Mortgage Agent (Toronto, CA)
Local mortgage brokerage looking to scale qualified appointment volume while reducing cost-per-lead.
Solution: Implemented hyperlocal SEO + Google Search & Meta prospecting campaigns; built lead qualification forms + SMS-driven appointment workflow; integrated leads to a lightweight CRM with automated routing and follow-up sequences. Geofence ads targeted competitors' branches and mortgage seminars.
Results: In 60 days we generated ~120 qualified leads, reduced CPA by 34% vs prior campaigns and improved lead→appointment conversion by 27% using better lead vetting and scheduling automation. (Representative client numbers; confirm if you want exact raw data pulled into this page.)
Process: 1) Audit & rapid pilot (wk1–2) → 2) Campaign launch & creative testing (wk3–6) → 3) Automation + scale (wk7–12).
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