Overview

This group needed to convert high-net-worth physicians into real estate investors. The challenge: trust, time, and differentiation.

We built an investor funnel rooted in founder trust, smart automations, and physician targeting.

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Objectives

• Educate and qualify HNW physicians
• Book investor calls under $100 CPL

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Results (Projected by Month 3)

• 400–600 physicians reached
• 55% open rate, 11% LP conversion
• <$100 CPL and 15+ investor calls booked

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