I made him $2500+ in a week from 14 calls

Just finished up a fun deboarding call for one of my last case study clients, and we’ll be saying goodbye for now on a positive note.

It took me roughly 1.5 months to fully build out this automated lead capture & qualifying funnel for a community coach in the finance space.

Initially he reached out as he was overloaded with traffic ever since they started running paid ads (+ a couple dead leads in pipeline). They told me they were looking for ways to reduce existing no-shows, book more appointments from existing lead traffic, & have a way to follow up with qualified ones only.

My setup was simple:

Website quiz form → Inbox auto-reply agent → Intent scoring & buyer qualification → Meeting set

Before:

70-80+ inbound inquiries per week across all platforms
My guy was spending ~1.5 hrs a day reaching back out to everyone (often times not at all)
He also quoted me an average response time of 10-14 days for his prospects

Now:

Number of calls jumped from 4→15 calls/week consistently. That’s a 3x jump in direct output.
Lead response time vanished since the email responses were personalized & sent off within 3 min of fillout completion (to still keep the ‘human’ touch)
I know their average customer lifetime value is €650. Since only about every 1/4 booked prospect is allowed into the actual program, it means this system made them an additional €2400 in 1 week (and they didn’t have to lift a finger)

For the specifics:

Tally embedded form captures all input data (+ meta data)
Logs scored prospect in crm & sends booking email
Customer-facing personalized followups
Client-facing system response (new meeting booked etc.)
As a bonus, I even made a custom reporting dashboard for him to stare at all day ;)

How I got this client: Free build for one of my letter member’s weekly Q&A that I run through my yt channel.

If you want to chat about this stuff, feel free to reach out - I think about this day in & out anyways…

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