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Case Study 2: Financial Planning SaaS tool

  • Challenge: A Financial Planning SaaS platform faced a significant challenge due to its heavy reliance on paid ads for lead generation. This approach led to high customer acquisition costs (CPA), making growth unsustainable.
  • Delivered: We implemented a comprehensive strategy to reduce reliance on paid ads while maintaining lead quality. By optimizing campaigns and introducing organic lead-generation methods, we successfully reduced Google Ads spending by 30%. This shift helped lower customer acquisition costs while ensuring sustainable growth for the Financial Planning SaaS platform.
How Did We Help?

To address the challenges of high customer acquisition costs and low-quality leads, we implemented a strategic approach to optimize paid ads, improve organic traffic, and enhance engagement. Here’s how we tackled each area:

  • Optimized Google Ads and Boosted Organic Traffic: We identified BOFU keywords from Google Ads and shifted focus toward organic content strategies, creating targeted blogs and guides to attract high-quality traffic and reduce ad reliance.
  • Enhanced CTAs and Meta Titles for Better Targeting: By refining CTAs and meta titles, we improved engagement with potential clients, while A/B testing optimized conversions and increased demo call bookings.
  • Implemented Advanced Tracking for Personalized Outreach: We used tools like Heatmaps and Google Analytics to track visitor behavior and identify key interactions. This data allowed us to refine targeting and re-engage visitors who showed interest in key pages but did not convert.
  • Optimized Google Ads and Boosted Organic Traffic: We identified BOFU keywords from Google Ads and shifted focus toward organic content strategies, creating targeted blogs and guides to attract high-quality traffic and reduce ad reliance.
  • Enhanced CTAs and Meta Titles for Better Targeting: By refining CTAs and meta titles, we improved engagement with potential clients, while A/B testing optimized conversions and increased demo call bookings.
  • Implemented Advanced Tracking for Personalized Outreach: We used tools like Heatmaps and Google Analytics to track visitor behavior and identify key interactions. This data allowed us to refine targeting and re-engage visitors who showed interest in key pages but did not convert.

How Did It Benefit? The results were transformative. Within 90 days, the platform reduced acquisition costs by 60% and doubled its customer base. The shift to organic strategies lowered costs and created a sustainable growth model.

Boost demo calls 8X and lower costs 60%!
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