“Always show your work.” - My Math Teacher.

Energy Upgrade Solutions Case Study for Month 1 (Launch Month) by I Need Leads LTD Using AGENT AI Chat Bot

Takes Undertaken:
Website Design and Launch: https://energyupgradesolutions.co.uk/
Landing page design
AGENT Ai Chat Bot: Prompt, Training, Integration into CRM, Website & Landing Pages
Google Tag, Analytics and Ads.
Meta Ads / Pixel

Company and Campaign Background

Company Overview: Energy Upgrade Solutions LTD is a UK-based installer operating under the ECO 4 Funding scheme. The company is dedicated to enhancing the environmental health of communities by installing all measures included in the ECO4 and GBIS schemes. Their mission is to build a more sustainable future, one residence at a time.

Market Sector and Target Audience: The primary market consists of homeowners or landlords whose households qualify for the ECO4 funding. This includes households with first-time central heating systems or boilers over 10 years old. The target audience is UK residents eligible for ECO4 funding.

Key Objectives of the Digital Marketing Campaign:

• Identify and attract qualifying customers in the UK.

• Set survey appointments for home retrofitting projects.

Campaign Goals

Goals for Digital Marketing, Lead Generation, and Appointment Setting:

• Achieve at least 5 installations to ensure a good ROI.

• Allocate a budget of £2500 to I Need Leads LTD for CRM, images, videos, graphics, AGENT AI Chat Bot, ads spend, and SMS costs (£0.0008 per message).

Key Performance Indicators (KPIs) for the First Month:

• Book 9 installations.

• Generate 120 leads from Facebook with a total spend of £1,182.29.

• Spend £182.79 on Google ads, yielding 10 leads and 2 installations (Google ads started later in the month).

Marketing Strategy

Digital Marketing Plan:

• Develop high-quality landing pages integrated with the AGENT AI Chat Bot (www.theineedagent.ai).

• Run targeted Meta (Facebook) and Google ads, focusing initially on off-gas areas in the UK qualifying for ECO4 funding.

• Utilize SEO to acquire 20 new keywords for the new website build by I Need Leads LTD.

• Implement a fully automated CRM (Go High Level) to handle data and facilitate instant customer interactions across multiple platforms (WhatsApp, Google My Business, Facebook, Instagram, SMS, or email).

Lead Generation Approach

Overview: Lead generation involved targeted advertising, driving traffic to landing pages, and using the AGENT AI Chat Bot to qualify leads and book appointments.

Role of the AGENT AI Chat Bot: The AGENT AI Chat Bot is a 24/7 integrated tool that confirms customer eligibility and books appointments into the client's diary.

Appointment Setting Process

Methods Used:

• The AGENT AI Chat Bot confirms eligibility and books appointments.

• Integration with the client's Go High Level account ensures seamless operation and usability.

Implementation and Execution

Campaign Timeline: The campaign's first month spanned 30 days. Detailed timelines of key activities and milestones would be provided for deeper insights.

Content and Creatives:

• Ads: Videos, graphics, and ad copies were created by I Need Leads LTD.

• Landing Pages: Designed for optimal user experience and lead conversion.

• Email Templates and Social Media Posts: Crafted to align with the campaign's objectives.

• A/B Testing: Conducted to optimize ad performance and conversion rates.

Performance Metrics and Results

Traffic and Engagement Data:

• Website Traffic: Data provided above.

• Social Media Engagement: 12 shares, 112 likes, and 40 comments.

Lead Generation Metrics:

• Leads Generated: 120 leads from Facebook, 10 leads from Google.

• Conversion Rates: Visitor-to-lead and lead-to-customer conversion rates provided above.

Appointment Setting Metrics:

• Total Appointments Set: 22

• Installations Booked: 9

ROI and Financial Metrics:

• Total Campaign Expenditure: £2500 (agency fee) + £1,182.29 (Meta ads) + £120 (Google ads).

Analysis and Insights

Key Success Factors:

• Effective use of the AGENT AI Chat Bot to streamline lead qualification and appointment setting.

• Strong engagement and interaction through targeted ads and automated CRM.

Challenges and Lessons Learned:

• Adjusting campaign focus due to changes in funder requirements.

• Importance of daily client interaction for smooth campaign execution.

Recommendations for Future Campaigns:

• Maintain consistent communication with clients.

• Adapt quickly to changes in campaign requirements or market conditions.

Supporting Documents and Data

Reports and Analytics:

• Google Analytics and social media analytics reports.

• Lead and appointment tracking reports.

Customer Feedback:

• 5-star review: "The team is very helpful and has great communication via WhatsApp, fulfilling your every need. This company will help you grow to the next level."

Backlinks:

• Analysis and list of backlinks acquired during the campaign would be provided.

References

• AGENT AI Chat Bot

• I Need Leads LTD

• Energy Upgrade Solutions