CASE STUDY 1
The Challenge
- Generating qualified leads for a roofing company
- Improving appointment setting efficiency
- Reactivating cold leads to maximize revenue
The Result
- 837% increase in revenue within 8 months.
- $80k ad spend leading to $670k in profit.
- Systemized lead generation and appointment setting for long-term scalability.
What You’ll Learn from This Case Study…
✅ The power of AI-driven appointment setting for service businesses
✅ How SMS marketing reactivates cold leads and drives conversions
✅ Why broad and specific targeting combined with lookalike audiences deliver exceptional results
Introduction
We began working with this roofing company based in West Palm Beach in 2022. At the time, they were struggling with generating high-quality leads and faced significant challenges in setting appointments with potential clients. With an urgent need to fill their pipeline, the business sought a solution that could not only deliver consistent leads but also streamline the appointment-setting process.
Our prescriptive analysis revealed key areas for improvement, including the absence of an efficient lead nurturing system and a lack of targeted ad strategies to bring in qualified prospects. We knew that with our AI-driven tools, custom SMS drip campaigns, and advanced Facebook and Instagram ad strategies, we could help turn this roofing company’s challenges into opportunities for growth.
Planning
The roofing company lacked the resources and expertise to create a cohesive marketing plan, so our first step was to implement a comprehensive 3-month marketing strategy. We focused on utilizing Facebook and Instagram ads, employing a mix of broad and specific targeting as well as lookalike audiences to reach the company’s ideal customers.
Our AI-driven CRM system played a crucial role in automating appointment setting, allowing the company to focus more on delivering their services rather than chasing leads. By automating this process, they were able to schedule appointments with qualified leads effortlessly, ensuring that each appointment was valuable.
SMS Marketing and Cold Lead Reactivation
In addition to generating new leads, we recognized a large pool of cold leads that hadn’t been effectively nurtured. Using SMS drip campaigns driven by our AI model, we reactivated these leads, many of whom turned into booked appointments. SMS proved to be an ideal tool for this roofing company, allowing us to engage past inquiries and convert them into paying clients without the delays typical in email campaigns.
The AI model enabled us to personalize each message and automate the follow-up process, ensuring that no opportunity slipped through the cracks. Within just a few weeks, the reactivation campaigns contributed significantly to the company’s monthly revenue.
Tracking and Attribution
Accurate tracking is vital for effective budget allocation and scaling. Using advanced tracking tools, we identified key performance indicators across our Facebook and Instagram ad campaigns, ensuring that every dollar spent was maximized. This allowed us to fine-tune the ad spend and focus on what was already working, eliminating waste and driving up ROI.
Leveraging Lookalike Audiences
To further scale the business, we used lookalike audiences based on the roofing company’s existing customer base. This helped us reach new potential clients who were highly likely to convert. Combining this with specific targeting, we created a marketing funnel that nurtured cold leads, engaged warm prospects, and pushed hot leads to take immediate action.
Creative Development and Optimization
Creative assets are crucial in any advertising campaign, so we worked on continuously developing new angles and ad formats that resonated with potential clients. By testing and optimizing ad creatives regularly, we ensured that the roofing company’s messaging stayed fresh and relevant, contributing to the 837% revenue increase.
Conclusion
This case study showcases how AI-driven appointment setting, SMS marketing, and targeted ad strategies can transform a struggling business into a profitable enterprise. For this roofing company, overcoming lead generation challenges was just the beginning. By leveraging AI tools and refining their advertising efforts, we helped them grow from an inconsistent lead flow to a systematic, scalable operation.
Scaling a service business isn’t about complicating the process with unnecessary services—it’s about identifying what works and maximizing its potential. With our data-driven approach, this roofing company is now on a path to sustained, long-term growth.
