An investment campaign looks nothing like a retail one. Nobody sees an ad and transfers capital that afternoon. The prospect reads, compares against other options, checks with someone else and comes back weeks later.
That breaks the normal way of measuring: if you only look at immediate conversion, nothing appears to work. So the first thing here was to set attribution up properly, across both ad platforms, in order to follow that prospect through a long journey.
The judgment call
Advertising only, on purpose
There is no service agent in this project. Not every business needs one, and saying so is part of the work too: here a person closes, because an investment conversation is not delegated.
It is a recent client and the project is still under way. When there is a close covering the full cycle, this page will carry numbers.