With this new strategy, we focused on her funnel and customer journey. Initially, Haley’s customers engaged with her after her webinar, then were directed to an application, and then were directed to book a call.

Our team implemented a new strategy, where we decreased the number of interactions with the customer by shortening the process. Instead of moving the lead through a journey of webinar, to application, to book a call, we shifted the customer journey to straight from the webinar to booking a call.

With this approach, we soon realized that the application step of the customer journey was necessary, as many of Haley’s leads were “no-showing” for booking calls. The application step proved necessary, as it was the main qualifying component of Haley’s customer journey. Once we had this information, we readjusted back to Haley’s original funnel - webinar, to application, to booking a call.

We noticed that Haley’s audience either fell into two categories; the category of wanting to scale an idea to profitability, or the category of quickly scaling an already developed course or business.

This prompted a shift in our strategy, which resulted in a total of three funnels; one for “Idea to Profitability,” one for “Scaling” when it came to an existing membership or course, and one that encompassed both offers. The strategy behind this approach was an attempt at higher conversion rates and included messaging specific funnel and audience. We have noticed that with separate funnels for each offer, Haley’s cost per lead has decreased, but we are still waiting for her to complete her full 90 days at the end of December before receiving final sales metrics.

In order to engage with her audience on a different level, our team suggested a few different approaches. These approaches included engaging with audiences through a restructuring of angles and ad creation. One angle that Haley had not yet tested at this point with her audience was motherhood. This approach ended up becoming one of her highest performing ads. With this information that we received from her audience’s response to this new angle, we were able to shift our messaging and targeting to resonate with and relate more to her audience.

For creative, we tested three main types: GIFs/animations, visibility ads, and videos. When Haley and her team hosted live events, we were able to take snippets from the content of her lives and repurpose them into visibility ads. We found that the best performing creative was a video ad with Haley, holding her new baby, explaining automations and sales. We believe that this was Haley’s highest performing ad due to the fact that this creative and angle resonated most with her audience - professional, successful mothers. After seeing this result, we were able to tweak and hone in on this creative angle and audience.

Moving forward, Haley was able to use the information that we gathered from her ad results to not only boost her overall ROAs, but help her implement an evergreen strategy into her own business, increasing her OWN recurring profit, and further illustrating the importance of her business and offer.