CASE STUDY

From Scrappy to Scalable: How We Turned a Financial Services Startup Into a Multi-Million Dollar Machine

10x
Revenue Growth
29 → 77
Sales/Month
$357 → $121
Cost Per Deal
8% → 27%
Conversion Rate

The founder of a growing B2C financial services company came to us with a simple ask: "We need more sales. Fast." They had a small sales team, a decent product, and zero digital infrastructure. No landing pages worth sending traffic to. No CRM integration. No conversion tracking beyond "we think it's working." Challenge accepted.

We rebuilt their entire digital sales funnel from scratch — new landing pages engineered for conversion, full CRM integration so every lead was tracked from click to close, and a paid search strategy across Google Ads & Microsoft Ads built to scale as fast as their team could handle the volume.

What We Did: Custom landing pages with A/B tested layouts. CRM pipeline integration so the sales team saw exactly where every lead came from. Launched and scaled PPC campaigns with tight keyword segmentation and bid strategies tuned to their actual cost-per-deal targets — not vanity metrics.

The Results: Scaled revenue 10x in one year. Sales per agent jumped from 29 to 77 per month. Cost per deal dropped from $357 to $121. Conversion rate tripled from 8% to 27%. The founder went from wondering if digital could work to hiring more agents just to keep up with the leads. This wasn't just a win — it was a full-blown business transformation.

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