Case Study · Coaching · Tax & Asset Protection

$0 to $100K/month in 4 months scaling a recorded online course.

How we helped a US tax-planning coach reach the $100K/month mark with Facebook ads — 400% revenue growth and 11,000 webinar registrations.

400%

Revenue growth, 4 months

$250K

Increase in sales

11,000

Webinar registrations

$110K

Total ad spend

The challenge

Stuck at $5–10K/month with no cold-audience engine

A US tax-planning expert wanted to take his Asset Protection System to high-income individuals through webinars.

With an existing webinar and a warm community he made $5–10K a month — but from cold, paid traffic he was starting at $0, with no way to reach new audiences at scale.

The goals they couldn't reach alone

Reach cold high-income audiences
Scale past $10K/month profitably
Build a predictable webinar funnel

Challenges faced

1

No cold-audience engine

Relied on a warm community; couldn't reach new cold buyers.

2

$0 from paid traffic

Warm-list revenue had plateaued; paid ads contributed nothing yet.

3

Untested on Facebook ads

Wanted to try Facebook ads but didn't know if it could scale.

The approach

Funnel rebuild + the 3M approach

We audited and rebuilt the funnel, restructured the offer, then scaled with our 3M approach — Market Research, Message Crafting, Metrics Modelling — plus a deep retargeting stack.

Offer restructuring

Reworked the offer into a $997 core, a $497 downsell, and a $10K consultation upsell to maximize funnel value.

$250K

Increase in sales

Retargeting stack

Spent 20% of budget on multi-level retargeting (registration drop-offs, no-shows, sales-page visitors) with a 48-hour offer.

9.51X

Retargeting ROAS

Vertical & horizontal scaling

Beat ad fatigue with broader audiences and creative refreshes, scaling spend from $0 to $45K/month as revenue grew alongside.

$0→$45K

Monthly ad spend

The 3M approach

01

Market Research

Our Market Data Intelligence team built high-performing personas — tax pros, real-estate investors, luxury buyers, target zip codes.

02

Message Crafting

Copywriters built ad angles and 6 ad copies; the Visual Builder team designed authority-driven creatives.

03

Metrics Modelling

A funnel-mapped metrics sheet tracked LP, webinar, and order-form conversion to find and fix every leak.

The results

From $5K/month to $100K/month

400%

Revenue growth in 4 months

$250K

Increase in sales

9.51X

Retargeting ROAS

$0 → $45K

Monthly ad spend scaled

The receipts

Straight from the ad accounts.

Facebook ad account — 109 ad sets scaled to $110,011 total spend across the campaign.
Facebook ad account — 109 ad sets scaled to $110,011 total spend across the campaign.
Creative testing — multiple copy and image variants tested per ad set to find the winners.
Creative testing — multiple copy and image variants tested per ad set to find the winners.
Funnel sales — the recorded course scaled to $100K/month in 4 months.
Funnel sales — the recorded course scaled to $100K/month in 4 months.

Your offers make or break your funnel.

GrowthPartners

What you can learn

How this applies to your business

The offer structure decides the ceiling

Reworking one product into a $997 core, $497 downsell and $10K consultation upsell added $250K in sales. How you package price points, not just the ads, determines how much each buyer is worth.

Retargeting is where the ROAS hides

Spending 20% of budget retargeting drop-offs, no-shows and sales-page visitors with a 48-hour offer returned 9.51X. The warm audience your ads already created is the cheapest revenue available.

Map the funnel to find the leak

A metrics sheet tracking landing-page, webinar and order-form conversion pinpointed exactly where prospects dropped. You can't scale from $5K to $100K a month without knowing which step is losing people.

Scaling a recorded course or coaching offer?

We specialize in scaling online courses with Facebook ads — funnel audit, offer design, and retargeting that compounds. Let's scale yours.