Lead Gen System for Pension Advisory
Budget: £250 – £750 GBP
Hi,
I am currently researching the market for marketing and lead generation providers and exploring whether I can build a cost-efficient but high-performing system.
A quick question:
- Are you able to work with me on a fully integrated, end-to-end solution covering strategy, execution, and optimisation?
What I am looking for is a complete system, not just ads. Specifically:
- Custom domain (for SEO-optimisation too, later Google Ads)
- High-converting landing page (mobile-optimised, fast, compliant, and designed for conversions)
- Market research on UK expats in the USA (with focus on New York and Florida, but open to data-led insights on other high-density areas)
- Competitor research and positioning analysis (e.g. firms such as Alexander Peter Wealth Management and Hoxton Wealth) to identify gaps and differentiation opportunities
- Clear positioning and messaging tailored to UK pension holders abroad (double taxation, pension transfers, retirement income, cross-border complexity)
- Creation of a compelling lead magnet (PDF guide, calculator, or interactive tool)
- Scriptwriting and editing support for a 45–60 second video ad (I will record personally for branding and trust)
- Multiple ad creatives for testing (video, static, copy variations)
- Full Meta Ads setup (Facebook + Instagram), including campaign structure and audience targeting
- Pixel tracking and full analytics setup (Meta Pixel, conversion tracking, event tracking)
- Retargeting campaigns based on user behaviour and engagement
- Email nurturing sequence for unconverted leads (educational, trust-building, not sales-driven)
- Optional SMS integration for follow-up (if compliant and effective)
- Lead validation and filtering (email + phone verification)
- Pre-qualification system before booking (forms, logic, scoring, etc.)
- Calendar integration (Cal.com) shown only qualification
- Integration with Zoho CRM for lead capture, tracking, and pipeline management
- Ongoing optimisation and monitoring for at least 90 days (testing, iteration, performance improvements)
- Full copywriting across ads, landing pages, emails, and funnels
- Compliance-aware marketing (especially important for financial services and cross-border clients)
Objective:
- Generate qualified UK expat leads in the USA (primarily New York and Florida)
- Target individuals holding UK pensions with assets above £250k
- Book a minimum 10 qualified, warm, high-intent appointments per month
Additional points:
- I am looking for quality over volume — highly relevant, educated prospects rather than generic leads
- The messaging must feel differentiated vs existing expat advisory firms and not generic “free consultation” marketing
- I want the system to be scalable once proven
- I need clarity on expected ad spend and realistic performance metrics (CPL, cost per appointment, etc.)
- Please indicate what is included vs what would be additional cost
- I am open to the use of AI tools to accelerate implementation, improve efficiency, and reduce costs, provided output quality remains high and aligned with a premium brand
Let me know if this is something you can deliver and how you would approach it.
I am currently researching the market for marketing and lead generation providers and exploring whether I can build a cost-efficient but high-performing system.
A quick question:
- Are you able to work with me on a fully integrated, end-to-end solution covering strategy, execution, and optimisation?
What I am looking for is a complete system, not just ads. Specifically:
- Custom domain (for SEO-optimisation too, later Google Ads)
- High-converting landing page (mobile-optimised, fast, compliant, and designed for conversions)
- Market research on UK expats in the USA (with focus on New York and Florida, but open to data-led insights on other high-density areas)
- Competitor research and positioning analysis (e.g. firms such as Alexander Peter Wealth Management and Hoxton Wealth) to identify gaps and differentiation opportunities
- Clear positioning and messaging tailored to UK pension holders abroad (double taxation, pension transfers, retirement income, cross-border complexity)
- Creation of a compelling lead magnet (PDF guide, calculator, or interactive tool)
- Scriptwriting and editing support for a 45–60 second video ad (I will record personally for branding and trust)
- Multiple ad creatives for testing (video, static, copy variations)
- Full Meta Ads setup (Facebook + Instagram), including campaign structure and audience targeting
- Pixel tracking and full analytics setup (Meta Pixel, conversion tracking, event tracking)
- Retargeting campaigns based on user behaviour and engagement
- Email nurturing sequence for unconverted leads (educational, trust-building, not sales-driven)
- Optional SMS integration for follow-up (if compliant and effective)
- Lead validation and filtering (email + phone verification)
- Pre-qualification system before booking (forms, logic, scoring, etc.)
- Calendar integration (Cal.com) shown only qualification
- Integration with Zoho CRM for lead capture, tracking, and pipeline management
- Ongoing optimisation and monitoring for at least 90 days (testing, iteration, performance improvements)
- Full copywriting across ads, landing pages, emails, and funnels
- Compliance-aware marketing (especially important for financial services and cross-border clients)
Objective:
- Generate qualified UK expat leads in the USA (primarily New York and Florida)
- Target individuals holding UK pensions with assets above £250k
- Book a minimum 10 qualified, warm, high-intent appointments per month
Additional points:
- I am looking for quality over volume — highly relevant, educated prospects rather than generic leads
- The messaging must feel differentiated vs existing expat advisory firms and not generic “free consultation” marketing
- I want the system to be scalable once proven
- I need clarity on expected ad spend and realistic performance metrics (CPL, cost per appointment, etc.)
- Please indicate what is included vs what would be additional cost
- I am open to the use of AI tools to accelerate implementation, improve efficiency, and reduce costs, provided output quality remains high and aligned with a premium brand
Let me know if this is something you can deliver and how you would approach it.