Funnel and lead scoring
Their calendar was full. Now it’s full of buyers.
Summit Trade Academy used three form tools, and every applicant got a call. Cosella’s scoring now tells them who’s worth a closer’s time, and who isn’t.
- 62%
fewer wasted calls
- 78%
show-up rate, up from 54%
- 23%
close rate, up from 14%
Before Cosella
Summit’s VSL page used a GoHighLevel form. The webinar used Typeform. The partner program used Google Forms. None of them talked to each other, and none of them said who was a good fit.
So everyone who applied could book a call. Closers spent half their week on calls with people who had no budget, no time, or no intention of buying. The good leads waited days for a slot, and many never showed up.
“I thought our ads had a lead problem,” says founder Marcus Bell. “They didn’t. Our calendar had a sorting problem.”
- 01
One form, built by Ella
Summit described their program in one line, and Ella wrote the application. Every answer is worth points: budget, urgency and fit.
- 02
Scored the moment they finish
Cosella adds each lead’s answers, how much of the video they watched, and their financial picture into one score. The best leads see the closers’ calendar. The middle book with a setter. The rest get a lower-priced offer instead of a call.
- 03
Reminders that get them to show
Every booked lead gets a confirmation and reminders by email and text. Anyone who misses gets a rebooking message within minutes.
Results, in 60 days
| Measure | Before | After |
|---|---|---|
| Calls with people who couldn’t buy | About 1 in 2 | About 1 in 5 |
| Show-up rate | 54% | 78% |
| Close rate | 14% | 23% |
| Cash per booked call | Baseline | Up 71% |
| Form tools in use | 3 | 1 |
62%fewer wasted calls
“My closers used to dread their calendar. Now every name on it is someone who can actually buy. Same ad spend, fewer calls, more money.”
Are your closers talking to the right people?
Book a call, and we’ll show you where your funnel is leaking.
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