Contents
Quick Look Results
- 5x increase in lead volume while reducing cost per lead
- 8x increase in digital marketing budget with confidence
- Marketing foundations that supported an eventual 8-figure acquisition
Situation
The client is a New Zealand–based financial services firm offering advice across first-home buyers, refinancing, and property investors.
Like many growing advice businesses, they faced a familiar problem: inconsistent and unreliable lead volume.
While several lead-generation methods were already in place, performance issues were holding the business back. Whenever the company tried to accelerate growth, marketing costs would spike, forcing activity to be paused. Offline tactics had also reached a natural ceiling.
Digital lead generation was identified as a major opportunity. The foundations existed — a website, ad accounts, a CRM, and a motivated sales team — but the internal expertise to scale this channel profitably was missing.
The client wanted a system that could:
• Deliver consistent leads month after month
• Scale without costs blowing out
• Support long-term business growth, not short-term spikes
This led to a series of conversations with us to assess the true potential of digital acquisition.
Solution
We implemented a focused, performance-driven digital lead generation program designed to prioritise efficiency, consistency, and scalability.
Our work included:
• A full Google Ads audit and account rebuild
• Purpose-built landing pages and form optimisation
• Ongoing, hands-on campaign management and optimisation
We rebuilt the advertising account structure to improve cost efficiency while allowing the system to scale as demand increased. High-converting landing pages and optimised forms reduced friction and drop-off, ensuring more visitors turned into qualified enquiries.
Crucially, we worked closely with the sales team to maintain strong alignment between marketing and revenue outcomes. Regular communication and proactive management allowed campaigns to be adjusted quickly based on real-world feedback.
Results
Within 12 months, the impact was clear:
• 5× increase in lead volume
• Lower cost per lead, improving profitability
• Sustained business growth, enabling team expansion
As confidence in the channel grew, the client increased their digital marketing budget more than 8×, without sacrificing performance or control.
The improved collaboration between sales and marketing created a strong feedback loop, further lifting results. Fortnightly strategy sessions, combined with open communication between meetings, ensured campaigns stayed aligned with business goals.
Over time, the strength and scalability of this digital acquisition system played a meaningful role in supporting the company’s growth trajectory — ultimately contributing to an 8-figure acquisition.
Within just three months of the initial engagement, we were also engaged to overhaul digital marketing across two additional business units, further embedding performance-led growth across the organisation.
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