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
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.