Currency Grow (Omkar Bhutada) [Wealth Coach]
Client Overview
- Industry and Niche: Stock Market & Wealth Consultation
- Services Provided: Stock marketing planning, money management, grow your wealth consultation
- Price Points:
- Front-end low ticket digital products: INR 1999
- High Ticket Stocks Consultation Program: INR 1,00,000
Objective
- Goal: Boost front-end sales, generate leads for 1-on-1 calls to sell High Ticket
- Target Audience: Primarily Men | 32 to 58 | High Income Professionals, IT Professionals, Business Owners/Self Employed (Annual Rev 1CR+)
Challenges
- Initial Pain Points:
- No Funnel System
- No Automations
- No Content Strategy
- No Marketing Strategy
- Competitive Landscape:
- Unable to consistently sell High-Ticket due to heavy market competition. People are selling similar services for much lower price. Client was unable to breakthrough the 1L high ticket ceiling.
Approach
- Research & Analysis:
- We use an approach which is primarily based on the “Impossible to fail” concept
- We do an in-depth research and a deep-dive into existing marketing frameworks of competitors who are making similar to client’s desired revenue
- We figure out the platforms, audience sources, audience persona, demographics along with exact funnel, structure and positioning used
- We further identify gaps in existing model and bridge it using our Community Ascension Model™
- We create a complete roadmap of what needs to be done step by step in order to reach the outcome and craft a strategy and implementation timeline for the same.
- Platform Selection: Meta (70% Instagram and 30% Facebook) [Mainly because the primary target audience spends over 75% of their on-screen time on these platforms]
- Campaign Setup: Multiple Direct Purchase Campaigns. Mainly CBO campaigns with multiple ad sets targeting different audience clusters
- CAM Model:
- Rs.1999 Front-End Program
- Nurture Community
- Sell High Ticket in Private Event
Implementation
Ad Creatives:
- Static Image Ads
- High Converting Video Ads
Targeting:
- Country: India
- Gender: Men
- Interests: Business, Passive Income, Stock Trading, Mutual Funds, Options, Wealth Management, Luxury, Travel etc
- Advanced Layering: Lookalike Audiences (5% of TOFU Purchasers)
Optimization:
- Manual Bid Caps for Aggressive Scaling
- Video Ads with different messaging (Reels and 1:1)
Results
- Key Metrics:
- One-on-one High Ticket (INR 1,00,000 ticket)
- CPP: INR 700
- Total Ad Spend: 29,400
- Phase 1 Members: 42 → by 2nd month
- HT Closed: 4
- Revenue Generated: INR 84,000 (LT) + INR 4,00,000 (HT)
- Avg. RoAS: 16.4x
- One-on-one High Ticket (INR 1,00,000 ticket)
- Client Feedback:
- The client was stuck at 1 lakh/month and due to an unoptimized strategy and campaign structure, they were unable to scale.
- Client was more than thrilled with the results we’ve attained and they have retained our services till date
Conclusion
- Summary of Success:
- Implemented a highly effective funnel system and marketing strategy, resulting in a significant increase in high-ticket sales
- Successfully broke through the 1 Lakh high ticket ceiling, achieving a 4x increase in monthly revenue
- Established a scalable and optimized campaign structure, enabling consistent sales growth