Case Study: How I Got 146 Leads in 3 Days for My Client with YouTube & X

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Who is This Case Study For?

For Digital Entrepreneurs, Coaches, Consultants, Founders, and anyone who wants sustainable organic inbound leads – say goodbye to cold outreach and paid ads.

I’ll reveal the entire step-by-step process so you can apply it immediately to your business👇

My Client’s Background

Zakwan is a financial advisor who earns commissions from recommending insurance and financial planning.

Financial advisors, insurance agents & property agents fall into the same bucket, where prospects tend to avoid you at all costs because they know that you’re trying to sell them something.

His main challenge is inconsistent quality inbound leads.

BACKSTORY: I bought insurance from Zakwan after being disappointed by so many sketchy insurance agents.

I was happy with my experience with Zakwan & thought that my struggles were relatable to others.

So I shared my story on my Finance YouTube channel & at the end of the video, I’ll tell my audience to fill out a form if they want to connect with my insurance agent.

I’ll then pass over the leads to Zakwan & he’ll hop on a call to close the deal.

We agreed on a revenue share of the closed deals through my lead form.

Here are our results ↓

My Client’s Lead Gen Result 📈

Ready-to-Buy Leads

Not Just Any Leads, But Ready-to-Buy Leads!

My Client’s Before & After

BEFORE – YouTube Funnel
  • If he didn’t post that day, he’d get no leads.
  • Client’s a commodity & competing on price.
  • Relying too much on the Facebook algorithm.
  • The little leads he had were low quality.
AFTER – YouTube Funnel
  • Qualified hot leads DM him regularly.
  • He’s the go-to guy for his prospects.
  • YouTube compound views with less work.
  • Leads that came to him are ready to buy.

How Does My YouTube Funnel Work?

Your Turn to Get Leads! Follow My 7 Steps:

STEP 1: The Client’s Pain Points

The biggest mistake in marketing is focusing too much on selling.

People hate being sold to.

So, instead, create content that addresses the pain points of your target market. We can start by visualizing our ideal client profile:

  • What are they escaping from?
  • Where do they want to go?
  • What do they fear?
  • What’s holding them back?
  • What are their limiting beliefs?

I know that many people have the same issues & fears I had when getting insurance. The two common roadblocks they face are:

  1. the fear of being ripped off by an agent who recommends unnecessary coverage with high payments, and
  2. the fear that the insurance company won’t pay up when something happens to you.

Great! These are POWERFUL emotions to drive human action.

Now, let’s create content to crush these fears.

STEP 2: Set Up Your Funnel

Before we start creating any content, we need a mechanism to convert views into leads. Some of your options are:

  • Convertkit (email software)
  • A form on your website

In my case, I decided to use a form on my WordPress website because it was free & quick to set up.

Use whichever is best for your scenario.

The Call-To-Action (CTA) for all of your content will be to tell the audience to fill out the form.

The people who do, are the ones who resonate with your story & have a high chance of converting into a client (warm leads).

Once you have this setup, we can start crafting our story:

STEP 3: Identify a Relatable Story

Alright, here’s the thing most businesses lack: STORYTELLING.

Why is it so important? Because simply telling your prospects how to do something is BORING.

For example, the message in my content is: Don’t buy insurance from an insurance agent but buy from a financial advisor. It’s too direct & sales-y.

Here are some tips for crafting your perfect story, ask yourself:

  • Is it simple and easy to understand?
  • Can as many people as possible relate to it?
  • Does it hit their pain points?
  • Does it end with a happy resolution to their problems?

If it ticks all those boxes, you’ve got yourself a winner. But where do you find good story ideas?

The best source is your own experiences. Think back to a time when you faced a similar issue and found a solution that worked for you. That would be an excellent story.

If you don’t have personal experience, ask others how they solved their problems. Then, simply borrow their story.

In my case, I used my up & down journey of finding good insurance as my relatable story. Because I know a lot of people are having the same problems.

Now, let’s put this message and story into action.

STEP 4: Outline Your YouTube Video

Before you begin shooting any video, it is necessary to start writing the outline.

The structure of a good story always follows the same pattern:

  1. Introducing the relatable problem
  2. Rising friction – try to fix it, but getting more problems
  3. Climax or turning point
  4. Resolution (takeaway or lesson)
  5. Call to action

Outlining the plot of your YouTube videos is crucial to avoid rambling and to keep the audience engaged throughout the video.

BONUS: If you expand the content within each point, you’ve just created a blog post! Ditch what you learned at school & write how you speak.

Click here to see the blog post.

Now that you have your script ready, it’s time for lights, camera, and action!

STEP 5: Record Your YouTube Video

This is where the rubber hits the road. If this is your 1st video, I bet you’ll have a mad case of stage fright.

Here are some of my tips to make confident & engaging YouTube videos, even if you’ve never talked into a camera before:

  1. Imagine you’re hanging out with your best friend at your favorite cafe/dive bar.
  2. Now imagine the camera is your best friend & he/she is listening to you tell your story.
  3. Use your script to guide you to stay organized.
  4. Once recorded, get it edited & design a catchy thumbnail.
  5. Upload the YouTube video with the link to your form in the descriptions.

Check out the actual YouTube video I did:

You’ve come this far, excellent job!

However, it takes a while for YouTube videos & blog articles to generate organic views.

How can you expedite the process of attracting traffic to your form?

Let’s explore the next step:

STEP 6: Create a Twitter Thread

Congrats! You’ve come this far. 98% of your competitors have given up at step 1. So pat yourself on the back 💁🏻‍♂️

Alright, in this step, I’ll share with you my little secret to cash in on short-term traffic: TWITTER THREADS.

You already have the blog post or script.

All you have to do now is extract bits of it & turn the info into a Twitter thread.

Click here for my real example. The hook was legendary, it grabbed people’s attention & got 576k+ views!

With those kinds of numbers, some should convert into leads.

STEP 7: Watch the Leads Roll In

The Twitter thread gets short-term viral leads, while the YouTube video & blog posts capture long-term organic leads.

A truly potent marketing combo🔥

Just keep an eye out on your form & website. Make sure nothing breaks, especially in the sudden influx of traffic.

Imagine your email looking like this:

Let’s recap what we’ve learned in the key takeaway section:

Key Takeaway

STEP 1: The Client’s Pain Points
STEP 2: Set Up Your Funnel
STEP 3: Identify a Relatable Story
STEP 4: Outline Your YouTube Video
STEP 5: Record Your YouTube Video
STEP 6: Create a Twitter Thread
STEP 7: Watch the Leads Roll In
These are the EXACT steps you can replicate to get warm leads for your business too. It’s straightforward, but it’s not easy. You can do everything yourself or save yourself time and energy by getting me to take care of all of these for you, so you can focus more ON your business:
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Founder of Helmi YouTube FUNNELS

Who is Helmi Hasan?

Ex-Mechanical Engineer turned YouTube Funnels Agency Owner. I help entrepreneurs get more leads with YouTube.

➡️ Built YouTube & TikTok channels of my own (Finance, Parenting, YouTube Funnels)
➡️ Led Content at Involve Asia, Shopple, & a local automotive media company
➡️ Guest coach for Client Ascension
➡️ Father of 2. I understand your time constraints

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