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 · most recent week
Last 7 days · Jun 2 – Jun 8
Straight from Meta — current run-rate.
Leads from ads
this week
Blended CPL
above the $17.89 lifetime avg
Ad spend
Jun 2 – Jun 8
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
Tides converts to calls at nearly 2× Project AC.
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 / angle | Leads | Spend | CPL | CTR | Read |
|---|
What's running
Live vs in production
● Live in market now
🎥
Founder video — Swapnil V1 best CPL
The VSL is Swapnil Agarwal (Founder & CEO) on camera, running as an in-feed video ad — the lowest CPL in the account at $11.21 over its lifetime (72 leads). No separate hosted VSL page; the video runs natively and drives to the lead form.
📐
Price per Unit hero
Converts the fund into per-unit ownership math. The volume workhorse: 480 leads at $17.26, ~40% of all leads.
🧾
Tax Write-off & Market Tailwinds Tides
The two Tides drivers, 209 and 202 leads. Tides creative books calls at 20% — the best on-call conversion in the account.
🔁
Retargeting + MoneyMap test
Warm-audience retargeting and a lean ~$80/day test campaign are the current spend phase, hitting $6–8 CPL on small volume.
◐ In production / queued next
🎬
Swapnil V2 recut
Second founder video, tighter hook — the founder video is the cheapest lead source, so more of it is the highest-leverage bet.
📊
Price-per-Unit variants
Diversify within the winning angle so ~40% of leads aren't riding one creative (fatigue insurance).
🏷️
More tax-angle creative
Tax hooks are consistently the lowest-CPL pattern and Tides' best on-call converters — scaling this is the top creative conviction.
⚡
Work the nurture backlog
leads still sit in the New / nurture queue — booking rate climbs as the team works them.
For the call
What you asked — direct answers
1 · Funnel walkthrough
Ad → lead → booked call
Cold & retargeting Meta ads (static + Swapnil video) → instant lead form → lead syncs to Close CRM → IR books the call.
End to end: .
2 · Live vs production
On camera: Swapnil
Live: Swapnil founder video, Price-per-Unit, Tides tax angles, plus a retargeting + MoneyMap test. The VSL is the in-feed founder video.
In production: Swapnil V2, Price-per-Unit variants, more tax creative.
3 · Current performance
Volume, CPL, meetings
leads at blended CPL → booked calls (). Cheapest leads: founder video; best on-call conversion: Tides tax angles.
Booking rate is measured against all leads including still in the new/nurture queue, so the worked-lead rate is higher. The ad metrics above recompute for any window you pick; the CRM outcomes at the top are full-account, lifetime.