Digital Marketing
Lead generation for a financial adviser network
Search and paid social campaigns with lead scoring from the CRM.
- Client
- Meridian Wealth
- Service
- Digital Marketing
- Year
- 2025
- Duration
- 5 mo
01
Challenge
Spend was spread across channels with no shared view of which ones produced customers.
02
Approach
We set up consistent tracking, tested budgets by channel and rebuilt the funnel around the best performers.
03
Solution
A joined-up plan with weekly optimisation and one dashboard for leads, cost and revenue.
-29%Cost per lead
+66%Qualified leads
5 moCampaign length
Delivered:Channel strategyPaid mediaEmail & CRMReporting