CASE STUDY 1
The Challenge
- Generating qualified leads for a patio cover company.
- Addressing low-credit clients who previously could not qualify.
- Maximizing appointments and revenue through financing offers.
The Result
- $210k in revenue within 3 months.
- $41k ad spend generated a 5x return on investment.
- AI-powered SMS appointment setting and lead nurturing ensured no leads were lost.
What You’ll Learn from This Case Study…
✅ How to leverage AI to automate appointment setting and lead qualification.
✅ Why offering flexible financing options can drastically increase conversions for high-ticket services.
✅ The power of targeted Facebook, Instagram, and TikTok ads to drive appointments in niche markets.
Introduction
In early 2023, we partnered with a patio cover company in the Miami-Dade and Ft. Lauderdale areas. Their primary focus was on reaching the Spanish-speaking homeowner market, and they offered a compelling financing option that allowed clients to get a high-quality patio cover for as low as $50 per month.
Prior to working with us, the company faced challenges with low-credit clients who were unable to qualify for their financing options, leading to a high number of missed sales opportunities. They needed a system to qualify leads efficiently and nurture those who weren’t ready to purchase immediately.
Within just 3 months, after spending $41k on targeted ads, they generated $210k in revenue, with our AI-driven tools playing a key role in automating appointment setting and lead nurturing.
Planning
Our initial approach focused on building a 3-month marketing strategy that would target Spanish-speaking homeowners. The company’s financing offer made it accessible to a larger audience, but we needed to reach the right people with compelling messaging and creative assets.
We crafted ads that emphasized the affordability of the patio covers, highlighting the $50 per month financing as the key offer. This message resonated strongly with homeowners, particularly those who were interested in home improvement but previously thought they couldn’t afford it.
AI-Powered Appointment Setting
The cornerstone of this campaign was our AI-powered SMS appointment setting system. The AI not only qualified leads in real-time but also helped streamline the booking process, ensuring that only qualified clients were scheduled for consultations.
For those who were interested but did not meet the credit requirements, we placed them into a nurturing funnel. This ensured that no leads were lost, as clients who initially couldn’t qualify were sent regular updates and promotions, allowing the company to re-engage them when their credit situations improved.
Targeting with Facebook, Instagram, and TikTok Ads
To drive traffic, we used a combination of broad and specific targeting through Facebook, Instagram, and TikTok ads. Given the demographics of Miami-Dade and Ft. Lauderdale, we focused heavily on Spanish-speaking homeowners, tailoring the messaging and creatives to appeal to this market.
The ads included videos and graphics that showcased the patio covers, emphasizing the affordability of the financing options. By combining these visual elements with strategic targeting, we were able to reach a highly engaged audience who were ready to book appointments.
SMS Marketing for Lead Nurturing
For leads who expressed interest but weren’t immediately qualified due to low credit, our SMS drip campaigns kept them engaged. These campaigns provided timely follow-ups, information on improving their credit, and future financing opportunities. By keeping these leads warm, the company was able to build a pipeline of potential clients who could be converted down the line, ensuring no lead was left behind.
Creative Optimization
Throughout the campaign, we continuously optimized the creative assets to ensure high engagement. We tested different formats, including video walkthroughs of completed patio cover projects and testimonials from satisfied clients. By regularly updating the creatives, we maintained audience interest and consistently brought in new leads.
Conclusion
This case study highlights how an effective combination of AI-driven appointment setting, targeted ads, and flexible financing offers can drive significant revenue growth for service-based businesses. In just 3 months, this patio cover company spent $41k on ads and generated $210k in revenue by reaching the right audience with the right message.
By automating lead qualification and nurturing low-credit clients, we ensured that no opportunity was missed, setting the company up for long-term success. This strategy not only helped them overcome their lead generation challenges but also created a steady pipeline of qualified clients who were ready to buy when the time was right.
