Ivanta Growth
We run the ads, the lead form and the follow-up, and show you every lead and meeting in your own portal.
Your brand, your approvals
Every lead and meeting visible
Your compliance team approves everything before launch
Plain reporting, no guarantees
Education-led ads. People download your compliance-approved guide and leave their details. Each lead reaches your portal instantly, with when they said they would like to talk. You follow up. Priced per lead, with ad spend included.
Book-a-call ads under your brand. People choose a time in your advisers' diaries, with an instant text confirmation and reminders. Priced per held meeting, with ad spend passed through at cost. We are taking a small number of pilot firms.
Instant alerts with a response timer.
Example layout
New, contacted, booked, held, client.
Example layout
Leads, booked, held, show rate, and cost per held meeting, which is what you pay.
Example layout
Approved guide, ad and form versions with dates.
Example layout
A plain summary of the month, reviewed with you.
Example layout
We draft the ads, lead form, guide and follow-up messages, with a source for every fact. Your compliance team approves everything before launch. Every guide carries a 'correct as at' date and is refreshed after each Budget.
Days 1-2
Your goals, area, how many meetings you want and how you follow up.
Week 1
Page and ad account access, tracking and your portal login.
Weeks 1-3
We draft the ads, form, guide and messages. Your compliance team approves them, and we test everything end to end.
Weeks 3-4
After your final sign-off, campaigns go live on an agreed budget.
Ongoing
We monitor performance continuously, adjust creative, targeting and budget as the data comes in, send you a weekly summary and review results with you every month.
Timing depends on how quickly access and approvals are returned. Your compliance team's review time varies by firm.
Meet Ben
Ivanta is run by Ben. You deal with him directly, not a call centre. Ben previously ran a lead generation business supporting financial advisers.
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