FintechB2BEngagement: March 2026

Case 4

Increased high-value deals by 62% & Decreased CAC by 40% which gave us the efficiency & confidence to scale spends 2X

Key Result

62%

Increased high-value deals by 62% & Decreased CAC by 40% which gave us the efficiency & confidence to scale spends 2X

Problem Statement

High volume of low value deals and poor quality leads (low conversions) were coming

Our Approach

70%

Funnel Analysis

Identified significant drop-offs in the sales pipeline.

30%

Sales-Insights Loop

Audited sales call feedback to refine lead quality signals and optimize for Value-Based Bidding.

1

Strategy

Meta: - Turned on OTP verification for instant forms - Setup conditional flow in forms redirecting low value deals to self-serve website - Optimized for SQL after CAPI Implementation Google: - Optimized for SQL after Enhanced Conversions Implementation - Implemented Value Based Bidding to drive higher deal size - Budget allocation restricted to PMax and Demand Gen (which were contributing to lower quality leads)

Results

62%

Increased high-value deals by 62% & Decreased CAC by 40% which gave us the efficiency & confidence to scale spends 2X

Chart showing consistent improvement in Net Revenue, Deals and SQLs

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