Business financing / Case study
Business Financing Company
2,217 business funding leads at about $31.90 each.
2,217
Meta leads · Feb–Sep 2026
~$70.7K
Meta lead-generation spend
~$31.90
Blended cost per lead
1,057
Leads from the largest campaign
About the company
A Canadian business financing company found Shephard Marketing through a ChatGPT search. The client asked us not to name them.
They were already spending on paid ads with another agency. They believed in the ads. They didn't feel they were getting enough back, in results or in communication.
01 / The challenge
They wanted a partner who would actively manage their ads, talk to their team often and connect marketing results to what was happening in sales.
Our audit found the ad account appeared to have gone about six months without meaningful changes or optimization.
02 / What we did
Rebuild the ad account
We didn't just take over the old campaigns. We rebuilt the Meta account with new campaign structures, audiences, offers and angles.
Campaigns now cover every stage: new business owners looking for funding, warmer prospects and retargeting, and high-intent opportunities. We keep testing new messages instead of letting campaigns sit.
Work with the sales team
The bigger change happened after the lead came in. Every new lead goes to the CRM and a salesperson is notified right away.
We work with the team on speed-to-lead, accountability, follow-up and the pipeline. Their feedback on lead quality shapes what we change in the ads.
Shorten the path to funding
Next, we're adding dedicated landing pages, automated booking and more follow-up. The goal is to get qualified business owners talking to sales, and funded, faster.
Inside the system
Leads are only half the job.
The ads had to bring in volume. The sales handoff had to make that volume count. Two campaigns did much of the heavy lifting.
- Largest campaign
Business funding offer to a broad set of business owners, at approximately $24.46 per lead.
1,057leads- Broad acquisition
A second acquisition campaign, at approximately $25.88 per lead.
426leads
Both campaigns are part of the 2,217-lead total for February–September 2026. Results are leads, not funded deals.
03 / The outcome
2,217 Meta leads
Generated by Shephard Marketing's Meta lead-generation campaigns from February through September 2026, across cold, warm, retargeting and business-funding campaigns.
About $31.90 per lead
Blended cost per lead on approximately $70,730 in Meta lead-generation spend.
1,057 leads from one campaign
The largest campaign produced 1,057 leads at about $24.46 each. A broad acquisition campaign added 426 leads at about $25.88 each.
Marketing and sales, connected
Salespeople hear about new leads faster, lead handling is tracked, and sales feedback goes back into the ads. The client reports some of its strongest months for leads and sales during our work together.
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