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Lead Generation & Funnels | Vantage BGS

Service — Lead Generation

Pipelines that
fill
themselves

Automated lead generation systems that capture, qualify, and nurture prospects around the clock, so you wake up to booked appointments, not missed opportunities.

15–20Leads/Month (Client Avg)
72hrsFunnel Build Time
24/7System Uptime

What’s included

🏗️

Funnel Architecture

Multi-step landing pages and opt-in sequences designed to capture and qualify leads at scale.

📧

Email Automation

Nurture sequences, follow-up campaigns, and re-engagement flows that convert leads into clients automatically.

📱

SMS Marketing

High-open-rate text campaigns and automated appointment reminders that keep leads warm.

🤖

CRM Integration

We connect your lead systems to your CRM so every enquiry is tracked, scored, and followed up on time.

📋

Lead Magnets

Guides, calculators, quizzes, and tools that attract your ideal clients and exchange value for contact details.

🔔

Instant Notifications

Real-time lead alerts sent straight to your phone or inbox — no lead goes cold from slow response.

Pipelines that
never run dry

Synergy Business Consulting
B2B Consulting 📍 Chicago, IL

Synergy Business Consulting

Client Case Study

The Challenge: Synergy was a 6-person consulting firm that relied entirely on founder networking and referrals. The pipeline was inconsistent — feast or famine. They had tried cold email once with a 0.4% reply rate. They needed a repeatable inbound system that worked without the founder making calls.

0→47Qualified Leads in Month 1
22%Lead Magnet to Discovery Call Rate
$0Organic Lead Cost

Week 1

Ideal Client Profile & Offer Design

Mapped the exact profile of Synergy’s best historical clients: mid-market manufacturing companies ($20M–$150M revenue) with operational bottlenecks. Created a primary lead magnet: ‘The Operations Efficiency Diagnostic’ — a 12-page self-assessment tool that diagnosed cost inefficiencies.

Week 2

Funnel Build

Built a 4-page funnel: (1) LinkedIn ad → (2) Landing page with lead magnet offer → (3) Thank-you page with soft intro to services → (4) 8-email nurture sequence over 21 days moving leads from problem-aware to solution-ready.

Week 2–3

LinkedIn Outreach System

Set up a semi-automated LinkedIn outreach workflow targeting Operations Directors and CEOs at qualifying companies. Personalised connection message + 3-step follow-up sequence referencing the lead magnet. Connection acceptance rate: 42%.

Month 2+

CRM Integration & Lead Scoring

Integrated all lead sources into HubSpot. Built a lead scoring model: lead magnet download (+10 pts), email open (+2 pts), link click (+5 pts), specific page visit (+15 pts). Leads reaching 40 points triggered a personalised outreach from the founder.

“For the first time in 9 years, I have a pipeline that doesn’t depend on me attending networking events every week. The system runs while I sleep — and the leads it generates are better qualified than anything I was getting from referrals.”

Daniel Osei, Founder — Synergy Business Consulting

Services Used

Lead Magnet CreationEmail AutomationLinkedIn OutreachCRM Integration
Serenity Wellness Retreat
Health & Wellness 📍 Sedona, AZ

Serenity Wellness Retreat

Client Case Study

The Challenge: Serenity ran 4 annual 5-day wellness retreats at $3,800 per seat. Each retreat had 14 spots. They were filling an average of 9 seats per retreat — leaving significant revenue on the table. Their only lead capture was a ‘Contact Us’ form on a page most people never found.

9→14Sold-Out Seats (from 9 avg)
54%Email Open Rate
34%Quiz Landing Page Conversion Rate

Week 1

Funnel Architecture

Mapped the retreat buyer journey: typically 45–90 days from first discovery to booking decision. Built a 3-stage funnel: (1) Awareness content driving to a free ‘Is a Wellness Retreat Right for You?’ quiz, (2) Quiz completion triggering a customised email sequence based on answers, (3) Booking page with payment plan option.

Week 2

Quiz & Landing Page Build

Built the 8-question Typeform quiz with 4 result outcomes. Each outcome had a tailored email sequence. The quiz landing page converted at 34% from cold traffic — benchmark is 12–18% for a quiz opt-in.

Week 2–3

Email Sequence Production

Wrote 12 emails across 4 sequences (based on quiz outcomes). Emails were story-led — each one featuring a past retreat guest’s transformation narrative — rather than sales-focused. Average open rate: 54%. Industry benchmark: 21%.

Month 2

SMS Layer & Urgency Sequence

Added SMS follow-up for leads who opened emails but hadn’t booked after 21 days. 5-day SMS sequence for the final 5 spots of each retreat. SMS open rate: 94%. Conversion rate from SMS to booking: 18%.

“We’ve sold out every retreat since launching the funnel — something that’s never happened before in 6 years of running them. The quiz was the breakthrough idea: it lets people self-identify before we even have a conversation.”

Maya Stockton, Retreat Director — Serenity Wellness

Services Used

Booking FunnelEmail SequencesSMS Follow-UpRetreat Launch Campaign
Summit Mortgage Partners
Financial Services / Mortgage 📍 Denver, CO

Summit Mortgage Partners

Client Case Study

The Challenge: Summit was a team of 4 independent mortgage brokers operating under a shared brand. Each broker was individually generating leads through personal referrals — time-consuming and non-scalable. They wanted a centralised lead generation system that could distribute qualified leads to the right broker based on loan type and geography.

$18.40Average Cost Per Lead
480Calculator Tool Users — Month 1
14%Email Sequence to Application Rate

Week 1

Lead Distribution Architecture

Designed a centralised lead intake system in GoHighLevel CRM with automatic routing logic: loan type (purchase, refinance, HELOC) and geography determined which broker received the lead notification. Built in a 2-hour response SLA with automated follow-up if unmet.

Week 2

Mortgage Calculator Lead Magnet

Built a custom ‘Monthly Payment Calculator’ embedded on a dedicated landing page. Users entered home price, down payment, and loan term — and received a personalised payment breakdown plus a soft CTA to ‘Lock in Your Rate Today’. Tool generated 480 unique users in its first 30 days.

Week 2–3

Facebook Lead Ad Campaign

Launched 4 Facebook lead ad campaigns: first-time buyers, move-up buyers, refinance (rate + term), and cash-out refinance. Each with tailored creative and a 3-field instant form. Cost per lead: $18.40 average across all campaigns.

Month 2+

Nurture Sequences Per Loan Type

Built 4 separate 21-day email sequences — one per loan type — with educational content mapped to the buyer’s stage: calculators, rate watch emails, pre-approval checklists. Sequence-to-application rate: 14%.

“Having a centralised lead system changed the dynamic of our partnership entirely. Every broker is busy, the leads are fairly distributed, and we’re not stepping on each other’s toes. It’s the infrastructure we should have built years ago.”

Tyler Reeves, Managing Broker — Summit Mortgage Partners

Services Used

Facebook Lead AdsMortgage Calculator ToolCRM AutomationPre-Approval Funnel

Ready to automate
your pipeline?

Book a free funnel audit and we’ll map out exactly how a lead generation system would work for your business.