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Appointment Setting Case Study for a Real Estate Company

How We Scheduled 107+ High-Quality Real Estate Appointments in 7 Months and Reached 100% of KPIs

100%

KPI Achievement

107

Appointments in 7 months

finepropertiesfl

INDUSTRY

Real Estate

LOCATION

Florida, United States

TARGET CONTACTS

Homeowners or Property Owner

CAMPAIGN TYPE

Appointment Setting

COMPANY SIZE

N/A

Multi Channel B2B Outreach

Outbound calls made to reach homeowners
0
Targeted emails delivered with personalized messaging
0 +

Table of Content

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Client Snapshot

  • Company: Fine Properties FL
  • Industry: Real Estate
  • Audience Served: Homeowners interested in property listings and real estate services.
  • Campaign Length: 7 months
  • Channels Used: Cold calling, email marketing
  • Goal: Schedule high-quality virtual meetings between homeowners and Fine Properties FL to drive new client acquisitions

About Fine Properties FL

Fine Properties FL, a premier real estate firm, specializes in delivering property listing services to homeowners in Florida. Known for their personalized approach, they help clients navigate the complexities of buying and selling properties.

Challenges

The primary challenge for Fine Properties FL was ineffective appointment setting. Without a steady stream of high-quality leads, the company struggled to connect with homeowners ready to engage in meaningful discussions about their real estate needs. This obstruction resulted in fewer new clients, stalling business growth.

Objectives

  • Increase the number of high-quality appointments with interested homeowners.
  • Streamline the lead engagement process to save time and resources
  • Boost Fine Properties FL’s client acquisition rate through targeted outreach
  • Build a scalable system for consistent appointment setting

Strategy to Overcome Challenges

We designed a complete strategy to address Fine Properties FL’s challenges, leveraging cold calling, email marketing, and appointment setting services to drive measurable results.

Cold Calling

  • Utilized curated homeowner lists provided by Fine Properties FL to focus on high-potential leads, ensuring efficient use of time and resources.
  • Developed tailored scripts to spark meaningful conversations, addressing homeowners’ needs and highlighting Fine Properties FL’s unique services.

Email Marketing

  • Created customized email sequences to nurture leads, emphasizing Fine Properties FL’s expertise and value proposition.
  • Implemented automated follow-ups to maintain consistent communication with prospects, increasing response rates and engagement.

Appointment Setting

  • Screened leads during calls to ensure only interested and qualified homeowners were scheduled for virtual meetings.
  • Coordinated directly with Fine Properties FL’s calendar to book appointments at convenient times, reducing friction for both parties.
  • Sent confirmation emails and reminders to minimize no-shows and ensure homeowners were prepared for discussions.

Results

  • Scheduled 107+ high-quality meetings in just 7 months, showing strong sales volume of $200+ million yearly and consistency.
  • Increased lead-to-appointment conversion rates by 30% and 90% email open rate compared to previous efforts.
  • Reduced lead outreach time by 40%, allowing more focus on closing deals.
  • Built a scalable appointment-setting framework to support sustainable long-term growth.
  • Achieved an average monthly Growth Rate of 45% with 100% KPI achievement in Conversion Rate and Email Open Rate.

Why It Worked

  • A close partnership with Fine Properties FL ensured the use of high-quality, curated homeowner lists, increasing outreach effectiveness.
  • Combining cold calling with email marketing created multiple touchpoints, increasing engagement and trust with prospects.
  • Rigorous lead qualification ensured only serious homeowners were scheduled, saving time and improving meeting outcomes.
  • Automation and proactive follow-ups reduced manual work and enhanced the efficiency of the real estate appointment setting process.

Sample Workflow

  • Fine Properties FL provided curated homeowner lists, which we reviewed and prioritized based on potential interest using AI-powered data analysis and advanced tools to enhance accuracy.
  • Conducted cold calls using scripts to engage homeowners and assess their interest in real estate services.
  • Sent personalized emails to warm leads, highlighting Fine Properties FL’s offerings and encouraging further engagement.
  • Qualified leads through follow-up calls, then scheduled virtual meetings directly into Fine Properties FL’s calendar.
  • Sent confirmation emails and reminders to ensure high attendance rates for scheduled meetings.
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