Case study No. 08Show rate·After nurture launch

Refinance: appointment show rate from 43% to 81%.

Headline result
81%
 Appointment show rate after nurture went live
81%
Show rate now
43%
Show rate before
0
Manual follow-up
I.The client

A refinance-focused brokerage whose loan officers were losing more than half of their booked appointments to no-shows.

II.The challenge

Booked calls weren’t turning into conversations. More than half of borrowers missed their appointment, and loan officers were chasing them by hand.

III.What we built
i.The Acquisition Engine™ Campaign architecture and creative, qualifying funnel, lead exclusivity controls.
ii.The Growth OS™ CRM pipeline, speed-to-lead automation, routing and calendar booking.
iii.Custom AI Instant response and qualification agent, plus automated appointment reminders.
iv.The Partner Suite™ Weekly performance reviews, plus offer and follow-up optimization.
IV.Results

Show rate nearly doubled, with no manual follow-up from loan officers.

Show rate
81%
 After automated nurture went live.
Before
43%
 Show rate with manual follow-up.
Manual follow-up
None
 Reminders and rescheduling automated.
Appointment show rate, in percentBefore nurtureWith Built to Scale™
Show rate
43%
81%

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