Case Studies

Highlighted case studies of sales, marketing, and coaching successes I've helped my clients accomplish

Featured Case Study

52% Response Rate with 710 Leads Converted

Larry Le | June 23, 2024

This client attended one of my in-person coaching seminars and learned how to generate his own leads. Then he signed up for my SaaS product and was able to convert a total of 710 leads using different campaigns with up to a 52% rate and 15.85% conversion rate on Zillow, LendingTree, Boom Town, Follow Up Boss, Realty.com and Facebook leads. This lead to others in his company signing up.

2x, 3x, 4x Loan Volume and Units Every Month

I crafted and implemented a follow-up drip campaign using SMS and emails for a loan officer. She increased her loan volume from 4 loans a month to 8 in the first month, 12 in the second month, and is now at 14 loans while adding realtor partners. This lead to the opportunity to sign up every loan officer at her company.

Increased Company Loans by 20% in 1 Month

I boosted company-wide loan production by 20% within one month by introducing and implementing a new database marketing strategy using a SaaS product. This strategy was applied to over 40 loan officers, setting a record for overall production in the company's 35-year history.

11 Listings in Less Than 4 Months

I helped a brand-new real estate agent establish their first social media presence and trained them on effective usage. Within about 3 months, they generated hundreds of leads, secured several buyers, and achieved 11 listings. Additionally, they directly engaged with over 20 prospects interested in buying or selling their homes.

Recruited an Entire Real Estate Team

I developed a comprehensive marketing campaign for a mortgage team that included social media marketing, lead generation, and automated lead distribution. As a result, they successfully recruited an entire real estate team and continue to maintain business relationships from that campaign even four years later.

100K Member Facebook Group for Organic Retail Audience

I built a Facebook Page and 100K member Facebook Group of Texans for my client who sells Texas themed apparel. To get early members to join, I developed a plan to use Facebook Paid Ads Platform to garner likes and follows on the page and invited them to the group. A large portion of her sales comes organically from these members even 4 years after launch.

52% Response Rate with 710 Leads Converted

Technology I Have Worked With

ChatGPT 4o, Hubspot, EasyWebinar, Asana, Slack, Encompass, LendingQB (MeridianLink), Floify, SimpleNexus, PreApp 1003, MMI, leadPops, ListReports, Listing Booster, kvCore, Real Geeks, BoomTown, Follow Up Boss, Salesforce, Pardot, Jungo, BNTouch, Facebook and Instagram (Meta) Ads Manager, Go High Level, Pipedrive, LionDesk, Prospect Messenger, Photoshop, Acrobat, Canva, Zapier, Office, Excel (Pivot Tables/VLOOKUP), Power Point, Outlook, Teams, Zoom, Keywords Everywhere, TubeBuddy, vidIQ, Headline Studio, ShotCut, InShot, CapCut, Gmail, Meet, Drive, Sheets, Docs, Slides, Forms, Classroom, Teachable, Twilio, and SendGrid

How I would describe myself professionally

Results-driven, strategic thinker, effective leader, skilled communicator, innovative, proactive problem-solver, persuasive, team-oriented, collaborative, adaptable, client-focused, ethical, organized, detail-oriented, disciplined, hard-working, over-achieving, competitive, creative, analytical, data-driven, goal-oriented, sales quota achiever, professional acumen, relationship-builder, reliable, resilient, culturally aware, self-motivated, accountable, resourceful, inquisitive, time-efficient, confident, open-minded, motivational, excellent listener, forward-thinking, financially literate, risk-aware, negotiation-savvy, tech-savvy, values customer service, sense of humor, visionary, and constantly looking for ways to grow and improve through experience and professional development.

Social Media Platforms I Leverage Daily

Linkedin, Zoom Info, Facebook, Facebook Groups, Facebook Pages, Facebook Marketplace, Facebook Stories, Facebook Featured Stories, Threads, TikTok, SnapChat, Instagram Reels, Instagram Stories, Instagram Featured Stories, Facebook Reels, YouTube, YouTube Shorts, Twitch, Pinterest, Facebook Messenger, Instagram Messenger, TikTok Messenger, Linkedin Messenger, WhatsApp, GroupMe, Telegram, Tumblr

Sales and Leadership Skills I Have Experience With

FinTech Sales, Event Promotions, SaaS Sales, Software Sales, Digital Services Sales, Financial Sales, Mortgage Sales, Life Insurance Sales, B2B Sales, Key Account Management, Strategic Account Management, Regional or Territory Account Management, Vertical Market Account Management, Transactional Account Management, Customer Success Management, Channel Partner Management, Cold Calling, Prospecting, Direct Sales, Phone Sales, Appointment Setting, Business Development, Internet Sales, Public Speaking, Presentations, Proposal Writing, Team Leadership, Team Building, Recruiting, Interviewing, Hiring, Firing, Training and Development, Strategic Planning, Operations Management, Big Ticket Retail Sales, Consultative Selling, Contract Negotiation, Price Negotiation, Up-selling Techniques, Territory Sales Management, Channel Expansion, Relationship Building, Client Retention, Public Relations, Brand Awareness and Development

Let's Talk

I actually created this marketing portfolio at the request of an interviewer who is considering my application. Obviously I want the job which is why I threw this together over the weekend.

However, that's not stopping me from accepting other job offers or possible freelance work if you're needing my type of expertise/experience. I would be glad to speak to anybody who wants to work with me. Either way, I am honored you reviewed my marketing portfolio.

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FUBots

If you made it here - congratulations. I had no idea people go this far down when skimming websites (maybe marketing portfolios are different.) Anyway - if you did reach this far please let me know so we can have a laugh about it and maybe I'll buy you your favorite non-alcoholic drink as a reward.

Either way thanks for reviewing my marketing portfolio - don't forget to make me a job offer. =)