From Lead Issues to Record Appointments:
Steve E. Success 950 Appointments With Optimized Ad Campaigns
Steve E. Background & History
Steve E. provides estate and retirement planning solutions to clients age 58 and up, in Texas, North Carolina, Georgia and Virginia, through a combination of financial and insurance products. Steve sought to grow his team of agents and increase profits but was unable to generate enough qualified leads to fill his pipeline when he came to us.
$70,345.35
Ad Budget (Dec 2 2021 - Dec 31 2024)
950
Total Qualified AppointmentsThe Challenge
Steve was struggling to find a lead generation service that would provide unique leads and did not want to divest his energy in training and managing an internal performance marketing ad team. Service providers would resell leads to multiple vendors which would waste time and frustrate his agents while other providers provided low quality leads. Without a consistent volume of quality unique leads he was unable to scale his team and business.
4,281
Total LeadsResults
The ad campaign which is still ongoing, is a huge success, generating 4,281 unique leads and 950 qualified appointments. This was accomplished with an ad budget of $70,345.35 from December 2, 2021, to December 31, 2024, using targeted Meta ads. This resulted in a $16.43 cost per lead and $74.08 cost per qualified appointment which is well above the industry average of $300+ per appointment. Steve was able to grow his team of agents and scale his firm.
Solution:
Elite X Media resolved Steve’s lead generation issues and launched a targeted ad campaign on Meta (Facebook, Instagram and Meta Advertising Network). By optimizing ad creatives and refining ad targeting with Steve’s feedback on lead quality, we drove significant unique leads which converted into qualified appointments for his agents while maintaining a low cost per appointment. This data-driven approach delivered strong returns and enabled Steve to expand his team of agents.
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