Case studyAutomated Lead Magnet Funnel
A financial services firm was spending one to two hours writing every prospect report by hand. I built a funnel where the visitor fills in a short form and gets a personal financial report back automatically. The firm gets a qualified lead at the same time.
- Industry
- Financial services
- Service
- Lead magnet funnel and AI report generation
- Impact
- 1 to 2 hours saved on every report
The challenge
The firm's expertise only became obvious once someone was already sitting at the table. Getting them there meant reaching out manually, and the website did nothing to help with that.
On top of that, every report a prospect received was written by hand. One to two hours of work each time, before anyone knew whether that person was even serious.
The solution
A smart form on the site became the front door. Think of it as the intake conversation you would normally have in person, except it runs at any hour and writes up its own notes afterwards.
- 1The visitor answers a short set of questions about their situation.
- 2AI turns those answers into a personal financial report, written for them.
- 3The report goes out automatically, without anyone at the firm touching it.
- 4The contact details and the answers land with the team as a qualified lead.
The results
- 1 to 2 hours saved on every report
- Prospects get something useful before the first conversation
- Every submission comes in as a qualified lead with context attached
“Extremely pleasant collaboration and a professional approach.”
Curious what this would look like for you?
I'd be happy to have a 30-minute conversation, just to see where the best opportunities lie in your business. No pressure to work together.