CASE STUDIES

sCALING META ADS AND LOWERING THE COST PER QUALIFIED CALL

Optimizing Instagram Ads to Deliver High-Quality Leads at Scale

Meta Ads Campaign Consolidation and KPI-Driven Scaling

I engineered a high-performance Instagram Ads system that generated 6,556 leads across multiple verticals—tattoo studios, software developers, and niche lifestyle offers. By combining campaign budget optimization with audience segmentation and offer-specific creative testing, I consistently delivered sub–$10 CPLs, high click-through rates, and scalable lead quality.

Strategy

The goal was to prove that a diversified Instagram Ads portfolio could drive profitable lead generation across very different markets while maintaining strict KPI control:

CPL target: <$10

CTR target: >2% for cold traffic

Lead quality: Measured by downstream booking and sales conversion rates per vertical

Instead of running disconnected campaigns, I structured a tiered funnel approach:

Phase 1: Broad cold interest targeting to find scalable audiences

Phase 2: Retargeted audience + creative matching

Phase 3: Scaling with more direct callouts in creatives and urgency


System + Tooling

Meta Ads Manager → Campaign Budget Optimization (CBO), split testing for creatives, daily KPI review

HighLevel CRM → Automated lead capture from Instant Forms & website, integrated follow-up

Zapier → Instant lead sync from Meta to CRM

Google Sheets Dashboard → Manual daily CPL, CTR, and ROAS tracking per ad set

Creative Stack → Video ads for cold traffic, carousel for retargeting, single-image urgency posts for final push


Execution

Deployed 12 campaigns across multiple verticals, each with its own audience and creative strategy

Tested direct ad callouts vs intrigue angles (e.g., “Hack Upwork” vs broad interest-based hooks)

Used broad Big 4 interest stacks for tattoo leads (21,353–80,305 reach) and narrowed to intent-based interests for lower CPLs

Implemented creative rotation every 5–7 days based on CTR dips

Pushed budget into top performers while pausing ad sets above $9 CPL or <1% CTR

Ran low-friction Instant Forms for quick lead capture in early tests, then graduated to website conversion objectives for higher-quality bookings


Results

Total Spend: $5,224.49

Total Leads: 6,556

Average CPL: $7.97

Average CTR: 2.34%

Best CTR: 4.27%

Best CPL: $6.49


Ongoing Ownership

Weekly campaign audits to reallocate budget toward CPL and CTR leaders

Creative refresh cycles synced to performance thresholds (CTR drop >20%)

Scaling CBO campaigns while trimming underperforming ad sets at the 72-hour mark

Audience retargeting at 7-day and 30-day intervals with urgency-driven offers

Continuous funnel refinement: reducing friction, optimizing lead-to-call booking rates, and matching creative tone to audience intent

BOOKING CALLS AND LOWERING COSTS

Scaling an Outbound Funnel to $10K/Month Using KPI-Based Testing

LinkedIn Cold Outreach for Market Penetration

I built a high-performance direct outreach system from the ground up using LinkedIn Sales Navigator to target software developers transitioning to freelancing. After failed ad campaigns, I switched to manual outbound, developed a repeatable messaging sequence, and implemented performance tracking using Google Sheets. I personally managed the entire funnel—from message testing to call booking, to sales conversion—before systematizing the process with virtual assistants. The result was a 10% response rate, 25% call booking from responders, and consistent $10K/month revenue with over 15 qualified calls per week.

Strategy

As an early-stage founder, I needed a predictable client acquisition system targeting freelance software developers. Initial paid ad efforts failed (zero traffic + zero calls), so I pivoted to cold outbound as a faster validation path.

I set the strategic KPI:

1) Book 3+ sales calls/day

2) 10% response rate minimum on cold messages

3) At least 25% call booking from responses


System + Tooling

LinkedIn Sales Navigator → Prospect targeting

Manual outreach + Google Sheets → Message tracking

Zapier + HighLevel → Automate follow-up messaging (email + SMS) and call scheduling

HighLevel CRM → Centralized lead tracking, appointment setting, tagging, and call reminders

Google Sheets dashboard → Daily KPIs tracked manually:of messages sentReply rateBooked callsNo-show rateRevenue per call


Execution

Created and tested 15+ DM scripts in Sales Navigator based on market objections and triggers

Tracked response rates per message variation inside a structured Sheet

Built a follow-up system using Zapier and HighLevel Workflows to automatically send

- Email & SMS reminders for booked calls

- Follow-ups for no-shows

Hired an assistant and trained them using an SOP I created in Notion + HighLevel task templates

Personally closed all sales over Zoom using a standardized script


Results

Scaled from 0 to 15 sales calls per week

Maintained a 10% DM reply rate, with 25% of replies booking a call

Reached $10,000/month in revenue from cold outbound

Show-up rate improved to 60%+ using HighLevel SMS + email drip

Tracked all metrics in a Google Sheet that updated daily as a personal sales dashboard


Ongoing Ownership

Delegated lead generation to assistant

Automated reminders and call confirmation using HighLevel workflows

Used system weekly to improve DM scripts and follow-up messages based on KPI dips

Doubling Close Rate by Engineering a High-Converting Funnel

Tattoo Artist Lead Generation with Progressive Funnel Friction

I engineered a full-funnel paid ads system for tattoo studios, optimizing each step to convert cold traffic into high-ticket paying clients. Starting with Meta Instant Forms, I progressively added friction—email opt-ins, VSLs, qualification filters, and custom reminders—to raise lead quality without hurting conversions. Using Go High Level for automation and Facebook Ads Manager for tracking, I hit a $5 CPL, 70% show-up rate, and sold $1K+ services without social proof. My focus on real-time KPI reviews and funnel bottleneck fixes led to doubling qualified calls while reducing no-shows.

Strategy

Initially, we took every call we could get—anyone remotely in the tattoo industry. It inflated our calendar but tanked our close rate. We shifted strategy to prioritize buyer intent over volume.

We asked: “What if we filtered for the belief level that drives buying decisions?”

This resulted in a high-friction, high-conversion funnel with strict qualification logic.


System + Tooling

HighLevel → Funnel pages, VSL hosting, qualification forms, booking system, SMS/email automations

Zapier → Triggered lead alerts, follow-up sequences, and DMs

Google Sheets → Conversion and show-up rate tracker by funnel variation

Meta Ads Manager → CPC, CPM, CPL tracking on front-end traffic

Loom + CapCut → VSL production and testimonial-style case study clips

Notion → Documented SOP for lead routing and objection handling


Execution

Created a friction-based funnel where leads had to:Complete a multi-step application form in HighLevelWatch a VSL (disguised Perfect Webinar) before bookingAnswer a qualification DM confirming they were a studio owner

Once qualified, leads were booked into a HighLevel calendar with:SMS & email reminders 48h/24h/1h before callAdditional proof assets (testimonials, results video) embedded in each reminder

Immediate 5-min post-booking call used to pre-close or build urgency

DM qualification handled manually using a script stored in Notion


Results

Show-up rate jumped to 70% (up from ~30%)

Close rate increased to 60–80% on $300 intro offer

Half of those upgraded to $3,000 upfront + $1,000/mo continuity program

Doubled revenue with fewer calls and higher leverage per lead

Reduced calendar bloat and increased lead quality with belief-based filtering


Ongoing Ownership:

Created a lead tagging system in HighLevel to segment by belief stage

Built out reminder workflows and nurturing automations to increase show-up rate

Maintained a weekly call audit system to identify objections and update messaging

Used this model as a core asset across all future offers, increasing revenue per rep

cHANGING OUR APPROACH TO ACQUIRE CUSTOMERS

Nurturing Leads with a SKOOL Community-Driven Content System

Freelance Developer Community Funnel with Content-Led Conversion

To scale a software freelancer coaching program, I built a private community funnel that attracted over 50 members monthly. Entry was framed as a "match fit" call into a free content-driven community. I nurtured leads through high-frequency content—behind-the-scenes tactics, weekly livestreams, and group discussions—then messaged hot prospects individually to book sales calls. My ability to control time-to-close while increasing conversions by 20% came from strategic DM qualification, organic community proof (engagement, comments), and tactical follow-up sequences.

Strategy

We discovered that selling high-ticket offers ($1,500+) to freelance software engineers failed when we relied solely on cold calls and direct closes. Instead, we engineered a trust funnel—built not on pressure, but on proximity and authority.

The strategy: use a “match-fit” call as the front door into a community-based nurture funnel, convert with content, and close via DMs.


System + Tooling

HighLevel → Opt-in forms, booking pages, SMS/email automations, lead tagging

Facebook Group → Core nurture community (50 new leads/month)

Descript + Loom → Produced behind-the-scenes video walkthroughs

HighLevel Workflows → Triggered onboarding into the group + weekly re-engagement sequences

Google Sheets + Formulas → Weekly content tracker and lead response tracker

Zapier → Connected Facebook group join approvals to lead tags in CRM

Notion → Content calendar, Q&A logs, and DM scripts


Execution

Used a 15-minute “match fit” call to filter leads and invite qualified prospects into a private Facebook community

Posted daily tactical content inside the group showing my personal backend workflows—client onboarding, ads, DMs, etc. No fluff, just receipts

Hosted weekly live Zoom calls for Q&A and community touch

Engaged 1-on-1 in DMs with members showing interest, using personalized consultative questions to surface objections and drive urgency

Logged all group interactions and tracked lead responses to content posts

Used HighLevel SMS/email automations to re-engage inactive group members weekly


Results

20% increase in conversions from same traffic volume

Clients exposed to group content were 2x more likely to buy the $1,500+ offer

Client LTV increased by 2 additional months due to deeper engagement and relationship before close

Created a backlog of comment-based testimonials and case study fodder for ads and nurture

Turned passive leads into warm, educated, pre-sold buyers


Ongoing Ownership

Built a content-to-close SOP with weekly checklist for nurture, DM flow, and conversion

Used HighLevel tags to trigger different email content tracks based on group engagement

Created a “Hot Lead Tracker” to prioritize DM follow-ups based on post interaction

System replicated in future verticals (tattoo, mindset, sales) as a modular trust asset

Fixing a Broken Funnel by Qualifying Belief Stage with a Quiz

Filtering for Intent: How a 12-Question Quiz Fixed Our Funnel

Despite strong ad performance and low CPL, our sobriety funnel underperformed in sales due to misaligned buyer readiness. I rebuilt the lead intake process around a 12-question HighLevel quiz that filtered for belief stage and commitment level. With automated follow-ups, gated content, and real-time qualification logic, we cut no-shows in half and doubled the buyer conversion rate—turning an interest-heavy audience into ready buyers.

 

Strategy

We launched a direct-response offer to help individuals stop drinking within 30 days, priced at $300/month. While our cost per lead was under $5 and sales calls cost less than $20, our close rate was near zero.

The insight? These leads weren’t buyers—they were emotionally interested but not yet committed to change. We didn’t need more traffic—we needed better timing and belief alignment.


System + Tooling

HighLevel → Funnel builder, quiz logic, CRM tagging, SMS/email reminders

Meta Ads Manager → Ran CPC-optimized traffic to free discovery quiz

HighLevel Survey Forms → 12-question quiz to qualify intent and belief stage

Zapier → Triggered email workflows only if quiz results passed qualification

HighLevel Workflows → Sent reminders, delivered gated VSL access, and managed booking logic

Google Sheets → Conversion rate and quiz drop-off tracking

Notion → Scripted DM follow-up questions based on quiz answers


Execution

Replaced standard opt-in form with a 12-question qualification quiz titled:

👉 “Is Sobriety Even Possible for You?”

Required leads to complete the quiz and score within a specific threshold before unlocking the VSL and booking page

Added logic in HighLevel to tag leads based on responses:Intent scoreCurrent drinking patternPrevious attempt history

Integrated HighLevel with SMS/email reminders and "belief-building" content that was only sent to qualified leads

Sales calls were only offered to leads who:Completed the quizIndicated they were actively looking for solutionsClicked through to watch the VSL


Results

No-shows dropped by 50%

Buyer conversion rate doubled, from under 5% to 10%+

Prospects arrived to calls with significantly higher trust and motivation

Clients were pre-exposed to the solution logic via gated VSL

Leads started doing "the work" before the call—arriving prepared with questions


Ongoing Ownership

Installed quiz analytics tracking to monitor completion rate, question drop-off, and qualification score trends

Built an SOP for belief-stage segmentation that’s now used across other high-emotion verticals (health, mindset, coaching)

Created a HighLevel snapshot template for this funnel that could be cloned in 10 minutes for new client use

Logged all quiz results to a dashboard and built custom views for follow-up sequences based on answer clusters

FINDING OPPORTUNITIES

Validating a Scalable Niche Through 12 Funnel Experiments

Business Validation Through Paid Traffic and Conversion KPI Testing

Before committing to a single offer, I rigorously tested over 12 different niches using a disciplined framework for business model validation. Each funnel was pressure-tested with paid ads and tracked against core KPIs: $1 cost per lead, 25% conversion rate at each stage, and $300–$3K monetization thresholds. I iterated rapidly, monitored performance using Google Sheets, and only scaled ideas that consistently exceeded KPI benchmarks. This culminated in choosing lead gen for tattoo artists—a market that produced qualified leads, consistent appointments, and scalable revenue from day one.

Strategy

My mission was to find a scalable business model through structured experimentation. I committed to testing 12 different offers across various niches using real market data—specifically:

Minimum 25% conversion rate per funnel stage

<$5 cost per lead from paid traffic

Proof of offer-market fit via booked calls and sales

This wasn’t guesswork—it was a structured growth lab.


System + Tooling

Meta Ads Manager → Campaign split testing, audience targeting, CPC/CPL/ROAS tracking

HighLevel → Funnels, appointment booking, lead capture forms, and SMS/email automations

Google Sheets → Experiment tracker and KPI dashboard (per niche, per funnel)

Zapier → Connected Meta Ads leads to HighLevel CRM for real-time nurture

Descript + Final Cut → Self-produced VSLs to qualify leads and build trust

HighLevel Pipelines → Tracked funnel performance by source, conversion stage, and retention


Execution

Ran paid traffic to lead magnets (e.g., “Content Strategy for Tattoo Artists”) using Meta Ads

Captured leads into HighLevel funnels with embedded VSLs and call booking

Created friction-based filters to qualify leads (form questions, video gate, required answers)

A/B tested creatives, offers, and funnel length

Installed automated reminders (email + SMS) via HighLevel Workflows

Monitored KPIs daily inside a spreadsheet pulling data from Ads Manager + HighLevel exports


Results

Validated tattoo niche with:<$5 CPL20%+ lead-to-call booking70% show-up rate80% close rate on $300 entry offer

Self-produced VSL doubled conversions by aligning message with buying stage

Doubled down on tattoo artists and sunsetted unscalable verticals based on hard data

Generated 5-10X ROI from paid campaigns once funnel was locked in


Ongoing Ownership

Built an SOP + Scorecard system for testing new markets in 30-day cycles

Used HighLevel snapshots to clone top-performing funnel templates for rapid launch

Created an internal playbook for friction-based funnel sequencing, used in future offers

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