55 Qualified Seller Appointments in 4 Months - Driving 44% Monthly Growth and 40% Conversion Rates

Client Snapshot

• Company Name: NDA
• Industry: Real Estate
• Audience Served: Property owners considering selling their homes.
• Campaign Length: 4 Months
• Channels Used: Cold Calling, Email Marketing
• Goal: To make outbound calls to the provided lists of property owners and schedule high-intent listing appointments for the agent.

About This Company

A dedicated real estate professional, focusing on helping homeowners navigate the sale of their most valuable asset. The service emphasizes personalized strategy, market expertise, and achieving the best possible outcome for the seller. As a solo agent or part of a small team, growth is directly tied to the ability to secure new property listings consistently.

The Challenges

Competitive real estate agents need a steady stream of potential sellers to succeed. However, many agents are too busy managing listings, marketing, negotiations, and client care to actively seek out new leads. Buying owner lists wasn’t enough; what was truly needed was a dedicated team to handle contacts, generate interest, and schedule appointments, allowing the agent to focus on closing deals.

Our Objectives

• Systematically contact every lead on the provided calling lists to initiate a conversation.
• Identify property owners with a genuine interest or potential need to sell their property.
• Through our specialized real estate appointment setting services, we ensure confirmed, timeslot-specific appointments with motivated property owners, delivered in a personalized and professional manner, whether in-person or virtually.

Strategy to Overcome Challenges

Cold Calling

• Instead of a generic script, our agents were trained to open with a question that sparked a genuine conversation about the property owner’s real estate goals, addressing common concerns or motivations for selling.
• Agents introduced themselves as working on behalf of this company and immediately established credibility by mentioning their local market expertise and proven track record.

Email Marketing

• After a cold call where a prospect showed interest but wasn’t ready to commit to an appointment, we would send a personalized email. This email included a professional bio of the agent, a link to their website, and a summary of the benefits of working with a trusted real estate professional.
• Once an appointment was scheduled, a detailed email was sent to the prospect confirming all the details and providing contact information, further solidifying the appointment.

Appointment Setting

• • We used a sophisticated CRM system to track every interaction, ensuring no lead was left behind.
  • Our agents qualified leads by asking key questions about their timeline, motivation for selling, and expectations, ensuring the appointments were with genuinely interested individuals.
  • We meticulously scheduled appointments directly on the calendar, providing all the necessary notes and context for each prospect so the agent was fully prepared for the meeting.

The Results

• Secured 55 qualified seller appointments in 4 months, booked directly onto the agent’s calendar, transforming the business pipeline from a “feast or famine” cycle to a consistent, predictable flow of potential seller clients.
• Increased brand awareness within the target geographic area through thousands of professional touchpoints.
• We are excited to share our fantastic progress! Our team has achieved a remarkable average monthly growth rate of 44%, a solid conversion rate of 40%, and an impressive email open rate of 85%. Keep up the great work!

Why It Worked

• We prioritized authentic conversation over AI analysis, robotic pitching, and building just enough rapport to earn the right to ask for an appointment.
• Our appointment setters were trained on standard real estate objections and how to navigate them respectfully and effectively.
• With a dedicated team focused solely on outreach, we could contact a vastly larger number of prospects than a single agent ever could, maximizing the ROI from the provided lead lists.
• The campaign was built on a single, clear KPI of confirmed appointments. This focus aligned our entire operation with the client’s success.

Sample Workflow

• The client provides a curated list of property owner leads into our secure system.
• The calling team is briefed on the target area, any specific market trends, and the client’s unique value proposition.
• The agent makes a warm, consultative call to gauge interest and qualify the lead.
• If qualified, the agent accesses the client’s live calendar and books the appointment immediately.
• The outcome of every call (appointment set, call back, or not interested) is logged in a shared CRM with detailed notes.
• An automated but personalized confirmation email is sent to the prospect with the appointment details.
• A daily report of newly set appointments is sent to the client to prepare for the day ahead.