How an Investment Coach Achieved a $60 ROI Per Dollar Spent

by LaTisha Styles  - October 31, 2024

Client Overview

Client: Investment Coach and Educator
Industry: Personal Finance and Investment Coaching
Service Provided: Lead Generation & Conversion, Fractional CMO Support

Project Description

Tela Holcomb, an experienced investment coach, aimed to elevate her marketing strategies to reach more potential clients and optimize her launch results. While she had an established product, Tela lacked a robust funnel and lead generation strategy to effectively grow her email list and drive targeted traffic. We provided strategic support through a blend of Lead Generation & Conversion services and Fractional CMO guidance to create a cohesive, results-driven approach.

Key Challenges

  • Underdeveloped Funnel: Tela did not have a clear funnel strategy in place to guide leads to her primary product.
  • Targeted Lead Generation: Her previous audience engagement was broad, leading to lower conversion rates.
  • Limited Webinar Experience: Tela had never conducted a webinar before and needed support to make her first one impactful.

Strategic Approach

Fractional CMO Support:

  • Comprehensive Funnel Design: Designed a targeted funnel strategy to capture and guide leads toward Tela’s main product.
  • Webinar Strategy and Scripting: Developed and coached Tela through the creation and execution of her first webinar, ensuring it was structured to maximize conversions.

Lead Generation & Conversion:

  • Facebook Ad Campaign: Launched a cost-effective Facebook ad campaign to drive traffic to the funnel, generating interest and email sign-ups.
  • Targeted Email Campaigns: Provided customized email sequences to nurture leads and drive engagement leading up to and throughout the launch.

Results

Immediate Wins:

  • Email List Growth: Tela’s email list grew from just over 700 to over 1,000 in five weeks, surpassing her initial goal.
  • Launch Revenue Boost: With the optimized funnel and targeted lead generation, Tela more than doubled her previous launch revenue within the first week, achieving $18,774 from an ad spend of under $300.

Key Metrics:

  • Return on Ad Spend (ROAS): Tela achieved a return of $60 for every $1 spent on ads, showcasing the high efficiency of the strategy.
  • Increased Engagement: Enhanced interaction in Tela’s Facebook group, driven by leads from the targeted ad campaign, led to stronger community engagement and a more vibrant online presence.

Sustained Impact:

  • Scalable Launch Model: Tela now has a repeatable system she can use for future launches and plans to apply this proven strategy to other products, increasing her confidence in scaling her business.
  • Lead Quality: By refining her targeting, Tela attracted high-intent leads who converted quickly and engaged actively with her content.

Client Feedback

“Everything you told me to do was so strategic and on point that it brought the right people into my funnel. The results were beyond my expectations, and I now have a proven system that I can replicate for future launches.”
— Tela Holcomb, Investment Coach

Ready to create and implement a marketing strategy that attracts qualified leads and drives conversions? Contact us to learn how our Lead Generation & Conversion services and Fractional CMO support can transform your next launch into a success story.

The Simple Funnel Tweak That Doubled Revenue for a Business Coach

LaTisha Styles

Over the past decade, as President of Financial Success Media, I’ve
consulted and created content for PNC Bank, Chase Bank, Progressive
Insurance, The National Association of Realtors, Parrish Capital, and
Clearpoint Credit Counseling Services; among other brands.
My skills include creating marketing systems, building sales funnels,
copywriting, email marketing, launch promotions, and course creation.
Are you looking for hands-on support for your business? I
can provide marketing strategy and implementation.

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