Finance · Expert ProductionNDA
Personal Finance Expert
An expert in personal finance and financial literacy.
The expert’s identity, exact revenue, and product prices are confidential under NDA. Only relative growth and conversion figures are shown.
The challenge
What needed to change
Build a turnkey production system in six months, turning fragmented expertise into a product portfolio with consistent sales.
The work
What I did
- 01Rebuilt the positioning and packaged a proprietary ten-step methodology for financial diagnosis and planning.
- 02Created a product ladder: free → entry → core → premium → continuation.
- 03Developed eight messaging pillars, six lead magnets, a funnel, and a launch calendar.
- 04Delivered four full launches plus an evergreen funnel and trained the enquiry manager.
Outcomes
The results
+28,600audience growth
3.6m+reach
108%sales-plan achievement
+32%average order value
5.9%lead-to-buyer conversion
76%sales attributed to content
Enquiry funnel
014,860
Lead magnets
022,140
Webinar registrations
031,176
Live attendees
04624
Applications
05417
Qualified consultations
06286
Sales
Views exceeded 5.1 million, while engagement rose from 3.2% to 8.1%.
Four launches averaged 108% of the sales plan, and cost per qualified application fell 41%.
*Instagram is owned by Meta, an organization designated as extremist and banned in the Russian Federation.
