67 Appointments and 29% Conversion Boost: How CallingAgency Helped Villa Realty Connect with More Luxury Homebuyers

Client Snapshot

• Company: Villa Realty Inc.
• Industry: Real Estate
• Audience Served: High-net-worth homeowners and prospective buyers of luxury coastal properties in Orange County, including vacation homes, investment properties, and premium estates.
• Campaign Length: 5 months
• Channels Used: Telemarketing, Email Marketing
• Goal: Generate qualified appointments with prospective buyers and sellers of high-value coastal properties.

About Villa Realty Inc

Villa Realty Inc., founded in 2013 and headquartered in Newport Beach, California, is a real estate brokerage firm that specializes in luxury residential properties across Coastal Orange County. With a strong focus on marketing innovation and technology-driven strategies, Villa Realty Inc. has built its brand around delivering exceptional service to homeowners and buyers seeking high-value properties.

Challenges

Villa Realty Inc. approached us at CallingAgency because they were struggling with one of the most common yet critical issues in real estate, consistent lead generation and appointment setting. Although they had a strong marketing foundation, they lacked a structured outreach system to reach, engage, and convert new prospects into clients. Without new client meetings, growth slowed, and their sales team spent too much time trying to generate appointments instead of closing deals.

Objectives

• Help Villa Realty Inc. consistently generate and secure high-quality real estate appointment setting with potential clients.
• Simplify the outreach process to ensure efficiency and effectiveness.
• Free up the client’s team’s time by handling prospecting and appointment setting.

Strategy to Overcome Challenges

Cold Calling

• We utilized the curated calling lists provided by Villa Realty Inc. to directly reach homeowners and prospects in their target market.
• A custom script was developed to reflect the company’s brand, building credibility and sparking interest in scheduling a meeting.

Email Marketing

• Follow-up emails were sent to warm leads, reinforcing trust and encouraging them to commit to appointments.
• Personalized messaging ensured relevance, highlighting Villa Realty’s local expertise in luxury real estate.

Appointment Setting

• We scheduled both Zoom meetings and phone call appointments, making it easy for prospects to engage on their preferred platform.
• Appointment reminders were set to reduce no-shows and maintain a high conversion rate.
• Each appointment was pre-qualified to ensure the client’s time was only spent with genuinely interested leads.

Results

• Secured 67 qualified appointments in just 5 months, ensuring a steady pipeline of opportunities.
• Achieved a 29% increase in conversion rates and an 85% improvement in email open rates.
• Developed a repeatable framework to sustain consistent lead engagement and achieve conversions ranging from 38 million to 57 million USD.
• Achieved an average monthly Growth Rate of 50% with 100% KPI achievement in Conversion Rate and Email Open Rate.

Why It Worked

• We focused exclusively on Villa Realty’s ideal audience, luxury homeowners and buyers in Coastal Orange County.
• Combining cold calls with personalized emails strengthened engagement and boosted response rates.
• By managing the end-to-end process, we removed the burden from Villa Realty’s internal team, allowing them to concentrate on client service.

Sample Workflow

• Reviewed the provided calling lists using AI and an expert human
• Developed scripts and email templates
• Conducted test calls for feedback and optimization
• Monday-Wednesday: Cold calls to new prospects
• Thursday: Email follow-ups with engaged leads
• Friday: Appointment confirmations and pipeline review with client