Where They Were
The creator had built a strong personal brand around day trading, technical analysis, risk management, and trading psychology.
They had 74,000 Instagram followers and sold a £4,000 trading mentorship for beginner and intermediate traders who wanted a structured system for reading the market, managing risk, and improving execution.
The offer had demand, but the sales process was inconsistent. Most clients came from DMs, referrals, and people who had followed the creator for months.
Before the Campaign
Instagram followers: 74,000
Offer price: £4,000
Average monthly revenue: £36,000
Average monthly sales: 9
Average monthly booked calls: 63
Show-up rate: 59%
Close rate: 24%
Paid ads: none
Main lead source: DMs, referrals, and organic content
Booking process: Calendly link sent manually
Follow-up: manual DMs and emails
The Problem
The creator had attention, authority, and a high-margin offer, but no predictable acquisition system.
Strong posts created spikes in DMs. Weaker posts created quiet weeks. A large number of people watched the creator’s market breakdowns, trade recaps, and psychology content, but there was no structured path from content viewer to qualified call.
The main gaps were lead qualification, retargeting, and follow-up.
What We Did
We built a 75-day Meta ads campaign focused on generating qualified calls for the £4,000 mentorship.
Step 1: Video Ads
We used direct trading angles based on the audience’s biggest pain points:
Why most traders blow accounts after one good week
The difference between a setup and a guess
How poor risk management kills good entries
Why beginners exit winners too early and hold losers too long
The best-performing ad was a 51-second direct-to-camera video explaining why most traders do not have a strategy problem. They have an execution and risk problem.
Step 2: Application Funnel
Instead of sending traffic straight to a calendar link, we added a short application step before the call booking page.
The application filtered prospects by:
Trading experience
Current account size
Main market traded
Biggest trading mistake
Risk management habits
Budget readiness
Timeline to start
Qualified applicants were then sent to Calendly to book a strategy call.
This improved call quality and stopped unqualified leads from filling the calendar.
Step 3: Retargeting
We retargeted people who watched trading videos, clicked the application page, engaged with Instagram content, or started the application without finishing it.
The retargeting ads focused on structure, discipline, risk management, trade review, and what the mentorship included.
This brought warm prospects back into the funnel after the first click.
Step 4: Follow Up
We added a simple follow-up system for applicants who did not book immediately or missed their call.
The follow-up sequence included:
Trading psychology breakdown
Student case study
Mentorship overview
Risk management lesson
Objection handling email
Final booking reminder
This increased show-up rate and recovered leads who would have disappeared after applying.
Campaign Numbers
Ad spend: £31,600
Application page visitors: 10,840
Applications submitted: 936
Cost per application: £33.76
Qualified applications: 402
Booked calls: 264
Cost per booked call: £119.70
Show-up rate: 75%
Attended calls: 198
Sales closed: 53
Close rate from attended calls: 26.8%
Revenue generated: £214,000
ROAS: 6.77x
Final Result
The campaign turned the creator’s trading content into a predictable high-ticket acquisition system.
The creator generated £214,000 in revenue from £31,600 in ad spend, booked 264 calls, closed 53 clients, and built a repeatable pipeline for future mentorship sales.