How James Generated 80 Booked Appointments in Just 30 Days

How James Generated 80 Booked Appointments in Just 30 Days

Background

James operates an insurance agency in Nevada, helping families, homeowners, and self-employed individuals secure the coverage they need without the stress, confusion, or guesswork typical in the insurance industry. His approach emphasizes simplicity, transparency, and fast answers — ensuring clients get clarity on coverage options without endless back-and-forth.

Before working with Triangle, James struggled with major industry pain points:

• Inconsistent and unpredictable lead flow
• Too much manual follow-up that took time away from selling
• Prospects confused about coverage options, timelines, and requirements
• Difficulty turning leads into scheduled calls at scale

James needed a streamlined, automated, high-converting system that could generate predictable leads and appointments while building trust and reducing the friction prospects feel when evaluating insurance.

Challenges & Goals

James’ biggest challenge was scaling his insurance business without relying only on referrals or random, low-quality lead sources. Most of his time was spent manually chasing leads, trying to book calls, and handling follow-up — which led to inefficiency and lost opportunities.

His key goals were:

• Generate a consistent flow of high-quality insurance leads
• Convert those leads into booked appointments without manual chasing
• Improve efficiency through automation
• Give prospects a more confident, guided experience

Process & Strategy

After identifying gaps in James’ lead generation and follow-up process, Triangle deployed a proven, systemized strategy to rebuild the front end of his business.

1. High-Converting Offer & Lead Generation Strategy

Triangle crafted a powerful message positioning James as the trusted insurance advisor for Nevada families and individuals.
Paid ad campaigns were launched using Triangle’s Buyer Awareness Strategy to reduce CPL and drive motivated prospects into his pipeline.

2. Automated Self-Booking Funnel

Triangle built an optimized appointment funnel allowing prospects to schedule calls instantly.
This eliminated friction, increased conversions, and dramatically improved the flow of booked appointments.

3. Lead Nurturing & Follow-Up System

Automated SMS and email nurturing sequences were implemented to boost engagement and reduce no-shows.
Human-driven outreach was layered in for non-booked leads, ensuring more prospects converted into appointments.

4. Optimized Show Rate & Sales Call Process

Triangle created a multi-step follow-up cadence with reminders, confirmations, and value messaging.
This gave prospects clarity and confidence while improving show-up rates and call quality.

Results

James saw immediate and significant improvements within just 30 days:

• 116 leads generated
• $102 cost per lead
• 80 total appointments booked

By implementing Triangle’s automation, systems, and proven acquisition process, James quickly scaled his insurance business without spending hours manually chasing leads. Triangle provided the predictable, reliable engine he needed — keeping his calendar full of qualified prospects every week.

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