The Problem
CPL on Meta and Google was rising, and most leads never made it from the ad to a real conversation. The team was paying for Salesforce, but the telecalling staff treated it as overhead — leads still lived in spreadsheets and notebooks.
What We Did
Rebuilt the funnel from creative to call. New ad sets with retargeting and instant lead forms. UGC-style and problem–solution creatives in A/B tests. A purpose-built Google Sheets CRM with telecalling stages, follow-up reminders, and lead-source attribution that the team actually used on Day 1.
Funnel rebuild
Cold + warm + retargeting on Meta and Google with conversion-tuned lead forms.
Creative testing
UGC and problem–solution creatives, refreshed weekly to fight ad fatigue.
Sheets CRM
Stage tracking, follow-up reminders, and SDR-friendly views — replacing Salesforce.
Attribution
Lead-source tagging so spend decisions tied back to real bookings, not just clicks.
The Outcome
150+ qualified leads in the first campaign cycle, lead volume up 40–60% vs the prior baseline, and a CRM the telecalling team actually adopted — at near-zero recurring cost.