WILLIAM
ROMERO
William Romero is an insurance broker based in the Montréal area with years of experience helping families and businesses get properly covered. He's knowledgeable, personable, and genuinely passionate about protecting his clients.
But like most brokers, his pipeline ran almost entirely on referrals and personal network. That meant inconsistent months, unpredictable income, and a ceiling he couldn't break through — no matter how hard he worked.
Digital marketing was completely new to him. He had no Facebook page, no ad campaigns, no automated follow-up — just a phone, his expertise, and an industry that historically resisted modern marketing.
Then he decided to take a chance. "I wasn't expecting a lot of results since digital marketing was new to me, but I decided to give it a try anyway." That decision changed everything.
100% Referral-Dependent
No system to attract strangers online — every client came through word of mouth, which dried up unpredictably.
No Lead Pipeline
Without automation, William had no repeatable way to generate qualified prospects, follow up at scale, or keep revenue flowing month to month.
Zero Digital Presence
No social media page, no content, no ads — William was invisible to the thousands of people in his area who needed exactly what he offered.
Before spending a single dollar on ads, we had to answer one question: why would a stranger trust William Romero with their family's financial protection?
We started by building his online presence from scratch. Professional photography, a compelling brand voice, and social media content that positioned William as the go-to insurance expert in his market — not just another broker.
We created 6 high-quality social media posts that educated, built trust, and subtly sold — each one designed to stop the scroll and make potential clients feel like William already understood their needs.
social media posts produced — each strategically designed to build authority, educate prospects, and create the trust needed before they'd ever click an ad.
Once we had the brand dialed in, we built the funnel — the pathway a cold stranger would follow from first seeing William's name to booking an appointment with him.
The funnel was intentionally simple. Page 1 captured attention with a direct, benefit-driven headline and a single call-to-action. Page 2 delivered the promise and asked for their information.
No complicated navigation. No distractions. Just a clean, professional experience that said: "This person knows what they're doing — and they can help me."
Most insurance brokers don't have a dedicated landing page at all. Having one that looked polished and professional was itself a trust signal that set William apart from every competitor in his area.
With the funnel ready, it was time to put gasoline on the fire. We launched targeted Facebook and Instagram campaigns designed to reach homeowners, young families, and professionals in William's territory who had never heard of him — but were exactly the profile of someone who needed insurance coverage.
Here's what made the campaign work: we didn't just run one ad. We tested multiple creatives — different video hooks, different messaging angles, different visual styles — and let the data tell us what resonated.
The winning formula was simple video ads featuring William himself, speaking directly to camera. Authentic. Direct. Human. In a sea of salesy insurance ads, a real person explaining real value cut through completely.
in total ad spend over 5 months — generating 421+ leads and $68,500 in income. That's a 957% ROI on every dollar invested.
Getting leads is only half the battle. The real money is in the follow-up. Every time someone filled out William's landing page, they entered a fully automated pipeline that tracked, nurtured, and reminded until they booked an appointment or opted out.
Here's what happened the moment a lead came in: they were instantly added to the CRM, tagged by source, and enrolled in a follow-up sequence. William received a real-time notification, a spreadsheet logged their details, and the system started following up automatically — so no lead fell through the cracks.
new clients found in just the first month — "I had so many requests that my personal assistant couldn't keep up." The system worked faster than his team could handle.
I had so many requests that my personal assistant couldn't keep up. In the space of 5 months, I generated over $68,500 in sales thanks to the system! I'm very grateful! If you want to scale your business, these guys know how to take your results to the next level."
957% Return
on Ad Spend
William invested $6,478 in ads over 5 months and generated $68,500 in income. His personal assistant literally couldn't keep up with the volume of inbound requests — a problem every business owner wants to have.
Click any month to see the exact results William achieved — leads, income, ad spend, and deals closed.
How Facebook ad impressions became $68,500 in insurance commissions for William.
These are real video testimonials from clients William helped — people who found him through the ads we built together and trusted him with their insurance needs.
like William's?
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