Our objective was to first, implement a lead funnel so clients were coming to Summit, not Summit going to clients. We also wanted to enhance the quality of leads they were receiving so their close rate was much higher.

To achieve this, we decided LinkedIn was our most valuable asset. We ran ads on LinkedIn targeting business professionals who had a history of looking into financial help. With the ads running, we optimized Summit's landing page to make it a quick and seamless lead form for the prospects to fill out, eliminating as much friction as possible. With ads running successfully, and lead forms being filled out, we needed a place for Summit's advisors to organize their leads. Easy work. We integrated a CRM and worked beside advisors to make sure that the CRM was organized to their liking. 

It only took us about 3 months to see results that Summit could only dream of.

The campaign, lead forms, and CRM integration were launched swiftly and with ease. As you can see from the numbers below, they were extremely successful. in just one quarter, Summit returned over 300% on their original investment (pun intended) with Echo Media. We reduced their cost per lead by 26% while at the same time improving their lead quality score by 41%.