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Case study · Financial services · Texas · Meta ads

470 leads at $4.08. Fifty-six booked.

Six weeks on $100 a day, one offer, and every lead tracked from the form through to a confirmed appointment.

$4.08
Per lead
56
Appointments booked
$34.24
Per appointment
CesarSBA Loan Guy
The client

SBA Loan Guy helps business owners put together SBA and commercial financing packages to take to lenders. It’s the agent, not the lender.

The challenge
  • Leads were arriving with no source attached
  • No way to tell which ads were paying for themselves
  • Budget decisions were made without real numbers
Our take“One offer, one channel, and every lead followed all the way to the calendar.”
What we did
  1. One channel, one offer. Meta ads on $100 a day, built around a single offer.
  2. Tracked every lead. Each lead tied to the ad and campaign it came from.
  3. Followed it to the calendar. Every lead tracked from the form to a booked appointment.
  4. Confirmed every booking. Each appointment booked in the period was confirmed.
What this means for you

Tracking tells you where leads come from. It also tells you the truth about what happens after. Both matter.

Results

Six weeks, form to calendar.

From form to calendar

Leads captured470
Appointments booked56
Appointments confirmed56

Bars to scale. $4.08 per lead, $34.24 per booked appointment.

1 September to 10 October 2026, on $1,918 in Meta ad spend. Every appointment booked in the period was confirmed. Appointment counts are not a measure of revenue or closed business.

What happened next

Leads don’t fix a broken sales process. They expose it.

In one campaign week we booked 10.17% of leads and 55% of booked calls showed up. Zero closed. Credit scores under 680 were the common blocker. So we reworked the offer and the sales scripts and changed one thing at a time. That’s why the Acquisition System exists.

See the Acquisition System

Want to know what your numbers actually look like?

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