Plannetics Financial
CROWN built the demand machine behind the brokerage—brand clarity, social proof, and a measurable path from attention to booked consultations.
Client:
Plannetics Financial
Services:
Go-To-Market (GTM) Strategy
Social Strategy
Creative Direction
Website Design/Build
Video Production
Graphic Design
Social Media Management
Paid Social (Lead Gen)
About:
Objective: generate qualified consultations for Plannetics while establishing trust in a regulated category. Do it efficiently: tight budgets, tight feedback loops, clean attribution.
Strategy & Execution
Positioning & Proof
Sharpened the value prop to three plain-English promises (advisory scope, who it’s for, how success is measured).
Rebuilt trust signals around founder credibility, client outcomes, and third-party validations (reviews, licenses, affiliations).
Funnel Architecture
Top: LinkedIn + Meta awareness—short, straightforward creative; no jargon.
Mid: downloadable checklists, planning templates, webinar invites, case snippets and other content routed to nurture.
Bottom: direct “15-minute fit call” with calendar embed and pre-qual form.
Creative System
Visuals: restrained, legible, modern.
Copy: short lines, active verbs, zero buzzwords.
Formats: 1) problem/solution tiles, 2) one-minute explainers, 3) carousel case bites.
Website & Landing
Lightweight landing pages per audience (founders, dual-income families, nearing retirement).
Social proof above the fold; calendar embed below.
Compliance-friendly disclosures baked into components.
Email & Nurture
5-part welcome sequence: audit → quick win → story → proof → CTA.
Monthly “market noise → plain talk” note; one clear CTA.
Attribution & Ops
UTM discipline and event tracking across ads, site, and calendar.
Weekly creative/accounting burn review; kill/scale rules; one source of truth for reporting.
Programs
Brand and messaging tighten (workshop → one-page brief).
Paid acquisition on LinkedIn + Meta (lead + traffic objectives, retargeting).
SEO quick wins (intent pages, FAQs, schema, speed).
Webinar kit (slides, registration flow, follow-ups).
Email flows (welcome, re-engage, no-show recovery).
Analytics: GA4 events, ad platform conversions, CRM integration to track booked calls → show-ups → proposals.
Goals (IP)
Lead quality improved (higher show-up rate to booked calls).
Short-form ads outperformed static by ~3× engagement; CPL trended down across weeks.
Retargeting drove the majority of booked consultations at the lowest CPA.
Nurture opened and clicked above industry baselines; reply-driven prompts increased handoffs to scheduling.
Creative and spend decisions tied to booked calls—not vanity metrics.
Plain language over financial jargon. One clear CTA everywhere. Creative and spend decisions tied to booked calls—not vanity metrics. Weekly kill/scale discipline kept burn tight and outcomes visible.
Next Levers
Add a calculator/worksheet gate for higher-intent leads.
Drift/Intercom for instant scheduling on key pages. Expand “case bites” into a searchable results library for SEO and sales.
Strategy & Execution
Positioning & Proof
Sharpened the value prop to three plain-English promises (advisory scope, who it’s for, how success is measured).
Rebuilt trust signals around founder credibility, client outcomes, and third-party validations (reviews, licenses, affiliations).
Funnel Architecture
Top: LinkedIn + Meta awareness—short, straightforward creative; no jargon.
Mid: downloadable checklists, planning templates, webinar invites, case snippets and other content routed to nurture.
Bottom: direct “15-minute fit call” with calendar embed and pre-qual form.
Creative System
Visuals: restrained, legible, modern.
Copy: short lines, active verbs, zero buzzwords.
Formats: 1) problem/solution tiles, 2) one-minute explainers, 3) carousel case bites.
Website & Landing
Lightweight landing pages per audience (founders, dual-income families, nearing retirement).
Social proof above the fold; calendar embed below.
Compliance-friendly disclosures baked into components.
Email & Nurture
5-part welcome sequence: audit → quick win → story → proof → CTA.
Monthly “market noise → plain talk” note; one clear CTA.
Attribution & Ops
UTM discipline and event tracking across ads, site, and calendar.
Weekly creative/accounting burn review; kill/scale rules; one source of truth for reporting.
Programs
Brand and messaging tighten (workshop → one-page brief).
Paid acquisition on LinkedIn + Meta (lead + traffic objectives, retargeting).
SEO quick wins (intent pages, FAQs, schema, speed).
Webinar kit (slides, registration flow, follow-ups).
Email flows (welcome, re-engage, no-show recovery).
Analytics: GA4 events, ad platform conversions, CRM integration to track booked calls → show-ups → proposals.
Goals (IP)
Lead quality improved (higher show-up rate to booked calls).
Short-form ads outperformed static by ~3× engagement; CPL trended down across weeks.
Retargeting drove the majority of booked consultations at the lowest CPA.
Nurture opened and clicked above industry baselines; reply-driven prompts increased handoffs to scheduling.
Creative and spend decisions tied to booked calls—not vanity metrics.
Plain language over financial jargon. One clear CTA everywhere. Creative and spend decisions tied to booked calls—not vanity metrics. Weekly kill/scale discipline kept burn tight and outcomes visible.
Next Levers
Add a calculator/worksheet gate for higher-intent leads.
Drift/Intercom for instant scheduling on key pages. Expand “case bites” into a searchable results library for SEO and sales.
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