01
The challenge
Quest Finance was generating leads, but the standard inquiry process did not capture enough information about potential borrowers before they reached the sales team.
The opportunity was to improve the journey beyond the initial click, helping prospects provide relevant information while giving the sales team better context for follow-up.
The key challenges
- Limited borrower information at the inquiry stage
- Manual lead qualification
- A gap between lead capture and the sales process
- The need to balance conversion volume with lead relevance
02
What we changed
We connected paid acquisition with a guided, step-by-step qualification experience, replacing the standard inquiry journey with a process designed to collect more useful information.
Our approach included
- Lead generation through paid advertising
- Quiz-based borrower qualification
- Progressive qualification questions
- Simplified finance messaging and clearer conversion paths
- CRM integration for structured lead handling
- A more organized marketing-to-sales handoff
03
The transformation
The journey moved from a basic inquiry form to a more structured process:
Paid Traffic → Landing Page → Qualification Quiz → Lead Capture → CRM
Instead of relying only on contact details, the funnel collected borrower information earlier in the journey, giving the sales team additional context for follow-up.
04
Campaign results
| Metric | Reported result |
|---|---|
| Leads generated | 314 |
| Link clicks | 1,194 |
| Cost per lead | $15.57 |
| Total ad spend | $4,890.03 |
The available figures demonstrate lead volume and acquisition cost. Qualified-lead rate, booked appointments, funded loans, and return on ad spend were not provided, so no claims about those outcomes are made.
05
The takeaway
Lead generation works best when acquisition and qualification are designed as one connected journey. By pairing paid traffic with a guided finance funnel, Quest Finance could collect more relevant borrower information before the sales conversation.