Fintech · Lead Gen金融科技 · 获客 · 2025
HARBOR & CO.
Cut cost-per-qualified-lead 44% for a fintech by fixing attribution and rebuilding the funnel around lead quality.通过修复归因、围绕线索质量重建漏斗，为一家金融科技把"合格线索成本"降低 44%。
-44%Cost per SQL合格线索成本
+2.1×Lead-to-close rate线索成单率
+63%Pipeline value销售管道价值
The challenge挑战
Leads looked cheap but sales hated them. The funnel optimized for form-fills, with no feedback loop from the CRM on which leads actually closed.线索看上去很便宜，但销售很反感——漏斗优化的是"留资数"，且 CRM 里"哪些线索真正成单"的反馈从未回流到投放。
What we did我们做了什么
- 01
Piped CRM close data back into the ad platforms so optimization targeted revenue, not form-fills.把 CRM 的成单数据回传到广告平台，让优化目标对准收入、而非留资。
- 02
Rebuilt landing pages with qualifying questions that filtered out low-intent leads up front.重建落地页，用资格问题在前端就筛掉低意图线索。
- 03
Shifted budget from broad social prospecting to high-intent search and LinkedIn.把预算从泛社媒拉新转向高意图的搜索与 LinkedIn。