All Work
webadsautomationfinancial
Financial Advisor Funnel Build
A fee-only financial advisor needed a trust-first website and compliant lead capture system to convert Google search intent into booked discovery calls.
The Goal
Convert organic and paid traffic into 15+ discovery calls per month
What We Built
Authority website + Google Ads + compliant intake form + automated email nurture sequence + Calendly integration
Tech Stack
ReactGoogle AdsActiveCampaignCalendlyZapier
Results
18 discovery calls/month avg
3.2% landing page conversion rate
Email nurture: 42% open rate
2.1x ROAS on Google Ads