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How we generated
2.5M CHF of pipeline in 90 days.
Detailed analysis of the deployment of the LeadPartner methodology for Alpha Prévoyance, a French-speaking Swiss brokerage firm facing market saturation.
1. The Context & The Challenge
Alpha Prévoyance (name changed for confidentiality) is a long-standing player in brokerage in French-speaking Switzerland, specialized in tax optimization. With a team of 15 advisors, their acquisition model had so far relied on two traditional pillars: buying "cold" leads and referrals.
In early 2025, the conclusion was undeniable: acquisition cost (CAC) up 45%, team motivation down due to unreachable leads, and increasingly aggressive competition on digital channels.
The Problems
- • Leads resold to 4 brokers
- • Reachability < 15%
- • No ROI tracking
The Objectives
- • Full exclusivity
- • Pre-call qualification
- • Stable volume (300/month)
The Audit: autopsy of a foretold failure.
The initial diagnosis revealed structural flaws explaining the budget leakage.
Non-responsive landing pages, no server-side tracking, tracking on Excel.
1. The semantic leak
40% of the Google Ads budget went to "informational" keywords (e.g., "LPP law") rather than "transactional" ones (e.g., "3a comparison"). Visitors were looking for free info, not a broker.
2. Form friction
The form asked for 12 fields right from the start. Conversion rate: 1.8%. On mobile, the UX was catastrophic.
- Sales Director, Alpha Prévoyance
3. The CRM "Black Hole"
Average contact latency: 26 hours. Yet the probability of qualifying a lead drops 10x after the first hour.
The response LeadPartner™
We didn't simply "optimize" the campaigns. We deployed a closed ecosystem.
Hyper-Targeting
Google Ads (Intent) + Meta Ads (Lookalike).
- Exclusion < 60k CHF
- Geo-Radius 30km
Active Qualification
Conversational quiz + SMS OTP.
- Micro-commitments
- SMS verification
API Distribution
Direct injection into the calendar.
- Latency < 200ms
- Mobile Push
The Results (90 days)
Consolidated data after 3 months of pilot campaign, extracted from the CRM.
Before / After LeadPartner
"It's the first time in 10 years that my advisors are asking me for more leads. The quality is there. LeadPartner isn't an expense, it's our growth engine."