Case Study: Finvest
From Referral – Only Growth to 10 Deals Per Month on Evergreen Paid Acquisition
About The Business
Finvest is a national wealth creation and property investment education company led by Lisa Harris.
They help high-income Australians build long-term wealth through structured property investment strategies, combining education, advisory, and guided acquisition.
The Challenge
Before working with us, Finvest had experienced six months with another agency. The outcome? High costs. Low clarity. No scalable growth engine.
The deeper issues:
- Overpriced website rebuild with no acquisition strategy
- CRM system that needed replacing
- No evergreen paid acquisition infrastructure
- Heavy reliance on referrals
- Ideas without execution
- No validated offers or tested messaging
- Cold leads lacking trust and education
They weren’t short on ambition. They were short on infrastructure and validation. Without a structured growth engine, scale was capped by referrals.
Our Strategic Approach
We didn’t jump straight into ads.
We started with clarity.
Phase 1 — The Growth Gameplan
We built a 110-page Custom Growth Gameplan over 1–3 days.
This gave them:
- Strategic positioning clarity
- Offer architecture
- Offer architecture
- Sales flow structure
- Channel roadmap
- Scaling plan
After a poor agency experience, they needed certainty before execution.
We gave them that foundation.
What We Implemented
Strategy 1
Validation Through Quiz Funnel Testing
Before scaling, we validated.
We built:
- 3 niche variations
- 3 niche variations
- 3–5 video ad variations
- 3–5 video ad variations
- Multiple headline and description tests
We launched a quiz funnel to test everything in-market. This allowed us to validate messaging, identify winning segments, and remove guesswork.
Once proven, we scaled.
Strategy 2
Evergreen Hybrid VSL Funnel
Once validation was complete, we implemented a Hybrid VSL Funnel:
- Educational video introducing Finvest’s framework
- Text verification step
- Long-form authority landing page
- Qualification quiz
- Qualification quiz
This created an automated booking system. No more dependence on referrals. Paid traffic → Education → Qualification → Sales Call. Result: 35+ bookings per week across two sales reps 100% lead-to-call conversion rate
Strategy 3
Trust Layer: 3-Part Training Series
Cold traffic needs nurturing.
To increase conversion quality and build trust, we introduced a 3-part educational training series as a lead magnet.
This added:
- Authority positioning
- Depth of education
- Depth of education
- Increased trust before sales interaction
This layer significantly improved conversion stability.
Strategy 4
CRM Rebuild & Sales Infrastructure
We rebuilt their CRM for both marketing and sales:
- Automated follow-up sequences
- Lead tracking
- Sales pipeline visibility
- Reporting clarity
- Lifecycle segmentation
We also manage:
- Content marketing
- Video production
- Organic content strategy
This created balance between paid and organic ecosystems.
The Results
Predictable evergreen paid acquisition system
They transitioned from referral dependency to a scalable, automated growth engine.
Client Testimonial
“After a frustrating experience with our previous agency, we finally have clarity, structure, and predictable results. The strategy, validation process, and full funnel system completely transformed how we grow. We now have a reliable acquisition engine instead of relying on referrals.”
Lisa Harris, Finvest
Ready To Scale
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