Case Study
Money Strategy Mentor

Challenge
A finance consultant had created a suite of online courses to teach smart money strategies—But there was one big problem: no one was buying.
They needed a funnel that didn’t just generate clicks, but explained the real-life value of their courses and convinced people to act fast.



Our Strategy
We dug into the data and realized the audience wasn’t connecting the dots between the course content and its benefits.
So we built a conversion-driven funnel that educated and converted in one smooth flow:
- Crafted highly-targeted Meta ads to attract the right prospects
- Drove traffic to a value-packed webinar that built trust
- Used limited-time offers post-webinar to boost urgency and sales
The key? Showing people how these finance strategies would actually impact their daily lives—not just their spreadsheets.

Results
Our marketing efforts brought:
0
QUALIFIED
LEADS
$
0
COST PER LEAD
0
%
ROAS
(RETURN ON AD SPEND)
0
CLICKS
0
PEOPLE
REACHED