Real-time Lead Distribution (Automated) @ Tolocal Inc.

During my time at ToLocal, I oversaw the entire paid media campaign process, capturing leads from multiple traffic sources. Once leads were captured, they were automatically sorted, validated, sold, and integrated into our clients' CRMs in real time. I optimized this process to enhance both profitability and overall campaign performance, ensuring a scalable lead management system.

I leveraged tools like Boberdoo, Zapier, and our proprietary tools to automate the entire lead generation and distribution process.

Mobirise Website Builder

The turning point came four years ago when the CEO and I attended LeadsCon in Las Vegas, where we first encountered the Ping-Post lead distribution solution that addressed several of our challenges. We made the decision to overhaul our lead management strategy and adopt this model, fundamentally transforming how we monetized and optimized our campaigns.

The Ping-Post approach allowed us to onboard all clients within the same vertical onto a centralized lead-buying platform. Rather than transferring leads based on pre-determined rules, all potential leads were now filtered through an auction system. Our clients could set customized filters and adjust their purchase prices in real time. When a lead was submitted, the solution would automatically match it to the highest bidder with the best fit, ensuring optimal revenue per lead.

By integrating this lead distribution system with the tracking solution I helped develop, we were able to monitor leads from click to revenue in real time, ensuring full transparency and efficiency.

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Mobirise

01

Consolidating Campaigns Across Platforms (DSPs) and Buyers into One Distribution Channel

I led the integration of all paid media campaigns into the PingPost solution, consolidating all buyers into a single distribution channel. This enabled us to run one large campaign that could serve multiple clients simultaneously. By centralizing our efforts, we reduced operational complexity, while increasing lead volume and improving overall campaign efficiency.

Mobirise

02

Onboarding New Clients Made Easy

With the new business model in place, onboarding new partners became significantly simpler. We can now quickly integrate new buyers into our lead distribution solution, allowing them to test the quality and effectiveness of our services with minimal friction. By offering real-time insights and customizable lead filters, we enable partners to instantly assess the impact of our work on their sales funnels. This streamlined onboarding process not only improved transparency and trust but also empowered partners to make data-driven decisions, leading them to increase their investment with us sooner.

Outcome

Reduced Risk from Demand Fluctuations
By consolidating all clients within a specific vertical onto a single lead-buying platform, we mitigated the risk associated with fluctuating demand. When one client's demand decreased, we were able to seamlessly redirect those leads to other buyers within the same vertical. This resulted in an 18% increase in lead fulfillment rates and stabilized our revenue streams, ensuring a consistent lead flow without becoming overly reliant on any single client.

Improved Budget Efficiency
Our new tracking system, Aitracker, provided real-time ROI insights at the ad level, enabling us to quickly identify and pause underperforming campaigns. This led to a 15–20% reduction in wasted ad spend and an 18% decrease in overall CPA. By ensuring that every dollar spent contributed to measurable results, we maximized the effectiveness of our ad budget across multiple channels.

Increased Operational Efficiency
The media-buying team, consisting of around 17 members, transitioned from managing daily campaigns to overseeing larger-scale budgets exceeding $1 million per month. This leaner approach, combined with automation and improved tools, enabled us to manage 30% more campaigns without increasing headcount, all while maintaining or improving profitability.

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