From Napkin to 25 Million
The small tech stack led to 25 million was created for two people in mind. The customer searching mortgage rates and the loan officer who is unorganized and glued to their phone. A few highlights here:
1. I only used Google Search Ads, Facebook Ads, and Linkedin. My marketing mix was 70 percent search and 30 percent remarketing on social. With a test budget for conversion rate optimization at $10,000.
2. Speed to lead contact stage was vital to keep customer.
3. Priority on lead score and user segment was also important for user visualization.
4, Feedback loop allowed for a CRV of 22% from advertising to lead, and from a lead to customer at 15% (a unicorn in mortgage marketing).
Application From Theory: The Models I Follow That Win In My Books - I've spent half a decade in business to consumer Marketing and another half in business to business. As someone who truly enjoys marketing acquisition. I find myself always trying to prove the worth of each model when its needed (no click bait here).





The difference of my funnels B2B versus B2C

