The Challenge
WealthWise needed qualified leads with minimum $50,000 investable surplus for their wealth advisory services.
Our Solution
We designed targeted LinkedIn lead gen forms and Meta video ad funnels connected directly to HubSpot CRM via Zapier.
Key Features Implemented
Specific technical features built into this application.
Targeted LinkedIn Lead Forms
Pre-filled native forms capturing job titles, company size, and phone numbers.
Video Ad Testimonials
High-converting client video stories detailing investment returns.
Instant CRM SMS Notification
Advisors receive instant SMS when high-net-worth lead submits form.
Automated Email Nurture Sequence
7-day educational email series sharing wealth preservation strategies.
Key Performance Indicators
Quantifiable results achieved post-launch.
The lead quality from WebZap LinkedIn & Meta campaign is outstanding. Our financial advisors are booked weeks in advance.
Let's Engineer Your Digital Product
Speak with our lead architect to review technical specs and timelines.