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Overview

WealthPlan™ by Ryan Leslie is not your typical financial coaching gig—it's a game-changer for those who want to level up their money game. Picture this: monthly calls that feel like you're getting the inside scoop, exclusive club vibes, and your own personal mentor dropping wisdom bombs. WealthPlan™ is all about the 7-figure+ hustle, teaching you the art of making money, stashing it away like a pro, and making moves in the investment game.

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How WealthPlan™ Used SuperPhone

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Retargeting Their Audience


WealthPlan™ is a high ticket coaching program with multiple coaches teaching over 60 students. A warm retargeting campaign was used to re-engage previous website visitors, quiz submissions and application page visitors. This was data the FB pixel tracked. 


To garner interest from existing contacts, leads are encouraged to submit their application via an application form. The application covers a series of questions around their experience in the financial markets, goals, portfolio size, etc.

The applicants are screened for acceptance within 24 hours.

Accepted applicants will receive their approved text message (SuperPhone®) + email within 24 hours with next steps.

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Call & Text Correspondence

Through text correspondence, accepted applicants will coordinate a phone call via SuperPhone® to help answer any questions about the program. This intended purpose behind this call is to interview accepted applicants to enroll, all done via SuperPhone® call/texts.

Voice memos were extremely helpful in helping respond to long form texts and for quicker enrollee sign ups.

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Application Submitted - Automated Text

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Accepted Applicant - Manual Text

Achievements

• Return on conversations relevant to ad spend: 23,100%

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Metrics

Here is how the numbers breakdown:

• Total Applicants: 32
• Accepted: 25
• Rejected: 6
• Enrolled:  9
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• $22,257 Revenue

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How SuperPhone Integrates in the Tech Stack

• Kajabi
• Airtable
• Stripe
• SuperPhone®
• Docusign
• Tally
• Google Sheets

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Conclusion

In summary, WealthPlan's approach to audience re-engagement and enrollment is both personalized and efficient. The successful warm retargeting campaign, driven by Facebook pixel insights, brought back interested individuals. The friendly application process, with a quick 24-hour screening, emphasizes responsiveness. Immediate communication through SuperPhone® and email, along with the use of voice memos for quick responses, highlights the program's tech-savvy convenience. WealthPlan's case study underscores a dynamic blend of personal connection and streamlined processes in high-ticket coaching programs.