Background

Jack, a dedicated financial advisor, specializes in helping everyday individuals build financial stability without sacrificing the joys of life. His approach focuses on financial education and independence, guiding clients toward a secure future while still enjoying their present.

Before working with Conversionly, Jack struggled with a lack of quality leads. His biggest frustration was spending time with unqualified prospects who weren’t ready or able to move forward. This not only drained his time but also limited his ability to serve the right people. Jack wanted to establish a predictable, scalable system that would provide a steady influx of qualified leads—allowing him to focus on what he does best: empowering people with financial knowledge.

Challenges & Goals

Jack faced two major challenges:

1. Inconsistent Lead Flow – He wasn’t generating enough leads to scale his business predictably.

2. Low-Quality Leads – The leads he was receiving weren’t properly qualified, resulting in wasted time on prospects who weren’t serious.

His goal was clear: generate more qualified leads at a sustainable cost while improving appointment bookings. Success for Jack meant financial independence, a structured system for attracting the right clients, and ultimately, a business that could grow without relying on unpredictable referral sources.

Process & Strategy

To help Jack achieve his goals, we implemented a data-driven lead generation system tailored to his financial advisory services. Here’s how we did it:

• Optimized Cold Offer & Messaging
  

  • We crafted a clear, compelling offer that resonated with his ideal audience—people looking for financial stability without giving up life’s pleasures.

  • The ad messaging positioned Jack as a trusted expert, ensuring prospects understood his value before they even booked a call.

• Precision-Targeted Lead Generation Ads
  

  • We leveraged paid advertising across social platforms to target individuals actively seeking financial guidance.

  • By using detailed audience segmentation, we ensured the ads reached people with the right income level, financial interests, and readiness to take action.

• Self-Booking Funnel for Efficiency
  

  • Instead of manually chasing leads, we built an automated self-booking funnel that streamlined the process.

  • Leads were nurtured through a mix of educational content, email sequences, and SMS reminders, ensuring high engagement before the call.

• Lead Qualification & Appointment Maximization
  

  • A qualification step was added to filter out unqualified leads, improving Jack’s efficiency.

  • Follow-up sequences were implemented to re-engage leads who hadn’t booked an appointment immediately.

By focusing on these core areas, we built a scalable lead generation system that could run efficiently without Jack having to manually vet and follow up with every prospect.

Results

• 581 leads generated in just 30 days

• $17.66 cost per lead, ensuring profitability

• Significant increase in booked appointments, setting Jack up for long-term success

With a steady influx of qualified leads, Jack was finally able to focus on helping the right people instead of wasting time on unqualified prospects. This transformation allowed him to scale his business while maintaining the financial independence and efficiency he had been striving for.