So here’s the context. I am a financial advisor and I am offering education plans for millenial parents. I made a Google Sheets tool that’s super simple plug-and-play to help with financial planning numbers.
The customer starts from the Meta ads. I get 140+ leads. My CPL is less than $1. Like 2 cents.
When they click the ad, they fill out an Instant Form. That’s where I qualify them asking how soon they want to start their education plan (ASAP/within the year/just exploring). And then make them choose a budget range.
Then they go to a landing page where they play around with a version of the tool so they get an estimated plan. If they wan a customized one, they can click the button to book a call.
Out of the 140 leads:
- 4 booked a call on their own
- 11 booked after I called them over the phone (i call the high-intent leads first)
Out of the 15 booked appointments, only 3 showed up. Conversion is 0.
I do follow-ups via email and text. A day before the appointment, several hours before, 1 hr before, then call them 5 minutes before.
So there goes my question…what am I missing? How do I increase my show up rate? I wish I had a mentor to ask this. But unfortunately, I’m on my own. So I came here to ask help from Redditors.