How we generated 150+ leads per month for Macanta Wills and Estate Planning without relying on referrals or buying leads.
(Leads that convert into appointments at 60%+)
When Macanta Wills and Estate Planning met us, they had:
✅ Tried relying on referrals.
✅ Tried buying leads.
✅ Were already doing well, but want to get to the next level with their business
✅ AND they knew they could earn more money
We understand... One month you're overwhelmed, the next you're struggling. It’s not just the inconsistent income; it’s the frustration of knowing people need your advice, yet you can’t reach enough of them.
Chasing low-quality leads is exhausting, leaving you pouring energy into leads that don't answer, or just aren't interested. All while the high-quality prospects slip away.
This vicious cycle keeps you from growing your business to be more consistent. You're not alone—many of our clients felt trapped in this situation before discovering a better way.
Macanta Wills
The Problem:
Macanta recognised that poor quality leads, combined with inconsistent lead volume, was stopping them hitting their goals.
They wanted an agency that knew the estate planning sector well, and understood how to generate much better quality conversations with customers, but were able to do that consistently each week/month.
We began with an audit of their current marketing, to find the quickest route to success without taking months to do it. They'd had a bad experience with an agency previously - who spent months trying to crack the code, and cost them thousands in ads spend and agency fees.
So we did a free, no strings attached audit and here is what we found:
Their local customers
DIDN'T know who they were.
If their local customers didn't know they existed, then those leads are going elsewhere for their Estate Planning needs.
Leads weren't ALWAYS being followed up quickly
We live in a world when customers want answers NOW.. leads were being handled manually, and sometimes that
took too long.
There was no FUTURE pipeline
of customers
Without a proper marketing system (sales funnel), leads were expensive, and low quality. which mean't time wasted and low conversion rates.
The Solution:
We first audited their marketing and found that they were not promoting their own business to generate leads. This was causing a total lack of awareness in their local area. We advised them that, whichever route they go, if they choose us or not, they should start to tell local people what they do, and who they are.
Further in the audit, we discovered that they didn't have any automated systems in place to respond to or nurture the leads they were acquiring. This was causing delays in responding to questions from customers and prospects who enquired over the weekend or in the evenings, leading them to seek advice elsewhere.
Additionally, since they were not promoting their own business, there was no pipeline of customers in the consideration stage of the sales process spending time on their website or social media pages. Therefore, we aimed to build a solid marketing system that would fill their pipeline for the next week, month, and quarter, ensuring a consistent number of highly qualified leads each week.
When we started working together, we quickly built a marketing system for Macanta Wills to generate leads. This allowed them to have much better quality conversations with customers and convert more leads into sales—without waiting months for results to materialise.
The Results:
#1 Leads started arriving within 48 hours of campaigns going live. Highly qualified and interested buyers.
#2 Levels of receptiveness in the conversations with prospects went through the roof. They were suddenly clients who knew why Macanta were calling, and actually wanted to speak to them.
#3 Conversions from Leads to Appointment - went from 15-20% up to 70-80%, meaning 7 or 8 appointments sat for every 10 leads delivered.
In less than 4 weeks, we dramatically improved lead quality, and significantly increased ratio of leads-to-appointments.
Start booking 6-8 appointments for every 10 leads you receive.
Tell your local customers why they should choose you, and start building a pipeline of future customers
Let us take the stress out of growing your estate planning business. Get your time back and focus on what you do best.
Here are the services we provided to get
Macanta Wills and Estate Planning these results
Marketing Funnel Build
Building a Macanta Wills Branded marketing funnel, brings a consistent number of leads to the business. We are generating leads today, and will be tomorrow. Its now a reliable source of new business.
Facebook Ads
Reaching maximum numbers of people in Macanta's area, Targeting customers aged over 50 who are home owners. Finding the right people in the first place, improved the sales conversion down the line.
Automated Lead Nurture and Follow up
Automating responses when leads came in, and when questions from Macanta's website were asked converted more website visitors into appointments.
Automated Calendar Bookings
This allowed customers to book a convenient time for the team at Macanta to call them. Increased the number of appointments they sat, and reduced no shows on phone calls,
Results like these are replicable. How do we know? Because its' what we live and breathe.
We help estate planning professionals generate high quality leads, so that they can sit more appointments and save time while they do it.
Curious to see if your business can achieve results like this? Find out on a free strategy call to find out if we can help your business grow through Facebook ads Marketing.
SHED work with Solicitors, Legal Practitioners & Estate Planners all over the UK, providing exclusive leads.
We’re Facebook/Instagram Experts, who specialise in Estate Planning leads. We already work with Will writers and estate planners across the UK.
We use your business page to generate the leads
Promote your business in your area
All leads are exclusive
Include automated lead nurturing, and appointment booking
Automate the process of asking for reviews for you
Wills, LPA's and Trust leads.
How we do this for customers - over and over again
We combine the right team, and the right platform with knowledge of Estate Planning, with the best strategy.
Audit your business to see if we can help you.
Discover the goals you have for your business
Identify any possible bottle necks to your growth
Share our established processes to help you hit your goals
Build your marketing funnels
Start getting leads
Please note that you need to be willing to invest in your own ad spend to get results from paid traffic - no tyre kickers please! We work with business owners who believe in their businesses and are ready to take action.
The process we use to get client results...
Step 1 - Audit your current marketing
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Step 2 - Agree scope to reach goals
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Step 3 - Build marketing funnel
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Step 4 - Launch campaigns
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Step 5 -
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Remember when we said we could do it over and over again?
Philip Pamment - PAA Associates
Matt and his team at Shed Social are excellent they are experts in facebook marketing and since I have been working with them they have increased the number of leads I receive and nothing is ever too much trouble for them. I would highly recommend Matt and his team.
John Lewis - Wales & NorthWest Legal Services
Matt is a real expert in his field. The work is now coming in and I have already referred them on to my accountant. It's nice to finally work with a genuine marketing company who actually do what they say they will do and to see results after only a few short weeks. long may it continue. Thanks Matt and the team!!
Scott Beaver - Macanta Wills
Your leads are converting at about 87% from lead to appointment - I've never known that before, and the customers are so receptive to our calls. AND Our average case size has doubled. - brilliant thanks Matt.
Dapinder Singh - KC (Wilford Smith)
Neither me or my sales team can question the quality of your leads - they are brilliant. The question now, is what else can you do for us, let's look long term!
Jonathan Owen Independent Estate planner
Your leads are converting into appointments at a rate of 60%. Which is better than any other lead sources I have - can I get more of them please!?
Tony Gross - London Will Writing
You seem to be the only person in the world who can generate high quality Estate planning leads - you're stuck with me for a long time!
Kirsty's Law - Kirsty Jones
We'ev had 38 leads in the first 5 weeks, I've sat with about half, adn they have almost all bought from us.and most of those have had LPA's and Trusts.
Gareth Ohara - Your Wealthcare
Leads are outstanding quality, they are converting so well, cant wait to get more.
Spike Vaughan-Ide - Evertrust Estate Planning
Compared to the leads we were having before - teh difference is incredible. We were lucky if we got a conversion rate of 10-15% before, now we are converting 50% plus.
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IMPORTANT NOTE: Working with Shed is not a get-rich-quick program. We believe in good ideas, giving value and customer service. And that’s what we provide too. Obviously we do not make any guarantees about your own ability to make sales, or get results with our ads, creative, audits or strategies. We exist to do the best possible job for our clients - and we use all our experience (which is a lot) and know-how in the ad world to make that happen. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings – all numbers are illustrative only... and always down to selling great products that people want, If you have questions, email enquiries@shedsocial.co.uk we'd love to hear from you!