opportunity value in this circumstance refers to the fees the broker was able to generate from these cases (not including admin fees or protection).
59 qualified appointments first 1.5 months (Residential broker)
The challenge
Before our collaboration, our client struggled to generate a steady stream of quality leads. Their existing strategies were limited in reach and relied heavily on outdated methods, which impacted both brand awareness and customer acquisition rates. Their primary challenges included:
Inconsistent lead flow: The previous strategies resulted in sporadic leads, with low conversion rates.
Lack of qualified appointments: The team was spending excessive time on unqualified leads, reducing overall sales efficiency.
The result
146 leads
59 qualified appointments
$1020.82 in ad spend
$17.2 per appointment
Overview
An established residential mortgage broker, sought to scale their lead generation and streamline qualified appointments to keep up with the changing industry. Within the first half and then full month of implementing a targeted digital marketing strategy, we delivered 146 new leads and successfully booked 59 qualified appointments, setting the client up for significant growth.
Solution/ strategy
Using our specialised ad strategies to push and optimise Meta ads to get qualified leads and push brand awareness
Test different ad creatives, targeting, offers, and copy write
Book qualified customers directly into the clients calendar
Scaling opportunity
This broker was able to share the leads with a colleague due to the high inflow of leads and appointments that were seen on a monthly basis.
Key Takeaways and Lessons Learned
This case highlighted the effectiveness of targeted, single channel specialised marketing when combined with automated lead qualification and our appointment booking system. Key successes included:
High conversion rates due to optimised messaging and audience targeting.
Improved sales efficiency by pre-qualifying leads, allowing the sales team to focus on high-potential clients.
Adaptability: Regular performance checks and optimizations played a crucial role in exceeding targets.
Conclusion and next steps
We were able to build a strong marketing infrastructure within the clients business allowing leads to be shared with a further colleague of the client under the same ad budget. We continued to operate at this same budget for the next few months optimising the ad campaigns to continue to bring in a high inflow of leads whilst increasing the qualification process to bring in higher value clients in order to further leverage the time of the brokers.
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