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Case No.02 / Financial advisory · UK / Northbank Advisory

The offer was strong.
The positioning was quiet.

RepositioningLead genCreative direction
27%
Close rate
+16 points
was 11%
GBP 188
Cost per qualified lead
-55%
was GBP 420
Overview

We repositioned the advisory around the one client outcome that actually mattered and rebuilt the entire inbound system to match. New creative. New qualification. Fewer leads, and a much higher close rate. Less budget wasted chasing unqualified enquiries.

What we built

Four disciplines. One compounding system.

We do not run ads in isolation. Every engagement covers: Meta Ads campaign architecture and creative direction, lead qualification via ManyChat automation, CRM pipeline design and routing, and Conversion API setup for first-party feedback to Meta. Each discipline feeds the next. CRM outcomes improve ad targeting. Ad data informs creative. Creative tests sharpen the offer.

Meta Ads

Campaign structure, audience architecture, creative loops rebuilt monthly as data comes in.

Lead Qualification

ManyChat automation qualifies leads between form submission and CRM entry. No cold enquiries.

CRM Pipeline

Zoho CRM with full lead routing, stage tracking, and outcome tagging.

Conversion API

First-party server-side events route CRM outcomes back to Meta. The system learns from every close.

Full written case study coming soon. In the meantime, apply to discuss your specific situation.

If this sounds like your situation, we should talk.

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