Coffeez with Joe Shalaby - Scaling Brands with Ads ft. Chase Chappell | Coffeez for Closers with Joe Shalaby

Episode Date: June 6, 2025

In this episode of Coffeez for Closers, we’re joined by Chase Chappell—founder of Chappell Digital and one of the top performance marketers in the game. Known for scaling brands to 7 and 8 figures... with Facebook and TikTok ads, Chase breaks down how he went from a teenage hustler to managing millions in ad spend for major clients.We talk paid media strategy, creative testing frameworks, how most brands are wasting money on ads—and what it actually takes to win in a crowded digital world. Chase also shares insights from consulting with big names like Foundr, BetterBrand, and more.Whether you’re spending $500 or $500K on ads, this episode’s packed with tactical value and real-world lessons from someone who lives and breathes performance.Top producers at E Mortgage Capital are earning more per deal—with faster closings, better tech, and no junk fees.👉 Learn more: https://join.emortgagecapital.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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Starting point is 00:00:00 While most people were scrolling TikTok, Chase Chapel was engineering the algorithm. At just 18, he launched his agency. By 21, he was managing millions in ad spend. Now, he's built tools, mentored thousands, and helped generate over $2 billion in revenue for his clients. In this episode, we dive into paid media mastery, building SaaS from scratch, and the psychology behind scroll-stopping content. From teenage hustle to tech founder at scale, welcome to coffees. Manage over $200 million in ad spend. What's the biggest lesson you've learned from a campaign that didn't go as planned?
Starting point is 00:00:41 Probably tracking. A lot of times people don't have the right tracking set up on the back end of things. That's like the biggest problem. Messaging is another big one. Not having the right offer in place. Those are like big culprits. Creatives messaging, back in tracking. If you don't know, like where the source of something is.
Starting point is 00:00:58 coming from, then you can definitely mess up, especially with big companies, because if you think about all the marketing channels they have from, you know, Google ads, Facebook ads, TikTok ads, they're running retail, they have billboards. There's so many sources, events. If you don't know where the source is coming from, then it's kind of hard to double down on where spin goes. Are you providing the tracking ecosystem for your clients? Yeah, so we helped them set it up on the back end, you know, so that way they can actually see which attribution channel is delivering the most ROI, because you need to know the data in order to be able to scale efficiently. Absolutely.
Starting point is 00:01:31 So you're using what, go high level or something for your clients? Yeah, so they either have their own tracking software, you know, Triple Well, High Rows. There's so many different tools out there that they can use. Yeah. You know, we also set up like manual back-in tracking where we set up like APIs segment as another one that like pulls in all the data. You know, pretty sophisticated level tracking if they really want to get down into the details of it. We're big marketers with our company here at eMortgage. You know, we spend millions on ads.
Starting point is 00:01:58 We spend millions on technology. We spend millions on creating proper infrastructure for us, for our agency, like for every single loan officer that works within us. So what do you think has really been a key culprit to your success in such a saturated space? Yeah, that's a great question. So, I mean, just background. So I dropped out of high school going into my sophomore year. I was already doing six figures as a freshman in high school, managing agency accounts.
Starting point is 00:02:36 I'm pretty young, but I don't think most people realize how much time some things take, and especially going into a space that's extremely saturated. I mean, everybody on the block has a marketing company, right? Yeah. Like, what's the unique offering? So, you know, I've already almost been doing this 10 years now. So it's been a slow, slow grind of just like every day being super consistent.
Starting point is 00:02:58 The first thing that front loaded it was when I dropped out of high school, you know, there wasn't much I was doing after that because I moved so far away from my school. I was like an hour, you know, I went straight to the city in Dallas. So I wasn't around anybody that I knew. I was just focusing. I ended up going into, you know, what people call now is like month mode. I didn't even know what that was called back then. But essentially it's like no technology.
Starting point is 00:03:20 You just literally, you know, the only. tech you have is like your work computer. Like there's no like getting on social media, no interacting with people, no holidays, like no family. It's just like two years of straight silence and work. And so I built up over two years during that period working with a ton of different brands. And then I encountered a ton of roadblocks along the way. I mean, we're huge, you know, growing like crazy now. But back then, I couldn't land clients like I could now just due to the age factor. The age thing was the biggest problem for me back then. Everybody thought I looked super young. I was 60 pounds less than I was now. Imagine like some skinny kid with no facial hair
Starting point is 00:03:59 saying he can run all of your company's marketing. It's not the most trustworthy looking thing, even if you know what you're doing. So I had all these old corporate heads. You know, I went into pitch 7-11 at the age of, you know, 1617 years old. And I was trying to win that corporate account at that age. And the age question was always the biggest problem. So I ended up going into that, you know, corporate meeting, leaving, feeling super discouraged because I'd heard the age problem like a hundred times. Went to Walmart and went to the men's hair growth section for old men. And there was a product that said, do not. It was like hair growth. You put it on like a bald spot and it grows hair. And it said, do not use on face. So I opened it up and I started lathering it
Starting point is 00:04:45 all over my face. And then six weeks later, I had like a gigantic beard at the age of 17 and never got the edge question ever again. That's awesome. And then I just let my results speak for myself, you know, speak for themselves. And then I didn't have to worry about any of the other things. That's a funny story. We had the founder, the CEO of the 7-Eleven on our show, Jim Keyes.
Starting point is 00:05:07 Did you ever pitch him? I didn't. So they're a huge company. I don't think people realize how big 7-Eleven is. Like, while McDonald's locations can be. buying don't even have as many seven levels like yeah yeah yeah there's yeah so we uh pitching their you know marketing directors i mean we went through the whole ladder there we would do kvr's i worked with them for seven years um we beat their agency they had 40 agency team members
Starting point is 00:05:33 working on their account it ended up switching over to us and i only had four people so we were able to do double the results with way less team members what do you think the most significant results you see on the different verticals right now, like what has the best bang for your buck on every platform? TikTok shop is the most explosive in terms of, I mean, if you're looking at hockey stick growth, it's very hard to find on any platform, you know, outside of TikTok shop where I'm talking about, you know, going parabolic where you know, somebody can go from 20K to 800K in a month, you know, time frame, pretty explosive, you know.
Starting point is 00:06:07 And then in terms of like, you know, Legion and what people are doing there, like, meta is very consistent as a platform. Today, you know, you can now run ads on threads. So they just open up that avenue. So we're talking about a lot lower CPM for a lot of people are about to be activated. So you can now start distributing your ads to threads, which is like the competitor of X. So they've been building up all the user engagement there and now everybody can run ads. So that's going to be a huge wave of opportunity, I think, coming up here. Well, they're going to try to grab market shares. It's going to be cheap, right? Yeah. So like now that the user base is there, they rolled out the ad buying for it.
Starting point is 00:06:43 now you can go place ads on threads. So if you have automatic placements on meta, you're hitting IG, you're hitting Facebook, you know, but now you can also get on the threads platform. That's good now. I mean, both platforms are great, but I mean, LinkedIn's ad buying platform inherently is like super basic. Clunky. Yeah, it's clunky.
Starting point is 00:07:01 It's not so sophisticated. The engagement there, it's a different beast, right? But I mean, people are scaling on there. Like when we're doing, you know, franchising leads, getting people to acquire a franchise, like, you know, we tested LinkedIn, all the platforms that, you know, are out there. But consistently meta just outperforms and can hold the highest budgets. And same for Google. I see.
Starting point is 00:07:22 Yeah, it's good at all. We're always trying to play with what works best. Yeah. And then TikTok's probably another big opportunity for a lot of, like, lead gym people. A lot of people haven't cracked the code there. It's probably one of the most challenging things to figure out in terms of creative. But if you're really good at creating like short form video content, it can be like, you know, a huge unlock for people. If you understand creative, you're going to do well on TikTok and anywhere else,
Starting point is 00:07:44 especially podcasting clips. You take clips of podcasts, those convert like crazy. On TikTok? Yeah, and meta. So, like, we'll trend test, like, videos on TikTok, because once they perform there, they're always going to perform on meta. But what performs on meta doesn't perform on TikTok. So you might as well just go to TikTok, get the video to work, and then migrate it over.
Starting point is 00:08:06 It's good enough. Let me ask you, like, with the rise of AI, you know, Mark Zuckerer coming out, saying you know a couple years like in a year you're not going to need an agency yeah it's happening it's already happening it's killing graphic designers um you no longer need like a sophisticated like you know graphic design team uh AI right now is getting in distinguishable from what you see in images a lot of times people can't even tell the difference specifically there was a study with uh AI and meta and they're finding that now like anybody over like the age of 50 like the like the chance of them not recognizing AI is, you know, getting really close to it being 95, 100%, where they
Starting point is 00:08:46 can't tell. They literally can't tell. You know, the young people can still somewhat notice the differences because they know what to look for. But every day, it's getting a lot closer. And I think, like, content specifically, it's going to make everything easier to manage. But images are being self-generated. You can create a perfect ad even better than the ones that most graphic designers can do, you know, in a matter of a few minutes. We've been testing it. they're crushing it. And then AI avatars, you can now deal. And we've been seeing that over the last year,
Starting point is 00:09:14 get better and better. It was, you know, the voice matching wasn't right. Hand motions weren't there. But now the AI, instead of just being a talking head video, it's moving its hands, it's communicating, it's picking stuff up, it's talking and pointing. So whenever it makes a big point, it's actually exaggerating its words and using tonality now.
Starting point is 00:09:33 So instead of, hi, you know, this is this company, it's like one tone. Now AI's tones are actually super engaging. It's throwing people off from like what's actually real. And the hand motions are like spoofing people because it actually looks so realistic. You know, the lag in the cameras on normal cameras, you know, can be mistaken for AI. And so some people think that we out like real videos are AI now. So I think it's going to replace content first and make it easier for people who just know how to use it.
Starting point is 00:10:03 And then shortly after, you know, I think a lot of these ad platforms, it's just really just going to be who can produce the most content and feed it into the AI and just let it do its thing. So how does that impact your business? Is that good? Is that bad? Does it help your business? Does it hurt your business? It's a good question. So right now it's helping because we're on the front lines of it.
Starting point is 00:10:26 We're introducing it to people. It's generating more results for our clients. So it's a win-win for us. They don't know how to use the AI tool. So there's now, instead of us training how to edit a video or, hey, here's, the creative you need and then going to their content team. We're saying, hey, use this tool, here's what you need to say, here's how you need to word it. So that way it can produce creatives faster. It's not 100% everyone's only using that now, but we're seeing the adoption accelerate significantly
Starting point is 00:10:52 across our like portfolio of clients. We have like a 30 client benchmark. So if we if we're, if we're testing something and it works across 30 accounts, we're going to tell everybody to do it thereafter once it's proven. So once it hits that threshold, we roll it out. And so the adoption is going up. It's not impacting us in a negative way, but it is cutting out their content team. So we are seeing people let their content, people go for like statics.
Starting point is 00:11:17 So a lot of people who are, you know, using Upwork, fiber, hiring, you know, graphic designers and paying these crazy outrageous fees, they can get a lot of designs done with AI now. So that's the first wave. That's been tough. Yeah, I see. I mean, we still use designers,
Starting point is 00:11:31 but mid-jurney, 11 labs, all these places. They're okay right now. They're okay. Yeah, but there's tools now that are a lot better. So what's your favorite? Chad GBT 4-O's latest update is like the big one. It's not super great at like keeping people's faces the same there, but it's great for like, you know, static images.
Starting point is 00:11:53 Arcades AI, that tool right now is pretty stellar in terms of like spoofing what looks like a real human because it actually uses the tones and the hand movements and you could tell it to do anything. and you could take a picture of anybody and put it in there and it's going to make them, you know, a talking video. It can do podcast backgrounds. You could literally say, no, put the podcast in a studio behind them. It looks so real.
Starting point is 00:12:18 You really can't tell. And then Winning Hunter, that's like another good one for like, you know, images. There's a lot out there, but they're just getting better. Every week I see a better one. Yeah, I heard a stat like every minute there's a new AI application. I think, yeah, within a year, I mean, a year ago we were seeing like those like will smith like weird videos of AI and everybody's just like this is a joke but now it's it's like really real um it's it's hard to tell the difference and it's working
Starting point is 00:12:49 so i don't even know like a year from now it's going to be indiscinguishable 100% i don't think you'll be able to tell it events i think it has to be right after that so what do you think the future is of like human creativity like what kind of strategies do humans need to implement yeah i think the creativity is going to become from like how well you can word your vision rather than creating it right like how good are you at putting things into words so you're going to have to become a fantastic communicator uh to really like visualize a lot of this stuff so whoever whoever's best at communicating with the AI the most and then reinforcing it with learnings um that's where the creativity is going to come from because a lot of it if you don't give it much it's going to be its own
Starting point is 00:13:32 you know, generate its own thing, but the more creative you are in terms of explaining it, the better it will be. That's where the future is for human creativity. It's like really controlling the AI, directing the AI, getting the max out of the AI. Yeah, I don't think creativity will like fully go away. I think there's always going to be like, you know, there's always going to be creative people. There's always going to be people who refuse to use AI that do just as amazing work. Right now, I think we're in like the amplification phase of AI where it's like amplifying
Starting point is 00:13:58 output significantly in streamlining workflows. and making things just way faster than what it normally used to take. We're streamlining everything with it. It's sped up a lot of stuff for us. Pivoting a little bit. You have a coaching program, but it's not a regular coaching program, but it's a high ticket coaching program.
Starting point is 00:14:17 How do you address the critiques that you get about the accessibility to your coaching programs and people are like, how can I afford that? Yeah, we tell them no or we reject them. We reject like 90% of applications. We filter out, like people who don't, meet the financial thresholds if they don't have the monthly revenue if they don't have a good founded team if they don't have creative capacity if their website doesn't make certain benchmarks we just
Starting point is 00:14:44 refuse to work with them so we're rejecting a lot of individuals who reach out to us so it's you know a lot of filtration and then the people who do qualify then you know they're going to move forward these are other agencies that are basically your coaching this could be people who want to to take it in-house and manage it. So a lot of times people work with an agency and they'll have it all done for them. They pay them a monthly retainer and then the agency doesn't perform and they get burned. They go to a different agency. Same story all over again. False promises across the board. It's a horrendous thing in our space right now is agencies like basically just making false hopes and then burning people. You know, everybody's had that experience. So what we do is we
Starting point is 00:15:26 train in-house on how to do it all themselves so they have a fixed cost with their team they pay us a one-time payment we train them on everything they need to do on how to manage it in-house so that way they don't have to outsource it they don't have to hire another agency and the only and when they do decide to get an agency because there's just too much work to handle and they need more manpower they're not going to be BS anymore because they know we know it to look for it exactly so they can yeah we know with that so many times and we always are like I wish I would I know there was like a coaching program to coach my people so I could bring everything in house.
Starting point is 00:15:59 Yeah. And he's going to perform the best. People in the business who know it and care about it or somebody externally that's just looking for another retainer to, you know, bump their MR. So what do you charge a company for your coaching? Yeah. So it's just 10,000, one-time payment. And then we're literally going to spend six months training either the founder or somebody
Starting point is 00:16:18 on their team, their marketing department on how to manage their Facebook ads, TikTok ads, their back in, their tracking, email, S&S. SMS website landing page conversion rates. They also get eight weeks of one-on-one trainings with us. So they're all recorded. They receive the calls. It's all done with AI too, the recording. So they don't have to take notes.
Starting point is 00:16:37 And they can literally play it back and they can say, hey, here's all the things that we need to make changes to our website. Here's all the things we've got to do with our ads. And then by the end of that, you know, mentorship, the goal would be for them to know how to do everything themselves from there on out without having to have some external party involved. And it saves a ton of money for businesses. And then they grow even more because, you know, they know the messaging for their business.
Starting point is 00:17:00 They just don't know how to manage all the other factors or how to optimize or what the creatives need to look like or how to tweak the landing page. But once you know that internally, then your team can communicate 100 times faster in just scale. Well, how do they stay up to date with the trends if you train them once? And it's like everything's changing so quick. That's a good question. So, I mean, if things do change over time, like we do have a lot of people who will come back because of that reason. a lot like let's we had a huge way that people come back to us when we were going over Facebook ads and then TikTok started booming and everybody was like all right I don't know anything
Starting point is 00:17:32 about this I got to go back through this again and get our team trained on this platform now so you know they'll either come back or you know they'll scale so significantly that they just are like hey we trust you guys you know what you're doing we obviously learned from you know we'd rather just have you all manage it and then we'll take it over from there and we're full service on that aspect. Now, and you're like, we talked about this, but you're in the most saturated business that exists. I mean, like, I don't think there's more of a saturated business. And everyone claims to be an expert. How do you set your approach aside from what everyone's offering and, like, filter out all the noise? Yeah. So because there is so many people in the space and there are so many
Starting point is 00:18:09 like different offers out there, a lot of what we do is based off of like, you know, the volume of clients that we have on the back end. So all of our internal trainings are based off of, you know, if we have a thousand ad accounts or a thousand websites that we have access to and all the data, you know, we can pretty much, you know, learn off of this industry. Here's what's working. Let's go ahead and apply it to everybody else in this space. So, you know, every time somebody comes in, we're able to essentially say, hey, you need these apps. You need these exact creatives. We categorize and, you know, build out catalogs of the ad formats based off. spin, RIs, you know, lowest cost for call booking, you know, most qualified clients based
Starting point is 00:18:51 off messaging and literally have a database of like, here's all the stuff we know that works. And we just replicated across every person that's, you know, comes in. Because that way, we're not like the creative guys that are like, hey, let's try this grand new idea. Here's, I was in my show and I just thought of this thing we could try on your business. Like, that's not our game. Ours is we already know this works. We're not going to do anything else but what works.
Starting point is 00:19:15 and we're going to apply it to your business now. So it's just rinse and repeat. So it's very consistent for us. And because we turn away a bunch of clients too, we know our hit rate's going to be very high on the outcome of their results. And because this space is so saturated, everything is dependent on results anyways. So we kind of have built this flywheel for that.
Starting point is 00:19:37 And yeah, I mean, we're inks fastest growing company two years in a row. And, you know, we just got a huge space here. and we're expanding like crazy. And I mean, if you just deliver on value and focus on that, then it's pretty easy to break through. So how many square feet did you guys get over there?
Starting point is 00:19:54 We just got 4,500 square feet here. And then we're putting a TikTok Live studio in Chicago as well. So yeah, we're opening up spaces. What are you doing with the TikTok Live studio? TikTok Live studio. So if you see like TikTok Lives. So now like brands are live is like becoming something that a lot of people are doing in other countries.
Starting point is 00:20:15 hasn't really hit the U.S. market like it has everywhere else. It's like so lives like a live studio is basically where you have like a dedicated person that we've trained on like how to do live streams and they just work like it's 24 hours a day. Like they're always on live. And then you just keep swapping people on shifts and they're they stay live all the time. Talking about the business, talking about the product, talking about the service. And it's like a built in studio and it's always running you have comment moderators.
Starting point is 00:20:42 You have people painting DMs that are on the lives closing. collecting on cells, literally all live streaming. And it's just running 24-7. Someone on 24-7 doing a live show. Yeah. So if you think about how TV was back in the old days, like when CNN was like, hey, we're going to run a news network that goes 24 hours a day instead of four hours a day. Everybody's like, that's the craziest idea why would anybody ever want to watch that.
Starting point is 00:21:05 Well, it's like what people do with lives right now, we get on for two hours, four hours, call it a day. So it's just taking that same, you know, roadmap and applying it here on TikTok. I would love to go live more, but, you know, viewership's lower. Like you get like 50 people, 100 people on your live. Yeah. So if you stay live all day, if you're, if you're always going to be, let's say you do 50 to 100 during that live stream. Well, nobody's going to watch the live 24 hours.
Starting point is 00:21:31 But any time somebody pops on social media that tunes in, now you're talking about, let's say, every two hours, you're getting a 50 new set of people. So you end up covering, you know, 12 times the amount of volume. Like I try to deliver on value like I'll do a podcast for an hour ago like you do for 24 hours just like sit there. Yeah. So questions on topics. So there's like you know, there's definitely like a routine to follow. It's very like you know organized in terms of like what's being covered. Right.
Starting point is 00:21:59 And then you know as live comments do come in, you also notice spikes in activity based off certain topics. So you hit those harder and you repeat them. So it's kind of like the news again. So the news will repeat a lot of the same stuff because. different groups that people get on and watch the news at different times. So it's very similar to live, except you're just doing it for your business. I like it. Now, how do you ensure that your strategies are always effective across different industries
Starting point is 00:22:24 and market dynamics? So that goes back to our like 30 client rule. So let's say that we have a client come in and we're managing like their ads, right? Or we're going over training for them on something they need to fix. Well, we're looking at that. But then we, you know, go to their website and we see that their metrics are like, the charts in terms of like, wow, they have like extremely high conversion rates. They're crushing it on, you know, cells in this.
Starting point is 00:22:51 Well, that's new data to us, right? Or that's insights. Like, hey, we're working on their ads and helping them fix this, but they have something really amazing over here that we haven't seen before. We're going to take notes down. And we're going to log that data. And if we start seeing more stuff like that across other people who are doing similar stuff, and then we start testing it with, you know, a handful of people and it works as well,
Starting point is 00:23:09 we're going to roll that out to everybody. So just like we're. helping somebody in one direction. We also see somebody's doing something really amazing. We're going to take, you know, note of it and see if it's working for other people too. So that way we can pretty much like always be learning and always be launching strategies that scale. So it kind of goes both ways. We, you know, teach our clients and train them on things, but things that we notice that we haven't seen before that they're doing that might be new because a lot of companies do test new stuff on there. And we'll, we'll discover that and we're intrigued by it.
Starting point is 00:23:40 And we want to know. So we're going to take those learnings and start. applying them as well for, you know, other individuals so that way we can scale. So it's kind of like a knowledge collective. You know, it's like a big brain of just access to information. Now, one thing we deal with as a mortgage company is like compliance, TCPA, all that stuff. And I'm sure you're, those spaces, it's not so much to be able to do that kind of stuff. Yeah, yeah. If there's NDAs involved, we don't do it. If there's compliance, you can't. Yeah, there's red tape in certain spaces. Medical, that's a definite hard new. So, but, There's still so much regulation around advertising.
Starting point is 00:24:15 With all the different tightening, how are you adapting to the ad strategies to, like, continue to maintain such high performing ads? We have, like, you know, policies that are always reviewed. In terms of, like, messaging and, like, what you can say with getting ad rejections or making sure you, like, get really low CPMs because certain words spike your CPM costs, which is cost for impression. You know, a lot of people are like, you know, our cost of rising, year over year, which is true, but sometimes it's how you word things. So if you make, you know,
Starting point is 00:24:47 marketing claims or false claims or they're not compliant, sometimes the platform won't even tell you. They'll just push it live because it's not necessarily against their policy, but it's definitely erring on the side of like, you know, it's not the best messaging. So they're going to throttle your results in terms of how many people you reach. And people don't know that. So you've got to like change your how you word things. So a lot of times you don't want to say, I'll help you do X, Y, Z. Or you don't want to say, I'm going to get you X result. You want to say, my client, you know, did this number to this number, right?
Starting point is 00:25:23 Because it's based off of them, it's a testimonial or it's, you know, a statistic that's actually proven. But if you're making a claim, you're going to get throttled. So you got to reword things. It can be, I'll help you make 20K or it could be my client made an extra 20K. You're going to get the same, you know, level of interest, but the amount of people you reach just by switching the verbiage there helps dramatically with your ads. It's all NLP, like neuroaggressic programming. Now, looking like, how do you balance the pursuit of like a high ROI with the various ethical considerations and like targeting and messaging? Us as a company, I mean, we stay on the compliance side and making sure messaging is always to a T because so many people,
Starting point is 00:26:07 this space or just way way too far off on how they go about doing things and those companies all the time oh i'm sure you can make some crazy false claim and like have some explosive numbers but it's going to be a short fuse once once people start looking into that kind of stuff so like the balance there is yeah yeah it's just word swapping uh making sure you just like you know word things in a way that isn't boldly making any guarantees. And we find that it works better because guarantee language and, you know, making all these crazy claims anyways, people are burning out on them. Yeah.
Starting point is 00:26:46 And a lot of people doing it. It's too much now. It's, I think the sensitivity level to it now is like, it just people don't like it anymore. They just rather hear like what the actual like, oh, 20% increase. Like, we're seeing better conversions on something like that than like, oh, we, you know, 100x this business. It's like we've heard that before. So if you're looking ahead, what are the emerging? technologies right now that are you're most excited about the merging platforms you mentioned threads like what else yeah i mean i think tictock is still a huge unlock it's it's growing at light speed i went to their headquarters recently just a couple of months back we were their biggest
Starting point is 00:27:23 referral partner in terms of ad dollars in uh 2024 uh and at their offices they're they're saying hey we're still startup like you know we're the small kid the baby on the block and it's so funny it's like man this company's like about to do like $80 billion. Like, how are you calling yourself a baby or a small startup? But their way of thinking is very much so that way. And the things that they're doing is they're still operating in that standard. So they're launching so many features and so many things you can do on the platform. Like they're about to come out with the feature that I was just sitting in on a meeting on, which instead of like sending people to a landing page to book in through Cali, you can now
Starting point is 00:28:01 have a Cowley link inside of like the actual ad and book within, that time slot without actually having to open the landing page at all, which significantly reduces the load times, increases quality, it just as a whole. But that's like, you know, these are things that they're doing. So these are huge lead gen opportunities. And now AI, so you have the AI on the platforms that's getting, you know, better. But what's really interesting is the AI agents to where you can kind of have your own mini AI to feedback loop the data. So this is like something that we're starting to test in. So essentially how it works is you take your ad data from meta or TikTok, you take it off
Starting point is 00:28:44 platform, you feed the metrics into the like GBT, the AI for chat GBT, and then you take your CRM data and you match it with our, here's how many leads, here's all of our metrics on meta. We're also going to feed it all of our show up rates from our calls. We're going to also feed it all of the close rates and the equal rates. closes by individual's name and even match that back to the exact person on meta and feed it all into the GBT so that way it can then start to learn from specific ad messaging, like on a core level to then basically just give you outcomes so you can scale faster. Because a lot of times it's all human driven, right? Like you analyze the data. You kind of pulse things out and say, all right,
Starting point is 00:29:30 here's what we found. Here's what's working. This is like the audience or the ad. But there's a lot of human error in there and there's also a lot of unaccounted factors that people miss. Example would be click on ad. They don't convert this week, but they convert like a month later, but they received the email from email marketing. They clicked on that, went to the website. They ended up seeing a Google ad because they searched later because they're interested about it. Go back to the website. Well, sales team calls them because they see them moving around in the CRM and ends up closing them.
Starting point is 00:30:03 So who gets the attribution, right? But we could say the ad was the one that did the work. But really, there's a lot of other factors that went into that for that person to be closed. So when you get that kind of data and you'll start attributing value points to that, you can really start to amplify your ROI is a lot quicker. I noticed that TikTok's not nearly as strict as Facebook meta, right? Profiling your target audience. Way more loose.
Starting point is 00:30:28 You can target household income still. You can do a lot of things that meta discontinued, which is great. So you can get really specific there. You can even target specific, you know, videos that your competitors are posting. Professionals? Various professionals. Yeah, like you can go by industry.
Starting point is 00:30:46 You can go by hashtags. Like you can type in hashtag mortgage and see how many people are like, you know, interacting with that hashtag and then target all those people. You can read target, not like you can on like to the degree, you can on TikTok like Meta has. Meta's is very basic retargeting. You can do retargeting on pretty much any interaction.
Starting point is 00:31:04 TikTok, which is pretty awesome. So, like, you could, you know, anybody who even followed or, like, people who watch for less than a second are just scroll past your video, competitors, all of it. It's pretty wide open over there. Wow. That's great to know. Pivoting a little bit. What are, I want to talk about goals.
Starting point is 00:31:25 What is a personal goal that you have for yourself, a family goal that you have for your family and a business goal that you have for the business? Right now, looking to seal the deal with the, uh, you know, girlfriend here pretty soon. And then family, going on a trip with everybody. So we've been planning a big family and get together. So we haven't done that in a while. So I've been so busy, so much movement, never really get the chance to, you know,
Starting point is 00:31:50 finally spend a full week with the family. I haven't done that forever. And then what was the final one? And then a business goal. Yeah, we're going to two to three axes here. I already know we will. That goal is kind of already a given to us. It's already written into the game plan.
Starting point is 00:32:04 We're pretty consistent hitting our goals. So we're not too far off from the target. So we literally set this goal at the beginning of the year. And then last month we had the largest company record we ever had in terms of people working with us. Most amount of cash collected we've ever done. And we wrote the playbook for what it would look like. And we started executing on it. We're already halfway there.
Starting point is 00:32:24 So by August, I expect we hit that goal. And then we'll have to change it. Last question. When you're in front of the pearly gates, what do you think God's going to tell you? Oh, a lot of things. And the one thing, probably that I should have spent more time making connections on an individual level. I feel like the last like 10 years have been a blur. I started to wake up and I looked around in my condo and I was like, damn, this is badass.
Starting point is 00:32:56 And, you know, looking at the office, I'm like, wow, this is cool. I'm not like really processing it. You know, it's like, wait, we're already here. have these things or starting to realize like we've been moving so quickly i one day just the other month i was looking back through my notepads because i was trying to find a new one and i i buy so many of them and i put them in these containers and i was digging through and i was like hey here's that notepad i had from you know when i first rode down my goals and i realized i'd hit every single one of them um i wrote down this huge list and every single goal had been hit and i was like
Starting point is 00:33:27 man, what goals do I have right now that I, like, am targeting? And so I've had this, like, big thank through a moment of, like, shoot, like, I've just been going. Like, we passed these goals so quickly. We got, you know, the channel to where we wanted to be. All these things I ever dreamed of before even started social media, I wanted X amount of followers or, you know, this much money in the bank or all these, you know, material things. And every single one we're done, I was like, I don't even know where I'm going from here.
Starting point is 00:33:52 I'm just like in the trenches, like, so used to the discipline of doing things. I don't even know what the next step was now. So I have to rethink a lot of that stuff of what we're trying to do now. Well, I hope you hit everyone here. God bless you. Keep dominating. I'm stoked to hear that you're like a young guy like just growing, hitting his goals at beyond and keep doing it, bro.
Starting point is 00:34:14 So if people want to connect with you, how do they find him? Yeah, Instagram would be the best place. Real Chase Chappell, C-H-A-P-E-L-L. You can DMS podcast and a little mortgage. I'll know you came from you. Sweet. bro. It was a pleasure to meet you, Chase. It was a pleasure to get you on the show. You're dominating and we'll stay in touch. God bless you with it. Sweet. Thanks so much.

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