When this client engaged us, they were generating roughly 12 leads a month across web, referrals, and a single Meta campaign. Nine months later they were at 340 — without a meaningful increase in ad spend. The unlock was operational, not creative.
What we built
- Unified CRM with every channel routing into one pipeline
- Automated 14-day follow-up sequence (SMS + email)
- Two-way calendar booking with reminder cadence
- Weekly dashboard showing source → booked → closed by channel
The compounding effect
Once every lead was tracked, two things became obvious: (1) their best-converting source was being underfunded, and (2) 41% of 'lost' leads were actually closeable with one extra follow-up. Reallocating budget and adding that follow-up step did most of the heavy lifting.
The CRM didn't generate leads. It just stopped them from leaking out of a bucket that had been quietly draining for years.
