Client Acquisition Results

Case Studies

Explore how Medicare agents, advisors, and estate planning attorneys build predictable, automated client acquisition systems.

Watson Law Case Study
Estate Planning

Watson Law Case Study

Watson Law implemented an education-first webinar system to attract families seeking guidance around wills and trusts — and convert interest into booked paid consultations.

✓ $17,000 Closed Revenue✓ $4,300 Total Ad Spend✓ 7x-8x+ Projected ROAS
Xadira T65 Webinar System
Medicare / T65

Xadira T65 Webinar System

A fully automated webinar appointment engine built specifically for Medicare agents targeting the Turning 65 market without cold outreach or manual chasing.

✓ 6,100 Registrations✓ 1,600 Appointments Booked✓ 64-69% Attendance Rate
Senior Care Solutions Case Study
Medicare Advantage

Senior Care Solutions Case Study

Designed and implemented a complete, education-first appointment system for Medicare agents to pre-frame trust and attract seniors entering their IEP.

✓ Consistent Preset Calls✓ High-Intent Prospects✓ Zero Cold Calling