This client is a creator with a large personal brand in the business and agency space. Hundreds of thousands of followers and daily inbound traffic were bringing in people. The business behind it was not set up to take them.
What was the problem?
Leads were not captured or followed up in any consistent way. There was no CRM and no reporting. The offer was sold ad hoc through direct messages and payment links, and the founder personally closed everything. Monthly cash collected ranged from about $0 to $100K, with no pattern.
What did SaaSRev change?
1. A tiered offer. We restructured the offer into four price points so the team always had something that fit the lead: $25K done-for-you private coaching, $15K done-for-you cohort, $7.5K done-with-you program, and a $2K done-with-you offer sold through a webinar series to bring people into the ecosystem.
2. A sales team. We built and managed a team of more than 15 people. Setters handled outbound conversations and follow-up, closers spoke only to qualified leads, and a dedicated sales manager enforced the scripts, the reporting and the daily calls.
3. A CRM and automation. The sales backend ran in Close, with separate pipelines for warm, qualified and dormant leads, automated text, email and call follow-up, and daily dashboards tied to show rate and close rate.
4. A better funnel. A qualification form screened leads on income, urgency and budget. Case studies were placed inside the booking flow, and automated text messages before each call lifted the show rate.
5. Paid ads. We launched and scaled more than ten campaigns across several angles, led by authority-style creative from the founder's brand and performance ads aimed at newer agency owners.
What were the results?
| Metric | Result |
|---|---|
| Ad spend | $274,353.92 |
| Leads generated | 18,139 |
| Booked calls | 5,541 |
| Show-up rate | 61% |
| Cash collected | $9,734,794 |
| Cash collected per dollar of ad spend | 35.48x |
| Before | After | |
|---|---|---|
| Offer | Random payment links | Four-tier stack |
| Sales team | Founder only | 15+ people with scripts and management |
| CRM | None | Full CRM with automation |
| Cash collected | About $0 to $100K a month, inconsistent | $9.7M+ over roughly a year |
What does this case show?
The audience was already there. What changed was everything behind it: an offer for every budget, a team to follow up on every lead, and a CRM that showed where the money came from. Paid ads put fuel on a brand that already had trust, and the backend made sure the extra leads did not leak out.
If you want to see how this works for software companies, read how to lower SaaS CAC when paid ads get expensive, or see our SaaS PPC agency service.
Common questions
How much cash did the client collect?
$9,734,794 on $274,353.92 of ad spend, which is 35.48 times the ad spend.
What offers did the client sell?
A four-tier stack: $25K done-for-you private coaching, $15K done-for-you cohort, $7.5K done-with-you program and a $2K done-with-you offer sold through a webinar series.
How large was the sales team?
SaaSRev built and managed a team of more than 15 people: setters, closers and a dedicated sales manager.
This is the result of a specific engagement. It depends on the company's product, market, budget and sales process, and it is not a guarantee. See our Terms of Use for details.
