How We Built a Consistent Sales Operation That Compounds Month Over Month

Real Estate Consulting

Where They Were

  • Relatively new product in an existing well established business
  • No outbound function
  • Communication break between marketing & sales
  • Unable to grow beyond $100K/mo

What We Did

  • Marketing, Sales & Fulfillment alignment 
    • Built multi-day challenge funnels for higher-intent leads
    • Redesigned member onboarding to improve program engagement
    • Built application funnels and referral systems
    • Built daily reporting channel between sales and marketing
    • Brought closers into funnel audits to feed call intel back upstream
  • Sales Engine
    • Built outbound engine to convert on highly qualified challenge leads who did not book calls themselves
    • Implemented speed to booking. Triaging every appointment as soon as they come in to qualify and keep room on the calendar for the highest engaged prospects
    • Documented the entire sales process and call flow to get consistent results
    • Recruited closers with applicable experience to the offer they were selling (real estate)

Results

  • Monthly average through 2024: ~$208K / ~220 booked calls / 48% close rate
  • Monthly average through 2025: $421K / 440 booked calls / 48% close rate maintained
  • Total collected: $6,591,725