Brand Overview - Prior to Working With Us

When this executive career coaching company partnered with us, they were stuck at a plateau. Despite a compelling offer and steady demand, growth had stalled, and their previous marketing efforts weren’t performing anymore.

• Their previous agency couldn’t scale profit beyond $200K/month and was reporting performance that didn’t match reality
  
• Ad spend remained conservative, often under $1K/day, with no clear attribution or scalable structure in place
  
• Internal reporting lacked consistency, and key decisions were being made based on incomplete data
  
• Creative efforts felt disorganized and reactive: there was no rhythm, no clarity on what worked, and no system to double down
  
• Sales team capacity was limited, and there was no cohesive way to plan marketing budgets around actual call volume or availability
  

‍

Audit & Team Findings

Our deep dive into the account revealed critical weaknesses across four key areas:

Tracking & Attribution Gaps

• Hyros was not being utilized, and Meta + CRM integrations were broken, meaning that 39% of booked calls weren’t being tracked
  
• The previous agency inflated reported performance, claiming $60 calls that were actually $90–$100+
  
• There was no infrastructure for pipeline forecasting, and budget wasn’t tied to sales capacity
  

Funnel & Sales Misalignment

• Campaigns were optimized for low-intent leads (oLead) instead of scheduled calls
  
• Sales scripts and ad messaging were disconnected, leading to drop-off between interest and close
  
• Unqualified leads slipped through due to a loose application process and lack of friction
  
• No post-purchase nurturing: valuable leads went cold after booking

Creative Breakdown

• Ad sets were overloaded with 20+ creatives and no segmentation, making testing chaotic
  
• There was no creative cadence, with refreshes being done reactively and inconsistently
  
• Messaging lacked emotional resonance: the ads failed to speak directly to the audience’s core pain points
  

Operational Constraints

• The sales team had only two reps, capping potential regardless of ad performance
  
• No system existed to sync call volume with rep availability, leading to inconsistent pipeline fill

‍

Our Action Plan

We didn’t just tweak ads - we rebuilt their performance engine from the ground up:

Tracking & Attribution:

• Implemented Hyros tracking to fix attribution across all platforms (fully operational within a couple of months)
• Shifted campaign optimization to oSchedule instead of oLead, immediately boosting profitability
• Tracked lead quality proactively: monitoring approval rate weekly and adjusting campaigns accordingly

Creative:

• Launched recurring monthly creative refreshes to prevent fatigue
• Used 80/20 creative iteration to expand top-performing angles while testing new ones
• Introduced a new VSL (video sales letter) to test against their control

Funnel & Sales:

• Partnered closely with the sales team to align messaging, forecast volume, and support ramp-up
• Introduced high-friction applications to pre-qualify leads (100K+ salary, 5+ yrs experience)
• Built a call tracking and availability dashboard to align spend with rep capacity, allowing us to scale without wasting budget
• Helped grow their sales team from 2 to 15 reps, with systems for onboarding, pacing, and call volume alignment

Outcomes After Implementation

Across a 16-month partnership, here’s what we helped deliver:

• $8,763,650 in revenue and 1,292 total sales
• 4.78 ROAS on media spend
• Increased application approval rate from 25% → 65–70%, reflecting major quality lift
• Hit $200K+ profit/month consistently within 60 days
• Optimized budget and call volume in sync with rep capacity, avoiding wasted spend
• Developed a predictable call volume + revenue forecasting system, refreshed weekly
• Scaled the sales team from 2 to 15 reps, with structured ramp-up protocols.
• Maintained profitability even through market volatility and sales team restructuring
• Created a scalable creative system that reduced stress and accelerated production
• Helped the brand weather Q4 drop-offs and rebuild momentum in Q1 with a leaner, higher-performing team

‍

Keys to Success: The Playbook Behind a 4.78 ROAS‍

• Fixing Attribution to Unlock Scaling
  
  • Within 90 days of setup, proper attribution transformed how we optimized. This shifted the entire strategy from guesswork to precision, and campaigns could now finally be judged by scheduled calls and real sales, not just CPMs and click-through rates.
• Call Availability Forecasting = Smarter Budgets
  
  • Our call tracking dashboard aligned spend with actual sales team availability. Spend was tied to rep availability, avoiding overbooking or low-fill days. For every rep, every day, we knew exactly how to tweak budgets in order to drive results.
• Smart Funnel Design & Qualification
  
  • By shifting to oSchedule optimization and implementing high-friction applications requiring $100K+ income and 5+ years of experience, we doubled approval rates and boosted close rates - proving that a cleaner, more qualified funnel beats high-volume lead gen every time.
• Creative Rhythm, Control & Testing‍
  
  • We implemented a consistent monthly ad script cadence, delivering fresh angles on the first Tuesday of each month. This proactive rhythm reduced fatigue, enabled better planning with the brand face, and maintained top performance through 20–30% iterations of proven angles alongside occasional new hook tests.
• Sales Team Growth With Data-Backed Guardrails
  
  • With tracking and forecasting systems in place, we scaled the sales team from 2 to 15+ reps by setting clear benchmarks for call volume based on individual performance — avoiding burnout, preserving close rate quality, and enabling sustainable growth.

This wasn’t just about better ads. It was about building a pipeline machine: one that connected marketing, sales, and budget forecasting into a single system of growth.

This case study proves that with the right funnel architecture, clear messaging, and aligned strategy, even underperforming ad accounts can become powerful revenue engines.

If your marketing efforts aren’t delivering the results you need, let’s change that. Reach out for a free audit, we’d love to take a look and show you what’s possible ✨

‍