Real Campaigns. Real Closed Revenue.

We measure what matters to advisors and agents: qualified opportunities, deals closed and revenue generated for every dollar spent. Here are three campaigns, with the numbers straight from the CRM.

Real Campaigns. Real Closed Revenue.

We measure what matters to advisors and agents: qualified opportunities, deals closed and revenue generated for every dollar spent. Here are three campaigns, with the numbers straight from the CRM.

8.93x ROAS
$506K Closed Revenue
1,528 Opportunities
5.13x ROAS
$17.73 Per Opportunity
5.98x ROAS
Meta Ads
Google Ads
56 Deals Closed
Real CRM Data

Ad spend that comes back as closed revenue

Opportunities generated across three campaigns
22
Blended return on ad spend across Meta and Google Ads
6 x

CASE STUDY 01 · META ADS

Financial advisor firm: 8.93x return on ad spend

468 Opportunities Generated

Exclusive Meta leads over 18 months at $82.52 per opportunity.

23 Deals Closed

A 4.91% close rate from opportunity to signed client.

$345,000 in Closed Revenue

From $38,621 in ad spend. Every dollar returned $8.93.

Financial advisor Meta ads case study: 468 opportunities, $82.52 cost per opportunity, $345,000 revenue, 8.93 ROAS

CASE STUDY 02 · GOOGLE ADS

Financial services company: 5.13x return on ad spend

318 Opportunities Generated

High-intent Google search leads over 12 months.

$51.06 Per Opportunity

Average cost per opportunity across the campaign.

$83,234 in Closed Revenue

From $16,236 in ad spend, a 5.13x return.

Financial services Google Ads case study: 318 opportunities, $51.06 cost per opportunity, $83,233.66 revenue, 5.13 ROAS

CASE STUDY 03 · META ADS

Life insurance agency: 742 opportunities at $17.73 each

742 Opportunities Generated

Meta lead flow over 12 months at $17.73 per opportunity.

33 Deals Closed

Closed by the agency’s sales team, a 4.44% close rate.

$78,668 in Closed Revenue

From $13,154 in ad spend, a 5.98x return.

Life insurance Meta ads case study: 742 opportunities, $17.73 cost per opportunity, $78,667.95 revenue, 5.98 ROAS

Want numbers like these in your CRM?

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Results vary by market and budget. Past results are not a guarantee of future performance.