Case study · anonymized

Business brokerage firm: 15 meetings with business sellers in 23 days

15 phone meetings with owners looking to sell their business, in 23 days.

Period: from September 15 to October 8, 2026

leads handled (79 Meta + 26 reactivated)
105
replied on WhatsApp (48 of 105)
45.7%
leads with a phone meeting booked (14.3%)
15
01

Context

Business brokerage firm. A firm that helps owners of small and mid-sized businesses sell their company. Requests come in through Meta Lead Ads forms. The firm also re-engaged 26 older contacts imported from a file. 105 leads in total over the period.

02

The usual problem in this industry

When selling a business, an owner who fills in a form is often still on the fence. Without a quick follow-up, they move on or sign with the first firm that calls. And a phone call rarely lands at the right time for someone who is still running their company.

03

What was set up

  • First WhatsApp message sent to the lead as soon as the request comes in, within the hours set by the firm.
  • Three-question qualification: are you the decision-maker, what is your industry, what is your revenue range.
  • Two phone-meeting slots offered, then a confirmation and a reminder on the day.
  • The 26 contacts from the file were re-engaged with the same conversation.
04

Results

Over the period from September 15 to October 8, 2026:

  • 105 leads handled (79 Meta + 26 reactivated)
  • 45.7% replied on WhatsApp (48 of 105)
  • 15 leads with a phone meeting booked (14.3%)

Source: Falka database, figures pulled on October 8, 2026. Leads created during the period; reply rate = leads who replied ÷ leads contacted.

05

What we take away

  • Three qualification questions are enough to prepare the call: the advisor knows who they are talking to before picking up.
  • The dormant contact file was handled by the same agent as the Meta leads, with no separate campaign.
  • Every meeting over the period was booked during a WhatsApp conversation in which the owner replied.

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