Faruqi Team

The challenge

A growing team with a 14,000-contact database that wasn't being activated, a CRM that was half set up and disorganized, and no consistent lead-gen, content, or follow-up system in place. The database itself was the biggest missed asset - thousands of past clients and contacts sitting untouched instead of generating referrals.

Our approach

A cold database doesn't need more contacts, it needs to be segmented and worked. We split the 14,000 contacts by relationship type and recency, then built two parallel channels instead of one generic blast: a B2B referral channel (a two-touch podcast outreach sequence - Day 1 and Day 3 - targeting title companies and estate attorneys, the two referral sources with the highest close rate on probate and inherited-property deals) and a B2C paid channel (Meta lead-gen ads run under Special Ad Category compliance, feeding straight into a rebuilt, properly-tagged BoldTrail CRM so every lead lands somewhere trackable instead of a spreadsheet). A branded seller-lead email system then keeps warm leads nurtured until they're ready to talk, while YouTube and LinkedIn content builds the team's authority in parallel so paid leads convert faster once they've already seen the name. The step between the ad and the inbox is automated: when a seller lead comes in from a Facebook ad, it is imported straight into BoldTrail, which starts the email campaign, the workflow and the follow-ups without anyone copying data across.

What we built & run

• ✓Full portal & CRM management - cleaned up and rebuilt the tagging structure from scratch so the database was actually usable
• ✓Seller-lead HTML email system, dark navy + gold branded, BoldTrail-compatible, written and sent on an ongoing basis
• ✓Social media ad campaigns generating qualified leads at a low, predictable cost per lead
• ✓YouTube video production for the team's channel
• ✓LinkedIn outreach messaging and vendor podcast outreach sequences (Day 1 / Day 3)
• ✓Day-to-day lead follow-up so nothing sits untouched in the pipeline
• ✓Meta lead-gen campaign strategy with Special Ad Category compliance
• ✓An automation that imports Facebook seller leads directly into BoldTrail and starts the email campaign, workflow and follow-ups

Result

A 14,000-contact database that's actually activated, a clean CRM, and a full content + outreach engine running in the background instead of piling up in someone's inbox.