The Annuity Expert — From $100–$500 CPL to ~$22

“It's Was Super F*Cking Easy... 21 Days In I Made $120k... If This 5k Doesn't Make It. I'm In Trouble. I Gave You Guys Like 2.5k... In Literally 21 Days I Made 120k In 30 Days”

Reduced CPL More Qualified Leads Clear Sales Process

Watch the 0:35 clip.

Ryan Cicchelli

The Annuity Expert

Joined October 2024 • … together • …

The Story

Client Snapshot:
Company: The Annuity Expert
Model: B2B & B2C
What they sell: Annuities & coaching for up-and-coming agents

Narrative: When Ryan came to us he was down to his last $5k. We proposed starting at $2,500/mo and paying the rest as results came in. In the first 30 days, he cleared $100,000+ from leads we generated.

Challenges:

CPL between $100–$500
Wanted CRM & automations to simplify sales
Wanted to sell coaching programs more efficiently

It's Was Super F*Cking Easy... 21 Days In I Made $120k... If This 5k Doesn't Make It. I'm In Trouble. I Gave You Guys Like 2.5k... In Literally 21 Days I Made 120k In 30 Days”

— Ryan Cicchelli, The Annuity Expert

What we shipped

Plan & Work Done

Simplified everything into one CRM & built the automations to hit goals
Complete marketing blueprint to reach high-intent buyers in their area
Launched/optimized Facebook Ads with creative testing
Standardized reporting: weekly KPIs, pipeline, and close-rate reviews
Trained the sales team to use the CRM correctly

Results

CPL down to ~$22 (from $100–$500)
Helped achieve $1.25M+ revenue in 9 months
Able to track ROI from marketing end-to-end

Creative snapshots