Marketing Automation & Meta Ads Strategy for AgTek360
Business Overview
Client: Franchise Business (The Franchise Educator)
Objective: Build brand awareness, generate leads, and nurture prospects to drive franchise sales.
Duration: 6 months
Budget: $13,000+
Results: 13,780 MQL (Marketing Qualified Leads) generated, 1,425 leads closed (SQLs).
Our Role

Challenges
No Pre-existing Advertising Infrastructure
The client lacked a Meta (Facebook and Instagram) advertising profile.
No creative assets, ad accounts, or previous advertising experience existed.
Establishing Brand Awareness
The franchise business was relatively new to digital marketing.
Building credibility in a competitive niche was a key challenge.
Lead Generation and Nurturing:
A strategy to convert traffic into high-quality leads was required.
Seamless integration with Zoho CRM for real-time data management was needed
Strategy
Step 1 : Building the Foundation
- Creating the Meta Advertising Profile:
Designed and set up the client’s advertising account, including business verification. - Setting Up Assets:
- Built and optimized the client’s Facebook and Instagram pages.
- Developed pixel tracking for conversion optimization.
- Created a landing page to complement Meta lead forms.
- Designing Ad Creatives:
- Focused on franchise benefits, success stories, and a clear call-to-action (CTA).
- Developed multiple ad sets with engaging designs, headlines, and videos.
Step 2: Ad Campaign Execution
Step 2: Ad Campaign Execution
- Campaign Objective:
- Brand Awareness (First Month): Focused on reaching a wide audience.
- Lead Generation (Following 6 weeks): Used Meta lead forms and the landing page for data capture.
- Target Audience:
- Demographics: U.S.-based individuals aged 40+, college-educated, household income $100K–$200K.
- Interests: Entrepreneurship, food, wine, cars, travel, health, and pro sports.
- Ad Formats:
- Carousel ads highlighting franchise opportunities.
- Video ads featuring testimonials and benefits.
- Static image ads with a CTA for “Request More Info.”
- Integration with CRM:
- Used Zapier to integrate Meta lead forms and the landing page with Zoho CRM.
- Automated data parsing ensured real-time lead updates for sales follow-up.
Results
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Campaign Insights
Briefly and concisely explain what you do for your audience.
Ad Performance
CTR (Click-Through Rate): 13.8% average across campaigns
Impressions: 550,000+
Engagement Rate: 22.5% on video ads
Lead Funnel Performance
Meta Lead Forms Conversion Rate: 45%
Landing Page Conversion Rate: 35%
CRM Integration Success:
Real-time syncing with Zoho CRM reduced manual errors.
Enabled sales team to act quickly, improving conversion rates..
Key Success Factors
Comprehensive Asset Creation
Built all necessary advertising assets from scratch, ensuring consistency and quality.
Effective Targeting
Precisely defined the audience based on demographics and interests, ensuring ad spend efficiency.
CRM Automation
The seamless Zapier integration with Zoho CRM improved lead management and follow-up speed.
Data-Driven Optimization
Weekly performance reviews allowed for refining audience segments, ad creatives, and bidding strategies.
