How a Real Estate Agent Booked 87 Qualified Appointments in 9 Months and Saved 30 Hours Every Week

Client Snapshot

• Company: Amy Laidlaw, Phoenix-area Realtor
• Industry: Real Estate
• Audience Served: Homeowners and prospective buyers in the Phoenix, Arizona metro area.
• Campaign Length: 9 months
• Channels Used: Telemarketing
• Goal: Deliver qualified appointments with homeowners interested in selling their property, leading directly to new listings.

About Amy Laidlaw

Amy Laidlaw is an experienced real estate professional with a strong reputation in Phoenix, Arizona. Known for her deep market knowledge, client-first approach, and proven record of successful transactions, she is a solo agent focused on exceptional service and closing deals.

Challenges

Amy’s main hurdle wasn’t finding potential clients but consistently setting quality appointments. Her schedule was consumed by listings, negotiations, and client service, leaving little time for outreach. This caused her business to run in cycles of feast or famine. She needed a partner who could handle appointment setting so she could focus on closing deals.

Objectives

• Identifying homeowners most likely to sell.
• Booking meetings only with serious, pre-qualified prospects.
• Building a repeatable process to ensure a steady pipeline of new opportunities.
• Expanding Amy’s portfolio with new property listings.

Strategy to Overcome Challenges

Telemarketing

• Amy provided targeted lists focused on promising neighborhoods.
• A dedicated SDR acted as her single point of contact, ensuring consistent communication.
• We used a customized script built on rapport and value, offering free home valuations and gently exploring seller motivation.

Email Marketing

• A follow-up email sequence supported each cold call.
• Emails were professional, personalized, and included clear CTAs to book appointments.
• This multi-channel approach boosted engagement and conversions.

Appointment Setting

• Qualified prospects were booked directly into Amy’s synced calendar.
• Each appointment included a detailed brief: contact details, property address, seller motivation, and key questions.
• This ensured Amy entered every meeting prepared to win the listing through effective real estate appointment setting.

Results

• Booked 87 qualified appointments in 9 months, ensuring a steady and consistent pipeline of opportunities for Amy Laidlaw Team.
• Achieved a 30% increase in lead-to-appointment conversion rates compared to previous in-house efforts, meeting 100% of KPIs.
• Reduced lead outreach time by 30 hours per week, enabling the team to focus more on closing deals while maintaining an 87% email open rate.
• Built a scalable system that increased the monthly client pipeline by 25% and supported 60% overall growth of $7M, driving sustainable long-term results.

Why It Worked

• Amy’s input and feedback refined the process.
• A trained SDR acted as an extension of her brand.
• Only serious prospects were booked.
• An AI-driven approach ensured efficiency and transparency.

Sample Workflow

• Amy provides a new list of homeowners.
• SDR launches outbound cold calling with a customized script.
• Interested prospects are qualified and booked directly on Amy’s calendar.
• SDR emails a full summary to Amy.
• Amy attends the appointment fully prepared.
• Amy shares feedback, which improves future outreach.