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How Michael Hit a 43% Booking Rate in 4 Weeks

How Michael Hit a 43% Booking Rate in 4 Weeks

Year
2025
Client
Michael, Insurance Agent, New Jersey

Even with strong delivery systems in place, Michael faced a critical problem: he wasn’t attracting enough new clients to grow. Every marketing agency he hired overpromised and underdelivered. He struggled to generate consistent, high-quality leads — and without that, scaling was impossible.

Looking for a predictable and proven system, Michael turned to Triangle to fix the front end of his business and give him a stable flow of leads and appointments.

The Challenges

Michael’s main obstacles were:

Inconsistent lead flow – Strong service, weak acquisition. He couldn’t generate enough consistent leads to grow.

Disappointing past agencies – Previous companies failed to deliver meaningful results, wasting time and money.

No predictable client acquisition system – Without a repeatable way to generate appointments, revenue was plateauing.

Process & Strategy

To solve these issues, Triangle implemented a data-driven Buyer Awareness System built to create clarity, better messaging, and higher conversion rates across the funnel.

Offer Optimization & Messaging Alignment

Triangle worked with Michael to refine and reposition his offer so it resonated directly with health insurance prospects.
Clear, compelling messaging was crafted to increase conversions and differentiate his services in crowded markets.

Paid Advertising & Lead Generation Funnel

Triangle launched high-performing Facebook and Instagram ad campaigns designed around the latest Andromeda update.
A custom lead-generation funnel was built to qualify prospects and simplify the booking process.

Appointment Booking System & Automated Follow-Up

Triangle implemented a structured appointment booking system, SMS + email nurturing, and automated follow-ups to maximize show-up rates.
This eliminated manual chasing and ensured every lead moved through the pipeline.

Performance Optimization & Scaling

Creatives, funnels, and messaging were monitored daily and optimized to reduce CPL while improving lead quality and booking rates.
Triangle focused on balancing both lead volume and intent so Michael’s calendar filled with real buyers, not unqualified leads.

Results

Michael’s results were immediate and dramatic:

Leads began flowing within 7 days of launch
11 booked appointments in the first week with a 60% show-up rate

Within the first 30 days:

  • 192 total leads
  • 73 high-quality booked appointments
  • 38% appointment booking rate
  • 4 new clients closed

Michael went from struggling with inconsistent leads to having a predictable, scalable system that feeds his business every month. Triangle’s refined offer, dialed-in ad strategy, and automated follow-up engine allowed him to consistently book qualified sales calls and close new clients — finally giving him the growth system he needed to scale long-term.

Services:
Performance Marketing & Funnel Optimization
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73 High-Quality Booked Appointments

Appointments Booked

43%

Appointment Booking Rate

60%

Show Up Rate

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Conclusion

Michael went from struggling with inconsistent leads to having a predictable, scalable system that feeds his business every month. Triangle’s refined offer, dialed-in ad strategy, and automated follow-up engine allowed him to consistently book qualified sales calls and close new clients — finally giving him the growth system he needed to scale long-term.