FULL BREAKDOWN

Jackson Wealth: Profitable in 2 weeks—then launched funding and closed the first deal within 48 hours.

Community grown. Funding launched. First deal in 48 hours.

Qualified Community Funding Offer Live Sold-Data → Ads

Jackson Wealth case study hero showing community-to-funding workflow

Creative + systems to grow community and monetize with funding.

Basil Jackson

Jackson Wealth — B2C & B2B (credit restoration + business funding)

Joined September 1, 2025 • … together

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Months with Us

Campaigns

Total Leads

Ad Spend (to date)

Blended CPL (all campaigns)

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Ongoing Partnership

The Story

Client Snapshot

Company: Jackson Wealth
Owner: Basil Jackson
Model: B2C & B2B (credit restoration + business funding)
What they sell & where: Community-led credit improvement and business funding (see site/services)

Context & Challenges

Already had ~250 members and needed to grow with quality.
Ad spend lacked a tight qualification and tracking loop.
Had to monetize quickly and validate a funding offer.

What we shipped

Diagnosis Gaps

Qualification + attribution gaps slowed decisions.
Speed-to-lead and CRM handoffs weren’t consistent.
Reporting cadence was light; sold data wasn’t informing ads.

Plan & Work Done

Consolidated into one CRM with the right automations.
Mapped the funnel and creative to high-intent audiences.
Launched + iterated on Google and Meta with creative testing.
Standardized weekly KPIs, pipeline hygiene, and close-rate reviews.
Pushed sold/closed signals back into Facebook to find more buyers.

Results

Profitable within two weeks (ad spend + fulfillment covered, surplus generated).
Funding offer live; first deal closed within 48 hours.
2,150 total leads on $4,218.93 spend (≈ $1.96 blended CPL).
Removed sales bottlenecks → a repeatable “$1 in, more out” machine.

Creative snapshots

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