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Appointment Setting Case Study for a Real Estate Firm

How ACTS Home Team Booked 164 Qualified Appointments in Just 5 Months

$300k

Expected Revenue

164

Appointments booked in 5 months

ACTS Home Team

INDUSTRY

Real Estate

LOCATION

Florida, United States

TARGET CONTACTS

Homeowners

CAMPAIGN TYPE

Real Estate Appointment Setting

TARGET AUDIENCE

Motivated Sellers

Multi Channel B2B Outreach

Outbound calls made to reach motivated sellers
0
Targeted emails delivered with personalized messaging
0

Table of Content

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Client Snapshot

  • Company: ACTS Home Team
  • Industry: Real Estate
  • Audience Served: Property buyers and sellers in Central Florida.
  • Campaign Length: 5 months
  • Tools Used: Wise Agent, Follow Up Boss
  • Channels Used: Cold calling, email marketing.
  • Goal: Schedule high-quality appointments with motivated buyers and sellers.

About Company

ACTS Home Team at Keller Williams Advantage Realty in Oviedo, Florida, helps buyers and sellers in Central Florida. Led by agents like Chi-Chi and Chaz Tyler, they offer personalized service using education and technology. Despite a strong reputation, they struggle with generating new leads and securing appointments to grow their business.

Challenges

The primary challenge for ACTS Home Team was ineffective appointment setting, which led to a shortage of new clients. Relying on traditional marketing methods, they struggled to connect with property owners ready to buy or sell. Cold outreach efforts were inconsistent, and their in-house team lacked the time and specialized skills to execute high-volume calling campaigns.

Objectives

  • Generate high-quality leads from the provided property owner lists.
  • Schedule appointments with motivated buyers and sellers.
  • Increase the volume of qualified appointments to drive business growth.
  • Develop a scalable system for consistent lead engagement and follow-up.

Strategy to Overcome Challenges

To address ACTS Home Team’s challenges, CallingAgency implemented a multi-channel strategy focused on cold calling and email marketing, optimized for appointment setting. Our approach was tailored to maximize engagement with property owners and convert leads into scheduled appointments.

Cold Calling

  • We crafted personalized call scripts highlighting ACTS Home Team’s expertise in Central Florida real estate, emphasizing their unique value proposition to resonate with property owners.
  • Our team executed daily calling campaigns, contacting hundreds of property owners from ACTS Home Team’s provided lists to identify motivated buyers and sellers.

Email Marketing

  • We designed automated email sequences to nurture leads who weren’t ready to commit during initial calls, delivering value-driven content like market updates and home valuation offers.
  • Emails were scheduled to follow up with leads post-call, reinforcing ACTS Home Team’s services and prompting appointment bookings.

Appointment Setting

  • Our real estate appointment setters used a rigorous qualification process to ensure only high-intent leads were scheduled for appointments, saving ACTS Home Team’s time for serious prospects.
  • We integrated with ACTS Home Team’s calendar system to book appointments directly, ensuring a smooth handoff to their agents.
  • Leads who expressed interest but didn’t book immediately received consistent follow-up calls and emails to maintain engagement.

Results

  • Booked 164 qualified appointments in 5 months, ensuring consistent opportunities for ACTS Home Team.
  • Achieved a 20% increase in lead-to-appointment conversion rates compared to their previous in-house efforts meeting 100% KPIs.
  • Reduced lead outreach time by 30 hours per week, enabling the team to focus more on closing deals and keeping 85% email open rate.
  • Built a scalable system that boosted their monthly client pipeline by 35% and 56% growth rate, supporting long-term growth.

Why It Worked

  • CallingAgency’s experience in real estate lead generation ensured precise targeting and effective communication with property owners.
  • Combining cold calling with email marketing created multiple touchpoints, increasing engagement and conversion rates using AI technology and advanced tools.
  • Our integration with ACTS Home Team’s scheduling system eliminated friction, making appointment setting efficient and reliable.
  • We continuously analyzed call and email performance to refine scripts and messaging, maximizing results.

Sample Workflow

  • ACTS Home Team provided curated lists of property owners in Central Florida.
  • Our team contacted leads daily, using tailored scripts to identify interest in buying or selling.
  • Leads received personalized emails with market insights and calls-to-action for scheduling appointments.
  • Agents vetted leads to ensure only high-intent prospects were passed to ACTS Home Team.
  • Qualified leads were scheduled directly into ACTS Home Team’s calendar.
  • Non-responsive leads received ongoing calls and emails to maintain engagement until ready to book.
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