360k+ pipeline in 6 weeks: 71 Highly Qualified Investor Appointments, Zero Cold Calls and One AI System Doing the Heavy Lifting on Autopilot

The Challenge: Experienced Agent, Zero Lead Generation Systems

Jean runs Property Wealth Creator, a buyer’s agency focused on helping serious investors secure high-yield, positively geared properties across Australia. Her business operates on a developer-funded model – meaning she only earns when a client proceeds.

She had:

• Strong developer relationships

• A trained sales team

• A clear, compelling offer
  
  

What she didn’t have was independence in her marketing. This created a few key challenges:

• No CRM or pipeline visibility

• No re-engagement or nurturing systems

• Manual follow-up consuming time and resources

• A modest initial ad budget of $1,500/month

• High standards for lead quality (after poor past experiences)

• Capacity to handle 10-30 sales/month – but no consistent lead flow to support that
  
  

What Jean needed was a lead engine that worked independently and brought in finance-ready investors without the fluff or endless chasing.

The Solution: A Fully Integrated AI Appointment System

When kickstarting you want to begin with low hanging fruits, people ready to buy and lantern on work on longer term ones. Instead of chasing volume, we built precision: a system that attracts only high-intent pre-qualified investors ready to invest now.

1. Meta Ads That Attracted the Right Investors

Targeting:

• Yield-focused property investors (ages 35–55)

• High-income earners seeking cashflow

• SMSF buyers

• Fractional investors

We launched targeted Meta (Facebook & Instagram) campaigns aimed specifically at yield-focused property investors. Ads led to conversion-optimised lead forms designed to convert fast, without adding friction. Our targeting focused on signals of real investor intent – not casual browsers.

One thing we closely monitored was audience fatigue. Since investors tend to scroll Meta platforms regularly, we knew that seeing the same ad too often could reduce click-throughs and drive up CPL.

To avoid this, we built a variation system – testing 3-5 creatives and ad copies per week and rotating them every few days. This kept the message fresh, allowed us to spot top performers faster, and protected overall conversion rates.

As a result, we achieved an average cost per lead (CPL) of just $16.41 – well below the industry benchmark of $30–$45 for high-quality investor leads.

We weren’t just launching ads – we were building a marketing engine that adapted to audience behaviour.

2. CRM Infrastructure Built from Scratch

Jean started completely from scratch – no CRM, no lead database, no tracking system. She didn’t have any infrastructure to monitor conversations, segment investor types, or follow up effectively. Everything had to be built from the ground up to give her full control over her pipeline.

We integrated our proven ClientBoost AI system directly within Jean’s GoHighLevel account – built specifically for investor lead handling. This gave Jean full control, structure, and automation across every part of her funnel.

Key enhancements:

• Behaviour-based tagging and segmentation – Leads are auto-labelled by budget, urgency, investor type, and timeline.
  
  

• Live pipeline stages – Every conversation tracked through stages like: New → Qualified → Booked → Showed → Closed.
  
  

• Re-engagement workflows – Ghosted leads were followed up automatically via SMS and email, tailored to their previous actions.
  
  

• Tailored email + SMS nurturing – Different lead types got different messaging based on the information they provided in a lead form. Finance-ready buyers got booking nudges. Slower prospects received value-based information warm them over time and encourage them to book an appointment. AI system was also engaging in active conversations with the leads and answering their questions to build trust and credibility over time.
  
  

• Notifications for hot leads – Jean was alerted when serious investors were ready to book or needed some personalised information – allowing her to step in personally if necessary.

Instead of chasing leads manually, Jean now sees her full lead landscape at a glance. Her CRM isn’t just a database – it’s an asset she controls and can scale anytime.

Future-ready flexibility:
The real strength of Jean’s CRM isn’t just automation – it’s flexibility and future-readiness. As her business grows, the system can automatically assign leads to different team members based on region, lead type, or urgency. 

It tracks exactly which ads, forms, and audiences drive the highest-quality appointments – allowing for smarter scaling without guesswork. And if she ever adds inbound calls to her strategy, the system is ready to trigger instant text replies for missed calls, so no opportunity slips through the cracks.

3. AI Appointment Setter That Worked Like a Real Assistant

The moment a lead submitted their form, our SMS-based AI assistant responded within 30 seconds – day or night.

It worked like a real assistant, but faster, more consistent, and always on:

• ✅ Engaged leads instantly with natural, human-like tone
  
  

• ✅ Suggested times based on Jean’s live calendar availability
  
  

• ✅ Booked appointments directly – no manual follow-up needed
  
  

• ✅ Re-engaged quiet leads with context-aware messages
  
  

• ✅ Handled objections and common questions automatically
  
  

• ✅ Escalated complex or VIP leads to Jean’s team in real time
  
  

• ✅ Sent SMS reminders to reduce no-shows
  
  
  

But what made it truly powerful was how it learned over time. The AI learned from every interaction, adapting tone and timing to match real investor behaviour.

It also:

• Captured lead insights (e.g. booking intent, objections, urgency) for reporting
  
  

• Automatically re-engaged old leads after days or weeks
  
  

• Maintained consistent tone and quality across 100% of conversations
  
  

• Reduced manual workload – freeing up hours of admin per week
  
  
  

While Jean focused on servicing clients, the AI worked in the background – booking calls, following up, and turning cold traffic into real appointments. It didn’t sleep, and it didn’t miss.

The Results After 6 Weeks

Within the first couple of days, a few investor appointments had already been booked.

Each appointment had real commercial upside – and with 71 booked in just six weeks, the system proved its value fast. We’re already sitting on a pipeline worth $360,000 as several deals are in the final stages of payment and paperwork.

What Jean Had to Say

"I've found Ged and his team so easy to work with - they're responsive and genuinely helpful. After dealing with so many marketers who don't put in the proper effort, it's refreshing to find people who do things properly. The AI booking system they've built is just great. 71 appointments in six weeks, and I didn't have to make a single call to set the appointments. What really impressed me is that these are genuine investors who actually show up. Almost no no-shows at all. Investors are booking appointments around the clock without me having to chase anyone. I'd recommend them to anyone looking to get high-quality appointments."

What made this system outperform typical lead generation?

This wasn’t just about generating leads – it was about building a system Jean could trust. Here's what made it different:

• New campaigns can be launched in days, not weeks – with built-in ad fatigue protection and logic-driven automation.

• Strong offer + different angles to attract the highest quality prospects

• Speed to lead: Replies went out within 30 seconds

• Real automation + AI: The AI handled bookings, follow-ups, and re-engagement leaving no leads behind.

• Calendar logic: Only offered times Jean was truly available

• Easy to scale: New campaigns can be launched in days, not weeks

• Creative variation: Ad fatigue was prevented with weekly creative rotations

Who This Works For

This system is ideal for:

• Buyer’s agents or property consultants with high-ticket offers

• Investment-focused service providers

• Time-poor professionals who need automation

• Agencies looking to remove lead gen dependency

Want a System Like This?

We help real estate professionals, buyer’s agents, and investor-focused firms build full-funnel lead systems that deliver consistent, qualified appointments – without cold calling, endless chasing, or wasted ad spend.

Want to see what this could look like in your business? Book a quick call below: