Accredited-investor acquisition · Meta paid social → Close CRM

investor meetings booked

from leads · booking rate ·
Meetings booked
calls on the calendar from the funnel
Booking rate
booked calls ÷ total leads
Leads in the CRM
Accredited booked calls
Live · latest window

Latest window · Jun 9 – Aug 24

These numbers come from Meta reporting and show the current run rate.

Leads from ads
by campaign
Blended CPL
blended over the window
Ad spend
Jun 9 – Aug 24
The result

From ad click to booked investor call

Live counts from Meta and Close CRM.

Leads from ads
Meta lead forms
→
Synced to CRM
→
Booked calls
→
Accredited booked

Booking rate by campaign

Lead profile
Project AV²

Who the ads are bringing in

Self-reported at opt-in, live from your CRM.

Investment range
    Which ad brought them in
      Accredited · Project AV²
      Accredited · all campaigns
      Ad performance
      Lead volume · cost · traction

      Ad metrics by reporting window

      Fromto
      Leads
      Meta lead results
      Ad spend
      Blended CPL
      cost per lead
      Best ad CPL
      Link CTR
      vs ~0.9% category avg
      Impressions
      Top of funnel

      Impressions → leads (Meta)

      Traction

      Which angles are getting leads

      Sorted by leads. Click a column to re-sort. Best CPL highlighted.

      Ad / angleLeadsSpendCPLCTRRead