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.
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.
Exclusive Meta leads over 18 months at $82.52 per opportunity.
A 4.91% close rate from opportunity to signed client.
From $38,621 in ad spend. Every dollar returned $8.93.
High-intent Google search leads over 12 months.
Average cost per opportunity across the campaign.
From $16,236 in ad spend, a 5.13x return.
Meta lead flow over 12 months at $17.73 per opportunity.
Closed by the agency’s sales team, a 4.44% close rate.
From $13,154 in ad spend, a 5.98x return.
Every practice is different, so we start by finding where your pipeline leaks. Take the free LeadPilot365 pipeline assessment, or apply to work with us below.
Results vary by market and budget. Past results are not a guarantee of future performance.
Copyright © ConvertSource 2026 | All Rights Reserved.