Our 3-Step Growth Process
Identify & Strategize
We start by auditing your current marketing and sales processes to uncover where leads are slipping through the cracks. From there, we identify opportunities to automate repetitive tasks — from follow-ups to lead tracking — and propose smart automation solutions that remove bottlenecks and improve efficiency.
Build the Customer Journey
Next, we design a complete customer journey that converts. This includes crafting high-performing Meta and Google ad campaigns, building landing pages, and integrating automation flows that handle lead capture, nurturing, and follow-up — all connected through a unified CRM system.
Launch, Diagnose & Optimize
Once everything is live, we monitor your entire system from ad click to closed sale. We run diagnostics on every stage of the customer journey to track performance, refine automations, and continuously improve results — ensuring your marketing runs efficiently and profitably.
Our 3-Step Growth Process
AZ Marketing partnered with American Mortgage Network, a 100% employee-owned mortgage company, to build a complete digital growth system from the ground up. We built a complete end-to-end system. Here’s how we tackled each component and the results we delivered:
What We Provided:
Website Build & Design
We designed and built a high-converting, mobile-first website focused on lead capture. The site was optimized for speed and user experience, guiding visitors to clear calls-to-action, such as "Apply Now" or "Schedule a Consultation," making the first step seamless.
CRM Setup and Automation
A powerful CRM was implemented to act as the central hub for all leads. We built custom pipelines to track every lead's status, from "New Inquiry" to "Funded Loan." This automation ensured that loan officers knew exactly who to follow up with and when.
Lead Follow-Up Systems
We created a robust, multi-channel follow-up "machine." The instant a lead entered the CRM, automated sequences of emails and SMS messages were triggered. These sequences nurtured the lead, provided valuable information, and prompted them to book a call, ensuring persistent follow-up without manual effort.
Reputation Control
To build trust, we automated the review request process. After a loan was successfully closed, the system would automatically send a simple review link to the happy client. This steadily built a portfolio of positive 5-star reviews on key platforms, dramatically increasing social proof.
Social Media & Targeted Ads (Google + Meta Lead Ads)
We ran highly-targeted Google and Meta (Facebook/Instagram) lead ad campaigns. We didn't just boost posts; we built entire funnels, targeting specific demographics (like first-time homebuyers or those looking to refinance) with custom ad copy and creative that spoke directly to their needs, driving qualified leads right into the new automated system.
The Results
250%
Increase in qualified leads in Q1.
30%
Higher lead-to-appointment conversion rate.
10+
Hours saved per loan officer weekly.
150+
New 5-star reviews in 6 months.