What changes when you work with Beacon Strategies
We focus on measurable operational outcomes: higher show rates, better use of your team’s time, and reporting that makes it obvious what is working. The goal is not more dashboards, it is a calmer, clearer operation your staff can actually run.
The outcomes we care about
More customers show up
Appointment-driven businesses live or die on show rates. We use your existing appointment data, reminder process, and call coverage to reduce no-shows so more of your booked calls turn into real conversations with people who are ready to talk.
Sales time on the right leads
Not every lead deserves the same effort. We clean up your lead source data and build simple views that show which channels produce reliable, high-value customers, so your sales team can spend more time on the people who are actually likely to buy.
Less operational chaos
Scripts, stages, and automations often grow without a plan. We align your CRM, messaging, and follow-up logic so staff know what to do at each step and customers know what to expect, which makes operations easier to run, easier to train, and easier to adjust as you grow.
Case Study 1
The Problem
The company was booking many consultations but losing a large share of appointments to no-shows. Staff were double-booking time slots, chasing people with manual reminder texts, and still ending up with empty calendars and unpredictable days.
What we did
We built a no-show risk model using past appointment outcomes, lead source, and basic intake data, then used that risk score to update their reminder and calling workflow. High-risk bookings received more attention from the team, while low-risk bookings followed a lighter path. We also gave leadership a clear view of which live streams and campaigns were generating dependable bookings instead of noise.
Results
The firm saw a 50% increase in successful contacts at appointment time and roughly a 20% increase in closed sales without increasing ad spend. Leadership gained a simple weekly view of which channels were worth their time, which allowed them to shift focus toward the campaigns that consistently produced customers who showed up and closed.
Case Study 2
The Problem
The same credit repair firm was investing heavily in TikTok Lives, Instagram, and other campaigns, but no one could say with confidence which channels were actually producing reliable customers. Lead source fields were messy and inconsistent, reports took too long to pull, and debates about “what was working” were based on gut feel instead of data.
What we did
We cleaned and standardized lead source data across their CRM and spreadsheets, then designed a simple reporting structure that focused on a few key metrics: show rate, close rate, and revenue per lead by source. We built a weekly summary view that leadership could review in under ten minutes and a more detailed view the operations lead could use to dig into outliers and new experiments.
Results
The team was able to clearly see which live streams, ads, and referral sources produced appointments that showed up and closed, and which ones generated noise. Leadership shifted time and budget toward the highest-yield channels, cut back on low-quality experiments, and had a shared, data-backed view of performance instead of arguing from memory or screenshots.
Case Study 3
The Problem
A small technical training provider in the energy sector had a strong, highly specialized program but no clear way to manage interest, outreach, and follow-up. Contact lists were scattered across conference sign-ups, spreadsheets, and email tools. Each new cohort launch meant recreating campaigns from scratch, manually copying contacts, and guessing which efforts led to inquiries.
What we did
We consolidated contact data into a single, structured list and introduced simple tagging by audience and source, such as past conference attendees, employers, and individual engineers. From there, we designed a repeatable campaign pattern for each cohort: awareness emails, webinar or info-session invites, and targeted follow-ups. We also set up basic reporting so the team could see which segments and messages were generating replies, meeting requests, and applications, without having to rebuild reports each time.
Results
The team went from one-off, reactive outreach to a clear, repeatable launch process for each cohort. They could see which audiences were actually engaging, reuse proven emails and assets instead of starting from a blank page, and coordinate responsibilities across marketing and program staff. Most importantly, they had a single view of their contacts and a straightforward way to track interest from first touch through enrollment, instead of losing people in disconnected lists and tools.