drive new leads to their system, we optimised the ads, thus reducing the cost per lead to $5.50
Multi location mortgage company
Relied on word of mouth, going to four-six property networking events a week and SEO to get new clients
Tried multiple CRM’s without making anything stick, mainly reliant on using spreadsheets to manage their leads, uploading them manually to Mailchimp to stay in touch with them on a long term basis and using Teams for team & client management
Completely clueless when it came to sales funnels and automation, but knew they could be doing so much more with their marketing
Built a completely bespoke system for them which follows up with leads all year round, has multiple points of entry (e.g Lead magnets, call back requests).
It automatically prompts new leads to book in for an appointment to speak to an advisor and automatically distributes new appointments across their team based on the service the prospect needs.
It automatically creates tasks for team members to perform manual actions when lead hasn’t taken the next desired step (like manually calling them to schedule an appointment, collect missing documents etc)
It automatically reminds clients of upcoming renewals 6 months in advance
Client already had a proven sales process and system in place with a designated team ready to pick up the phone for any new lead that came in and all leads going onto a long term relationship building email nurture campaign.
They were looking to generate more leads from their own efforts rather than buying leads from third party websites to break into their next revenue barrier.
So we ran some ads on Facebook to promote SBA loans and MCA. In the first month, we generated leads at $6 per lead, after some optimisation, we managed to reduce the cost per lead to $3.61. They started closing their first deals in month 2.
After 6 months of working together, we ended the contract with me training their new marketing hire on how to manage the ads going forward.
They were interested in using paid ads to leverage their time but didn’t have a sales team in place to effectively contact the leads quickly.
They weren’t doing any kind of relationship building email nurture follow up on their leads and didn’t have any sales funnels or email nurture sequences in place.
So instead of us just running their ads and the client calling all the leads that opted in, we just placed someone from my team to call all the leads within the first 10-60 mins of opting in from the ad to check their intent and then we further qualified them based on the clients criteria.
If they matched the criteria, then they were booked directly into my clients calendar. This saved the client hours of time and ensured they only spoke to leads that were a good match for them.
They started out in the UK and now have franchisees in the US. They were able to add 17 new physical locations over a 5 years.
When we started working together, the client had an initial ad budget of $30 per day for Facebook and Instagram. This initially attracted 3 new leads a day. Over time we scaled this up to $1400 a day, attracting 300 new leads per day.
However as they scaled, the main problem was the fact they couldn’t properly track the success of everything they were doing because they were using multiple systems to manage their business which didn’t speak to each other, therefore they were wasting hours of time every week on menial admin tasks.
This was a huge bottleneck for scaling because they were doing a lot of manual work to get leads to take the next step in the sales process.
So I built a fully bespoke system that automated as much of the sales journey as possible.
They saved hundreds of hours in admin time and stress for the franchisee owners because lead is prompted to take the next steps by themselves which made the franchise look like a more attractive option to new franchisees.
This enabled the owner to increase the franchise overall initial cost to become a franchisee and the monthly franchisee commissions.
Because the system was optimised and proven in the UK, this enabled them to successfully launch in the US and grow in 2 locations within the first year with no existing US audience.
I worked with them to help digitalise their sales and client management processes.
They were managing all their leads using spreadsheets and manually adding in calendar reminders when they needed to contact the customer about an upcoming renewal.
After an initial discussion and writing out a step by step of every action they currently took, I digitised their whole lead, sales and client management processes so everything was systemised in one place.
They were able to leverage automations to save hours of time.
Full training of the system was provided and they have been able to continue to manage their marketing activities in house since.
I worked with a solo agent who wanted to generate his own fresh exclusive leads. His end goal was to hire a team and grow his business. He knew that in order to keep marketing costs down, it was better in the longterm to generate his own leads, so he could generate leads in volume.
So I set up Facebook & Instagram ads to start generating fresh exclusive life insurance and burial insurance leads. This enabled him to generate over 300k in commissions over 12 months working alone. He has since gone on to hire his own team and eventually took his lead gen in house.
I worked with a mortgage brokerage to help them generate first time buyer leads. The average lead cost over a year was $8 per lead using Facebook and Instagram ads.
We also configured some automations within the CRM to segment unqualified leads from qualified leads automatically based on a questionnaire the lead filled out.